Laixi coking coal

Mysteel: Australia coking coal The forward market price is weak, and market participants are cautious in taking goods

As of June 24, 2024, the CFR price of the first line coking coal in Australia is 255.0 dollars/ton, down 16.5 dollars/ton compared with the same period last week. The CFR price of LV second line coking coal is 225 dollars/ton, up 10.0 dollars/ton compared with the same period last week. In terms of transactions, there was a forward transaction of NBL/GYC (Morenbei/Gunyela) last week coking coal The transaction price of resources is FOB239.0 dollars/ton, which is sold to the terminal by traders. The shipment period is from July 11 to July 30, and the transaction tonnage is 80000 tons coking coal The market price has declined significantly, the current spot supply in the market is good, forward pallets have increased, and the pace of international terminal replenishment has slowed down. The overall trend is slightly weak. Market participants are cautious in buying, and wait for the price trend to become more clear.

Mysteel: June 24 coking coal Current beat ratio

Mysteel inventory: forward shipping coking coal Up and down, ports coking coal Market transaction fell

[Imported coal] Australia long-term overseas coking coal CFR255.0 dollars/ton for the first line main coke, unchanged on a daily basis for 24 days coking coal The forward market is mixed with Australia's forward market coking coal The market offer is expected to decline, the willingness to buy at the end of the market has cooled, the market price support is not strong, and there is still a downward trend in Russia's long-term coking coal K10 lean coal bidding was concluded, and the price rose slightly. In terms of import ports, shipping on the 24th coking coal The spot stock of the port operated weakly and stably, and the price of finished products fell slightly. The price of port traders dropped by 10-30 yuan/ton on demand. Now, the main coking coal of Russia K4 is 1560 yuan/ton in Hebei port, and 1650 yuan/ton in Shandong port; GJ1/3 coking coal Hebei port 1400 yuan/ton, Shandong port 1400 yuan/ton; Elga Fat Coal Hebei Port 1310 yuan/ton, Shandong Port 1300 yuan/ton; Yinalin Fat Coal Hebei Port: 1440 yuan/ton, 10 yuan/ton; Shandong Port: 1500 yuan/ton; K10 lean coal Hebei port 1420 yuan/ton, 10 yuan/ton, Shandong port 1450 yuan/ton; For GZH1/3 coking coal, Hebei port is 1380 yuan/ton, and Shandong port is 1400 yuan/ton. All the above are port cash tax inclusive self raised prices.

Mysteel inventory: domestic market coking coal Relatively stable price operation

【 coking coal 】Domestic market on the 24th coking coal Stable operation Today, the price of finished products market continues to loosen, and the transaction performance is average. The profits of steel mills continue to compress. In addition, in the off-season of steel, short-term steel prices are difficult to improve significantly. Last week, the mainstream coke enterprises raised coke prices, which has not yet been implemented. Therefore, downstream negative feedback still has an impact on market sentiment, coking coal The price is difficult to rise in the short term. At this stage, the quotation of Kengkou Coal Mine is basically stable. The intermediate trade link and the coal washing plant are cautiously sold at low prices. The high price transaction is still weak. The attitude of waiting for the future market is still maintained. On the whole, the domestic market coking coal The short-term price of coal is relatively stable, and we still need to pay attention to the rise and fall of coke and the consumption of finished products in the future.

Mysteel Evening News: The market sentiment of the dual focus is general, coking coal Narrow price fluctuation

Mysteel: Xinzhou Market on June 24 (17:30) coking coal Price quotation

Xinzhou Market on the 24th coking coal In terms of stable supply, the coal mines in the region are basically in normal production. In terms of the demand for production reduction of some coal mines due to underground reasons, the downstream basically maintains the purchase on demand, and the turnover of building materials continues to be low. Last week, the molten iron output of the steel plant continued to rise, and some coke enterprises increased the coke by 50-55 per ton. Up to now, there has been no response from the steel plant, but in recent days, Tangshan billet has dropped by a total of 80 yuan/ton, Most blast furnace steel mills are in deficit, and the price of coal coke is difficult to rise under the influence of the current steel off-season coking coal In terms of slightly fluctuating prices, the average price of mainstream large mineral gas raw coal (internal ash 5, S0.9, G60, recovery 55) in Ningwu area is 633 yuan/ton including tax at the pit mouth in cash; The spot exchange tax inclusive transaction price of Baode mainstream large mineral gas clean coal (A10.5, S0.65, G75, V38) is 1058 yuan/ton; The average transaction price of 1/3 coke clean coal (A ≤ 10.5, S ≤ 1.0, V ≤ 32, G ≥ 70) in Jingle area, including taxes, is 1392 yuan/ton.

