After the first round of coke landed on May 21, the coke price kept operating stably. Although the price of coke has not changed recently, the market situation still fluctuates slightly.
Under the strong stimulus of the macro surface, after the first round of price cuts, the market on the market further faded the expectations. Some steel mills considered the difficulty of reducing the price reduction to start to restore the procurement rhythm. Purchasing, short -term loot, the coke market has improved.
At the end of May, individual coking companies increased the first round of the first round, an increase of 100-110 yuan/ton. However, as the price of steel and the top of iron water fell, coke prices rose fatigue.
With the decline in black futures and the demand for steel during the off -season of steel, and the gradual digestion of favorable policies, the overall de -warehouse speed of the steel has slowed down, the price of steel fluctuates has weakened. , Coco market emotions have a blow.
In this context, except for the phenomenon of some coke companies, others have not heard of the follow -up situation so far, and the raising of the coke of steel mills is also confusing. At present, the first round of coke is basically put on hold.
At present, due to the profitable state, coke enterprises are mostly started production. The focus of coke on steel mills is multiple on -demand. Coke enterprise shipments have not yet been affected. Coke inventory in the coke enterprise field runs low. In general, coke supply and demand at this stage is relatively balanced.
However, the recent market pessimism has reappeared again. As the traditional off -season of steel comes, the price of coke may continue to fall. Pay attention to the consumption performance of the off -season of steel and the price performance of raw materials.
