Part of coal mines in Shanxi began to stop production one after another

In terms of coking coal, some coal mines in Shanxi Province have been shut down in succession recently, including four coal enterprises in Anze, Linfen, two of which have been shut down in an all-round way today, one of which is shut down on the 16th and one of which is shut down on the 17th, with a total capacity of 5.1 million tons of low sulfur main coke. The downstream coking replenishment has been basically completed, and the supply of main coking coal has been tightened. After the year, most of the coal enterprises have started work from the 8th to the 16th of the first month. In addition, due to the impact of environmental protection inspection, some coal washing plants in Hancheng, Shaanxi Province have not resumed normal washing and separation for the time being, and the operation is at a low level. There is little clean coal in the plant. In terms of coke, the fourth round of increase of 50 CNY/ton in the mainstream market of coke still hasn't been implemented. In the continuous game of coke and steel, the profit per ton of coke is acceptable, and coke enterprises have a high enthusiasm for production. In the early stage, due to rain and snow, some coke enterprises in Shanxi were blocked in shipment, and their inventory level increased. With the improvement of the weather in the near future, the line transportation began to recover, and the price of automobile transportation increased slightly, and the short-term bullish sentiment of the market is still on.

In terms of ports, today's coke spot in Qingdao port fluctuated and operated stably. Now, the trade cash out: quasi level 1 1880, level 1 1980; factory acceptance closing: Level 2 1950, quasi level 1 2050, level 1 2150; all including tax price. The trading atmosphere in the port has declined near the Spring Festival, and the transaction and inquiry are relatively light. Some traders are waiting for the moment. Today, 111 Hong Kong is down 3, 192 Qingdao port is down 1, and the total inventory of the two ports is down 16 from the same period last week. Recently, we have paid close attention to the influence of the stock of mainstream steel mills, coal mine production during the Spring Festival and port stock changes on the port market. In terms of steel mills, most of them haven't accepted the fourth round of increase of coke temporarily. At present, except for a small decline in the stock of Shandong mainstream steel mills, steel enterprises in Hebei, Shandong, Shanxi and other places have sufficient stock replenishment, and the high and medium level of stock in the plant is not the same. With the approaching of the Spring Festival, in the absence of changes in environmental protection policies, the short-term demand for coke is fair, and more on-demand procurement. Steel market, with the arrival of winter storage, the market began to close gradually, and the trading volume also fell rapidly, resulting in a significant narrowing of the price volatility, while the overall market mentality is stable, and it is expected that the short-term domestic building materials prices will still fluctuate in a narrow range. To sum up, in terms of coking coal, with the increasing number of coal production stoppages in the later period, the supply of coking coal decreased, and the coal price was relatively strong years ago. In the continuous game of coke market and coke steel enterprises, the market mentality has been differentiated, so it is necessary to pay attention to the later rain and snow weather changes and the inventory of each link.