1. Kev Sib Tham Yav dhau los Cov nqi kaw hauv cov khw muag khoom loj
Hauv kev sib tham dhau los, kev lag luam hauv tsev 99.9% ethanol tus nqi pom ib feem nce. Sab qaum teb sab hnub tuaj 99.9% ethanol kev ua lag luam tseem nyob ruaj khov, thaum Northern Jiangsu tus nqi nce. Feem ntau Northeast cov chaw tsim khoom ruaj khov tom qab hloov kho tus nqi thaum ntxov, thiab Northern Jiangsu cov neeg tsim khoom txo qis tus nqi. 99.5% ethanol tus nqi tuav ruaj khov. Northeast cov chaw tsim khoom feem ntau muab cov chaw tsim khoom hauv xeev, thaum lwm yam kev lag luam tau raug txo qis nrog kev txwv nruj. Hauv Shandong, 99.5% ethanol tus nqi tau ruaj khov nrog ob peb tus nqi qis, txawm tias kev lag luam kev lag luam tseem nyias.
2. Cov ntsiab lus tseem ceeb cuam tshuam rau cov nqi lag luam tam sim no
Khoom siv:
Coal-based ethanol tso zis yuav tsum nyob ruaj khov niaj hnub no.
Anhydrous ethanol & roj ethanol ntau lawm qhia tau tias muaj kev hloov pauv tsawg.
Cov xwm txheej ua haujlwm:
Coal-based ethanol: Hunan (ua haujlwm), Henan (ua haujlwm), Shaanxi (tshem tawm), Anhui (ua haujlwm), Shandong (tsalted), Xinjiang (ua haujlwm), Huizhou Yuxin (ua haujlwm).
Roj ethanol:
Hongzhan Jixian (2 kab khiav haujlwm); Laha (1 kab khiav haujlwm, 1 nres); Huanan (tso tseg); Bayan (kev ua haujlwm); Tieling (ua haujlwm); Jidong (kev ua haujlwm); Hailun (kev ua haujlwm); COFCO Zhaodong (ua haujlwm); COFCO Anhui (ua haujlwm); Jilin Roj Ethanol (ua haujlwm); Wanli Runda (ua haujlwm).
Fukang (Kab 1 nres, Kab 2 khiav haujlwm, Kab 3 nres, Kab 4 khiav haujlwm); Yushu (kev ua haujlwm); Xintianlong (ua haujlwm).
Xav tau:
Anhydrous ethanol xav tau yuav tsum nyob twj ywm, nrog cov neeg yuav khoom hauv qab ceev faj.
Northeast roj ethanol factories feem ntau ua tiav cov ntawv cog lus hauv lub xeev refinery; lwm qhov kev thov qhia me ntsis kev loj hlob.
Central Shandong pom tsis muaj kev yuav paj nag hmo, nrog kev lag luam ntawm ¥ 5,810 / tuj (tsuas suav nrog, xa).
Tus nqi:
Northeast pob kws tus nqi yuav nce siab dua.
Cassava nti nqi tseem nce siab nrog qeeb volatility.
3. Kev Lag Luam Outlook
Anhydrous Ethanol:
Cov nqi yuav ruaj khov nyob rau sab qaum teb sab hnub tuaj vim tias feem ntau cov chaw tsim khoom ua tiav tus nqi lub lim tiam no. Kev txwv qhov chaw muaj thiab nce nqi pob kws txhawb nqa kev cog lus.
Eastern Tuam Tshoj tus nqi yuav tuav ruaj khov lossis sib txawv me ntsis siab dua, txhawb nqa los ntawm kev txhawb nqa tus nqi thiab cov nqi qis dua.
Roj Ethanol:
Sab qaum teb sab hnub tuaj: Cov nqi yuav tsum ruaj khov, nrog rau cov chaw ua haujlwm tseem ceeb hauv lub xeev refinery xa khoom thiab tsis muaj qhov xav tau.
Shandong: Cov kev hloov pauv me me tau cia siab. Downstream restocking tseem xav tau-raws li, txawm hais tias rov qab cov nqi roj av tuaj yeem txhawb cov roj av xav tau. Kev lag luam tus nqi siab ntsib kev tiv thaiv, tab sis tus nqi qis yog nruj, capping tus nqi loj swings.
Cov Ntsiab Lus Saib Xyuas:
Pob kws / cassava feedstock nqi
Kev lag luam roj av thiab roj av sib txawv
Regional mov-xav tau dynamics
Post lub sij hawm: Jun-12-2025