In the second quarter of 20 18, the domestic metallurgical coke market as a whole showed a situation of first suppression and then promotion. In addition to the influence of its own supply and demand pattern, environmental protection has also become a major reason for the market trend. At the end of April, the coke market ended its state of "falling endlessly". May ushered in a real rebound. Until mid-June, eight rounds of price increases were successively implemented, with a cumulative increase of 650 yuan/ton. In late June, the coke market stabilized and operated, but at the end of June, as a steel mill in Shanxi lowered the purchase price of coke 100 yuan/ton, it began to show signs of decline.
In April, due to the exposure of Shaanxi Huangling Coking by Focus Interview, environmental protection issues were pushed to the forefront, prompting coke enterprises to pay attention to environmental protection. In addition, some coking plants are already at a loss, and in April, coke enterprises took the initiative to temporarily limit production. But in the face of the market situation of high inventory and low demand at that time. This move has little effect. It was not until May that the real rebound began. There were six rounds of price adjustment in May. The market review is as follows: the first round of coke price increase was implemented on May 1, the second round was implemented on May 9, the third round was implemented on May 16, the fourth round was implemented on May 18, and the fifth round was implemented on May 23.
At the same time, in June, mainstream steel mills in Hebei and Shandong raised the purchase price of coke for two consecutive rounds because of low inventory.
Looking back on this strong rebound, it is not difficult to find that one of the main reasons is the release of terminal demand, which has driven the demand for coke. Second, the overweight of environmental protection has restricted the start-up of coke enterprises, and the strength of the futures market continues to push up coke prices. Third, after the emotional stimulation brought by the plunge in March and April, it pushed up.
After experiencing a sharp rise, the coke market began to show signs of decline at the end of the quarter, with the downward adjustment of coke purchase prices in Shanxi Jingang and Hebei Jinxi. The game of coke and steel is explosive. The price of coke has an obvious downward trend.
Summary of price adjustment information of major steel mills in the second quarter
Since April 1, the basic purchase price of coke of Hunan Valin Group has been lowered by 150, and the quasi-first-grade metallurgical coke is subject to Xiangtan Iron and Steel Co., Ltd. 19 10 and Yangchun 2030, all of which are ex-factory, including tax.
On April 2nd, the purchase price of coke in Jiangxi Steel Plant was lowered by 200 yuan/ton. Now the first-grade coke is quoted at 2200-2220 yuan/ton, and the quasi-first-grade metallurgical coke is quoted at 2 100-2 120 yuan/ton, all of which are ex-factory tax included.
On April 2nd, the purchase price of Chenggang coke in Qujing, Yunnan Province was lowered by 100 yuan/ton, the price of quasi-secondary coke A 14 was 2380 yuan/ton, and the price of external coke A 18 was 1980 yuan/ton, all of which were subject to the ex-factory price including tax. In June,/kloc-0.
On April 2nd, Yunnan Qujing Shuangyou Iron and Steel Co., Ltd. lowered the purchase price of coke by 100 yuan/ton, which is now converted into external coke FC & gt80, A 18, S & lt0.6 dry basis to ex-factory tax-included price 1970 yuan/ton.
On April 2nd, the purchase price of coke in Yunnan Yukun Iron and Steel Company was lowered by 100 yuan/ton, and now it is approved that the secondary coke is FC & gt84, A 14 and S & lt0.6, and the ex-factory price including tax is 2380 yuan/ton, and it will be implemented from 1.
The listing price of coke purchased by mainstream steel mills in Rizhao, Shandong Province is lowered by 50 yuan/ton, and the cumulative decline of wet quenching and dry quenching is 250 yuan/ton and 280 yuan/ton respectively, which will be implemented from 0: 00 on April 4th.
At 0: 00 on April 4th, the purchasing price of coke in some mainstream steel mills in Shandong Province was lowered by 50 yuan/ton, allowing the first grade coke 1.78 yuan/ton to arrive at the factory, and the second grade coke 1.70 yuan/ton to arrive at the factory.
On April 4th, the coke purchase price of steel mills in Yingkou area was lowered by 50, the price of secondary coke CSR53 was quoted 1770, and the price of quasi-primary coke CSR58 was quoted 1820, all of which were included in the ex-factory price and implemented today.
Since April 4th, the purchase price of Yongfeng coke in Shandong Laigang has been lowered by 50 yuan/ton, and now the first-grade metallurgical coke is quoted at 1.78 yuan/ton, and the second-grade coke is quoted at 1.70 yuan/ton. There is no quality reward, it is all ex-factory price including tax.
