Price trend:
Today, the market price of China's general calcined coal recarburizer (C>92; A<6.8) including tax is stable, currently at 1850~2040 yuan/ton, with an average price of 1945 yuan/ton, which is unchanged from yesterday.
Today, the market price of China's calcined coke recarburizer (C>98.5%; S<0.5%; particle size 1~5mm) including tax is stable, currently at 3390~3760 yuan/ton, with an average price of 3575 yuan/ton, which is unchanged from yesterday.
Today, the market price of China's graphitized petroleum coke recarburizer (C>98.5; S<0.05; A<0.8%, VM<0.7% particle size 1-5mm) including tax is stable, currently at 3480~3650 yuan/ton, with an average price of 3565 yuan/ton, which is unchanged from yesterday.
Comprehensive:
Today, the domestic recarburizer market price is temporarily stable, with no change compared with yesterday. The cost price continues to be weak and stable, the downstream demand is poor, the market trading atmosphere is weak, the enterprise prices are mostly stable, and the operating load of some enterprises remains downward. The negative electrode graphitization operation is declining, and the market supply of graphitized coke recarburizers is gradually reduced, but the downstream demand is insufficient, the competitive pressure still exists, and enterprises are mainly stable and wait-and-see. The domestic calcined coal recarburizer price is weak recently.
Raw material market:
The overall trading of medium and high sulfur calcined coke is stable, the oversupply in the market has not improved, the downstream price pressure mentality still exists, the coke price boosting factors are insufficient, and the shipment of medium and high sulfur calcined coke is relatively passive. The aggregate price of Chinese anthracite has fallen, the sales of coal enterprises are mostly poor, the market supply is relatively loose, and high-end resources have made up for the decline. In particular, the decline in Shanxi anthracite prices has a greater impact on the calcined coal recarburizer market, the downstream steel mill procurement demand is still at a low level, and the procurement cycle of most steel mills has been extended.
Downstream market:
On the downstream side, although the profit margin of steel mills has improved, steel mills have resumed production and switched production, some blast furnaces have gradually resumed production, and the output of molten iron has recovered moderately, but due to the downward pressure of terminal demand, it is difficult to support the rapid resumption of blast furnaces, so the resumption of steel mills is always relatively limited, and the demand for carburizers is limited.
Forecast for the future market:
In the short term, the domestic market of anthracite in calcined coal is stable. In terms of production areas, the price of pulverized coal injected by mainstream large mines in various places is stable, and downstream purchases are mainly on demand. In addition, steel mills have significantly suppressed the price of carburizers, enterprises are operating weakly and steadily, and the regional price difference is large, and the overall market competition pressure is high. The shipment of carburizers has improved significantly, and the operating load of enterprises may increase. It is expected that the price of carburizers will remain stable in the future.