Mysteel: Changzhi Market on June 24 (17:30) coking coal Price quotation

24th Changzhi Market coking coal The price of steel billet dropped by 40 yuan/ton over the weekend due to weak and stable operation, and the price of Tangshan steel billet dropped to 3300 yuan/ton, basically reaching the lowest point in the first half of the year, that is, 3280 yuan/ton in March. The steel plant is basically at the profit and loss line at present, and it is expected that the short-term steel price will hardly reverse significantly. Last week, the mainstream coke enterprises in Hebei raised the price of coke by 50-55 yuan/ton. Considering the poor performance of terminal demand, It is expected that this round of rising will be difficult to land; In terms of origin, the output of some regional mines has been tightened due to the underground working face, and most of the rest have maintained normal production. At present, the quotation of the mine is mainly stable. The downstream coke enterprises continue to purchase on demand, and the intermediate trade links are mostly wait-and-see. As a whole, the short-term coal price will still fluctuate.

Mysteel: June 24 (17:30) coking coal Forward spot price

Mysteel: imported from Mongolia at 17:30 on June 24 coking coal Price quotation

Imported by Mongolia on 24th coking coal Market ups and downs The steel billets continue to decline at the weekend, the profits of steel mills continue to shrink, and it is difficult to improve in the short term under the background of the steel off-season. The market is expected to increase, and the import of Mongolian coal market is generally concluded, with a large inventory pressure. A large coke enterprise in the northwest has completed all the bidding transactions at Ganqi Maodu Port: Mongolian 5 # raw coal 1320, Mongolian 5 # clean coal 1590, Mongolian 4 # raw coal 1295, Mongolian 3 # clean coal 1520; Zeke port: Mark A960, Maxi 1010, Osk A700, Osk B810, South Gobi A970, South Gobi B600, Tara raw coal 1480, Bayin low sulfur fat coal 950, Bayin low sulfur gas fat coal 860; Mandula Port: 1250 main coke clean coal, 845 gas raw coal; All prices are cash price including tax for goods picked up at port freight yard.

Mysteel: Wuhai Market on June 24 (17:30) coking coal Price quotation

Wuhai Market on the 24th coking coal The price of finished products at the end of stable and weak operation continues to decline, but the pace of coke purchase by steel mills is not decreasing. Coking enterprises in Wuhai market mostly maintain the early capacity utilization rate, and coking coal The average available days are maintained at about one week, and the strategy of replenishing the stock of raw coal on demand is continued; However, affected by the high price of raw coal, the local coal washing enterprises are not willing to continue to reduce the price of clean coal. Currently, they mainly produce according to orders. The market is in a wait-and-see mood. The short-term Wuhai market coking coal There is a dilemma between rising and falling. As for the price of coal, it may continue to fluctuate in a narrow range, the price of high ash and low sulfur fertilizer clean coal (A12S0.8) is 1550-1620 yuan/ton, the current price of high ash and low sulfur fertilizer clean coal (A15S0.8) is 1280-1320 yuan/ton, and the price of medium sulfur fertilizer (A12S1.8) is 1480-1590 yuan/ton.

Mysteel: Taiyuan Market, June 24 (17:30) coking coal Price quotation

Taiyuan Market on the 24th coking coal Prices are temporarily stable. Market sentiment has cooled down this week. The market fell sharply today, and billet continued its weekend decline, coking coal It is expected that the output of molten iron will peak with the weakening, coking coal The output gradually rebounded, superimposed with the decline in the price of finished products at the downstream, the first round of increase of coke was put on hold, and the voice of increase and decrease has begun to appear. It is expected that in the short term, the shock of coal price decrease will be weak, and the ex factory cash tax inclusive price of Gujiao low sulfur main coking coal (A9.5S0.5) will be 1906 yuan/ton; Qingxu lean coal (A10.5S0.6) is quoted at 1600 yuan/ton.