Hebei Iron and Steel Group has lowered the purchase price of coke by 50 yuan/ton since April 5, and the acceptance price of first-class coke fire has been lowered to 1920 yuan/ton, and the acceptance price of medium sulfur has been lowered to 1740 yuan/ton.
On April 4th, the purchase price of coke in Fushun steel mills was lowered by 50%, and the secondary coke is now A.
On April 8, the purchase price of coke in some steel mills in Tangshan, Hebei Province was lowered by 50, and now it is equivalent to 1690~ 1760 and quasi-equivalent to 1790~ 1830, all of which are accepted after leaving the factory with tax included.
On April 10, the coke price of some steel mills in Handan, Hebei Province was lowered by 50% again. Negotiations with Coca-Cola Company are under way. Now the price of the first can of coke is 16 10- 1720, and the price of the second can of coke is 1540- 1660, both of which are accepted with tax included.
Since April 1 1, the purchase price of coke in Yongfeng of Shandong Laigang has been lowered by 50 yuan/ton. Now the first-grade metallurgical coke is quoted at 1730 yuan/ton, and the second-grade coke is quoted at 1650 yuan/ton. There is no quality reward, it is all ex-factory including price.
From April 1 1, the purchase price of Nippon Steel coke was lowered by 50 yuan/ton. After the downward adjustment, the ex-factory price of water quenching 1700 yuan/ton, ex-factory price 17 10 yuan/ton and dry quenching price 1870 yuan/ton, regardless of province or province.
Since April of 16, the basic purchasing price of coke of Hunan Valin Group has been lowered by 150, and the quasi-first-grade metallurgical coke is subject to Xiangtan Steel 1760 and Yangchun 1880, all of which are ex-factory tax included.
On April 17, the purchase price of coke in steel mills in Kunming was lowered by 100 yuan/ton, and the current coke A 14.5, S0.6 dry basis and ex-factory tax included price was 2295 yuan/ton, which will be implemented on June 16.
On April 18, the price of coke in Kunming, Yunnan Province was lowered by 100 yuan/ton, and the current coke A 14.5, S0.6 dry basis and ex-factory tax-included price was 2295 yuan/ton.
On April 19, the purchase price of coke in Yunnan Yukun Iron and Steel Co., Ltd. was lowered by 100 yuan/ton, and the ex-factory price of FC & gt84, A 14 and S & lt0.6 including tax is now allowed at 280 yuan/ton.
On April 28th, the purchase price of a new batch of coke foundries in Tangshan area was raised by 50%. Now it is reported as 17 10~ 1760, and the first batch is reported as 1760- 18 10.
At 0: 00 on May 1 day, the coke purchase price of some steel mills in Shandong Province was raised by 50 yuan/ton. After the upward adjustment, the first grade coke is allowed to arrive at the factory 1780 yuan/ton, and the second grade coke is allowed to arrive at the factory 1700 yuan/ton.
On May 2nd, the purchase price of coke in some steel mills in Tangshan increased by 50%, and it is now reported as second-class 17 10~ 1760, quasi-first-class18/kloc-0 ~1830, all of which are factory receipts, including tax.
On May 3rd, the purchase price of coke in Fushun Steel Plant was raised by 50%, and the secondary coke is now A.
On May 3rd, the coke purchase price of steel mills in Yingkou area was raised by 50, and the price of secondary coke CSR53 was quoted 1770, and that of quasi-primary coke CSR58 was quoted 1820, all of which were delivered to the factory including tax, and were implemented on the 4th.
On May 9th, the purchase price of coke in Hegang Group increased by 50% for the first time. The first grade coke 1920 and the medium sulfur S 1CSR60 quotation 1740 were all ex-factory acceptance including tax.
The purchase price of Yongfeng coke in Shandong Laigang has been raised by 50 yuan/ton since May 9, and now the first-grade metallurgical coke is quoted at 1.830 yuan/ton, and the second-grade coke is quoted at 1.750 yuan/ton. There is no quality award, both of which are ex-factory including price.
On may 10, the purchase price of coke in steel mills in Yingkou area was raised by 50, the price of secondary coke CSR53 was quoted 1820, and the price of quasi-primary coke CSR58 was quoted 1870, all of which arrived at the factory including tax, and were implemented today.
