1、 Price trend
In June 2020, the coke market continued to rise. The mainstream price of Shanxi market was 1663.33 yuan / ton at the beginning of the month and 1813.33 yuan / ton at the end of the month, with a monthly increase of 9.02%.
On June 29, the coke commodity index was 95.19, unchanged with yesterday, down 29.51% from 135.04 (September 13, 2018), and 174.72% higher than the lowest point of 34.65 on March 3, 2016. (Note: period refers to 2011-09-01 to now).
Summary of domestic coke market price (unit: yuan / ton)
The price of regional specifications on June 29 was up and down compared with the same period of last month
Shanghai secondary metallurgical coke 2010 + 180
Quasi first grade metallurgical coke 2070 + 180
Grade II metallurgical coke 1980 + 180 in Xuzhou area
Quasi first grade metallurgical coke 2040 + 180
Grade II metallurgical coke 1940 + 150 in Weifang Area
Quasi grade I metallurgical coke 2000 + 150
Secondary metallurgical coke 1840 + 200 in Taiyuan Area
Quasi first grade metallurgical coke 1890 + 200
Henan Pingdingshan secondary metallurgical coke 1860 + 120
Quasi first grade metallurgical coke 1860 + 20
Secondary metallurgical coke 1800 + 150 in Jinzhong Area
Quasi first grade metallurgical coke 1860 + 150
Grade II metallurgical coke 1930 + 150 in Tangshan area
Quasi first grade metallurgical coke 1980 + 150
Secondary metallurgical coke 1860 + 100 in Shenyang
Quasi first grade metallurgical coke 1920 + 100
This month, the coke market rose three times on the 7th, 16th and 28th, with a cumulative increase of 150 yuan / ton. The steel start-up in this month is still at a high level, and the demand for coke is good. Under the influence of the policy of “determining production by coal” in Shandong Province in the first ten days, most of the local coking enterprises limited their production, and the supply in Shandong was tight, and the inventory was generally low. At the same time, the “Shanxi win the blue sky defense war conference” in Shanxi Province required some coke enterprises to open the production restriction, with the intensity of production restriction of about 20%. The local supply in Shanxi area was tight, and the order demand of coking enterprises was good, the shipment was positive, and the inventory was low, They are more positive about raising prices. In the middle and late ten days, the intensity of production restriction in Fenyang District of Shanxi Province increased to about 40%, and the situation of tight supply in some areas was further deepened. Under the promotion of production restriction policies in Shanxi, Shandong, Jiangsu and other places, the fifth round was implemented soon. After the fifth round of increase, the coking enterprises had a positive attitude and were generally optimistic about the future market, and then started the sixth round of raising 50 yuan / ton. At present, China’s main coke production areas are concentrated in Shanxi, Hebei, Shaanxi, Shandong and other provinces, among which Shandong and Hebei are still the main iron and steel production areas. Therefore, the policies of Shandong and Shanxi have a far-reaching impact on the coke market. On the 28th, with the purchase price of coke of mainstream steel mills in Shandong and Hebei increased by 50 yuan / ton, marking the sixth round of increase fully implemented, and this month’s rise in coke prices has temporarily come to an end. As of May 29, Shanxi Province reported 1800-1900 yuan / ton of quasi primary wet quenching coke, up 150 yuan / ton from the same period last month.
Domestic main port coke market price (unit: yuan / ton)
Port varieties
sunshine
June 1st, June 30th
Quasi first class trade
Trade level 2
Quasi first class trade
Trade level 2
one thousand nine hundred and fifty
one thousand eight hundred and fifty
two thousand and one hundred
two thousand
Tianjin
Quasi first class trade
Trade level
Quasi first class trade
Trade level
one thousand and nine hundred
two thousand
two thousand and one hundred
two thousand and two hundred
As of the 29th, the quotation of quasi first grade metallurgical coke was about 1900-1920 yuan / ton, and the spot exchange rate was about 100 yuan / ton compared with the same period of last month.
In June, the domestic steel market as a whole continued the rising trend in May, with steel prices “rising first and then stabilizing”. From the spot price point of view, the growth trend of the plate market is obviously better than that of long timber, and the increase is almost twice. Only thread prices showed a small decline. As of the 24th, the profit rate of 247 steel mills nationwide was 95.24%, a record high; and the average monthly profit rate of the past year was obviously at a high point, and rose for four consecutive months. It shows that the steel plant is still “profitable” at the current high price level of raw materials. The profit of steel enterprises in the second quarter may have a large growth space. The steel market is heating up, and the demand for coke procurement is strong, and the cost support of coke market is strong.
