The price index of general-grade ethanol was 6208.00 on December 11th, which was stable compared with the previous working day.
& nbsp; China's ethanol market does not fluctuate much. December 11 hot spots: first, Henan excellent prices are stable. Second, prices in East China are stable. Third, the price in Northeast China is stable, and Jilin No Water has increased by 50 yuan per ton. 4. The bidding price of ethyl acetate has been reduced obviously. Fifth, the freight rate is high, and there are not many return cars. Sixth, the price of coal-based ethanol has risen. The earth refinery is sent to the price to rise.
Specifically, the price of enterprises in Northeast Jilin region is stable, with no water rising by 50 yuan / ton, and the price in Heilongjiang region has not been released before the press release, and the previous order continues to be delivered. The trend of superior prices in Henan is stable, and the snowfall weather affects the arrival time. Order delivery in East China, the price remains stable, the chemical industry is about to be purchased, and the port is arriving one after another. The price of receiving goods continues to rise. Due to the small number of return vehicles and obvious car robbery, the price continues to remain high. Northeast enterprise Jilin market price 6300-6400 yuan / ton, Jilin no water 6950-7250 yuan / ton. Last week, the general grade of Heilongjiang market was 6050-6300 yuan / ton, and the Heilongjiang anhydrous market was 6800-7000 yuan / ton. The northeast closing position is about 6600-6700 yuan / ton. The superior enterprises in Central China are quoted at 6650 yuan / ton and the water-free price is 7400 yuan / ton. The price of ethanol in East China is 6800 yuan / ton. The price of anhydrous ethanol is 7550-7600 yuan / ton, and the general price in southern Jiangsu is 7000-7050 yuan / ton. Cassava ethanol & nbsp;6900-6950 yuan / ton in Guangxi, South China.
& nbsp; unit: yuan / ton
Area |
Specifications |
Market |
2023/12/11 |
2023/12/8 |
Rise and fall |
|
South China |
Cassava is anhydrous |
Guangxi |
7500-7500 |
7500-7500 |
0/0 |
|
Molasses 95% |
Guangxi |
- |
- |
- |
|
|
Cassava 95% |
Guangxi |
6900-6950 |
6900-6950 |
0/0 |
|
|
North China |
Superior grade |
Hebei |
- |
- |
- |
|
No water |
Hebei |
7200-7250 |
7200-7250 |
0/0 |
|
|
Northeast China |
General level |
Jilin |
6300-6400 |
6300-6400 |
0/0 |
|
No water |
Jilin |
6950-7250 |
6950-7250 |
0/0 |
|
|
General level |
Jinzhou |
6600-6700 |
6600-6700 |
0/0 |
|
|
General level |
Heilongjiang Province |
6050-6300 |
6050-6300 |
0/0 |
|
|
East China |
General level |
Anhui Province |
6850-6930 |
6850-6930 |
0/0 |
|
No water |
Anhui Province |
7550-7600 |
7550-7600 |
0/0 |
|
|
No water |
Shandong |
7500-7550 |
7500-7550 |
0/0 |
|
|
General level |
Shandong |
6750-6750 |
6750-6750 |
0/0 |
|
|
Superior grade |
Shandong |
6850-7050 |
6850-7050 |
0/0 |
|
|
Send it to other places without water. |
Shandong |
7450-7550 |
7450-7550 |
0/0 |
|
|
General level |
Northern Jiangsu |
6800-6800 |
6800-6800 |
0/0 |
|
|
No water |
Northern Jiangsu |
7550-7600 |
7550-7600 |
0/0 |
|
|
General level |
Southern Jiangsu |
7000-7050 |
7000-7050 |
0/0 |
|
|
Central China |
Superior grade |
Henan |
6650-6650 |
6650-6650 |
0/0 |
|
No water |
Henan |
7400-7400 |
7400-7400 |
0/0 |
|
Raw material / by-product and downstream & nbsp
Unit: yuan / ton, US dollar / ton
Area |
Market |
Raw materials / by-products |
2023/12/11 |
Remarks |
Northeast China |
Jilin |
Corn |
2450-2450 |
|
Northeast China |
Jilin |
DDGS |
2300-2450 |
|
Northeast China |
Heilongjiang Province |
Corn |
2348-2400 |
Less transactions at a low price |
Northeast China |
Heilongjiang Province |
DDGS |
2000-2330 |
High fat |
Central China |
Henan |
Corn |
2540-2600 |
|
Central China |
Henan |
DDGS |
2450-2600 |
|
Thailand |
|
Dried cassava |
268-268 |
|
Shandong |
|
Ethyl acetate |
6350-6360 |
Acceptance leaves the factory |
Jiangsu Province |
|
Ethyl acetate |
6450-6550 |
|
South China |
|
Ethyl acetate |
6650-6700 |
Dongguan |
Future forecast: ethanol prices in China are expected to be stable in the short term. The northeast freight rate is high, and the short-term price is stable. It is possible that the shipping price is weak due to the influence of snowfall in Henan Province. The arrival volume of ports in East China has increased, and the purchase price of chemical rigid demand is stable. After the previous sustained rise in fuel ethanol, prices are expected to be stable in the short term.
Raw material: corn ethanol: China's corn weakens slightly, the weather clears up, farmers hesitate to sell, and some shipments begin. At present, the price is weak under the weak demand for ddgs, pig consumption is greatly reduced under the influence of classical swine fever and bird flu, and the price of soybean meal goes down obviously, which is negative for the price trend of ddgs. In the aspect of dried cassava: enterprises are waiting for the new dried cassava to appear on the market.
