On July 24, the general ethanol price index was 5951, up 3 from the previous working day and 0.05% month-on-month.
Today, the domestic ethanol market has stabilized and moved slightly. Hot spots on July 24:1. The Northeast region is running steadily. 2. The market in East China has stabilized and moved slightly. 3. The market in Central China is organized within a narrow range. 4. The domestic market price of ethyl acetate declined slightly. Major factories in Shandong bid for sales, the starting price stabilized, and on-site transactions weakened significantly.
Specifically, the Northeast region is operating steadily, terminal downstream owners are not enthusiastic about entering the market, and factory shipments are under pressure. Today's reference price in Jilin: The price of general-grade corn ethanol is 5,650 - 5,700 yuan/ton, and the price of anhydrous corn ethanol is 6,300 - 6,550 yuan/ton. Heilongjiang reference price: general price 5,500 - 5,550 yuan/ton, waterless price 6,150 - 6,250 yuan/ton. Jinzhou general reference price is 5,850 - 5,900 yuan/ton. The East China market has stabilized but moved slightly. Low-end prices in the Shandong market have declined slightly, and terminal purchases have just needed to enter the market. Today's reference price in northern Jiangsu: general reference price is 5950 yuan/ton, anhydrous ginseng is 6,600 - 6,700 yuan/ton, including tax. Reference price in southern Jiangsu: general reference price 6100-6300 yuan/ton. Reference price in Anhui: general reference price 6100-6200 yuan/ton. Reference price in Shandong: The reference price for general wheat is 5,800 - 5,830 yuan/ton, the low-end price is reduced by 30 yuan/ton compared with the previous working day, and the high-end price is reduced by 20 yuan/ton compared with the previous working day. Central China has consolidated within a narrow range, with factory prices rising to mainstream prices, and on-site demand has not improved significantly. Henan reference price: The premium reference price is 5850 yuan/ton, which is 50 yuan/ton higher than the previous working day. No water reference is 6600 yuan/ton.
Aftermarket outlook forecast: It is expected that the domestic ethanol market will be consolidated within a narrow range in the short term. In terms of edible ethanol: The operation is stable, but the supply in the factory is sufficient and there is still shipping pressure. In terms of coal-to-ethanol: There are many shots in the direction of large coal-making factories. In terms of absolute ethanol: The on-site trading atmosphere is light, and downstream of the terminal purchases are on demand. In terms of fuel ethanol: Stability is weak, on-site purchases and sales are flat, main orders are executed mainly, and holders have a strong shipping mentality.
Raw materials:The corn market price is mainly stable, traders are still enthusiastic about shipping, and a small amount is shipped at a good price. DDGS prices are stable and weak, and downstream operators in the market terminal market have a strong wait-and-see attitude. The price of dried cassava has remained stable recently, and the cost of cassava alcohol has been relatively stable.
Supply:Huaxing, Mengzhou, Henan Province, has suspended maintenance; Fukang, Meihekou, has only maintained production on the fourth line and is planned for maintenance; Ruiyang, Chifeng, Inner Mongolia, has been shut down; Jilin Xintianlong is expected to be repaired in late July.Heilongjiang Wanli Runda was shut down for maintenance and the maintenance was expected to take 15 days. The Hongzhan Bayan factory is expected to be shut down for maintenance in early August.
Requirements:whiteIn the off-season of wine procurement, downstream chemical industries replenish warehouses on demand.
Logistics:Freight rates have gradually stabilized.
