The Third Rise of Individual Jiao Enterprises

According to market information, some coke enterprises in Jiexiu District, Shanxi Province, due to better sales and low inventory, have recently increased coke prices by about 50 CNY/ton in the third round. After the increase, the price of quasi-first-grade metallurgical coke is about 1950 CNY/ton. Some traders have signed small orders. Industry insiders pointed out that steel prices have fallen sharply recently, the third round of increase is more difficult, but also encountered the serious environmental protection situation in Shanxi, forming a hedging trend. Facing the current situation, each coke enterprise has different views and marketing adjustments on the future market and development strategy in view of its own different situation.

Today, the coke market in East China has been running steadily after rising, and the market mentality is slightly optimistic. At present, the mainstream of secondary wet coke quenching in Shandong coke market is 2000-2050 CNY/ton and quasi-primary wet coke quenching is 2050-2100 CNY/ton. Inventory, last week's low inventory steel plant in the past two days, inventory has rebounded, the arrival of goods improved, the mainstream steel plant inventory median; coke enterprises after the rise of positive shipments, good delivery, the factory basically no inventory. In terms of mentality, most of the steel mills are stable in the follow-up market. They think that the pressure of steel sales is increasing at present, and the profit of steel mills is also general. Coke continues to rise with great resistance. Some coke enterprises think that the third round is more hopeful, while others are stable in the later market. At present, the East China coke market mostly looks at the situation of Shanxi coking production restriction. The overall mood is cautious and optimistic. It is expected that the East China coke market will run steadily, moderately and strongly in the near future.

It is worth noting that with the coke market center of gravity moving up, the rising sentiment of coal mines in producing areas has become stronger and stronger. This month, gas and coal prices in Shandong, Shaanxi and other places increased by 20-80 CNY/ton. Because of the low coke price in the early stage, the decline of high sulphur main coking coal is limited. At present, some coal mines still maintain the early implementation price.

Port upside down is expected to gradually recover

Shaanxi Inner Mongolia coal mine rises and falls alternately, the range of price adjustment is not large, the current multi-mine production situation in Shaanxi is still unstable, some coal mine tube tickets are urgent again, suspension of sales, coal truck queuing phenomenon is more common, high prices, some traders turn to Inner Mongolia. Compared with the origin market, the port has been stable for many consecutive periods, with prices hanging upside down. With the increasing demand for ports in hot weather, upside-down is expected to gradually recover. Market sources said that the Tanghu Line would be able to float 10% at one price from now on. Coal (01) from Hohhot South, Wanshuiquan, Xinjie, Ulan Tolgoi and Daniel to Caofeidian West Railway Station via the Tanghu Line can float 10% at one price. It is reported that after the floating freight rate, the five stations sent to Caoxi for 160-202 yuan, a decrease of 20-24 yuan. In addition, according to the members of coal rivers and lakes, in addition to the Tanghu Line, the Mengji Line will also reduce freight.

Some analysts pointed out that it is a matter of concern whether the tariff will be lowered compared with several routes in the northern port. The transportation capacity of Daqin line is saturated, Shenshuo Yellow River line is saturated, and the incremental space is only the Mengji line. Compared with Daqin and Shenshuohuang, the transportation cost of Beijing-Baotou-Mengji-Caoxi is far from physical distance and high logistics cost, which is the reason that restricts the increase of freight volume of Mengji Line. Zhangji Railway is a section of the Mengji Railway, which has been renovated for a long time and has increased transport capacity. In the long run, if the Meng-Ji Railway wants to increase the railway traffic volume in order to form the competitive advantage of Daqin and Shenshuo Huang Railways, it must also reduce the freight rate like Wari Railway, depending on the specific policies.