On February 19th, the price index of general-grade ethanol was 5823.5, up from-30.75 in the previous working day.
& nbsp; part of the price of ethanol market in China is weak. February 19 hot spots: first, Henan premium prices continued to decline yesterday. Second, prices in East China are stable. Third, the price of Jilin Dachang in Northeast China is stable and the live ammunition is negotiable. Fourth, the bidding price of ethyl acetate in large factories has declined slightly. Fifth, the price of coal ethanol is stable. Sixth, the price of fuel is stable. Seventh, the transaction price of the earth refining fluctuates slightly. The freight rates of some lines have increased slightly. IX. The transaction price of the chemical industry is weak.
Specifically, the price of Jilin factory in Northeast China is stable, live ammunition can be negotiated, and the quotation of individual factories has been reduced by 50 yuan / ton. The new price of the big factory in Heilongjiang has not been paid yet. Yesterday, the superior price in Henan continued to be reduced by 50 yuan / ton, and the shipment was general. The price of East China is stable, and the transaction price of chemical industry is weaker. The price of coal-based ethanol is stable and the shipping mentality is positive. The quotation of fuel ethanol enterprises is stable, the shipping mentality of some trade goods is positive, and the transaction price is slightly weaker. Northeast enterprise Jilin market price 5850-6000 yuan / ton, Jilin no water 6400-6650 yuan / ton. The general grade of Heilongjiang market is 5700-5900 yuan / ton, and the Heilongjiang anhydrous market is 6400-6600 yuan / ton. The northeast closing position is about 6150-6400 yuan / ton. The superior enterprises in Central China are quoted at 6150 yuan / ton, and the water-free price is 6900-7050 yuan / ton. The price of ethanol in East China is 6350 yuan / ton. The price of anhydrous ethanol is 7050-7100 yuan / ton, and the general price in southern Jiangsu is 6550 yuan / ton. Cassava ethanol in Guangxi, South China & nbsp;6500 yuan / ton.
& nbsp; unit: yuan / ton
|
Area |
Specifications |
Market |
2024/2/19 |
2024/2/18 |
Rise and fall |
|
South China |
Cassava is anhydrous |
Guangxi |
7300-7500 |
7300-7500 |
0/0 |
|
Molasses 95% |
Guangxi |
6500-6600 |
6500-6600 |
0/0 |
|
|
Cassava 95% |
Guangxi |
6550-6600 |
6550-6600 |
0/0 |
|
|
North China |
No water |
Hebei |
6750-6800 |
6750-6800 |
0/0 |
|
Northeast China |
General level |
Jilin |
5850-6000 |
5850-6000 |
0/0 |
|
No water |
Jilin |
6400-6650 |
6400-6650 |
0/0 |
|
|
General level |
Jinzhou |
6150-6400 |
6150-6400 |
0/0 |
|
|
General level |
Heilongjiang Province |
5700-5900 |
5700-5900 |
0/0 |
|
|
East China |
General level |
Anhui Province |
6350-6500 |
6350-6500 |
0/0 |
|
No water |
Anhui Province |
7050-7200 |
7050-7200 |
0/0 |
|
|
General level |
Shandong |
6270-6350 |
6270-6350 |
0/0 |
|
|
Superior grade |
Shandong |
6600-6800 |
6600-6800 |
0/0 |
|
|
Send it to other places without water. |
Shandong |
6950-7000 |
6950-7000 |
0/0 |
|
|
General level |
Northern Jiangsu |
6350-6350 |
6350-6350 |
0/0 |
|
|
No water |
Northern Jiangsu |
7050-7100 |
7050-7100 |
0/0 |
|
|
General level |
Southern Jiangsu |
6500-6600 |
6500-6600 |
0/0 |
|
|
Central China |
Superior grade |
Henan |
6150-6150 |
6200-6200 |
-50/-50 |
|
No water |
Henan |
6900-7050 |
6900-7050 |
0/0 |
Raw material / by-product and downstream & nbsp
Unit: yuan / ton, US dollar / ton
|
Area |
Market |
Raw materials / by-products |
2024/2/19 |
Remarks |
|
Northeast China |
Jilin |
Corn |
2150-2200 |
|
|
Northeast China |
Jilin |
DDGS |
1980-2000 |
|
|
Northeast China |
Heilongjiang Province |
Corn |
2045-2100 |
Less transactions at a low price |
|
Northeast China |
Heilongjiang Province |
DDGS |
1750-1850 |
High fat |
|
Central China |
Henan |
Corn |
2430-2440 |
|
|
Central China |
Henan |
DDGS |
1800-1950 |
|
|
Thailand |
|
Dried cassava |
252-255 |
|
|
Shandong |
|
Ethyl acetate |
6270-6270 |
Acceptance leaves the factory |
|
Jiangsu Province |
|
Ethyl acetate |
6350-6400 |
|
|
South China |
|
Ethyl acetate |
6350-6450 |
Dongguan |
Future forecast: the trend of ethanol price in China is expected to be stable and weak in the short term. After the price of the northeast big factory landed, wait for the downstream purchase situation. General price arrangement of shipments in Henan area. East China Chemical short-term procurement plan, the price is expected to be weak.
Raw material: corn ethanol: corn prices in China are stable. Ddgs price weak finishing. Dry cassava: increased purchase of cassava starch leads to higher prices
Supply: northeast start: Dongning Hongda shutdown, Baoquanling shutdown, Luobei shutdown, 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 short-term shutdown, Dongfeng Huafeng production, Xintianlong normal, Liuniu production. East China Huating small line production, Guannan shutdown, Jin Changlin shutdown, Guohua shutdown, Kant downtime, Changxing production, Longhe downtime, Romat production, suol production, Fulaichun continued downtime, 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 |
Production was shut down on October 8 and January 23. |
|
|
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 plant was shut down in late December and resumed on January 8. The small line of the plant was restored in mid-January. |
|
Remarks: all estimated downtime and production capacity are subject to the specific downtime of the factory.
