The price index of general-grade ethanol was 5768 on March 4th, which was stable compared with the previous working day.
& nbsp; the price of ethanol in China is stable. March 4 hot spots: first, prices in Henan are stable. Second, prices in East China are stable. Third, the prices in Jilin and Heilongjiang are stable in the northeast region. Fourth, the bidding price of ethyl acetate is stable. Fifth, logistics prices are weak. Sixth, the transaction price of geolian procurement is weak. Seventh, chemical rigid demand procurement transaction price weak finishing.
Specifically, the price in the northeast Jilin region remains stable, individual anhydrous devices are down, orders are delivered, the quotations of enterprises in Heilongjiang are stable, and some factories have not paid the price. The price in Henan is stable and the order is delivered. Individual enterprises in East China and South Jiangsu put into production, and prices in East China remained stable. The price of coal ethanol is stable. The price of fuel ethanol is stable and the order is delivered. Northeast enterprise Jilin market price 5750-5900 yuan / ton, Jilin no water 6350-6500 yuan / ton. The general level of Heilongjiang market is 5600-5800 yuan / ton, the low-end price is negotiable, and the Heilongjiang anhydrous market is 6300-6500 yuan / ton. The northeast closing position is about 6050-6100 yuan / ton. The superior enterprises in Central China are quoted at 6150 yuan / ton, and the water-free price is 6850-7000 yuan / ton. The price of ethanol in East China is 6250 yuan / ton. The price of anhydrous ethanol is 6900-6950 yuan / ton, and the general price in southern Jiangsu is 6420-6500 yuan / ton. Cassava ethanol & nbsp;6450-6550 yuan / ton in Guangxi, South China.
& nbsp; unit: yuan / ton
|
Area |
Specifications |
Market |
2024/3/4 |
2024/3/1 |
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 |
6600-6800 |
6600-6800 |
0/0 |
|
Northeast China |
General level |
Jilin |
5750-5900 |
5750-5900 |
0/0 |
|
No water |
Jilin |
6350-6500 |
6350-6500 |
0/0 |
|
|
General level |
Jinzhou |
6050-6100 |
6050-6100 |
0/0 |
|
|
General level |
Heilongjiang Province |
5600-5800 |
5600-5800 |
0/0 |
|
|
East China |
General level |
Anhui Province |
6250-6300 |
6250-6300 |
0/0 |
|
No water |
Anhui Province |
6950-7000 |
7000-7000 |
0/0 |
|
|
General level |
Shandong |
6150-6250 |
6150-6250 |
0/0 |
|
|
Superior grade |
Shandong |
6600-6850 |
6600-6850 |
0/0 |
|
|
Send it to other places without water. |
Shandong |
6800-6900 |
6800-6900 |
0/0 |
|
|
General level |
Northern Jiangsu |
6250-6250 |
6250-6250 |
0/0 |
|
|
No water |
Northern Jiangsu |
6900-6950 |
6900-6950 |
0/0 |
|
|
General level |
Southern Jiangsu |
6450-6500 |
6450-6500 |
0/0 |
|
|
Central China |
Superior grade |
Henan |
6150-6150 |
6150-6150 |
0/0 |
|
No water |
Henan |
6850-7000 |
6850-7000 |
0/0 |
Raw material / by-product and downstream & nbsp
Unit: yuan / ton, US dollar / ton
|
Area |
Market |
Raw materials / by-products |
2024/3/4 |
Remarks |
|
Northeast China |
Jilin |
Corn |
2220-2280 |
|
|
Northeast China |
Jilin |
DDGS |
1980-2080 |
|
|
Northeast China |
Heilongjiang Province |
Corn |
2080-2230 |
Less transactions at a low price |
|
Northeast China |
Heilongjiang Province |
DDGS |
1820-2000 |
High fat |
|
Central China |
Henan |
Corn |
2460-2460 |
|
|
Central China |
Henan |
DDGS |
2050 |
|
|
Thailand |
|
Dried cassava |
253-255 |
|
|
Shandong |
|
Ethyl acetate |
6000-6030 |
Acceptance leaves the factory |
|
Jiangsu Province |
|
Ethyl acetate |
6070-6100 |
|
|
South China |
|
Ethyl acetate |
6300-6400 |
Dongguan |
Future forecast: China's ethanol market is expected to be stable, large manufacturers order shipments, raw material corn prices rise, cost side support, supply side negative. Prices in Henan remain stable and orders are delivered. East China chemical industry rigid demand procurement, the cost is high, but the early procurement of raw materials to Hong Kong gradually turned on. Large factories in Anhui are about to increase their general-level output.
Raw material: corn ethanol: corn prices rise in Northeast China. The price of ddgs goes up. In the aspect of dried cassava: the price of dried cassava is stable.
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. East China Flower Hall production, Guannan shutdown, Jin Changlin shutdown, Guohua shutdown, Kant shutdown, Changxing feeding, Longhe downtime, Romat production, sul shutdown, Fulaichun shutdown, canal wind production, 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 |
The machine was shut down on January 31 and put in material on March 4th. |
|
|
Jin Changlin in Lianyungang |
5 |
5 |
Stop the machine |
|
|
Hongzhang, ha. |
60 |
30 |
Normal |
|
|
Fukang |
50 |
50 |
Normal |
|
|
Tianyu |
15 |
15 |
The anhydrous device was shut down on March 1st and other normal conditions. |
|
|
Cofco Zhaodong |
30 |
10 |
The food shutdown is expected to be fed on March 1. |
|
|
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.
