On January 9th, the price index of general-grade ethanol was 6000.75, which was stable from the previous working day.
& nbsp; the price of ethanol in China is stable. Hot spots on January 9: first, Henan excellent prices are stable. Second, the price quotation in East China is stable. Third, the quotation of individual factories in Jilin area of Northeast China has been lowered, and that of individual factories in Heilongjiang Province has been lowered. Fourth, the auction of ethyl acetate is stable. Fifth, freight rates remain stable. The transaction price of chemical industry is lower than that of the previous transaction day.
Specifically, the prices of individual factories in the northeast Jilin region have been lowered and orders have been delivered. The prices of large factories in Heilongjiang are stable, and the quotations of individual factories are reduced. Individual devices in Inner Mongolia were shut down. Henan high-grade ethanol is stable and orders are delivered. The quotation in East China is stable, the production of individual enterprises in Shandong has been reduced, the production of other individual factories in East China has also been converted, and the transaction price of chemical procurement has weakened. The quotation of the fuel enterprise is stable. Northeast enterprise Jilin market price 6050-6150 yuan / ton, Jilin no water 6700-6950 yuan / ton. The general grade of Heilongjiang market is 5800-6100 yuan / ton, and the Heilongjiang anhydrous market is 6500-6750 yuan / ton. The northeast closing position is about 6400-6500 yuan / ton. The superior enterprises in Central China are quoted at 6400 yuan / ton and the water-free price is 7250 yuan / ton. The price of ethanol in East China is 6550 yuan / ton. The price of anhydrous ethanol is 7250-7350 yuan / ton, and the general price in southern Jiangsu is 6650-6900 yuan / ton. Cassava ethanol & nbsp;6700-68000 yuan / ton in Guangxi, South China.
& nbsp; unit: yuan / ton
|
Area |
Specifications |
Market |
2024/1/8 |
2024/1/5 |
Rise and fall |
|
|
South China |
Cassava is anhydrous |
Guangxi |
7300-7500 |
7500-7500 |
0/0 |
|
|
Molasses 95% |
Guangxi |
- |
- |
- |
|
|
|
Cassava 95% |
Guangxi |
6700-6800 |
6700-6800 |
0/0 |
|
|
|
North China |
Superior grade |
Hebei |
- |
- |
- |
|
|
No water |
Hebei |
7000-7100 |
7000-7100 |
0/0 |
|
|
|
Northeast China |
General level |
Jilin |
6050-6150 |
6050-6150 |
0/0 |
|
|
No water |
Jilin |
6700-6950 |
6700-6950 |
0/0 |
|
|
|
General level |
Jinzhou |
6400-6500 |
6400-6500 |
0/0 |
|
|
|
General level |
Heilongjiang Province |
5800-6100 |
5800-6100 |
0/0 |
|
|
|
East China |
General level |
Anhui Province |
6600-6600 |
6600-6600 |
0/0 |
|
|
No water |
Anhui Province |
7250-7300 |
7250-7300 |
0/0 |
|
|
|
No water |
Shandong |
- |
- |
0/0 |
|
|
|
General level |
Shandong |
6350-6550 |
6350-6550 |
0/0 |
|
|
|
Superior grade |
Shandong |
6600-6800 |
6600-6800 |
0/0 |
|
|
|
Send it to other places without water. |
Shandong |
7150-7250 |
7150-7250 |
0/0 |
|
|
|
General level |
Northern Jiangsu |
6550-6550 |
6550-6550 |
0/0 |
|
|
|
No water |
Northern Jiangsu |
7250-7350 |
7250-7350 |
0/0 |
|
|
|
General level |
Southern Jiangsu |
6650-6800 |
6650-6800 |
0/0 |
|
|
|
Central China |
Superior grade |
Henan |
6400-6400 |
6400-6450 |
0/-50 |
|
|
No water |
Henan |
7250-7250 |
7250-7300 |
0/-50 |
|
Raw material / by-product and downstream & nbsp
Unit: yuan / ton, US dollar / ton
|
Area |
Market |
Raw materials / by-products |
2024/1/9 |
Remarks |
|
Northeast China |
Jilin |
Corn |
2300-2340 |
|
|
Northeast China |
Jilin |
DDGS |
2000-2050 |
|
|
Northeast China |
Heilongjiang Province |
Corn |
2180-2220 |
Less transactions at a low price |
|
Northeast China |
Heilongjiang Province |
DDGS |
1880-2000 |
High fat |
|
Central China |
Henan |
Corn |
2460-2560 |
|
|
Central China |
Henan |
DDGS |
1800-1900 |
|
|
Thailand |
|
Dried cassava |
255-260 |
|
|
Shandong |
|
Ethyl acetate |
6320-6350 |
Acceptance leaves the factory |
|
Jiangsu Province |
|
Ethyl acetate |
6350-6450 |
|
|
South China |
|
Ethyl acetate |
6550-6600 |
Dongguan |
Future forecast: ethanol prices in China are expected to be stable or weak in the short term. Northeast corn prices continue to fall limited, poor ddgs demand prices fell to a low point, ethanol production is currently around the profit and loss level, but the market supply is relatively sufficient under the weak price consolidation. The supply in East China has declined in a short period of time, and the supply side is good, but the price of non-local sources is not high, and the price is weak.
Raw material: corn ethanol: corn prices in China are stable. Ddgs price weak finishing. In the aspect of dried cassava: enterprises wait for it to be reduced to a reasonable price.
Supply: northeast start: Dongning Hongda shutdown, Baoquanling shutdown, Luobei production, Cofco Zhaodong excellent stop fuel production, Wanli installation is normal, Hongzhan 4 factories are normal, Heilongjiang Shenglong production, China Kegring production, Fuyu Huihai production; Fukang production, Tianyu production, Shuntong shutdown, Dongfeng Huafeng production, Xintianlong normal, Liuniu production. Huadong Huatian shutdown, Guannan shutdown, Jin Changlin shutdown, Guohua shutdown, Kant downtime, Changxing production, Longhe downtime, Romat production, sul production, Fulaichun shutdown, Maybohui shutdown, MINUSTAH production. Hanyong, Mengzhou, Henan is normal, Huaxing is normal, Houyuan is 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. Ethanol production, a by-product of Baling Petrochemical.
Demand: downstream chemical rigid demand procurement. Liquor order purchase.
Logistics: logistics price is stable.
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 |
Power on from April 15 to May 6 |
|
|
Jilin Fukang |
50 |
4 |
March 28th |
|
|
Heilongjiang Hexing grain and oil |
3 |
3 |
Late March |
|
|
Inner Mongolia Shuntong |
12 |
12 |
October 8 production downtime on January 8 |
|
|
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 |
April 20 has been put into production in September and shut down for production in December. |
|
|
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 |
Normal 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 plant was shut down from July 3 to December 21. |
|
|
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 |
|
|
Jiangsu Flower Hall |
25 |
25 |
The device was shut down in late December. |
|
Remarks: all estimated downtime and production capacity are subject to the specific downtime of the factory.