On May 1 1 day, the basic purchase price of coke of Hunan Valin Group was raised by 100, and the quasi-first-grade metallurgical coke was subject to Xiangtan Iron and Steel Co., Ltd. 1860 and Yangchun 1980, all of which included the ex-factory tax price.
On May 16, the railway approved the first increase in 50 yuan, and the second-class fire transport 1860 yuan factory.
From May 16, the basic purchase price of coke of Hunan Valin Group was raised by 50, and the quasi-first-class metallurgical coke of Xianggang 19 10 and Yangchun 2030 was implemented, all of which included the ex-factory tax price.
On May 16, Hebei Iron and Steel Group raised the purchase price of coke, and the acceptance price of first-grade coke was raised by 50 to 1970 yuan/ton.
May, 2006 16, the purchase price of wet quenching in a mainstream steel plant in Shandong was raised by 50, and after the increase, it was 1850 in the province and 1860 outside the province. The purchase price of CDQ rose by 50, and then rose to 2020, regardless of the province and outside.
17 In May, the purchase price of coke from a mainstream steel mill in Shandong Province to a supplier in Xie Chang increased 100, and after the increase, wet coke quenching in the province 1950, and outside the province1960; CDQ 2 120, regardless of province.
On May 2 1 day, the coke purchase price of steel mills in Yingkou area was temporarily stable. The price of secondary coke CSR53 was quoted 1870, and the price of quasi-primary coke CSR58 was quoted 1920, all of which were ex-factory tax included.
On may 2 1 day, the purchase price of coke in steel mills in Fushun area was raised 100, and the secondary coke is now a < 13.5 of the 2005 annual report, and the tertiary coke is a.
Some steel mills in Shandong Province have raised the purchase price of coke 100 yuan/ton since May 23rd. After the upward adjustment, the primary coke will reach 2090 yuan/ton, and the secondary coke will reach 20 10 yuan/ton.
On May 23rd, Henan Jiyuan Steel Plant's coke purchasing standard A 13S0.7CSR60 was raised by 200-250, and now it is reported as 1900- 1950 yuan/ton.
On May 23rd, the coke purchase price of a mainstream steel mill in Shandong was raised by 100, and the wet quenching after the increase was 2050 in the province and 2060 outside the province; Dry quenching 2220, regardless of inside and outside the province. .
On May 23rd, the purchase price of coke in steel mills in Yingkou area was raised by 100, the price of CSR53 for secondary coke was quoted by 1970, and the price of CSR58 for quasi-primary coke was quoted by 2020, all of which arrived at the factory including tax, and were implemented today.
On May 24th, the purchase price of coke in Hegang Group was raised again 100, the price of first-grade coke was 2 170, and the price of medium sulfur S 1CSR60 was 2030, all of which were subject to ex-factory acceptance including tax.
On may 25th, the purchase price of coke in steel mills in Fushun area was raised by 100, the second grade coke was reported as a < 13.5, and the third grade coke was reported as a <195.
The purchase price of Yongfeng coke in Shandong Laigang has been raised 100 yuan/ton since 0: 00 on May 3, 2008. The tax price of secondary coke is 2 100 yuan/ton, and the quasi-primary coke is 2 180 yuan/ton.
On June 1 day, the basic purchase price of coke of Hunan Valin Group was raised 185, and the quasi-first-class metallurgical coke of Xianggang 2 195 and Yangchun 23 15 was implemented, all of which included the ex-factory tax price.
On June 7th, the purchase price of coke for steel mills in Kunming was raised by 150 yuan/ton, and the dry basis and ex-factory tax-included price of current grade coke A 14.5 and S0.6 was 2545 yuan/ton, which will be implemented on June 10.
From 0: 00 on June 8, the purchase price of Yongfeng coke in Shandong Laigang was raised by 100, the price of secondary coke was 2200, and the price of quasi-primary coke was 2280A.
On June 8th, the purchase price of coke in Hegang Group was raised again 100, the price of first-grade coke was 2370, and the price of medium sulfur in S 1CSR60 was 2230, all of which were ex-factory acceptance including tax.
On June 16, the purchase price of coke in some steel mills in Shandong was raised 100 yuan/ton. After the upward adjustment, the first-grade coke will reach 2390 yuan/ton and the second-grade coke will reach 23 10 yuan/ton.