Supply: northeast start: Dongning Hongda shutdown, Baoquanling shutdown, Luobei production, Cofco Zhaodong unstable, Wanli installation normal, Hongzhan 4 factories normal, Heilongjiang Shenglong production, Zhongkegreen production, Fuyu Huihai production; Fukang production, Tianyu production, Shuntong production, Dongfeng Huafeng production, Xintianlong normal, Liuniu production. Huadong Huatian production, Guannan shutdown, Jin Changlin downtime, Guohua shutdown, Kant downtime, Changxing production, Longhe downtime, Romat production, sul shutdown, Fulaichun shutdown, Maybohui shutdown, and MINUSTAH production. Three factories in Mengzhou, Henan Province are normal. Jufeng shuts down. Chifeng Ruiyang production, Zhalantun production, Inner Mongolia Jietainuo plant production. Jilin fuel is normal, Guotou Tieling production. Tianguan Nanyang production. Guotou Jidong production. State Investment Helen production.
Demand: downstream chemical rigid demand procurement. Liquor order purchase.
Logistics: high price arrangement of logistics.
Equipment maintenance table of Chinese ethanol enterprises
Enterprise name |
Production capacity (10,000 tons / year) |
Maintenance involves production capacity |
Maintenance start time |
Remarks |
Hongzhan (Jixian) |
60 |
60 |
April fifteenth |
Start up on May 6th |
Jilin Fukang |
50 |
4 |
March 28th |
|
Heilongjiang Hexing grain and oil |
3 |
3 |
Late March |
|
Inner Mongolia Shuntong |
12 |
12 |
Production on October 8th |
|
Heilongjiang Zhongke Green |
10 |
10 |
Production on August 30th |
|
Fulaichun, Shandong Province |
20 |
20 |
Stop the machine |
|
Jiangsu Dongcheng |
15 |
15 |
Stop the machine |
|
Guannan COVID-19, Lianyungang |
5 |
5 |
Stop the machine |
|
Jiangsu Haiyan |
15 |
15 |
Start up in the middle of May |
|
Jiangsu Maibo remittance |
8 |
8 |
Stop feeding at the beginning of April |
|
Shuyang Guohua |
5 |
5 |
Resume downtime in mid-August around July 10 |
|
Anhui COFCO |
75 |
30 |
It is expected to shut down in September on April 20th. |
|
Anhui Wuhechun |
8 |
8 |
Stop the machine |
|
Jilin Xintianlong |
30 |
30 |
Shut down on May 5, start on the 17th, reduce production on the 21st, full production on July 15th. |
|
Heilongjiang Sheng long |
15 |
15 |
Shut down on April 27-start on June 5, put in material from July 19 to September 16 |
|
Inner Mongolia Liniu |
10 |
10 |
October production |
|
Hanyong, Mengzhou, Henan Province |
30 |
30 |
One-line production |
|
Houyuan, Mengzhou, Henan Province |
50 |
50 |
Open on May 21 and shut down on October 26th |
|
Jilin Dongfeng Hua Grain |
10 |
10 |
Fire from 17 April to 9 October |
|
National Investment Helen |
30 |
30 |
April 12-May 24, September 20-September 26 |
Fuel fuel |
Guotou Jidong |
30 |
30 |
April 3rd |
Fuel fuel |
Zhenjiang Changxing |
10 |
10 |
All machines were shut down on May 16, June 5, July 19, August 28, November 6, November 25 or so. |
|
Jin Changlin in Lianyungang |
5 |
5 |
Shutdown on May 18, production on August 7, shutdown around August 15. |
|
Hongzhang, ha. |
60 |
30 |
From 27 May to 20 July, Phase II from September 25 to October 9 |
|
Fukang |
50 |
50 |
Feed from August 10 to August 31 |
|
Tianyu |
15 |
15 |
Stop feeding on July 21 and feed on August 13 |
|
Cofco Zhaodong |
30 |
10 |
June 5 stop feeding-June 20 July 15 shutdown July 31 fuel production, food feeding on August 15, December 1 unstable |
|
Chifeng Ruiyang |
8 |
8 |
Shut down on June 10th and feed on July 4th. |
|
Hongzhan Tahiko |
30 |
30 |
Stop from June 20th to July 5th |
|
Wanli Runda |
60 |
60 |
Shutdown on July 15th and feeding on July 31st |
|
Lianyungang Longhe River |
10 |
10 |
July 3 device stop feeding August 21 feeding November 3 shutdown |
|
Jiangsu sul alcohol |
12 |
12 |
The device was shut down on July 3 |
|
Liaoyuan giant peak |
50 |
50 |
Production stopped on July 4th and August 1st. |
|
Zalantun |
10 |
10 |
The product will be released around July 6th. |
|
Shandong Yingxuan |
20 |
20 |
Shut down at the end of June and put in material on July 25. |
|
Jilin fuel |
70 |
70 |
The two lines will be inspected from 31 July to 20 August. |
|
Guotou Tieling |
30 |
30 |
The machine was shut down on July 31 for maintenance and put in the material on August 10. |
|
Henan Nanyang Tianguan |
30 |
30 |
August 15 feeding production 12 early shutdown to resume |
|
Romet. |
5 |
5 |
August 18 put into production |
|
Fuyu Huihai |
5 |
5 |
Downtime in mid-August-October 3 |
|
China Colleen |
10 |
10 |
Feeding starts on August 22nd |
|
Guotou Jidong |
30 |
30 |
Feed in early September |
|
Hongzhan Huannan |
30 |
30 |
October 08-October 22 |
|
Remarks: all estimated downtime and production capacity are subject to the specific downtime of the factory.