Shanxi mainstream coal enterprise state: coking coal long-term cooperative price

On the first day of the new week, the national coking coal market is dominated by weak stability. On the whole, the market coking coal price is weak, and the price of Changxie coking coal is mostly stable. Shanxi mainstream coal enterprises clearly stated that the price of coking coal long-term cooperative was mainly stable in the fourth quarter, and there was no price adjustment plan. Affected by the stable operation of coking coal price in the four seasons of mainstream coal enterprises, the price of coking coal price in Hebei, Henan, Anhui and other places is mainly stable. In terms of market coal, affected by the stable operation of Changxie coking coal price, the recent downward trend of market coal price has also slowed down. In terms of price, the current tax content of low sulfur main coking coal in Luliang District, Shanxi Province is about 1470 CNY/ton, and that of gas refined coal in Jining district is 950 CNY/ton. According to the market news, although the market price of high-quality coking coal in various regions has dropped by 50-70 CNY/ton after the national day, the price of Changxie coking coal in Shanxi Coking Coal Group in the fourth quarter is mainly high, and there is no expectation of price reduction. Influenced by the price hike of mainstream coal enterprises, the current two mainstream coal enterprises in Hebei follow up the price hike to maintain stability in the fourth quarter. In addition, the market price of mainstream coal enterprises in Hebei also remains stable.

At present, the mining tax of low sulfur main coking coal in Tangshan area is 1535 CNY/ton, and there is still a volume price preferential policy for actual transactions, with the maximum preferential range of 40-50 CNY/ton. In terms of coking coal, during the national day, the operation of coal mines with limited production basically returned to normal level, the supply of coking coal remained stable, the production of downstream coking enterprises has been resumed in recent years, and considering the low price of raw coal within the year and other reasons, the downstream coking enterprises made appropriate replenishment for some coal types, and the delivery situation of coal mines improved this week. Now the mainstream price of domestic low sulfur resources is 1430-1490. About CNY/ton. In terms of coke, the coke market as a whole maintains stable operation, with regional differences in the north and the south. In Jiangsu, Lunan and other regions, the price of CDQ increased by 50-100 CNY/ton. On the one hand, the implementation of production restriction by some local coke enterprises during the National Day affected the regional coke supply; on the other hand, the limited shipment of some ports before and after the national day and the blocking of the canal caused the inventory of some steel plants in South China to decline to varying degrees. At present, there is a replenishment of inventory. From the perspective of aftermarket, after the festival, the coal mine resumed normal production with relatively sufficient supply, while some steel plants and coking plants in the downstream Hebei area are still in the state of production restriction, with low enthusiasm for procurement, most coking plants deliberately maintain low inventory, the contradiction between supply and demand of coking coal market is prominent, and the coking coal market will still be under pressure in the later period.