Changchun Coal Price

Mysteel weekly report: most downstream enterprises have not yet started. It is expected that next week, seamless pipes will be produced nationwide Price Narrow amplitude oscillation adjustment (2.16-2.23)

To sum up, it is expected that Huazhong seamless pipe will be Price Or run in shock [Northeast China] Northeast seamless pipe market this week Price Running up slightly, 108 * 4.5mm Harbin reported 4950 yuan/ton, Shenyang reported 4900 yuan/ton, Changchun Report 4930 yuan/ton for raw materials this week Price Wide range vibration operation, overall steel after saving Price It shows a trend of promoting first and then restraining later Price Substantial increase, steel raw materials keep up with the increase, and the local pipe factory is upgraded to leave the factory Price The traders' quotations rose slightly, but later, with the commencement data and other aspects not as expected, coal The cost support of such steel raw materials is weakened Price Down, Price Return to the level before the festival, but the pipe factory Price The change is slow and there is no price adjustment.

Mysteel Weekly: Steel pipes in the Northeast market this week Price Uneven ups and downs are expected after the festival Price Or temporary stable operation (2.18-2.23)

In terms of raw materials, Tangshan 355 strip steel market today Price 3810 yuan/ton on a weekly basis Price 10 yuan/ton, raw materials Price Narrow fluctuation, butt welded pipe Price The impact is also small. Therefore, it is expected to weld pipes in the Northeast market next week Price Or narrow amplitude oscillation operation seamless pipe: Northeast seamless pipe market this week Price Running up slightly, 108 * 4.5mm Harbin reported 4950 yuan/ton, Shenyang reported 4900 yuan/ton, Changchun Report 4930 yuan/ton for raw materials this week Price Wide range vibration operation, overall steel after saving Price It shows a trend of promoting first and then restraining later Price Substantial increase, steel raw materials keep up with the increase, and the local pipe factory is upgraded to leave the factory Price The traders' quotations rose slightly, but later, with the commencement data and other aspects not as expected, coal The cost support of such steel raw materials is weakened Price Down, Price Return to the level before the festival, but the pipe factory Price The change is slow and there is no price adjustment.

NDRC Operation Bureau visited Jilin Province for investigation coal Construction of reserve capacity

To further promote coal Recently, the Operation Bureau of the National Development and Reform Commission went to Jilin Province to investigate the construction of reserve capacity coal Reserves, discussion with relevant departments and enterprises in Jilin Province, field research Changchun Shenyang Railway Logistics coal Reserve base, understand Jilin Province coal Reserve capacity, especially the government coal The construction of the reserve base, guide multiple measures to speed up the construction of reserve facilities, improve the actual coal storage level as soon as possible before the opening of the heating hydrant, and listen to the relevant opinions and suggestions of the Operation Bureau to carry out a survey of winter energy conservation and supply in Jilin Province. In order to further do a good job in winter energy conservation and supply in northeast China, recently, the Operation Bureau of the National Development and Reform Commission, together with the Evaluation Department Price The monitoring center went to Jilin Province to carry out research on winter energy preservation and supply, and visited Changchun Two heat supply enterprises and two heat and power plants in the city, and held discussions with Jilin Provincial Development and Reform Commission, the Department of Housing and Urban Rural Development, the Department of Industry and Information Technology and other departments, as well as relevant power plants, heat supply enterprises and heat supply associations, to understand the work of winter energy supply assurance, and listen to relevant opinions and suggestions.

[Operation rate]: Weekly operation rate statistics of LNG plants in China (20221209-1215)

LNG domestic plants today Price , LNG domestic plant Price , LNG unit operating rate

Early reading of Mysteel: China's steel export or mass production from April to May, overseas rebar Price Continuous decline

The National Bureau of Statistics said that the profits of industrial enterprises grew steadily in the first quarter, and the measures to ensure energy supply were effectively promoted, coal The rapid growth of energy product production, together with international geopolitical conflicts and other factors, led to bulk commodities Price Sharp increase, jointly driving the rapid increase of profits in related industries ◎ Shanghai implements "limited personnel, limited areas, limited activities" for areas that have basically reached the social clearance level; Continue to take comprehensive prevention and control measures such as global static management for areas that have not reached the basic social clearance level; Changchun From 0:00 on April 28, Jilin City and Jilin City orderly restored normal production and living order; Qinhuangdao Harbor District, Hebei Province decided to implement the whole area closure management.

Mysteel interpretation: the increase of planting costs locks in the expectation of high corn prices in the new season

Introduction: Recently, the purchase and sales of corn have entered a seesaw state. Although the market is worried that the production area will have some shipment pressure after the logistics eased in April Price The anchor reference appears, Price It is expected that the support point is still strong. Since late March, the northeast region has gradually entered the stage of spring cultivation and seed preparation. Although this year, due to objective factors, the pace of seed preparation in some regions is not fast, but the costs of land rent, agricultural materials and other costs have gradually become clear. According to the survey of Mysteel agricultural products, the cost of corn planting in the new season in 2022 will increase by 260-366 yuan/mu, Strongly support the traders in the medium and long term Price Bullish confidence.

