Coke rises in the second round basically, and coking coal rises steadily
Today, the coke market is stable and stronger, and the second round of increase in coke is 50 CNY/ton. In terms of supply, some coke enterprises in Luliang District, Shanxi Province have increased their environmental protection and production restriction slightly. After the second round of implementation, the profits of coke enterprises have been further improved, with high production enthusiasm. The inventory in the coking plant remains at a low level; in terms of demand, most of the steel plants still focus on on on-demand procurement, and some intention to replenish the inventory has been increased. The coke inventory of the port continued to decline, the purchase of traders was still cautious, the port collection volume was relatively stable, and the price of trade resources rose slightly with the price of coke enterprises. In the short term, the price of Coke tends to be stable after rising. The price of coking coal rose steadily, the price of raw coal for low sulfur main coke in Anze continued to rise, the turnover of Hejin lean coal increased by 20 CNY/ton, and the sales of coal enterprises were smooth without pressure. At the end of the year, overproduction, safety and environmental protection inspections were frequent, which represented that coal enterprises were unable to recover in a short period of production reduction, high-quality raw coal supply was in short supply, individual bidding prices rose sharply, and it is expected that the short-term high-quality coking coal will continue to rise steadily. The prices of coke in Shanxi are as follows: 1750 CNY/ton for Taiyuan quasi one coke, 1800 CNY/ton for the first coke; 1700-1800 CNY/ton for Linfen quasi one coke, 1850 CNY/ton for the first coke, 2000 CNY/ton for the first dry quenching; 1700-1800 CNY/ton for Luliang quasi one coke, 1850 CNY/ton for the first coke; 1750-1800 CNY/ton for Yuncheng quasi one coke, 1850 CNY/ton for the first coke; 1750-1800 CNY/ton for Changzhi quasi one coke; 1700-1800 CNY/ton for Jinzhong quasi one coke, all of which are exported Factory acceptance price including tax.
2026-10-16
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