1. **Nā Kumukūʻai Pani o ka Hālāwai Ma mua ma ka Mākeke Nui**
I ke kau kālepa ma mua, ua piʻi aʻe nā kumukūʻai kūloko o ka ethanol 99.9%. ʻO ke kumukūʻai hōʻike nui no ka ethanol 99.9% ma ka Hikina ʻĀkau o Kina he 5,450–5,750 yuan/ton, he piʻi ʻana o 25 yuan/ton i hoʻohālikelike ʻia me ka lā ma mua. Ua hoʻoponopono ʻia nā kumukūʻai ma Jilin i luna i ka Pōʻakahi, ʻoiai ua hana ʻia nā kūkākūkā ma Heilongjiang i nehinei. Ua paʻa mau nā kumukūʻai wahie ethanol ma ka Hikina ʻĀkau o Kina, ʻoiai ua hōʻike nā kumukūʻai ma Shandong i kahi ʻano nāwaliwali iki.
2. **Nā Kumu Koʻikoʻi e Hoʻohuli i nā Hoʻololi Kumukūʻai o ka Mākeke o Kēia Manawa**
**Lako:** Manaʻo ʻia e ʻike ʻia nā loli liʻiliʻi o ka hana ʻana o ka ethanol anhydrous, ʻoiai ke manaʻo ʻia nei e lohi iki nā loli o ka hana ʻana o ka ethanol lanahu. Ke hana nei ka hapa nui o nā mea hana ethanol wahie ma ka mana haʻahaʻa.
– Ke kūlana hana o nā mea hana koʻikoʻi:
– **Hunan, Henan, Anhui, Shaanxi, Xinjiang, a me Shandong** ke hana ʻia nei nā mea kanu.
– **Hongzhan Jixian, Laha, Huanan, Bayan, Tieling, Jidong, Hailun, COFCO Zhaodong Fuel Ethanol, Anhui COFCO, Jilin Fuel Ethanol, Wanli Runda, Fukang** (Ua kū nā Laina 1 a me 2, ua hana nā Laina 3 a me 4), **Yushu, Jiangxi Yufan** (ua kū), **Guangxi COFCO Fuel Ethanol** (hana), **Huizhou Yuxin** (ua kū no ka mālama ʻana, ua hoʻolālā ʻia ka mana hou no ka hoʻomaka ʻana i ka pule aʻe), **Jingmen, Hubei** (hana).
**Koi:** I kēia pule, ua nāwaliwali iki ka hoihoi kūʻai no ka ethanol anhydrous. No ka ethanol wahie, ke hoʻokō nui nei nā mea hana ma Northeast i nā kauoha nui, ʻoiai ke kaulike nei nā koi ʻē aʻe. Ma Shandong, ua hōʻea nā hana i nehinei i 5,330–5,340 yuan/ton, me nā ʻauhau.
**Kumukūʻai (Kulu):** Ma ka mākeke kulina o Kina Hikina ʻĀkau i kēia lā, ua hoʻomau ka nui o nā lako o nā kaiāulu, e hoʻonui ana i ka loaʻa ʻana o ka mākeke. Ua kūʻai ikaika nā ʻoihana hana ma lalo o ke kahawai i ka kulina, ʻoiai ua mālama iki kekahi mau mea kālepa. Ua piʻi mālie ke kumukūʻai o ka kulina wai nui, e alakaʻi ana i ka hoʻonui ʻia o nā kumukūʻai ma ke kaulahao kālepa. Ma keʻano holoʻokoʻa, ua kūpaʻa nā kumukūʻai kulina o ka Hikina ʻĀkau, me ka piʻi iki ʻana o 10 yuan/ton ma kekahi mau wahi haʻahaʻa ke kumukūʻai.
3. **Wānana no ke ʻano o ka mākeke**
– **Ethanol Anhydrous:** Manaʻo ʻia e piʻi aʻe nā kumukūʻai ma kekahi mau wahi i kēia lā. I ka hoʻomaka ʻana o ka pule, ua hoʻonui nui nā mea hana nui ma ka Hikina ʻĀkau o Kina i nā kumukūʻai. I kēia lā, hoʻolālā nā mea hana ma Northern Jiangsu e hoʻokiʻekiʻe i nā kumukūʻai ma 50 yuan/ton. Ke kūpaʻa nei ke kākoʻo kumukūʻai mai nā mea hoʻolako, me ka hapa nui o nā mea hana ethanol ma ka Hikina ʻĀkau o Kina e hana ana ma ka mana haʻahaʻa.
– **Ethanol Wahie:** Ua wānana ʻia e mau ana ke kūpaʻa o nā kumukūʻai ma ka Hikina ʻĀkau o Kina. Haʻahaʻa ka hiki ke hana ma ka ʻāina, a manaʻo ka hapa nui o nā mea hana e mālama i nā kumukūʻai paʻa, e kālele ana i ka hoʻokō ʻana i nā kauoha lako nui a pololei. Manaʻo ʻia e mau ana nā kūkākūkā ʻē aʻe i ka palena. He 80% paʻa ka manaʻo o ka mākeke a he 20% bearish, me ke kumukūʻai waena e mau ana ka loli mai ka lā kālepa ma mua.
– **Mākeke Shandong:** Manaʻo ʻia e mau ana nā kumukūʻai a i ʻole e hōʻike i kahi piʻi iki. I ka hoʻomaka ʻana o ka pule, ua piʻi iki nā kumukūʻai kumu o nā mea hoʻolako, me kekahi mau hana i ʻoi aku ma mua o nā mea i manaʻo ʻia. ʻOiai ua nāwaliwali iki kekahi hoihoi kūʻai i nehinei, ua kaupalena ʻia nā hāʻawi haʻahaʻa, e hōʻike ana e paʻa paha nā kumukūʻai a i ʻole e ʻike i kahi piʻi iki.
Ka manawa hoʻouna: Ian-28-2026