On June 16, the purchase price of coke in Hegang Group was raised again 100, the price of first-grade coke was 2470, and the price of medium sulfur S 1CSR60 was 2330, all of which were subject to ex-factory acceptance including tax.
On June 16, the coke purchase price of a mainstream steel plant in Shandong was raised 100, and after the increase, it was 2350 in the province and 2360 outside the province; Dry quenching 2520, regardless of province.
On June 16, the purchase price of coke in Shandong Weifang Steel Plant was raised 100 yuan/ton, and the steel plant inventory was normal. Now A 13 and S0.75 dry quenching metallurgical coke are allowed to arrive at the factory, and the price including tax is 2650 yuan/ton.
On June/KOOC-0/6, the basic purchase price of coke in Hunan Valin Group was raised/KOOC-0/00, and quasi-first-class metallurgical coke was implemented in Xiangtan Iron and Steel Company 2395 and Yangchun 25/KOOC-0/5, all of which included tax.
On June 27th, the purchasing price of coke in Hebei Jinxi Iron and Steel Company was lowered by 50 yuan/ton. After the reduction, the steam is transported to the factory spot exchange in 2330, and the fire is transported to the station spot exchange in 2290. The accepted prices are 2380 and 2340 respectively.
On 30th, the purchase price of coke in steel mills in Yingkou area was lowered by 50, the price of CSR53 for secondary coke was 2320, and that of CSR58 for quasi-primary coke was 2370, all of which were delivered to the factory with tax included, and 1 was implemented.
On 30th, the purchase price of coke in individual steel mills in Jinnan, Shanxi Province dropped by 50%. After the downward adjustment, A 13, S0.8, CSR60 secondary focus report 2 150, A 13, S0.7 and CSR60 quasi-2 170 all include ex-factory tax, starting from 0: 00 in July 1.
On the 30th, the base price of coke (A 13S0.7CSR57) purchased by a mainstream steel enterprise in Shandong was lowered by 50, and 23 10A from 2,300 provinces inside and outside the province arrived at the factory, and it was implemented from 0: 00 on July 1 day.
Market situation of metallurgical coke in Shandong Province
Shandong steel works were mainly affected by the summit this quarter. The poor arrival of steel mills and low inventory led to the mainstream steel mills in Shandong and Hebei raising coke twice in June.
At the end of this quarter, the current price of coke in Shandong Province is: Zaozhuang secondary metallurgical coke car plate includes tax of 2250 yuan/ton; The ex-factory price of Weifang secondary metallurgical coke includes tax of 2350 yuan/ton; The tax-included price of Jining secondary metallurgical coke plant is 2050 yuan/ton; The ex-factory price of secondary metallurgical coke in Linyi is 2350 yuan/ton; The ex-factory price of secondary metallurgical coke in Zibo is 2300 yuan/ton; The ex-factory price of grade I metallurgical coke in Dong 'e includes tax 1850 yuan/ton.
Name of mining area/place of origin: 2065438+2065438+June 2008 Price attribute fluctuation Remarks: Grade II metallurgical coke Zaozhuang 18602250 car plate tax included +390 Grade II metallurgical coke Weifang 18 102350 factory tax included +540 Grade II metallurgical coke Jining 200. 5438+09 102350 ex-factory tax included +440 Zibo 17602300 ex-factory tax included +540 Dong 'e 18502380 ex-factory tax included +530.
Market situation of metallurgical coke in Shanxi area
At the end of this quarter, the spot price of coke in Shanxi's main producing areas is as follows: the ex-factory price of Jinzhong quasi-first-class metallurgical coke includes tax of 2250-2300 yuan/ton; The ex-factory price of Taiyuan first-class metallurgical coke is 2200 yuan/ton, and that of quasi-first-class metallurgical coke is 2300 yuan/ton; The ex-factory price of quasi-first-grade coke in Lvliang includes 2200 yuan/ton, and the ex-factory price of second-grade coke in Lvliang includes 2 100 yuan/ton.
Name, region/place of origin: March 2065 438+March 2065 438+June 2008 Price attribute fluctuation (including tax) is quasi-level 1.
Metallurgical coke Jinzhong 18902250-2300 ex-factory price +4 10 quasi-first class
Metallurgical coke Jinzhong 16602 100-2250 ex-factory price +590 first-class metallurgical coke Taiyuan 1820- 18602300 ex-factory price +480 quasi-first-class.
Metallurgical coke Taiyuan1710-17602200 ex-factory price +490 quasi-flat.
