[Ethanol Daily Review]: China's ethanol market trends on October 23
90,805 
October 23, 2023, 4:26 PM The price index of general-grade ethanol was 6433.00 on October 23rd, up from-15.25 on the previous working day.
The price of ethanol market in China is weakening in the region. Hot spots on October 23: first, Henan premium prices have been lowered. Second, prices in East China are stable. Third, the price in Northeast China has been lowered. Fourth, the bidding price of ethyl acetate is stable. Fifth, the freight rate has declined. Sixth, the purchasing price of China chain in the region is weak. Seventh, the price of coal-based ethanol is weak. Eighth, the transaction price of China refinery in the region has dropped.
Specifically, the quotation of enterprises in Northeast China has been lowered, the price of corn has weakened, and the new order of ethanol in Jilin is general, and the price is weak. The Heilongjiang big factory follows the adjustment obviously, the quotation is lowered. After the restoration of enterprise installations in Henan area, the shipping price is generally weak. The quotation of enterprises in East China is stable, order delivery, chemical rigid demand procurement, individual enterprise raw materials change. The downstream demand of fuel ethanol entered the ticket, and the transaction price weakened obviously. Northeast enterprise Jilin market price 6500-6650 yuan / ton, Jilin no water 7150-7500 yuan / ton. The general grade of Heilongjiang market is 6450-6600 yuan / ton, and the Heilongjiang anhydrous market is 7200-7300 yuan / ton. The northeast closing position is about 6750-6850 yuan / ton. The superior enterprises in Central China are quoted at 6900 yuan / ton, and the water-free price is 7650-7700 yuan / ton. The price of ethanol in East China is 6900 yuan / ton. The price of anhydrous ethanol is 7700-7800 yuan / ton, and the general price in southern Jiangsu is 7100 yuan / ton. Cassava ethanol 7200-7350 yuan / ton in Guangxi, South China.
unit: yuan / ton
|
Area |
Specifications |
Market |
2023/10/23 |
2023/10/20 |
Rise and fall |
|
|
South China |
Cassava is anhydrous |
Guangxi |
7850-7950 |
7850-7950 |
0/0 |
|
|
Molasses 95% |
Guangxi |
- |
- |
- |
|
|
|
Cassava 95% |
Guangxi |
7200-7350 |
7200-7350 |
0/0 |
|
|
|
North China |
Superior grade |
Hebei |
- |
- |
- |
|
|
No water |
Hebei |
7600-7700 |
7600-7700 |
0/0 |
|
|
|
Northeast China |
General level |
Jilin |
6500-6650 |
6650-6750 |
-150/-100 |
|
|
No water |
Jilin |
7150-7500 |
7300-7500 |
-150/0 |
|
|
|
General level |
Jinzhou |
6750-6850 |
6800-6900 |
-50/-50 |
|
|
|
General level |
Heilongjiang Province |
6450-6600 |
6450-6600 |
0/0 |
|
|
|
East China |
General level |
Anhui Province |
6900-6950 |
6900-6950 |
0/0 |
|
|
No water |
Anhui Province |
7800-7800 |
7800-7800 |
0/0 |
|
|
|
No water |
Shandong |
7700-7800 |
7700-7800 |
0/0 |
|
|
|
General level |
Shandong |
6900-6900 |
6900-6900 |
0/0 |
|
|
|
Superior grade |
Shandong |
6900-7300 |
7100-7300 |
-200/0 |
|
|
|
Send it to other places without water. |
Shandong |
7500-7700 |
7550-7700 |
-50/0 |
|
|
|
General level |
Northern Jiangsu |
6900-6900 |
6900-6900 |
0/0 |
|
|
|
No water |
Northern Jiangsu |
7700-7800 |
7700-7800 |
0/0 |
|
|
|
General level |
Southern Jiangsu |
7100-7100 |
7100-7100 |
0/0 |
|
|
|
Central China |
Superior grade |
Henan |
6850-6900 |
6950-6950 |
-100/-50 |
|
|
No water |
Henan |
7650-7700 |
7650-7700 |
0/0 |
|
Raw materials / by-products and downstream
Unit: yuan / ton, US dollar / ton
|
Area |
Market |
Raw materials / by-products |
2023/10/23 |
Remarks |
|
Northeast China |
Jilin |
Corn |
2440 |
|
|
Northeast China |
Jilin |
DDGS |
2500-2550 |
|
|
Northeast China |
Heilongjiang Province |
Corn |
2298-2308 |
Less transactions at a low price |
|
Northeast China |
Heilongjiang Province |
DDGS |
2300-2500 |
High fat |
|
Central China |
Henan |
Corn |
2690-2740 |
|
|
Central China |
Henan |
DDGS |
2350 |
|
|
Thailand |
|
Dried cassava |
278-285 |
|
|
Shandong |
|
Ethyl acetate |
6900-6900 |
Acceptance leaves the factory |
|
Jiangsu Province |
|
Ethyl acetate |
7000-7050 |
|
|
South China |
|
Ethyl acetate |
7000-7100 |
|
Future forecast: the short-term operation of China's ethanol market is weak, the cost is negative, the new orders of large factories are general, the market negative mentality is high, and the price is weak.
