On the 26th, some coking enterprises started the third round of increase of 100-120 RMB / ton, which has not been implemented yet. As of the 26th, according to the price monitoring of the business association, the price of grade II metallurgical coke in Shanxi was 2080 RMB / ton.
Coke market is strong overall operation, coking enterprises recently low inventory, sales are good. Shanxi, Hebei area environmental protection scrutiny, limited start, most of the coking enterprise inventory is low. Aftermarket expectations are bullish. Downstream steel mills start higher, the demand for coke is stable, and the early coke inventory has been almost digested, most steel mills have procurement demand.
Shandong two ports coke market today is still strong operation, the current port area quasi level one metallurgical coke mainstream spot exchange out of the warehouse price at about 2350 RMB/ton, level one coke price at 2450 RMB/ton, stable than the previous trading day price. Collecting port slows down, port site slants tight. In terms of aftermarket, SunSirs analysts believe that coke enterprises have a good attitude shortly, have a high bullish expectation for the aftermarket, and expect coke prices to be stronger in the short term. Focus on: the implementation of the third round of price increase, and the start-up of steel plants and coke enterprises.