The Business Association believes that with the implementation of production restriction in Shandong and Shanxi, the supply of coke in some areas has been in short supply. The coke inventory remains low, and the demand of downstream steel mills is well supported. On June 30, the policy of capacity reduction in Xuzhou will be fully implemented, which will have a certain impact on the coke production in Xuzhou. The demand for coke from downstream steel mills will continue to be good, and it is expected that the future market of Coke will still remain There is room for growth, and the high level is mainly stable in the short term.
Coke related data in June 2020:
In May 2020, China’s coke output was 39.08 million tons, a year-on-year decrease of 3.2%. According to the latest data released by the National Bureau of statistics on June 15, 2020, China’s coke production was 39.08 million tons, a year-on-year decrease of 3.2%, a decrease of 1.9 percentage points compared with the previous month; a chain increase of 530000 tons, an increase of 1.37%. From January to May of 2020, the national coke output is 187.84 million tons, a year-on-year decrease of 2.8%, and the decrease rate is 0.1 percentage point lower than that of January April.
National Bureau of Statistics: in April 2020, China’s coke output was 38.55 million tons; in April 2020, China’s coke production was 38.55 million tons, a year-on-year decrease of 1.3%, and the decline rate was 1.1 percentage points narrower than that of the previous month; the chain ratio increased by 520000 tons, an increase of 1.37%. The top five coke production in April were Shanxi, Hebei, Shaanxi, Inner Mongolia and Shandong. Among them, the coke output of Shanxi Province was 8.866 million tons, with a year-on-year increase of 6.2%, accounting for 23% of the national coke output; the coke output of Hebei Province was 4.081 million tons, a year-on-year decrease of 5.9%, accounting for 10.59% of the national coke output; the coke output of Shaanxi Province was 3.735 million tons, with a year-on-year increase of 8.9%, accounting for 9.69% of the national coke output; the coke output of Inner Mongolia was 3.288 million tons, with a year-on-year increase of 6.6%, accounting for 8.53% of the national coke; The coke output of Shandong Province was 2.928 million tons, a year-on-year decrease of 25.9%, accounting for 7.6% of the national coke production.
From the cumulative data, from January to April in 2020, the national coke output was 148.35 million tons, a year-on-year decrease of 2.9%, and the decline rate was 1.2 percentage points lower than that of January to March. The location of the above five provinces remains unchanged. Among them, the cumulative coke output of Shanxi Province was 31.885 million tons, with a year-on-year increase of 0.6%, accounting for 21.49% of the total coke production in China; the cumulative coke output of Hebei Province was 15.717 million tons, a year-on-year decrease of 8.9%, accounting for 10.59% of the total national coke production; the cumulative coke production of Shaanxi Province was 13.853 million tons, with a year-on-year increase of 2.3%, accounting for 9.34% of the total coke production in China; The cumulative coke production in Inner Mongolia was 12.683 million tons, with a year-on-year increase of 3.3%, accounting for 8.55% of the total coke production in China; the cumulative coke production of Shandong Province was 12.462 million tons, a year-on-year decrease of 18.7%, accounting for 8.4% of the total coke production in China.
In May 2020, China exported 42 tons of coke and semi coke: according to the data released by the General Administration of customs, in May 2020, China exported 100000 tons of coal and lignite, a year-on-year decrease of 69.3%; from January to may, a cumulative export of 1.52 million tons, a year-on-year decrease of 42.5%. In May, China exported 42 tons of coke and semi coke, a year-on-year decrease of 52.7%; from January to may, China exported 145 tons of coke, a year-on-year decrease of 58.2%. In May, China imported 2206 tons of coal and lignite, a year-on-year decrease of 19.7%; from January to may, the total import amount was 14871 tons, with a year-on-year increase of 16.8%.
