The price index of general-grade ethanol was 5802 on February 26th, up from-17 on the previous working day.
& nbsp; the price of ethanol in China is weak in the region. Hot spots on February 26th: first, the weekend premium price in Henan has been reduced by 50 yuan / ton. Second, the price in East China will be reduced by 50 yuan per ton. Third, Jilin Dachang in Northeast China has been reduced by 50 yuan per ton, while the price of Heilongjiang Dachang has been maintained. Fourth, the bidding price of ethyl acetate is stable. Fifth, the price of coal-based ethanol has risen. Sixth, the price of corn has risen.
Specifically, the northeast Jilin ethanol plant quotation reduced by 50 yuan / ton, enterprise inventory slightly increased, and Heilongjiang region price gap widened, enterprises lowered the offer. East China price quotation reduced by 50 yuan / ton, the transaction is average. The price of coal-based ethanol has risen, and some demand has increased. Northeast enterprise Jilin market price 5800-5900 yuan / ton, Jilin no water 6350-6550 yuan / ton. The general grade of Heilongjiang market is 5600-5800 yuan / ton, and the Heilongjiang anhydrous market is 6300-6500 yuan / ton. The northeast closing position is about 6100-6300 yuan / ton. The superior enterprises in Central China are quoted at 6100 yuan / ton, and the water-free price is 6900-7000 yuan / ton. The price of ethanol in East China is 6250 yuan / ton. The price of anhydrous ethanol is 650-7000 yuan / ton, and the general price in southern Jiangsu is 6420-6500 yuan / ton. Cassava ethanol in Guangxi, South China & nbsp;6500 yuan / ton.
& nbsp; unit: yuan / ton
|
Area |
Specifications |
Market |
2024/2/26 |
2024/2/23 |
Rise and fall |
|
South China |
Cassava is anhydrous |
Guangxi |
7450-7550 |
7450-7550 |
0/0 |
|
Molasses 95% |
Guangxi |
6450-6550 |
6450-6550 |
0/0 |
|
|
Cassava 95% |
Guangxi |
6550-6600 |
6550-6600 |
0/0 |
|
|
North China |
No water |
Hebei |
6700-6800 |
6700-6800 |
0/0 |
|
Northeast China |
General level |
Jilin |
5800-5900 |
5800-5900 |
0/0 |
|
No water |
Jilin |
6350-6550 |
6400-6550 |
-50/0 |
|
|
General level |
Jinzhou |
6100-6300 |
6150-6300 |
-50/0 |
|
|
General level |
Heilongjiang Province |
5600-5800 |
5600-5800 |
0/0 |
|
|
East China |
General level |
Anhui Province |
6300-6300 |
6350-6350 |
-50/-50 |
|
No water |
Anhui Province |
7000-7000 |
7050-7100 |
-50/-100 |
|
|
General level |
Shandong |
6250-6250 |
6270-6350 |
-20/-100 |
|
|
Superior grade |
Shandong |
6600-6800 |
6600-6800 |
0/0 |
|
|
Send it to other places without water. |
Shandong |
6900-6950 |
6900-6950 |
0/0 |
|
|
General level |
Northern Jiangsu |
6250-6250 |
6300-6300 |
-50/-50 |
|
|
No water |
Northern Jiangsu |
6950-7000 |
7000-7050 |
-50/-50 |
|
|
General level |
Southern Jiangsu |
6450-6500 |
6450-6500 |
0/0 |
|
|
Central China |
Superior grade |
Henan |
6100-6100 |
6150-6150 |
-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 |
2024/2/26 |
Remarks |
|
Northeast China |
Jilin |
Corn |
2190-2250 |
|
|
Northeast China |
Jilin |
DDGS |
1900-2000 |
|
|
Northeast China |
Heilongjiang Province |
Corn |
2045-2230 |
Less transactions at a low price |
|
Northeast China |
Heilongjiang Province |
DDGS |
1760-2000 |
High fat |
|
Central China |
Henan |
Corn |
2430-2440 |
|
|
Central China |
Henan |
DDGS |
1800-1950 |
|
|
Thailand |
|
Dried cassava |
252-255 |
|
|
Shandong |
|
Ethyl acetate |
5900-5900 |
Acceptance leaves the factory |
|
Jiangsu Province |
|
Ethyl acetate |
6070-6100 |
|
|
South China |
|
Ethyl acetate |
6350-6400 |
Dongguan |
Future forecast: the trend of ethanol price in China is expected to be stable and weak in the short term. Some enterprises in Northeast China still have inventory and positive shipping mentality, but corn prices continue to rise in cost support and price game. East China chemical industry rigid demand procurement, price weak finishing.
