Price data:

II. Trend Analysis

Price: According to the monitoring data of business associations, this week’s domestic coke market has maintained a steady impression, and there is a strong wait-and-see mood in the industry. At present, the mainstream price of secondary metallurgical coke in Shanghai is 1980 yuan/ton, and the mainstream price of quasi-primary metallurgical coke is 2050 yuan/ton; the mainstream price of secondary metallurgical coke in Xuzhou is 1960 yuan/ton, and the mainstream price of quasi-primary metallurgical coke is 2030 yuan/ton; the mainstream price of secondary metallurgical coke in Weifang, Shandong is 1850 yuan/ton, and the mainstream price of quasi-primary metallurgical coke is 1900 yuan/ton; the mainstream price of secondary metallurgical Co The mainstream price of metallurgical coke is 1800 yuan/ton; the mainstream price of secondary metallurgical coke in Mudanjiang, Heilongjiang Province is 1840 yuan/ton, and the mainstream price of quasi-primary metallurgical coke is 1900 yuan/ton; the mainstream price of secondary metallurgical coke in Shenyang, Liaoning Province is 1870 yuan/ton, and the mainstream price of quasi-primary metallurgical coke is 1930 yuan/ton; the mainstream price of secondary metallurgical coke in Pingdingshan, Henan Province is 1860 yuan/ton, and the The mainstream price of secondary metallurgical coke is 1840 yuan/ton, and the mainstream price of quasi-primary metallurgical coke is 1990 yuan/ton; the mainstream price of secondary metallurgical coke in Tianjin is 1850 yuan/ton, and the mainstream price of quasi-primary metallurgical coke is 1950 yuan/ton; the mainstream price of secondary metallurgical coke in Panzhihua coke market in Sichuan is 2080 yuan/ton; the mainstream price of secondary metallurgical coke in Liupanshui coke market in Guizhou is 230 yuan/ton; and The main price of metallurgical coke is 1500 yuan per ton. The first grade metallurgical coke in port trade is about 2100 yuan/ton, the second grade metallurgical coke in trade is about 2000 yuan/ton, and the second grade metallurgical coke in trade is about 1900 yuan/ton.

Products: After the National Day, the domestic coke market started to rebound. With the liberalization of the restrictions on coke logistics and transportation, the shipment of coke enterprises is in good condition, and some coke enterprises’inventory has been reduced to a low level. On the downstream side, although the start of construction of the steel plant has been restored and some steel plants have the demand of replenishing stores, the overall situation is still not as good as that of the coke enterprises. In the short term, the demand is difficult to effectively improve. In addition, a new round of environmental protection policies promulgated in Hebei, Shanxi and other places have intensified the production restriction of coke steel.

Industry: According to the price monitoring of business associations, there are five kinds of commodities rising in the energy sector in the 40 th week (10.7-10.11) of the commodity price rise-fall list in 2019, including two commodities with an increase of more than 5%, accounting for 12.5% of the monitored commodities in the sector; the first three commodities are liquefied natural gas (15.16%), liquefied gas (7.98%) and methanol (3.55%). There are 9 kinds of commodities falling annually, and 2 kinds of commodities falling more than 5% accounted for 12.5% of the monitored commodities in this sector. The products of the first three declines were MTBE (-11.87%), gasoline (-5.32%) and Brent crude oil (-4.54%).

3. Future Market Forecast

Coke analysts from business associations believe that due to the restriction of production brought about by the National Day, coke supply in some regions is tight, but demand is still not as expected. In the case of the subsequent market restriction policy, the industry mostly holds a wait-and-see attitude. It is expected that the coke market will be stable in the near future, and the new policy should be noticed in the future.