1、 Price trend
In July 2020, the coke market continued to decline. The mainstream price of Shanxi market was 1813.33 yuan / ton at the beginning of the month and 1660 yuan / ton at the end of the month, with a monthly decrease of 8.46%.
On July 30, the coke commodity index was 87.14, flat with yesterday, 35.47% lower than 135.04 (September 13, 2018), and 151.49% higher than the lowest point of 34.65 on March 3, 2016. (Note: period refers to 2011-09-01 to now).
Summary of domestic coke market price (unit: yuan / ton)
Prices of regional specifications on July 31 were up and down compared with the same period of last month
Secondary metallurgical coke 1880-130 in Shanghai
Quasi first grade metallurgical coke 1940-130
Grade II metallurgical coke 1850-130 in Xuzhou area
Quasi first grade metallurgical coke 1910-130
Grade II metallurgical coke 1790 – 150 in Weifang Area
Quasi first grade metallurgical coke 1850-150
Grade II metallurgical coke 1690-150 in Taiyuan Area
Quasi first grade metallurgical coke 1740-150
Secondary metallurgical coke 1650 – 150 in Jinzhong Area
Quasi first grade metallurgical coke 1710 – 150
Secondary metallurgical coke 1780-150 in Tangshan area
Quasi first grade metallurgical coke 1830-150
Grade II metallurgical coke 1710-150 in Shenyang area
Quasi first grade metallurgical coke 1770-150
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This month, the coke market went up and down for three times on the 8th, 15th and 19th, with a cumulative reduction of 150 yuan / ton. The steel industry started to maintain a high level in this month, and the demand for coke was good. However, the coke inventory of the steel plant remained at the middle and high level, mainly purchasing on demand. In this month, the inventory of coking enterprises increased compared with that of last month, and the game sentiment of steel and coke enterprises was stronger near the end of the month With the intention of price increase, the market is stable temporarily. The ex factory price of metallurgical coke of coke production enterprises in Weifang, Binzhou, Dezhou, Jining, Zaozhuang, Heze, Rizhao and Tai’an in Shandong Province has increased by 50 yuan / ton since 0:00 on the basis of the original price. The downstream steel mills did not accept the following 30 days: the high sulfur coke (customized coke) was reduced by 20-50 yuan / ton, the high sulfur coke (s1.5) was reduced by 20 yuan / ton, and the high sulfur coke (s1.8) was reduced by 50 yuan / ton, which was implemented from 0:00 on July 31. Up to now, the price of coke in Shandong is 1800 yuan / ton, the price is stable temporarily. In terms of inventory, the coke inventory of Shandong’s leading steel mills is in a continuous rising state. In the same period of last month, the price of RMB 1 750 / ton in Shanxi was slightly lower than that in the same period of last month, with a slight increase of RMB 1.750/ton.
Summary of domestic port coke market price (unit: yuan / ton)
This week, the price of port remained stable. As of the end of the week, there was an increase in port concentration, limited trading volume and low port inventory. As of the end of the week, the trading volume of the port market was slightly poor, and the quotation was temporarily stable. As of the 31st, the current quotation of grade I metallurgical coke was 1850-1870 yuan / ton, with a decrease of 150 yuan / ton compared with the same period of last month. Inventory: Tianjin Port has 240000 tons of warehouse this week, about 10000 tons higher than last week. Rizhao Port has 945000 tons of inventory this week, up 45000 tons compared with last week.
In terms of aftermarket, the business agency believes that in the near future, coking enterprises are more active in shipping, the inventory of downstream steel mills is on the high side in the middle, and most steel mills mainly purchase on demand. At present, coke and steel enterprises are playing games, some manufacturers are mainly waiting and waiting, and the fourth round of price reduction has not been implemented. It is expected that the future market of coke market will be stable temporarily, and there is still possibility of further downward adjustment.
Coke related data in July 2020:
National Bureau of Statistics: in June 2020, China’s coke output was 40.17 million tons: according to the latest data released by the National Bureau of statistics on July 16, 2020, China’s coke production was 40.17 million tons, a year-on-year decrease of 4.2%, and the decline rate was 1 percentage point larger than that of the previous month. From January to June in 2020, China’s coke output was 228.69 million tons, a year-on-year decrease of 2.5%, and the decrease rate was 0.3 percentage points lower than that of January March.
In May 2020, the output of raw coal in Shanxi Province will decrease by 0.6% and Coke will increase by 6.2%
According to the Statistics Bureau of Shanxi Province, in May 2020, the output of raw coal above Designated Size in Shanxi Province was 85.334 million tons, a year-on-year decrease of 0.6%; and a month on month decrease of 620000 tons, a decrease of 0.72%.
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From January to may 2020, the cumulative output of raw coal above Designated Size in Shanxi Province is 394.788 million tons, with a year-on-year increase of 1.6%, and the growth rate is 0.6% lower than that of the previous April.
In May, the added value of coal industry increased by 3.6% year-on-year, and that from January to April increased by 0.3%. In addition, in May 2020, the output of coke above Designated Size in Shanxi Province was 9.103 million tons, with a year-on-year increase of 6.2%; and the month on month increase was 237000 tons, an increase of 2.67%.
From January to may 2020, the cumulative coke output above designated size is 40.989 million tons, with a year-on-year increase of 1.3%. The added value of coking industry increased by 6.4% in May and 1.7% in January may.
The time line of three times of raising and lowering in Shandong Province is as follows:
On July 7, the purchase price of coke in Laiwu branch of Shandong Iron and Steel Co., Ltd. was reduced by 50 yuan / ton. After the adjustment, the situation was as follows: quasi first grade metallurgical coke: a12.5, s0.7, csr62, cri30, mt0, and acceptance tax of 2225 yuan / ton, which will be implemented from 0:00 on the 7th.
On the 14th, the purchase price of coke in Laiwu branch of Shandong Iron and Steel Co., Ltd. was reduced by 50 yuan / ton. After the adjustment, the situation was as follows: quasi first grade metallurgical coke: a12.5, s0.7, csr62, cri30, mt0, and acceptance tax of 2175 yuan / ton, which was implemented from 0:00 on the 14th.
On the 21st, the purchase price of coke in Laiwu branch of Shandong Iron and Steel Co., Ltd. was reduced by 50 yuan / ton. After the adjustment, the situation was as follows: quasi first grade metallurgical coke: a12.5, s0.7, csr62, cri30, mt0, and acceptance tax of 2125 yuan / ton, which will be implemented from 0:00 on the 21st.
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