Metallurgical coke Lvliang 17 102200 ex-factory price +490 secondary metallurgical coke Lvliang 16602 100 ex-factory price +440.
Market situation of metallurgical coke in Hebei Province
At the end of this quarter, the price situation in Hebei Province is: Handan second-class metallurgical coke is 2260 yuan/ton, and the ex-factory price of quasi-first-class metallurgical coke is 23 10-2320 yuan/ton; Xingtai quasi-first-class metallurgical coke arrives at the factory with tax price of 2300 yuan/ton; The tax-included price of Tangshan secondary metallurgical coke is 2290-2360 yuan/ton; The tax-included price of secondary metallurgical coke in Shijiazhuang is 2250-2260 yuan/ton; The ex-factory price of Dingzhou quasi-first-class metallurgical coke includes 2300 yuan/ton tax.
Name of mining area/place of origin 20 18 03 20 17 06 08 Description of price attribute fluctuation: Grade II metallurgical coke Handan 17202260 to Grade I metallurgical coke Handan178023/kloc with ex-factory price including tax +540. First-class metallurgical coke Tangshan1770-18202290-2360 +590 second-class metallurgical coke Shijiazhuang1660-16702250-2260 +600 quasi-first-class metallurgical coke Dingzhou/
Second, the change of coke inventory
1, coke port inventory
Affected by factors such as pre-traders hoarding goods and delayed release of terminal demand, port inventory has been rising again and again, but it has not decreased significantly in March and April. It was only in June that it really entered the state of "high price destocking". According to Qingdao General Manager, as of June 29th, the inventory of coke in the four major ports was 3.07 million tons, a decrease of 390,400 tons compared with the end of last quarter. Among them, the inventory of Tianjin Port was 620,000 tons, a decrease of 70,000 tons from the previous month; Lianyungang was 40,000 tons, a decrease of 1 1.400 tons from the previous month; Rizhao Port 12 10000 tons, a decrease of 1 10000 tons from the previous month; Dongjiakou was 6,543.8+0.2 million tons, a decrease of 6,543.8+0.2 million tons from the previous month. Due to the current environmental protection, the start of coking plant is limited, and the market sentiment is exhausted. According to the market reaction, at present, traders are cautious in taking goods, and in the short term, the port will still take destocking as the main theme.
On June 29th, coke inventory at various ports.
Date Port inventory (10,000 tons) increased (10,000 tons) Remarks 20 18/06/29 Tianjin Port 62-720 18/06/29 Lianyungang 4-1.042018.
Coke price in Tianjin port
Product name, specification, mining area origin price
(yuan/ton) price
Notes for adding attribute tax: A < 12.5, S & lt0.65, CSR & gt65, MT8 Shanxi 2450 closing price including tax +425 quasi-first-class metallurgical coke A < 12.5, S & lt0.7, CSR & gt60, MT8 Shanxi 2375 closing price including tax +450.
Price of coke in Rizhao Port
Name, specification, mining area/
Origin price
(Yuan/ton) Price/attribute tax increase Remarks: The closing price acceptance of Grade II metallurgical coke A 13, S0.7, CSR55 and MT8 Rizhao 2300 includes tax +500.
2, independent coking plant inventory
According to Qingdao General Knowledge, as of June 29th, the sample of 230 independent coke enterprises in China: capacity utilization rate of 7 1.93%,
3.6% lower than the previous quarter; The average daily output was 639,900 tons, a decrease of 310.3 million tons from the previous month; Coke inventory was 62010.5 million tons, a decrease from the previous month/kloc-0 1.654.38+0.75 million tons; Total coking coal inventory 13379500 tons, an increase of 140500 tons from the previous month; The average available days were 15.72 days, an increase of 0.89 days from the previous month.
Sample of national 100 independent coke enterprises: the capacity utilization rate was 75.90%, down 2.91%from the previous month; The average daily output was 363,300 tons, a decrease of 6,543,800 tons from the previous month; Coke inventory was 265,000 tons, a decrease of 763,500 tons from the previous month; The total coking coal inventory is 774 1.500 tons, an increase of 1.925 tons from the previous month; The average available days were 16.02 days, a decrease of 1.0 1 day.
Third, coke futures.
The opening price of the main coke futures contract 1809 is 2084, the highest price is 2205, the lowest price is 1990, the monthly closing price is 2 1 17.5, and the monthly settlement price is 2076.5, up 44.5, with a turnover of 9479.
