On March 11th, the price index of general-grade ethanol was 5808.90, which was + 28.3 compared with the previous working day.
& nbsp; the price of ethanol in China is rising. March 11 hot spots: first, the superior price in Henan area has been reduced by 50 yuan per ton. Second, prices in East China have risen slightly. Third, Jilin big factory in the northeast region quoted an increase of 50 yuan per ton. Fourth, the bidding price of ethyl acetate has increased. Fifth, the freight rate has dropped. 6. Individual enterprises in East China produce products. 7. The equipment of the coal factory shall be shut down. 8. The purchasing price of China chain in the region has risen slightly.
Specifically, the prices of the main factories in the northeast Jilin region rose, orders were delivered, and the prices of large factories in Heilongjiang remained stable. The premium price in Henan area has been reduced, and the number of vehicles in front of the door has dropped. The quotation of enterprises in East China rose slightly, order delivery, downstream rigid demand procurement. The price of fuel ethanol was stable, and the purchase price of refining rose slightly. Northeast enterprise Jilin market price 5800-6000 yuan / ton, Jilin no water 6350-6650 yuan / ton. The general grade of Heilongjiang market is 5600-5850 yuan / ton, and the Heilongjiang anhydrous market is 6300-6500 yuan / ton. The northeast closing position is about 6100-6200 yuan / ton. The superior enterprises in Central China are quoted at 6200 yuan / ton, and the water-free price is 6850-6900 yuan / ton. The price of ethanol in East China is 6300 yuan / ton. The price of anhydrous ethanol is 6900-6950 yuan / ton, and the general price in southern Jiangsu is 6450 yuan / ton. Cassava ethanol in Guangxi, South China & nbsp;6400 yuan / ton.
& nbsp; unit: yuan / ton
|
Area |
Specifications |
Market |
2024/3/11 |
2024/3/8 |
Rise and fall |
|
South China |
Cassava is anhydrous |
Guangxi |
7250-7250 |
7250-7250 |
0/0 |
|
Molasses 95% |
Guangxi |
6400 |
6400 |
0/0 |
|
|
Cassava 95% |
Guangxi |
6400-6400 |
6400-6400 |
0/0 |
|
|
North China |
No water |
Hebei |
6600-6800 |
6600-6800 |
0/0 |
|
Northeast China |
General level |
Jilin |
5800-5950 |
5750-5900 |
+50/+50 |
|
No water |
Jilin |
6400-6650 |
6350-6650 |
+50/0 |
|
|
General level |
Jinzhou |
6100-6200 |
6100-6200 |
0/0 |
|
|
General level |
Heilongjiang Province |
5600-5800 |
5600-5800 |
0/0 |
|
|
East China |
General level |
Anhui Province |
6200-6300 |
6200-6300 |
0/0 |
|
No water |
Anhui Province |
6950-7000 |
6950-7000 |
0/0 |
|
|
General level |
Shandong |
6200-6250 |
6200-6250 |
0/0 |
|
|
Superior grade |
Shandong |
6600-6850 |
6600-6850 |
0/0 |
|
|
Send it to other places without water. |
Shandong |
6750-6800 |
6750-6800 |
0/0 |
|
|
General level |
Northern Jiangsu |
6300-6300 |
6280-6280 |
+20/+20 |
|
|
No water |
Northern Jiangsu |
6900-6950 |
6900-6950 |
0/0 |
|
|
General level |
Southern Jiangsu |
6450-6450 |
6450-6450 |
0/0 |
|
|
Central China |
Superior grade |
Henan |
6200-6200 |
6250-6250 |
-50/-50 |
|
No water |
Henan |
6850-6900 |
6850-6900 |
0/0 |
Raw material / by-product and downstream & nbsp
Unit: yuan / ton, US dollar / ton
|
Area |
Market |
Raw materials / by-products |
2024/3/8 |
Remarks |
|
Northeast China |
Jilin |
Corn |
2220-2280 |
|
|
Northeast China |
Jilin |
DDGS |
2000-2100 |
|
|
Northeast China |
Heilongjiang Province |
Corn |
2150-2230 |
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 |
2250 |
|
|
Thailand |
|
Dried cassava |
253-255 |
|
|
Shandong |
|
Ethyl acetate |
6090-6120 |
Acceptance leaves the factory |
|
Jiangsu Province |
|
Ethyl acetate |
6180-6230 |
|
|
South China |
|
Ethyl acetate |
6250-6300 |
Dongguan |
Future forecast: China's ethanol market is expected to be stable. Enterprises in Northeast China are affected by cost side and continuous price reduction, so they have a higher mentality of pulling up and order delivery. The inventory of some enterprises has declined, the short-term prices have been stable, and the weak prices of shipments in Henan have been sorted out. The supply in East China has increased, and the price has been arranged and operated.
Raw material: corn ethanol: corn prices rise in Northeast China. Ddgs price is stable. 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. Huadong Huatian production, Guannan shutdown, Jin Changlin shutdown, Guohua shutdown, Kant downtime, Changxing production, Longhe downtime, Romat production, sul shutdown, Fulaichun shutdown, canal wind production, Maybo 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 shutdown. 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 weak
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 |
The short stop for 3 months is 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.