Coke related policies in June 2020:
Notice on doing a good job of safety cease-fire parking of enterprises during the transitional period: Xuzhou Weitian Chemical Co., Ltd., Xuzhou Zhongtai Energy Technology Co., Ltd., Jiangsu Xugang iron and Steel Group Co., Ltd., Jiangsu Xingda iron and Steel Group Co., Ltd., Jiangsu penggang iron and steel Holding Group Co., Ltd., and Xuzhou Taifa Special Steel Technology Co., Ltd. According to the requirements of relevant documents on the layout optimization and transformation and upgrading of the “four major industries” of the city and district, your enterprises in the transitional period should realize the cease-fire parking at 24:00 on June 30, 2020. According to the characteristics of the industry, in order to ensure the safe cease-fire and shutdown, the following requirements are put forward: coking enterprises: according to the process requirements, reverse the time, discharge the plan of reducing hole and discharging coke, ensure that the coke oven stops feeding coal before 24:00 on June 30, and complete the purging and replacement of various towers, tanks, tanks, devices and pipelines in the gas system and chemical production area in advance, so as to ensure stable and safe shutdown. Iron and steel enterprises: it is necessary to make good preparation for the lowering of blast furnace burden and the preparation for tapping of the last blast furnace and residual iron, so as to ensure the smooth cease-fire of blast furnace system before 24:00 on June 30.
Liaoning Province plans to withdraw 1.14 million tons of coal production capacity in 2020: the Liaoning Provincial Development and Reform Commission announced a few days ago that the province plans to close and withdraw Dayaogou mine and Xiaolinghe mine of Liaoning Nanpiao Coal and Power Co., Ltd., with a total output of 1.14 million tons / year. The approved production capacity of Dayaogou mine and Xiaolinghe mine of Liaoning Nanpiao Coal Power Co., Ltd. are 540000 T / A and 600000 T / a respectively. Liaoning Coal Mine Safety Supervision Bureau issued a notice on April 26 to cancel the safety production license of Xiaolinghe mine in Dayaogou coal mine of Liaoning Nanpiao Coal and Electricity Co., Ltd. According to the notice, according to the work deployment of Liaoning Provincial People’s government, and in combination with the contents of No.32 and No.33 documents of your company’s coal and electricity office [2020], Dayaogou mine and Xiaolinghe mine of Liaoning Nanpiao Coal and Electricity Co., Ltd. have terminated their coal production activities. According to the provisions of Article 29 (1) of the measures for the implementation of safety production license of coal mining enterprises (Order No. 86 of the former State Administration of work safety), the safety production license of Dayaogou mine and Xiaolinghe mine of Liaoning Nanpiao Coal and Electricity Co., Ltd. will be cancelled (no. of Dayaogou coal mine safety production license: (Liao) MK Anxu Zi [2020] No. of safety production license of Xiaolinghe mine: (Liao) MK Anxi Zheng Zi [2020 0504]. According to the announcement of Liaoning Province’s coal mine production capacity issued by the State Administration of work safety, as of December 31, 2019, there were 20 coal mines in Liaoning Province, with a total production capacity of 34.65 million tons / year.
Shandong re approved the production capacity of 41 “two types” coal mines: according to Shandong Provincial Energy Bureau, Shandong will re check and approve the mining intensity and production capacity of 41 “two types” coal mines with rock burst and coal and gas outburst coal mines, scientifically determine the production capacity of coal mines with serious disasters, and prevent and contain major coal mine accidents. It is understood that the mining intensity of two types of mines in the whole province should be determined scientifically. All coal mining enterprises should strictly implement relevant requirements, carry out mining intensity assessment for all “two types” coal mines with normal production, re determine the production capacity of “two types” coal mines, and formulate “one mine, one side, one head and one policy”. At the same time, the production capacity of “two types” coal mines was newly approved. According to the number of mining working faces and the advancing speed determined by the mining intensity assessment, the production capacity of the mining system is recalculated according to the principle of only reducing but not increasing. Shandong Province will simultaneously carry out relevant work in accordance with the “coal mine self inspection, municipal comprehensive review, and provincial verification and determination”, so as to ensure that the determination of mining intensity and the re verification of production capacity of “two types” coal mines are completed on time before July 15.
“Coking industry standard conditions” issued and implemented: in order to further accelerate the transformation and upgrading of the coking industry, promote the technical progress of the coking industry, improve the comprehensive utilization rate of resources and energy conservation and environmental protection level, and promote the high-quality development of the coking industry, the Ministry of industry and information technology has formulated the “coking industry standard conditions”. This specification is applicable to coking production enterprises within the territory of the people’s Republic of China (except Hong Kong, Macao and Taiwan). It is a guiding document to encourage and guide the technical progress and standardized development of the industry. It does not have the pre emptive and mandatory administrative examination and approval, and will be implemented from June 11, 2020.