The tension between supply and demand of coal power in Jilin Province has been significantly alleviated

China News Network Changchun November 4 (Reporter Guo Jia) The Information Office of the People's Government of Jilin Province held a press conference on the work of ensuring the supply of coal electricity in Jilin Province on November 4. The Department of Industry and Information Technology of Jilin Province, Jilin Energy Administration and other departments introduced that the tension between the supply and demand of coal electricity in Jilin Province has been significantly eased since this year Price Substantial increase coal The superposition of demand growth and other factors has emerged in many provinces of China coal The situation of tight power supply, especially in the northeast region in winter, has attracted attention from many quarters. The urban heating mode in Jilin Province is mainly cogeneration and regional boilers.

Mysteel Weekly: Northeast Construction Steel Price The spot inventory continued to decline significantly (10.22-10.29)

In terms of inventory, samples of construction steel in Northeast China this week (Shenyang, Dalian, Harbin and Changchun ）The accumulated construction steel inventory of warehousing enterprises dropped by 91000 tons month on month and increased by 72000 tons year on year to 4.3929 million tons, including 291100 tons of deformed steel bars and 101800 tons of coiled wire. [Trend outlook next week] Looking back this week, with the NDRC's coal Continuous regulation of series, steam coal and double coke futures Price After two decline limits, steel futures also broke through continuously Price Low point, the market mentality is obviously unstable, and the merchants' panic is intensified due to the shutdown of the northern downstream terminal project. Affected by this, the average price of deformed steel bars and spiral coils in the three eastern provinces continued to move down 188 yuan/ton and 185 yuan/ton this week Price It has dropped to the level in early September.

Heating this winter Price Is it rising? Is the energy reserve sufficient?

”Near term coal Price Rapid growth, hitting a record high, and heating enterprises all over the country take various measures to protect coal After a visit, the supply reporter found that Changchun The coal pile outside the site of Guoxin Heating Group is five or six meters high. "The current coal storage in the plant is about 100000 tons. Since August, the enterprise has been continuously feeding coal every day coal Price Very high, but in order to ensure that people's homes are heated on time, the group buys coal at no cost, as long as there is a suitable coal source.

Coking coal maintains weak pattern

In terms of inventory, the inventory of coking coal mines has been declining since May. The inventory of downstream steel plants and coking plants has been rising. The port inventory is high. The inventory has been transferred from upstream to downstream. The overall inventory is rising. The inventory has been transferred to demand. The downstream coking plants and steel plants have a certain resistance to the rise in the price of coking coal. The supply of coking coal is relatively stable as a whole, High quality coking coal resources are in short supply in China, Price Relatively strong Recently, Liaoning Longjiabao Mining Company suffered a mine disaster Changchun The municipal coal mines were completely stopped for inspection. In the early stage, individual coal mines in Jinzhong, Shanxi, which were stopped due to accidents, began to produce. In the short term, local areas may be affected by coal mine accidents coal Price However, the overall market is relatively stable. At present, the supply of coking coal is relatively stable without coal mine accidents.

Coking coal maintains weak pattern

In terms of inventory, the inventory of coking coal mines has been declining since May. The inventory of downstream steel plants and coking plants has been rising. The port inventory is high. The inventory has been transferred from upstream to downstream. The overall inventory is rising. The inventory has been transferred to demand. The downstream coking plants and steel plants have a certain resistance to the rise in the price of coking coal. The supply of coking coal is relatively stable as a whole, High quality coking coal resources are in short supply in China, Price Relatively strong Recently, Liaoning Longjiabao Mining Company suffered a mine disaster Changchun The municipal coal mines were completely stopped for inspection. In the early stage, individual coal mines in Jinzhong, Shanxi, which were stopped due to accidents, began to produce. In the short term, local areas may be affected by coal mine accidents coal Price However, the overall market is relatively stable. At present, the supply of coking coal is relatively stable without coal mine accidents.

