The price of national secondary coke fell 37.8 CNY/ton

According to the latest data released by the National Bureau of statistics on November 14, in the first ten days of November, the price of national coke (secondary coke) was 1648 CNY/ton, down 37.8 CNY/ton or 2.2% compared with the previous period, 0.5 percentage points lower than the last ten days of October. Affected by the temperature drop and the coming of heating season, in the first ten days of November, the national coke market showed a weak trend of supply and demand. In terms of supply, Shanxi, Shandong and other places are affected by regional weather warning, and the regional temporary production restriction is increasing, and the operation rate of coke enterprises is obviously declining. It is understood that due to the poor air quality in autumn and winter, the early warning of environmental protection in Luliang region of Shanxi Province was extended to November 8, and the coke enterprises were affected by the inspection in different degrees. At present, the starting load is kept at 60-90%. At the same time, during the early warning period of environmental protection, it is prohibited to ship vehicles under 5, which affects the local coke enterprises to accumulate a small amount of inventory, resulting in the price reduction of coke enterprises. Although the pressure on the supply side was slightly relieved, the demand side was more affected by the production restriction, which accelerated the inventory accumulation of coke enterprises. It is near the end of each year that the northern part of China takes the lead in cooling. The cold air will affect the construction process, thus reducing the consumption of steel market in disguise. At the same time, from the perspective of environmental protection, after entering November, the haze weather in the north will become more and more serious, many places will face the air pollution control war in autumn and winter, the policy of environmental protection and production restriction will be strictly implemented, and the contradiction between supply and demand of Coke will gradually accumulate.

Tangshan, Hebei, issued the plan for strengthening the management of air pollution prevention and control in Tangshan in November, which is basically the same as that in October. At the same time, affected by the weather, Tangshan decided to start the level II emergency response for heavy pollution weather at 8:00 on October 31, with the termination time to be notified separately. In addition, according to the investigation of relevant organizations, there are 24 blast furnaces that have been shut down in autumn and winter and are planned to be shut down, with a total volume of 15860 cubic meters. The daily impact coke consumption is about 30900 tons, including 11 new shut-down blast furnaces in November, and the daily impact coke consumption is about 16900 tons. From the demand side, the support for coke price is still weak, which enhances the steel plant's confidence in coke price suppression. After < / P > < p >, although there are still short-term production restrictions caused by weather warnings in Shanxi, Hebei and other places, the weather warnings in East China have been lifted, coke enterprises have resumed production, and coke enterprises have recovered. As of November 8, according to Mysteel statistics, the profit of 30 independent coking plants in China was 46.78 yuan per ton of coke, 32.7 yuan less than last week. The sample of 230 independent coke enterprises in China: the capacity utilization rate is 73.43%, up 0.95%; the daily average output is 652500 tons, and the weekly to environmental ratio is increased by 4700 tons. However, the inventory of coke enterprises continues to accumulate, and the sales pressure is still not relieved. After the second round of reduction of coke, the purchasing enthusiasm of steel mills has not been significantly improved, and the downward pressure of coke is still on. According to the understanding of the Ministry of energy and metallurgy of Fenwei on November 14, the coke market is generally stable and weak. After the third round of raising and lowering of some steel plants in Handan region, the steel plants in other regions have not followed up at present, mainly waiting for the market. However, from the perspective of the current supply and demand situation of the coke market, the downstream steel plants at the demand end continue to maintain appropriate inventory based on the principle of reasonable procurement, and most of the steel plants' Coke inventory is basically located in Hefei In the short term, coke supply and demand are still loose, and steel mills still have strong bargaining power on price.