The price index of general-grade ethanol was 5762 on March 18, up from-38.5 in the previous working day.
& nbsp; regional prices in China's ethanol market are weakening. Hot spots on March 18: first, the superior price in Henan area will be lowered by 50-100 yuan / ton over the weekend. Second, the price in East China will be reduced by 50 yuan per ton. Third, the big factories in Northeast China have not paid the price. Fourth, the bidding price of ethyl acetate is reduced by 50 yuan / ton. Fifth, the supply of coal-based ethanol has increased.
Specifically, large factories in Northeast China have not yet quoted prices, waiting for market feedback. The superior price in Henan area continues to decline, and the shipping mentality of enterprises is positive. The quotations of enterprises in East China have been lowered, and the situation of shipments is weak. The price of fuel ethanol remained stable and some factories did not pay a price. Northeast enterprise Jilin market price 5800-5950 yuan / ton, Jilin no water 6400-6550 yuan / ton. The general grade of Heilongjiang market is 5650-5850 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 offer 6000-6050 yuan / ton, and the water-free price is 6850-6900 yuan / ton. The price of ethanol in East China is 6200 yuan / ton. The price of anhydrous ethanol is 6800-6850 yuan / ton, and the general price in southern Jiangsu is 6400 yuan / ton. Cassava ethanol in Guangxi, South China & nbsp;6400 yuan / ton.
& nbsp; unit: yuan / ton
|
Area |
Specifications |
Market |
2024/3/18 |
2024/3/15 |
Rise and fall |
|
South China |
Cassava is anhydrous |
Guangxi |
7100-7250 |
7100-7250 |
0/0 |
|
Molasses 95% |
Guangxi |
6600-6800 |
6600-6800 |
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 |
5800-5950 |
0/0 |
|
No water |
Jilin |
6400-6600 |
6400-6600 |
0/0 |
|
|
General level |
Jinzhou |
6100-6200 |
6100-6200 |
0/0 |
|
|
General level |
Heilongjiang Province |
5650-5800 |
5650-5800 |
0/0 |
|
|
East China |
General level |
Anhui Province |
6200-6250 |
6200-6250 |
0/0 |
|
No water |
Anhui Province |
6950-6950 |
6950-6950 |
0/0 |
|
|
General level |
Shandong |
6050-6200 |
6200-6250 |
-150/-50 |
|
|
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 |
6200-6200 |
6250-6250 |
-50/-50 |
|
|
No water |
Northern Jiangsu |
6800-6850 |
6850-6900 |
-50/-50 |
|
|
General level |
Southern Jiangsu |
6450-6450 |
6450-6450 |
0/0 |
|
|
Central China |
Superior grade |
Henan |
6000-6050 |
6100-6100 |
-100/-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 |
2024/3/18 |
Remarks |
|
Northeast China |
Jilin |
Corn |
2280-2340 |
|
|
Northeast China |
Jilin |
DDGS |
2150-2250 |
|
|
Northeast China |
Heilongjiang Province |
Corn |
2150-2230 |
Less transactions at a low price |
|
Northeast China |
Heilongjiang Province |
DDGS |
2100-2250 |
High fat |
|
Central China |
Henan |
Corn |
2430-2430 |
|
|
Central China |
Henan |
DDGS |
2350 |
|
|
Thailand |
|
Dried cassava |
247-250 |
|
|
Shandong |
|
Ethyl acetate |
6050-6050 |
Acceptance leaves the factory |
|
Jiangsu Province |
|
Ethyl acetate |
6170-6190 |
|
|
South China |
|
Ethyl acetate |
6250-6300 |
Dongguan |
Future forecast: China's ethanol market is expected to be stable or fluctuate slightly. The market of large factories in Northeast China is waiting and seeing, and the downstream demand is limited. The price in Henan is weak, waiting for the order situation after the sugar and wine meeting is over. East China chemical rigid demand procurement, the price is expected to be weak. The output of coal-based ethanol increased.
Raw material: corn ethanol: corn prices rise in Northeast China. The price of ddgs fluctuates slightly. In the aspect of dried cassava: the price of dried cassava fluctuates in a narrow range.
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 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 |
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.
