Part of coking is in the state of limited production
Today, the overall coal and coke market in Central China is stable. Due to the limited transportation, part of coking is in the state of limited production. Coal mines: the production of large state-owned mines has always maintained a normal state of production, and the subordinate coal mines have confirmed the epidemic situation. Considering the needs of long-term cooperation and power protection tasks, on the basis of safety protection and isolation, the coal mines still adhere to normal production. Its transportation is mainly fire transportation, which is less affected. Private coal mines were more than shut down during the Spring Festival. Affected by the epidemic, the resumption of work was delayed to February 10, with some slightly delayed. At present, the private coal mines that have resumed production have started normal full production, the automobile transportation is limited, and the fire transportation is the main mode, which is optimistic about the future price trend. The price of large state-owned mines was fixed by long-term cooperation and remained stable in the first quarter. Coking: coke enterprises have been in the starting state. Some coke enterprises, due to limited transportation and insufficient supply of raw materials, began to take the initiative to limit production.
The range of production limit was kept at 30% - 40%, and some serious ones were at 50%. The coke in the market is mainly supplied by fire transportation and automobile transportation in the city, and the overall sales impact is relatively small. The mainstream coke enterprises implement monthly pricing, and the price in February is the same as that in the previous month. The supply of coking coal is relatively sufficient, some low ash coking coal is in short supply, the production is normal, and the fire transportation is mainly. At present, the factory tax of quasi first grade metallurgical coke in Anyang district is 1900 CNY/ton, and that of quasi first grade metallurgical coke in Pingdingshan district is 1970 CNY/ton. In terms of steel plants: the overall start-up of the steel plants is normal. Due to the problem of raw materials, some of the blast furnaces in Henan have been shut down. The raw materials of steel mills in Hunan are sufficient, and there are no plans to stop or limit production at present. Coke procurement is mainly based on fire transportation, supplemented by local coking supply. Coking coal procurement is still relatively tight, especially the delay in the resumption of private coal mines in Shanxi, coupled with the impact of automobile transportation, the supply of coking coal for later steel mills still needs close attention. In a word, the limited automobile transportation under the influence of the epidemic and the delay of the construction of private coal mines have brought some difficulties to the coking coal supply of coke steel enterprises in Central China, and some coke enterprises have to take the initiative to limit production. It is expected that the coal and coke market in Central China will maintain stable operation in the short term.
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2026-06-21
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