Raw material: corn ethanol: corn prices rise in China. 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 shutdown; Fukang production, Tianyu production, Shuntong short-term downtime, Dongfeng Huafeng production, new Tianlong normal, Liuniu production. Huadong Huatian production, Guannan shutdown, Jin Changlin downtime, Guohua downtime, Kant downtime, Changxing downtime, Longhe downtime, Romat production, sul production, Fulaichun shutdown, Maibo Huihui shutdown, and 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 |
Normal |
|
|
Jilin Fukang |
50 |
4 |
Normal |
|
|
Heilongjiang Hexing grain and oil |
3 |
3 |
Stop the machine |
|
|
Inner Mongolia Shuntong |
12 |
12 |
Shut down on January 23rd |
|
|
Heilongjiang Zhongke Green |
10 |
10 |
Normal |
|
|
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 the machine |
|
|
Shuyang Guohua |
5 |
5 |
Stop the machine |
|
|
Anhui COFCO |
75 |
30 |
Universal downtime in January |
|
|
Anhui Wuhechun |
8 |
8 |
Stop the machine |
|
|
Jilin Xintianlong |
30 |
30 |
Normal |
|
|
Heilongjiang Sheng long |
15 |
15 |
Production after the Spring Festival |
|
|
Inner Mongolia Liniu |
10 |
10 |
Normal |
|
|
Hanyong, Mengzhou, Henan Province |
30 |
30 |
Normal |
|
|
Houyuan, Mengzhou, Henan Province |
50 |
50 |
Normal |
|
|
Jilin Dongfeng Hua Grain |
10 |
10 |
Normal |
|
|
National Investment Helen |
30 |
30 |
Normal |
Fuel fuel |
|
Guotou Jidong |
30 |
30 |
Normal |
Fuel fuel |
|
Zhenjiang Changxing |
10 |
10 |
Shut down on January 31st |
|
|
Jin Changlin in Lianyungang |
5 |
5 |
Stop the machine |
|
|
Hongzhang, ha. |
60 |
30 |
Normal |
|
|
Fukang |
50 |
50 |
Normal |
|
|
Tianyu |
15 |
15 |
Normal |
|
|
Cofco Zhaodong |
30 |
10 |
The food shutdown is expected to start in March. |
|
|
Chifeng Ruiyang |
8 |
8 |
Normal |
|
|
Hongzhan Tahiko |
30 |
30 |
Normal |
|
|
Wanli Runda |
60 |
60 |
Normal |
|
|
Lianyungang Longhe River |
10 |
10 |
Stop the machine |
|
|
Jiangsu sul alcohol |
12 |
12 |
Stop the machine |
|
|
Liaoyuan giant peak |
50 |
50 |
Stop the machine |
|
|
Zalantun |
10 |
10 |
Normal |
|
|
Shandong Yingxuan |
20 |
20 |
Normal |
|
|
Jilin fuel |
70 |
70 |
Normal |
|
|
Guotou Tieling |
30 |
30 |
Normal |
|
|
Henan Nanyang Tianguan |
30 |
30 |
Normal |
|
|
Romet. |
5 |
5 |
Stop the machine |
|
|
Fuyu Huihai |
5 |
5 |
Stop the machine |
|
|
China Colleen |
10 |
10 |
Normal |
|
|
Guotou Jidong |
30 |
30 |
Normal |
|
|
Hongzhan Huannan |
30 |
30 |
Normal |
|
|
Jiangsu Flower Hall |
25 |
25 |
The small line of the plant was restored on January 8, and all the east plants were restored in the middle of January. |
|
Remarks: all estimated downtime and production capacity are subject to the specific downtime of the factory.