Mysteel: Jinzhong Market on June 24 (17:30) coking coal Price quotation

Jinzhong Market on the 24th coking coal The supply side is operating stably for the time being. Although some coal mines in Jinzhong area have increased, under the influence of safety supervision problems in June and some underground work, the increase of coal mines is limited. The price of raw coal is still stable. Some intermediate trade links and the coal washing plant are wait-and-see attitude towards the future market, and the operation is also cautious. After the clean coal price is slightly adjusted, the downstream side is temporarily stabilized, and the price of finished products continues to fall over the weekend, The pressure on the profits of steel mills has increased, and the purchase of raw materials remains rigid and cautious. In the future, it may be considered to continue to reduce the prices of raw materials, coking coal The price is temporarily stable. Later, we will pay attention to the rise and fall of coke and the prices in the main areas of finished product consumption as follows: Lingshi high sulfur fat coal A10.5, S1.8, G95 ex factory tax included 1900 yuan/ton, and medium sulfur main coke A10.5, S1.3, G80 ex factory tax included 1800 yuan/ton; Jiexiu high sulfur lean coal A9.5, S3, G65 factory tax included 1550 yuan/ton.

Mysteel: Linfen Market on June 24 (17:30) coking coal Price quotation

Linfen Market on the 24th coking coal The price of domestic steel is temporarily stable. Today, the price of domestic steel is weak. Tangshan billet fell 10 to 3290 yuan/ton, and the price of finished products also fell along the trend. The profits of steel mills continue to compress. In addition to the steel off-season, the short-term steel price is difficult to change. To some extent, the price of double coke was suppressed. Coke coal fell more or less last week, and most mines remained stable. But with the negative feedback of steel, Coking coal prices are expected to continue to decline slightly this week.

Mysteel: June 24 (17:30) coking coal Spot price of port

24 day sea transportation coking coal The spot stock of the port operated weakly and stably, and the price of finished products fell slightly. The price of port traders dropped by 10-30 yuan/ton on demand. Now, the main coking coal of Russia K4 is 1560 yuan/ton in Hebei port, and 1650 yuan/ton in Shandong port; GJ1/3 coking coal Hebei port 1400 yuan/ton, Shandong port 1400 yuan/ton; Elga Fat Coal Hebei Port 1310 yuan/ton, Shandong Port 1300 yuan/ton; Yinalin Fat Coal Hebei Port: 1440 yuan/ton, 10 yuan/ton; Shandong Port: 1500 yuan/ton; K10 lean coal Hebei port 1420 yuan/ton, 10 yuan/ton, Shandong port 1450 yuan/ton; For GZH1/3 coking coal, Hebei port is 1380 yuan/ton, and Shandong port is 1400 yuan/ton. All the above are port cash tax inclusive self raised prices.

June 24 MyCCpic coking coal Domestic spot price index

Mysteel coal char: Mysteel on the 24th coking coal Domestic spot composite index is 1689.6, down 1.46 from the previous working day, with the average price of 1705.2 varieties in June coking coal The price index is as follows: low sulfur (S0.6) main coking coal 1914.5 (-), monthly average 1925.4 medium sulfur (S1.3) main coking coal 1790.9 (- 2.9), monthly average 1794.4 high sulfur (S2.5) main coking coal 1751.2 (-), monthly average 1766.3 high sulfur (S1.8) fat coal 1774.4 (-), monthly average 1787.91/3 coking coal (S0.8) 1561.6 (- 4.6), monthly average 1597.6 lean coal (S0.6) 1625.8 (-), monthly average 1645.2 gas coal (S0.5) 1284.9 (+1.3), with a monthly average of 1287.6.

Mysteel: Lvliang Market on June 24 (17:30) coking coal Price quotation

24 Luliang Market coking coal The price of raw material end rose and fell last week, and the overall supply and demand of the market did not change much. Recently, the market was affected by the increase of coke enterprises, and the mood fluctuated. The coal price began to rise after a reversal, but the increase was limited. Most traders and coal washing enterprises were still cautious in picking up goods, still holding a wait-and-see attitude. Last week, the average daily output of molten iron was 2.3994 million tons, an increase of 6300 tons month on month, and the molten iron steadily increased, The demand is relatively stable. The mainstream coke enterprises jointly sent a letter proposing that the price of coke would rise by 50-55 yuan/ton. The steel plant has not responded yet. In addition to the poor transaction of steel products in recent days, the price of finished products is also falling, so the hope of raising the price of coke in this round is slim. In the short term coking coal The price fluctuates in a narrow range.

