[Ethanol Daily Review]: China's ethanol market trends on October 31
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October 31, 2023, 5:18 PM The price index of general-grade ethanol was 6345.25 on October 31st, up from-10.75 on the previous working day.
the weak price of ethanol market in China. October 31 hot spots: first, Henan excellent individual factories reduced by 50 yuan / ton. Second, prices in East China are stable. Third, the individual quotation of Heilongjiang in Northeast China has been lowered. Fourth, the bidding price of ethyl acetate continues to decline. Fifth, the price of fuel ethanol is weak. VI. The transaction price of the chemical industry has gone down.
Specifically, the price of Heilongjiang in Northeast China is down, the inventory of large factories is not high, the order delivery is not high, the price of small factories is not high, and the price trend in Jilin is stable. Individual excellent grades in Henan were lowered by 50 yuan / ton yesterday, while others remained stable. The price in East China is stable, the purchase price of chemical rigid demand goes down, and the conversion of individual units to raw materials is restored. Fuel prices are weak. Northeast enterprise Jilin market price 6400-6500 yuan / ton, Jilin no water 7100-7300 yuan / ton. The general grade of Heilongjiang market is 6250-6400 yuan / ton, and the Heilongjiang anhydrous market is 7000-7250 yuan / ton. The northeast closing position is about 6700-6750 yuan / ton. The superior enterprises in Central China offer 6850-6900 yuan / ton, and the water-free price is 7450-7700 yuan / ton. The price of ethanol in East China is 6800 yuan / ton. The price of anhydrous ethanol is 7550-7650 yuan / ton, and the general price in southern Jiangsu is 7000-7100 yuan / ton. Cassava ethanol in Guangxi, South China 7200 yuan / ton.
unit: yuan / ton
|
Area |
Specifications |
Market |
2023/10/31 |
2023/10/30 |
Rise and fall |
|
|
South China |
Cassava is anhydrous |
Guangxi |
7850-7950 |
7850-7950 |
0/0 |
|
|
Molasses 95% |
Guangxi |
- |
- |
- |
|
|
|
Cassava 95% |
Guangxi |
7200-7200 |
7200-7200 |
0/0 |
|
|
|
North China |
Superior grade |
Hebei |
- |
- |
- |
|
|
No water |
Hebei |
7300-7400 |
7300-7400 |
0/0 |
|
|
|
Northeast China |
General level |
Jilin |
6400-6500 |
6400-6500 |
0/0 |
|
|
No water |
Jilin |
7100-7300 |
7100-7300 |
0/0 |
|
|
|
General level |
Jinzhou |
6700-6750 |
6700-6750 |
0/0 |
|
|
|
General level |
Heilongjiang Province |
6250-6400 |
6300-6400 |
-50/0 |
|
|
|
East China |
General level |
Anhui Province |
- |
- |
0/0 |
|
|
No water |
Anhui Province |
7650-7650 |
7650-7650 |
0/0 |
|
|
|
No water |
Shandong |
7500-7550 |
7500-7550 |
0/0 |
|
|
|
General level |
Shandong |
6800-6850 |
6800-6850 |
0/0 |
|
|
|
Superior grade |
Shandong |
6900-7050 |
6900-7150 |
0/-100 |
|
|
|
Send it to other places without water. |
Shandong |
7400-7500 |
7400-7500 |
0/0 |
|
|
|
General level |
Northern Jiangsu |
6800-6800 |
6800-6800 |
0/0 |
|
|
|
No water |
Northern Jiangsu |
7550-7650 |
7550-7650 |
0/0 |
|
|
|
General level |
Southern Jiangsu |
7000-7100 |
7000-7100 |
0/0 |
|
|
|
Central China |
Superior grade |
Henan |
6850-6900 |
6850-6900 |
0/0 |
|
|
No water |
Henan |
7450-7700 |
7450-7700 |
0/0 |
|
Raw materials / by-products and downstream
Unit: yuan / ton, US dollar / ton
|
Area |
Market |
Raw materials / by-products |
2023/10/31 |
Remarks |
|
Northeast China |
Jilin |
Corn |
2340-2440 |
|
|
Northeast China |
Jilin |
DDGS |
2350-2420 |
|
|
Northeast China |
Heilongjiang Province |
Corn |
2298-2308 |
Less transactions at a low price |
|
Northeast China |
Heilongjiang Province |
DDGS |
2300-2400 |
High fat |
|
Central China |
Henan |
Corn |
2690-2750 |
|
|
Central China |
Henan |
DDGS |
2350-2400 |
|
|
Thailand |
|
Dried cassava |
275-279 |
|
|
Shandong |
|
Ethyl acetate |
6650-6650 |
Acceptance leaves the factory |
|
Jiangsu Province |
|
Ethyl acetate |
6700-6750 |
|
|
South China |
|
Ethyl acetate |
6750-6850 |
|
Future forecast: short-term regional trend of China's ethanol market. The shipping mentality of some enterprises in Northeast China is positive, the order delivery of large factories and inventory is not high, and the willingness to reduce prices is not high. Henan area shipments are general, cross-regional chemical demand is closed, price arrangement and operation. The output in East China is not high, and in the later stage, some enterprises have maintenance plans, high cost support and weak price arrangement.
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. The market is low in price and average in quality.
Supply: northeast start: Dongning Hongda production, Baoquanling shutdown, Luobei production, Cofco Zhaodong normal, Wanli installation normal, Hongzhan 4 factories normal, Heilongjiang Shenglong production, Zhongke Green production, Fuyu Huihai production; Fukang production, Tianyu production, Shuntong production, Dongfeng Huafeng production, Xintianlong normal, Li Niu shutdown. 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. Houyuan, Mengzhou, Henan Province, downtime, other normal. Jufeng shuts down. Chifeng Ruiyang production, Zhalantun production, Inner Mongolia Jietainuo plant 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 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 |
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 |
From 27 May to 20 July, Phase II from September 25 to October 9 |
|
|
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 |
October 08-October 22 |
|
Remarks: all estimated downtime and production capacity are subject to the specific downtime of the factory.