Raw material: corn ethanol: the price of Chinese corn is weak under the influence of regional quantity. Under Belt and Road Initiative's policy, the price of corn is weak. At present, the supply of ddgs is increasing, the demand is limited, and the price is down. Cassava dry aspect: enterprise rigid demand procurement, Thailand is willing to raise the price is obvious, cassava dry inventory sales are expected short-term cassava dry price high finishing.
Supply: northeast start: Dongning shutdown, Baoquanling shutdown, Cofco Zhaodong normal, Wanli plant normal, Hongzhan 3 factory installation normal, Raha Phase II production, Huanan plant shutdown, Heilongjiang Shenglong production, Zhongkegreen production, Fuyu Huihai production; Fukang production, Tianyu production, Shuntong downtime, Dongfeng Huafeng production, Xintianlong normal, Li Niu downtime. East China Flower Hall production, Guannan shutdown, Jin Changlin shutdown, Guohua shutdown, Changxing production, Longhe production, Romat production, sul shutdown, Fulaichun continued downtime, Maibo Huihui shutdown, MINUSTAH production. The installation in Mengzhou, Henan Province is stable. Jufeng shuts down. Chifeng Ruiyang production, Zalantun production. Jilin fuel is normal, Guotou Tieling production. Tianguan Nanyang production. Guotou Jidong production. State Investment Helen production.
Demand: downstream chemical rigid demand procurement. Liquor order purchase.
Logistics: logistics price weak arrangement.
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 |
April fifteenth |
Start up on May 6th |
|
Jilin Fukang |
50 |
4 |
March 28th |
|
|
Heilongjiang Hexing grain and oil |
3 |
3 |
Late March |
|
|
Inner Mongolia Shuntong |
12 |
12 |
Stop the machine |
|
|
Heilongjiang Zhongke Green |
10 |
10 |
Stop the machine |
|
|
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 feeding at the beginning of April |
|
|
Shuyang Guohua |
5 |
5 |
Resume downtime in mid-August around July 10 |
|
|
Anhui COFCO |
75 |
30 |
The material has been put in on April 20th. |
|
|
Anhui Wuhechun |
8 |
8 |
Stop the machine |
|
|
Jilin Xintianlong |
30 |
30 |
Shut down on May 5, start on the 17th, reduce production on the 21st, full production on July 15th. |
|
|
Heilongjiang Sheng long |
15 |
15 |
Shut down on April 27-start on June 5, put in material from July 19 to September 16 |
|
|
Inner Mongolia Liniu |
10 |
10 |
Stop the machine |
|
|
Hanyong, Mengzhou, Henan Province |
30 |
30 |
One-line production |
|
|
Houyuan, Mengzhou, Henan Province |
50 |
50 |
Open on May 21 |
|
|
Jilin Dongfeng Hua Grain |
10 |
10 |
Fire from 17 April to 9 October |
|
|
National Investment Helen |
30 |
30 |
April 12-May 24, September 20-September 26 |
Fuel fuel |
|
Guotou Jidong |
30 |
30 |
April 3rd |
Fuel fuel |
|
Zhenjiang Changxing |
10 |
10 |
All machines were shut down on May 16, June 5, July 19, August 28. |
|
|
Jin Changlin in Lianyungang |
5 |
5 |
Shutdown on May 18, production on August 7, shutdown around August 15. |
|
|
Hongzhang, ha. |
60 |
30 |
Stop from May 27 to July 20, Phase II September 25 |
|
|
Fukang |
50 |
50 |
Feed from August 10 to August 31 |
|
|
Tianyu |
15 |
15 |
Stop feeding on July 21 and feed on August 13 |
|
|
Cofco Zhaodong |
30 |
10 |
Stop feeding on June 5-June 20, July 15 stop fuel production on July 31, feed on August 15 |
|
|
Chifeng Ruiyang |
8 |
8 |
Shut down on June 10th and feed on July 4th. |
|
|
Hongzhan Tahiko |
30 |
30 |
Stop from June 20th to July 5th |
|
|
Wanli Runda |
60 |
60 |
Shutdown on July 15th and feeding on July 31st |
|
|
Lianyungang Longhe River |
10 |
10 |
The device stopped feeding on July 3, August 21. |
|
|
Jiangsu sul alcohol |
12 |
12 |
The device was shut down on July 3 |
|
|
Liaoyuan giant peak |
50 |
50 |
Production stopped on July 4th and August 1st. |
|
|
Zalantun |
10 |
10 |
The product will be released around July 6th. |
|
|
Shandong Yingxuan |
20 |
20 |
Shut down at the end of June and put in material on July 25. |
|
|
Jilin fuel |
70 |
70 |
The two lines will be inspected from 31 July to 20 August. |
|
|
Guotou Tieling |
30 |
30 |
The machine was shut down on July 31 for maintenance and put in the material on August 10. |
|
|
Henan Nanyang Tianguan |
30 |
30 |
August 15 put into production |
|
|
Romet. |
5 |
5 |
August 18 put into production |
|
|
Fuyu Huihai |
5 |
5 |
Downtime in mid-August-October 3 |
|
|
China Colleen |
10 |
10 |
Feeding starts on August 22nd |
|
|
Guotou Jidong |
30 |
30 |
Feed in early September |
|
|
Hongzhan Huannan |
30 |
30 |
Downtime on October 8th |
|
Remarks: all estimated downtime and production capacity are subject to the specific downtime of the factory.