20181217 This week, the mainstream price of China's carbon refining agent market held steady.
Among them, the low-grade coal quality recarburizer, the raw material electric calcined anthracite price down, and some enterprises self-supporting anthracite equipment, the overall cost support is limited; in addition, the overall downstream demand performance is general, individual enterprises are still consuming inventory, and the price of recarburizer is good. limited.
The mainstream price of the post-calcined coke recarburizer market was stable, and the price of individual enterprises was slightly lowered. The main reason was that the raw material calcined coke price was weak and stable. The current market situation is difficult to improve, and the raw material end support is weak.
The price of individual enterprises in the graphitized recarburizer market was lowered, and the price of raw material petroleum coke was weak and stable. Although it gave small rebounds to other companies, the overall performance of the market was weak and stable, and the overall performance of consumption was average.
General calcined coal recarburizer:
20181217 This week, the mainstream price of China's general calcined recarburizer market remained stable, and the overall performance of market trading was average. The main reasons for this market situation:
First, the price of raw materials is weak, and the deposits may continue to fall. The cost is good and the strength of the carbonizers is weak;
Second, the overall performance of production is normal and stable. Although the Ningxia region in the main producing area has limited production requirements, the current production is normal, the market production and supply are normal, and some enterprises maintain inventory; the production of enterprises in Henan and Hebei has been normal;
Third, the downstream market is affected by environmental protection, and the start-up is limited. In addition, due to the adverse situation of the industry, the price is lowered, the operating pressure of the industry is increasing, and the post-waiting status is placed on the later orders.
The market outlook: raw material anthracite price is weak, the cost side support is limited, and the production of the enterprise is not limited. The demand for the purchase of carbonizers by downstream enterprises has not improved greatly. It is expected that the carbonation agent will still have a downward trend, with an expected range of 50 yuan/ton.
This week, domestic steel prices fluctuated and operated weakly. Last week's short-term rebound in the market failed to last, and Tangshan's limited production news is also difficult to stop the steel price decline. In the first half of the week, due to the rain and snow weather, steel prices fell weakly.
In the second half of the week, as the snails oscillated higher, the decline in steel prices narrowed and gradually stabilized. In the off-season, the downstream demand is obviously difficult to increase, and the merchants' winter storage will be weak. It is expected that the short-term domestic steel prices will fluctuate and consolidate.
On the whole, the current market mentality is still weak, and the economy has a downside risk. Near the end of the year, the market funds are tight, and the off-season effect is obviously shrinking. On the other hand, Tangshan's limited production news is tightening again and inventory lows continue to form steel prices. support. Short-term domestic steel prices are expected to fluctuate and consolidate.
Calcined coke recarburizer:
20181217 This week, the mainstream price of China's calcined coke recarburizer market remained stable. The weakening of raw material prices was slightly down, and the support of cost side was weakened. In addition, the demand in the downstream market was light, and the new orders of steel mills had not yet been signed, and many negotiations were taking place.
Production: The company is currently producing more normal, but in view of the lightness of downstream receiving goods, the raw material prices are going down, the production plan of the enterprise may be adjusted, and the enterprise will consider pricing the order next month. With Shandong, Tianjin and Liaoning as the main areas, environmental protection pressure is relatively high, but as the heating season continues to deepen, heavy pollution weather will increase or limit production. In the short term, prices are mainly stable. It is expected that the prices of raw materials will continue to be weak in the later period, and the price of calcined coke will continue to decline.
Raw materials: medium and high sulfur calcined coke: This week, the shipment of high-sulfur calcined coke was not good, the market trading did not change, and the mainstream price fell by RMB 0-50/ton from last week. This week, the supply of medium and high sulfur calcined coke in China decreased slightly, mainly due to the active reduction of production load by enterprises. The Shandong Kailong carbon calciner has been out of focus, and the indicator has not been stabilized. It is expected to return to normal next week.
The Gongyi area of Henan Province requires that all the calcining enterprises from the 15th to the 15th of this month be shut down. At present, there are still two commercial calcined coke enterprises in the district to produce normally, and it is expected that the daily output of calcined coke will be 400 tons. It is expected that the market price of calcined coke will be stable in the mainstream next week, but it is not excluded that some enterprises with higher inventory will have the possibility of price cuts again, with an expected range of 50 yuan/ton.
Graphitized petroleum coke recarburizer:
20181217 This week, the market price of China's graphitized petroleum coke recarburizer was stable, and the price of individual enterprises was adjusted. The price of raw material petroleum coke is weak, and the favorable factors in the later period are relatively weak. The short-term support for the price of recarburizer is relatively small.
Production: In the Henan and Xinjiang regions, the production of enterprises in Henan and Xinjiang was suspended due to environmental protection, and the operating rate declined. The enterprises in Jiangsu, Tianjin and Inner Mongolia started to work stably. In addition, the graphitization enterprises of anode materials in the Inner Mongolia market started to work, and the release of graphitized production increased.
Demand: At present, most of the enterprises are mainly to maintain fixed customers. With the production of negative electrode factories in Inner Mongolia, the enterprises have higher filling materials and are filled with the market consumption of recarburizers. The market is under pressure. Inner Mongolia Xingfeng New Energy Technology Co., Ltd. will start production in 300,000 tons per year. The production capacity will lead the refining agent market. Enterprises in Jiangsu Province have normal production, good shipments and smooth exports.
Market outlook: raw material prices are generally in a weak state, support strength is weak; downstream steel prices are falling, steel mills in some regions are severely constrained, and overall market demand is under pressure, coupled with steel mills' choice of new orders, interest priority principle, current orders The wait-and-see attitude is heavier. According to the cost and demand side, the refining agent market will maintain a weak and stable operation in the short-term, and the risk of falling will be expected. The expected range is around RMB 100/ton.