Ruida Futures: The Shanghai Index still needs to be able to break 3300

Oil, utilities coal And nonferrous metals led the market. Recently, crude oil Price The upward trend and the shortage of natural gas are important factors for the rise of the oil and utilities sector, Changchun Guizhou and Chongqing gas both rose by the limit. The upward trend of the industry sector and the positive performance of two barrels of oil have brought support to the market. There is still pressure near 3300 points of A-share. It is suggested to intervene in short orders when the market is high. It is expected that the forward index will still be weak and volatile and downward

Weekly charge overview (8.22-8.26)

It is reported that the Anthracite Coal Association was in Jilin on 18-19 this month Changchun Organize and convene Price Adjustment meeting, requiring major domestic mines to inject smokeless coal from the 20th Price A general increase of 50 yuan/ton According to the author's understanding from the downstream steel plants, some steel plants have been implemented, but most steel plants are still in the game of big mines. In addition, the overall performance of the domestic steel market in the recent period has been fluctuating upward Price At the same time, due to the impact of supply side reform, capacity reduction and 276 day production, the overall coal coke resources are tight, Price Keep rising, coke Price Accumulated increase up to 230 yuan/ton, coking coal Price The channel for sharp rise was opened, coal The market began to enter a further upward channel.

One week review of domestic smokeless coal injection market (8.22-8.26)

The overall performance of the domestic smokeless coal injection market was good this week, and the quotations of large mines rose generally. It is still known that the transactions were made. The anthracite association was in Jilin on 18-19 this month Changchun Organize and convene Price Adjustment meeting, requiring major domestic mines to inject smokeless coal from the 20th Price A general increase of 50 yuan/ton According to the author's understanding from the downstream steel plants, some steel plants have been implemented, but most steel plants are still in the game of big mines. In addition, the overall performance of the domestic steel market in the recent period has been fluctuating upward Price At the same time, due to the impact of supply side reform, capacity reduction and 276 day production, the overall coal coke resources are tight, Price Keep rising, coke Price Accumulated increase up to 230 yuan/ton, coking coal Price The channel for sharp rise was opened, coal The market began to enter a further upward channel.

The road to recovery is blocked and long - -- 2016 construction industry semi annual report

Based on the current economic pattern characterized by "cold demand and hot production", fixed asset investment has a downward trend, the rebound of real estate investment has slowed down, and infrastructure investment is hard to support. Combining qualitative and quantitative methods, Centennial Construction Network estimates that the total output value of the construction industry in the second half of 2016 will be about 19.01 trillion yuan, with a year-on-year growth of about 5.2% Table 1. Review of the construction industry in the first half of 2016 1 Industry operation: the construction industry gradually recovers under the new normal 1.1 Total output value and newly signed contract amount of the construction industry 1.2 Total output value and newly signed contract amount of the construction industry by provinces and regions 1.3 Completed amount and newly signed contract amount of the construction industry of foreign contracted projects 1.4 Operation status of listed construction enterprises in the first quarter of 2016 2 Industry investment: capital construction is the only one. 2.1 Investment in fixed assets of infrastructure construction. 2.2 Investment in real estate development. 2.3 Investment in fixed assets Price 3. In the first half of 2016, the policy and information direction of the construction industry 3.1 Implementation of the first "Evaluation Standard for Industrial Buildings" 3.2 The State Council's reply to Qingdao's 10-year plan 3.3 The central bank's banking regulatory commission issued a new policy on housing loans: the down payment for cities without purchase restrictions was reduced to 20% 3.431 provincial basic databases of construction market supervision and integrity information were interconnected with the central and ministerial databases 3.5 Beijing Tianjin Hebei "13th Five Year Plan" Issuance and implementation of the plan 3.6 Establishment approved by the State Council Changchun New Area 3.7 The central bank issued another call to the property market for de stocking: the deposit interest rate of provident fund was raised to 1.5% 3.8 Many departments issued documents to reduce the deed tax on real estate transactions Business tax 3.9 Release of urban development roadmap outlines key industries 3.10 Ministry of Environmental Protection: the construction unit does not approve the environmental assessment report of non-public information 3.11 Revitalization of Northeast China is good again: the planning of Harbin Great Wall City Cluster is approved 3.12 Three ministries and commissions launch the pilot work of financial support for sponge city construction 3.13 Ministry of Housing and Urban Rural Development issues the Interim Provisions on the Preparation of Special Planning for Sponge City 3.14 The policy environment for the application of BIM technology has gradually formed. 3. 15 Comprehensively promoting the replacement of business tax with value-added tax. 3. 1620 provinces have issued policies to encourage migrant workers to buy houses in cities. 3. 17 The Ministry of Land and Resources will no longer approve steel coal Land for new projects 3.18 The first National New Urbanization Report 2015 was released, and the National Development and Reform Commission urged the relaxation of household registration restrictions 3.19 The policy was favorable, and the construction of trillions of new urbanization will continue to increase. The State Council will launch a new policy to stimulate housing leasing: use sufficient stock of housing to promote monetization 3.21 The National Development and Reform Commission The Ministry of Housing and Urban Rural Development jointly issued the development plan of Chengdu Chongqing urban agglomeration 3.22 The State Council passed the development plan of the Yangtze River Delta urban agglomeration 3.23 The State Council issued guidance on promoting the steady growth of the building materials industry, adjusting the structure and increasing the benefits 3.24 The Ministry of Housing and Urban Rural Development required cross regional bidding enterprises not to provide the original certificate 3.25 The State Council issued a new housing policy: land use conversion to residence after commercial housing reform and leasing 3.26 Policy dividends boosted "Prefabricated building" 3.27 The Three year Action Plan for the Construction of Major Transport Infrastructure Projects was issued, with 303 projects and a total investment of about 4.7 trillion yuan. 4. Winning the bid of national key construction projects in the first half of 2016. 5. Building materials market in the first half of 2016: ups and downs, Overall recovery 5.1 Review of construction steel market in the first half of 2016 and outlook for the second half of 2016 5.2 Review of cement market in the first half of 2016 and outlook for the second half of 2016 6. Strategic action of construction enterprises in the first half of 2016 6.1 Overseas layout 6.2 Merger and reorganization 6.3 Government enterprise alliance 6.4 Bank enterprise alliance II. Outlook of construction industry in the second half of 2016 Click to read or download the full text.

