On April 15th, the price index of general-grade ethanol was 5555.00, compared with the previous working day.
& nbsp; the regional trend of China's ethanol market is obvious. Hot spots on April 15: first, the quotations of excellent individual enterprises in Henan area rose by 50 yuan / ton over the weekend. Second, prices in East China are stable. Third, Jilin Dachang in Northeast China has lowered its quotation by 50 yuan per ton, while Heilongjiang Dachang is stable. Fourth, the bidding price of ethyl acetate is stable. Fifth, the price of coal ethanol is stable. Sixth, regional freight rates will be reduced.
Specifically, the price of Jilin Dachang in Northeast China has been reduced by 50 yuan per ton, the price of Heilongjiang Dachang is stable, orders are delivered, and individual enterprises in Inner Mongolia start up. Individual premium prices in Henan have risen by 50 yuan / ton, but other enterprises did not follow them before they were published, and it is OK for them to wait for vehicles in front of their doors. There is not much work in East China, chemical orders are delivered, and individual enterprises offer an increase of 50 yuan / ton. The price of fuel ethanol enterprises in Northeast China is stable. The price of the large coal ethanol factory is stable, the large order transaction can be negotiated, and the enterprise has an maintenance plan. Northeast enterprise Jilin market price 5650-5850 yuan / ton, Jilin anhydrous 6150-6550 yuan / ton, high-end battery-grade anhydrous. The general grade of Heilongjiang market is 5500-5700 yuan / ton, and the Heilongjiang anhydrous market is 6150-6300 yuan / ton. The northeast closing position is about 5900-6000 yuan / ton. The superior enterprises in Central China offer 5750-5800 yuan / ton, and the price of no water is 6600 yuan / ton. The price of ethanol in East China is 5950 yuan / ton. The price of anhydrous ethanol is 6700-6750 yuan / ton, and the general price in southern Jiangsu is 6030-6350 yuan / ton. Cassava ethanol in Guangxi, South China & nbsp;6200 yuan / ton. The equipment of some enterprises in Guangxi was shut down. Some regional refineries in Shandong send the price including tax to 6000-6050 yuan / ton. Coal ethanol in western China is 5750 yuan / ton. Henan coal ethanol 6150 yuan / ton, Anhui coal ethanol 5860 yuan / ton. Hunan 6080-6200 yuan / ton, the above coal ethanol or by-product ethanol prices are quoted.
& nbsp; unit: yuan / ton
Area |
Specifications |
Market |
2024/4/15 |
2024/4/12 |
Rise and fall |
South China |
Cassava is anhydrous |
Guangxi |
6900-7200 |
6900-7200 |
0/0 |
Molasses 95% |
Guangxi |
- |
- |
0/0 |
|
Cassava 95% |
Guangxi |
6200-6400 |
6200-6400 |
0/0 |
|
North China |
No water |
Hebei |
6450-6500 |
6450-6500 |
0/0 |
Northeast China |
General level |
Jilin |
5650-5800 |
5700-5850 |
-50/0 |
No water |
Jilin |
6150-6450 |
6250-6450 |
-100/0 |
|
General level |
Jinzhou |
5900-6000 |
5900-6000 |
0/0 |
|
General level |
Heilongjiang Province |
5500-5700 |
5500-5700 |
0/0 |
|
East China |
General level |
Anhui Province |
5900-6000 |
5900-6000 |
0/0 |
No water |
Anhui Province |
6700-6750 |
6700-6750 |
0/0 |
|
General level |
Shandong |
5750-5900 |
5820-5900 |
-70/0 |
|
Superior grade |
Shandong |
6400-6600 |
6400-6600 |
0/0 |
|
Send it to other places without water. |
Shandong |
6600-6700 |
6600-6700 |
0/0 |
|
General level |
Northern Jiangsu |
5950-5950 |
5950-5950 |
0/0 |
|
No water |
Northern Jiangsu |
6700-6750 |
6700-6750 |
0/0 |
|
General level |
Southern Jiangsu |
6030-6350 |
6030-6300 |
0/+50 |
|
Central China |
Superior grade |
Henan |
5750-5800 |
5750-5750 |
0/+50 |
No water |
Henan |
6600-6600 |
6600-6600 |
0/0 |
Raw material / by-product and downstream & nbsp
Unit: yuan / ton, US dollar / ton
Area |
Market |
Raw materials / by-products |
2024/4/15 |
Remarks |
Northeast China |
Jilin |
Corn |
2240-2260 |
|
Northeast China |
Jilin |
DDGS |
2130-2300 |
|
Northeast China |
Heilongjiang Province |
Corn |
2160-2240 |
Less transactions at a low price |
Northeast China |
Heilongjiang Province |
DDGS |
2000-2260 |
High fat |
Central China |
Henan |
Corn |
2220-2280 |
|
Central China |
Henan |
DDGS |
2100-2300 |
|
Thailand |
|
Dried cassava |
235-238 |
|
Shandong |
|
Ethyl acetate |
5900-5910 |
Acceptance leaves the factory |
Jiangsu Province |
|
Ethyl acetate |
5950-6090 |
|
South China |
|
Ethyl acetate |
6100-6150 |
Dongguan |
Future forecast: China's ethanol is expected to be stable or fluctuate slightly in the short term. The northeast big factory has an overhaul plan. Raw material corn prices are high and fluctuating, and enterprises are not willing to reduce prices. Downstream procurement is general, enterprises have inventory. The game of market supply and demand. Vehicles at the gate of factories in Henan are OK, and ethanol prices in Henan are expected to fluctuate in a narrow range in the short term. Coal-based ethanol has maintenance plans at the end of April or early May, or has some support for prices.
Raw material: corn ethanol: corn prices in Northeast China fluctuate within a narrow range. 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 production, Wanli installation is normal, Hongzhan 4 factories are normal, Heilongjiang Shenglong production, Zhongkegring production, Fuyu Huihai shutdown; Fukang production, Tianyu production, Shuntong shutdown, Dongfeng Huafeng downtime, Xintianlong 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 resumes. 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 |
Normal |
|
Jiangsu Maibo remittance |
8 |
8 |
Stop the machine |
|
Shuyang Guohua |
5 |
5 |
Stop the machine |
|
Anhui COFCO |
75 |
30 |
Universal downtime in January resumed in early March |
|
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 |
The device was shut down on April 6th |
|
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.