Fourth, the upstream coking coal market dynamics
The upstream coking coal began to weaken in June, the coal mine shipment was poor, and the sales volume dropped significantly compared with last month. Downstream construction is limited, and coking coal procurement enthusiasm is widespread. According to the market reaction, the raw coal stocks in some coal mines have increased for three consecutive weeks. Generally speaking, in the face of the rising trend of downstream coking plants, it is no longer possible to superimpose the decline in purchasing demand. It is expected that coking coal will run under pressure in the short term.
According to bulk cargo monitoring in Qingdao, as of June 30th, the inventory of coking coal imported from coastal ports is as follows: Jingtang Port1710.2 million tons, an increase of 784,000 tons compared with the end of last quarter; Qingdao Port 5 1 10,000 tons, an increase of 1 10,000 tons from the previous month; Rizhao Port was 6.5438+0.7 million tons, an increase of 6.5438+0.68 million tons from the previous month; Lianyungang 200,000 tons, an increase of 200,000 tons year-on-year; Zhanjiang Port was 379,000 tons, a decrease of 26,000 tons.
Verb (abbreviation of verb) downstream steel mill trend
1, steel output data:
From 2065438 to May 2008, the national crude steel output was 81130,000 tons, up 8.9% year-on-year, and the growth rate increased by 7. 1 percentage point year-on-year; Steel output increased by 10.8%, and decreased by10.9% in the same period last year. The output of coke decreased by 65,438+0.6%, and increased by 0.65,438+0 percentage point year-on-year.
From June 5438 to May, the national crude steel output was 369.86 million tons, up 5.4% year-on-year, and the growth rate increased by 1 percentage point year-on-year; The output of steel products was 434.67 million tons, up by 6.2% and 5.4 percentage points. Coke output175.96 million tons, down 2.9%, up 3.7% in the same period last year.
From the data, it is not difficult to find that from 2065438 to May 2008, the output of crude steel and steel products in China increased compared with the same period of last year, while the output of coke decreased. Therefore, the strong rebound of coke in May is imperative. July will usher in the traditional rainy season of high temperature and hot summer, which will definitely affect market demand. In July, the probability of steel shock going down is high. At that time, the purchasing enthusiasm of steel mills will be poor, and the focus price will inevitably be pressed under the transmission of cost pressure.
2. Steel mill inventory data:
According to Qingdao Bulk, as of June 29th this week, the sample inventory of 1 10 steel mills nationwide is as follows: coke inventory is 4112,600 tons, a decrease of 793,300 tons compared with last quarter; The average available days were 12.54 days, a decrease of10.95 days from the previous month. Coking coal inventory is 74 15400 tons, a decrease of 172800 tons from the previous month, and the average available days are 14.77 days, a decrease of 0.34 days from the previous month.
According to Qingdao's general understanding, the blast furnace operating rate of 247 steel mills nationwide this week was 82.58%, up 4.65% from the previous period and down 7.55% from the same period last year. The utilization rate of blast furnace ironmaking capacity was 8 1. 10%, up 5.35% from the previous month. It decreased by 5.66% year-on-year, and the profitability of steel mills was flat at 92.3 1%.
The blast furnace operating rate of national 163 steel mills was 7 1.27%, up 6.77% from the previous month, and the utilization rate of eliminated capacity was 86.37%, up 6.96% from the previous month. Compared with the same period of last year, it decreased by 4.09%, and the profitability of steel mills was 84.66%, up by 0.6 1% from the previous month.
According to market information, some steel mills were overhauled in July, including Angang, Shagang, Angang, Masteel, Benxi Steel, Shougang, Xining Special Steel and Juneng Special Steel. At that time, it will definitely affect the procurement of downstream coke, and it is the general trend that coke prices will face a correction in summer. (Part of the data comes from my steel)
Sixth, the market outlook forecast
At present, coke has been raised for eight rounds, with the cumulative increase as high as 650 yuan/ton. After a strong rebound, coke prices have peaked and the market has dried up. At present, steel prices fluctuate obviously, infrastructure investment decreases in hot rainy season, a new batch of steel mills are overhauled in summer, and the upstream coking coal is weak, which has a negative impact on coke prices. However, it is undeniable that due to the low inventory of coke in some steel mills, the price of coke will not fall too fast in a short time, and more will run weakly. However, it is inevitable that there will be a certain degree of price correction in summer.
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