Why did the coal price fall so little after halving the heat charge by two or three yuan?

”Jiang Guoying said, "Although it is cold, the heating fee is paid as usual. Although the price has been reduced this year, the coal price has been reduced so much that the heating fee has only been reduced by two yuan. It is really unthinkable." Jiang Guoying's confusion existed in the minds of many citizens last October Changchun convene Price Hearing, residential heating Price According to the floor area, the heating fee has been reduced from 29 yuan per square meter to 27 yuan. Harbin, Shenyang, Dalian and other places have reduced the heating fee, and the decline of two to three yuan is common Changchun The relevant person in charge of the Municipal Development and Reform Commission said that based on comprehensive consideration coal Price Three principles of reducing and other cost changes, giving consideration to reducing the burden of the masses and ensuring heat supply safety, and improving enterprise management and service level Price Adjust according to Changchun By the end of 2014, the heating area of urban residents was calculated to reduce the burden of residents by more than 200 million yuan.

Cut the coal price by half before reducing the heat charge by two or three yuan

”Jiang Guoying said, "Although it is cold, the heating fee is paid as usual. Although the price has been reduced this year, the coal price has been reduced so much that the heating fee has only been reduced by two yuan. It is really unthinkable." Jiang Guoying's confusion existed in the minds of many citizens last October Changchun convene Price Hearing, residential heating Price According to the floor area, the heating fee has been reduced from 29 yuan per square meter to 27 yuan. Harbin, Shenyang, Dalian and other places have reduced the heating fee, and the decline of two to three yuan is common Changchun The relevant person in charge of the Municipal Development and Reform Commission said that based on comprehensive consideration coal Price Three principles of reducing and other cost changes, giving consideration to reducing the burden of the masses and ensuring heat supply safety, and improving enterprise management and service level Price Adjust according to Changchun By the end of 2014, the heating area of urban residents was calculated to reduce the burden of residents by more than 200 million yuan.

Huatai Futures: Steam Coal Morning Post 20160121

In conclusion, due to the low stock of coal in ports around the Bohai Sea, the shortage of best-selling coal is still serious. In addition, the super cold wave is coming, and the market is worried that the transportation will be blocked, which will make the inventory of the originally tight power plant even better Price It may continue to be strong, but in view of the sluggish economic situation this year, most of the coal mines, downstream factories, offshore shipowners, etc. in the origin area will be delayed Changchun Holidays, coal The market may enter the state of "weak supply and demand" in advance. Therefore, the probability of high fluctuation of dynamic coal price in the early Spring Festival is greater, and the rebound space is limited.

Huatai Futures: Steam Coal Weekly 20160118

To sum up, with the development of large coal enterprises in January Price Policies have been implemented one after another, the wait-and-see mood of traders and power plants has eased, the inventory has been supplemented moderately, and the coastal freight has temporarily stopped falling. However, in view of the economic downturn this year, most of the coal mines in the origin, downstream factories, offshore shipowners, etc. will be delayed Changchun Holidays, coal The market may enter the state of "weak supply and demand" in advance. Therefore, the dynamic coal price around the Spring Festival is still based on the idea of bottoming out, with little hope of rebound

Huatai Futures: Steam Coal Morning Post 20160115

To sum up, although with the development of large coal enterprises in January Price Policies have been implemented one after another, and the wait-and-see mood of traders and end users will gradually ease. However, in view of the downturn in the economic situation this year, most of the coal mines, downstream factories, offshore shipowners, etc. in the origin area will be delayed Changchun Holidays, coal The market may enter the state of "priceless and marketless" in advance. Therefore, the price of coal in the dynamic period around the Spring Festival is still based on the idea of bottoming out, with little hope of rebound