Mysteel: Southwest market on June 24 coking coal Price quotation

Southwest Market on the 24th coking coal In terms of temporary stable and weak operation supply, most coal mines maintain normal production rhythm on the basis of ensuring safety, and daily output of some coal mines decreases due to safety problems; In terms of demand, construction steel is currently in the traditional off-season, and the profitability of coke steel enterprises has declined. Last week, the mainstream coke plants began to increase for the first time. The downstream steel enterprises have serious resistance, and the game has entered a critical period. Specifically, in the southwest region, the output of various mainstream steel plants is still stable. Overall, it is expected that the southwest market coking coal The price remains unchanged this month. Later coal price fluctuations need to pay attention to the price trend of the mainstream market. The low sulfur main coking coal in Liupanshui mainstream mine is 2120-2180 yuan/ton, 1/3 coking coal is 2150-2170 yuan/ton, and thin coking coal is 1830-1840 yuan/ton; Yunnan Qujing mainstream coal enterprise A10.5 low sulfur main coking coal is 2050-2150 yuan/ton, A15 low sulfur main coking coal is 1550-1650 yuan/ton; The main coking coal of Sichuan Mainstream Large Mine is 1600 yuan/ton.

Mysteel: Northeast market on June 24 coking coal Price quotation

Northeast market on the 24th coking coal The price is temporarily stable. It has been more than two months since the acceptance of Heilongjiang's resumption of production began on April 10. At present, the progress is relatively slow, and some coal mines have not resumed production after passing the acceptance procedures. In terms of large state-owned mines, most of them focus on ensuring safe and stable production and maintaining the normal pace of commencement. In general, Northeast China coking coal The supply is still at a low level of demand. The operating rate of coke enterprises in Heilongjiang Province has increased compared with the previous period, but most of them remained at 50% - 60%, and the release of downstream demand is limited coking coal To maintain a tight balance between supply and demand for the time being, in general, Northeast China coking coal The supply is tight but the price is not enough to rise. It is expected that the price will be stable and weak.

Mysteel: East China market on June 24 coking coal Price quotation

24th East China Market coking coal In terms of supply, the price is temporarily stable. The supply in Shandong Province is basically stable, and the short-term supply has not changed much downstream. Last week, the mainstream coke enterprises raised the first round of 50/55 yuan of coke, but they have not received the response from the mainstream steel mills. Over the weekend, the domestic billet continued to fall to 3300 yuan/ton. The profits of the steel mills continued to shrink, and it is difficult to improve in the short term under the background of steel off-season. It is expected that it will be difficult to raise and implement coke, downstream coking coal The purchase is still in strict demand, and the attitude is more cautious coking coal The price is still stable, and the fluctuation space is relatively limited. In terms of price, the gas coal quoted by Shandong mainstream large mine is 1410-1445 yuan/ton.

Mysteel: Central China market on June 24 coking coal Price quotation

24th Central China Market coking coal In terms of supply, due to the recent high temperature weather in Henan, the output of coal mine raw coal has declined slightly. Due to the small number of orders in the middle link, the purchase is still cautious. Last week, some coke enterprises raised 50-55 yuan/ton for coke, but at the weekend, the steel billet has been reduced by 40 to 3300 yuan/ton. It is hard to be optimistic about the market sentiment in the traditional off-season of steel. Coke steel enterprises still maintain the low inventory strategy, On the whole, in terms of inventory accumulation in the upstream, it is expected that the short-term coal price in central China will be relatively stable. In Xuchang market, the lean coal price will be 1660-1740 yuan/ton, the lean coal price will be 1370 yuan/ton, the lean coal price in Hebi market will be 1520-1570 yuan/ton, the lean coal price will be 1370 yuan/ton, the main coking coal price of Pingdingshan mainstream large mines will be 2120 yuan/ton in the quarter, and 1/3 coking coal price will be 1870 yuan/ton, which is temporarily stable; The main coking coal in Shaoyang market is 2070 yuan/ton.