1. **Farashin Rufe Zaman da ya Gabata a Kasuwar Babban Kasuwa**
A zaman ciniki na baya, farashin ethanol na cikin gida ya tashi da kashi 99.9%. Farashin ethanol na 99.9% a Arewa maso Gabashin China ya kai yuan 5,450–5,750/ton, wanda ya karu da yuan 25/ton idan aka kwatanta da ranar da ta gabata. An daidaita farashin a Jilin a ranar Litinin, yayin da aka yi shawarwari a Heilongjiang jiya. Farashin ethanol na mai a Arewa maso Gabashin China ya kasance mai daidaito, yayin da farashin a Shandong ya nuna ɗan raguwar yanayin.
2. **Manyan Abubuwan Da Ke Tasirin Canje-canjen Farashin Kasuwa Na Yanzu**
**Kayayyakin Samarwa:** Ana sa ran samar da ethanol mai ruwa-ruwa zai fuskanci ƙarancin sauyi, yayin da ake sa ran sauyin samar da ethanol mai tushen kwal zai ragu kaɗan. Yawancin masu samar da ethanol mai suna aiki da ƙarancin ƙarfin aiki.
– Matsayin aiki na manyan masu samar da kayayyaki:
- **Hunan, Henan, Anhui, Shaanxi, Xinjiang, da Shandong** ana samarwa.
– **Hongzhan Jixian, Laha, Huanan, Bayan, Tieling, Jidong, Hailun, COFCO Zhaodong Man Fetur Ethanol, Anhui COFCO, Jilin Man Fetur Ethanol, Wanli Runda, Fukang** (An dakatar da layukan 1 da 2, layukan 3 da 4 suna aiki), **Yushu, Jiangxi Yufan** (an dakatar da su), **Guangxi Man Fetur COFCO Ethanol** (an dakatar da su), **Huizhou Yuxin** (an dakatar da su don gyarawa, an shirya sabon ƙarfin aiki don fara aiki a mako mai zuwa), **Jingmen, Hubei** (an dakatar da su).
**Buƙata:** A wannan makon, siyan ribar ethanol mai ƙarancin ruwa ya kasance mai rauni. Ga man ethanol, masu samar da man fetur a Arewa maso Gabas galibi suna cika manyan oda, yayin da sauran buƙatu har yanzu suna da matsakaici. A Shandong, ciniki jiya ya kai yuan 5,330–5,340/ton, gami da haraji.
**Farashi (Masara):** A kasuwar masara ta Arewa maso Gabashin China a yau, yawan wadatar da ake samu daga amfanin gona ya ci gaba da ƙaruwa, wanda hakan ya ƙara yawan wadatar da ake samu a kasuwa. Kamfanonin sarrafa masara a ƙasa sun fara siyan masara, yayin da wasu 'yan kasuwa suka yi ta tara ta a hankali. Farashin masara mai ɗanshi ya tashi a hankali, wanda hakan ya haifar da ƙaruwar farashi a sarkar ciniki. Gabaɗaya, farashin masara ta Arewa maso Gabas ya kasance mai daidaito, tare da ɗan ƙaruwa na yuan 10/ton a wasu yankuna masu araha.
3. **Hasashen Yanayin Kasuwa**
– **Ethanol Mai Ruwa:** Ana sa ran farashin zai tashi a wasu yankuna a yau. A farkon makon, manyan masu samar da kayayyaki a Arewa maso Gabashin China sun fi ƙara farashi. A yau, masu samar da kayayyaki a Arewacin Jiangsu suna shirin ƙara farashi da yuan 50/ton. Tallafin farashi daga masu samar da kayayyaki ya kasance mai ƙarfi, inda yawancin masu samar da ethanol a Arewa maso Gabashin China ke aiki da ƙarancin ƙarfin aiki.
– **Man Fetur Ethanol:** Ana hasashen farashin a Arewa maso Gabashin China zai ci gaba da kasancewa daidai. Ƙarfin samarwa a yankin yana da ƙasa, kuma yawancin masu samarwa suna da niyyar kiyaye farashi mai ɗorewa, suna mai da hankali kan cika manyan umarni da kuma na kai tsaye na samar da kayayyaki. Ana sa ran sauran shawarwari za su ci gaba da kasancewa da iyaka. Ra'ayin kasuwa ya kasance daidai da kashi 80% kuma kashi 20% na bearish, tare da matsakaicin farashin da ake tsammanin ba zai canza ba idan aka kwatanta da ranar ciniki ta baya.
– **Kasuwar Shandong:** Ana hasashen farashin zai ci gaba da kasancewa daidai ko kuma ya nuna ɗan ƙaruwa. A farkon makon, farashin masu samar da kayayyaki ya tashi kaɗan, tare da wasu ma'amaloli da suka wuce tsammanin. Duk da cewa wasu riba ta siyayya ta ragu kaɗan jiya, tayin farashi mai rahusa ya yi ƙasa, wanda ke nuna cewa farashin zai iya daidaitawa ko kuma ya fuskanci ƙaramin ƙaruwa.
Lokacin Saƙo: Janairu-28-2026