According to today's think tank Fengmine guidance price:
Coke: Linfen first-class metallurgical coke factory price of 3150 yuan / ton, no change from yesterday; Rizhao Port quasi-first-class coke out of the warehouse price of 3070 yuan / ton, no change from yesterday.
Coking coal: Liulin high-sulfur main coke S2.0, G85 factory acceptance tax price of 2600 yuan / ton, no change from yesterday.
The National Development and Reform Commission will take practical measures to strengthen the regulation and control of coal market prices
▧ Recently, the daily output of domestic coal has continued to remain at a high level, and the coal supply of the national unified dispatch power plant has continued to be greater than the coal consumption, and the current coal storage has reached 170 million tons, a record high. In the case of the overall stability of market supply and demand, the domestic coal spot and futures prices have risen too quickly in recent days, which has adversely affected the smooth operation of the coal market and the safe and stable supply of energy. The National Development and Reform Commission is highly concerned about the changes in coal prices, and has held a special meeting to deploy the work of stabilizing coal production and supply during the Spring Festival. At the same time, we will work with relevant departments to further strengthen market price regulation and supervision, severely crack down on illegal price behavior in the spot and futures markets, and ensure that coal prices operate within a reasonable range. (National Development and Reform Commission)
Shanxi coking coal: Net profit in 2021 is expected to be about 3.815 billion yuan - 4.402 billion yuan
▧ Shanxi Coking Coal released a performance forecast on the evening of January 27, and it is expected that the net profit attributable to shareholders of listed companies in 2021 will be about 3.815 billion yuan - 4.402 billion yuan, an increase of 95% - 125% year-on-year. The main reason for the change in performance is that the company adheres to the coordinated development strategy of the two industrial chains of "coal-electricity-material, coal-coke-chemical", and the reporting period is affected by factors such as strong demand in the coal market and continuous price increase, on the one hand, the company's coal sector has increased significantly due to rising prices; on the other hand, the company's power sector and building materials sector have increased losses due to rising fuel and coal costs. (Digging shell net)
The Department of Industry and Information Technology of the Inner Mongolia Autonomous Region conscientiously implements the task of withdrawing coke production capacity
▧ The Department of Industry and Information Technology of Inner Mongolia Autonomous Region conscientiously implements the "Several Safeguard Measures on Ensuring the Completion of the 14th Five-Year Plan" Energy Consumption Dual Control Target Task" and requires all league cities to formulate a plan for the withdrawal of production capacity in the region, determine annual targets, and use three years to completely eliminate the coke oven with a height of less than 5.5 meters in the carbonization chamber, accelerate the transformation and upgrading of the coking industry, promote technological progress, and improve the comprehensive utilization rate of resources and the level of energy conservation and environmental protection. On January 20, 2022, the "Notice on Further Doing a Good Job in the Withdrawal of Coke Industry Capacity" was issued, which strictly prohibits the addition of new coke production capacity, and the new or upgraded coke construction projects to be put into production, the production capacity used for replacement before production must be stopped and the main equipment must be dismantled, so that it does not have production capacity, otherwise it must not be put into production. For new or upgraded coke construction projects that have been put into operation, the production capacity used for replacement must be stopped immediately and the main equipment dismantled so that it does not have production capacity. It is strictly forbidden for new and old projects to run production at the same time and expand production capacity in disguise. (Inner Mongolia People's Government)
Announcement on the adoption of feedback during the publicity period of the "Yunnan Coking Capacity Replacement Work Plan"
▧ In accordance with the requirements of documents such as the "Rectification Plan for the Implementation of the Central Ecological environmental Protection Inspectorate Report in Yunnan Province", in order to standardize the healthy and orderly development of the coking industry, the Provincial Department of Industry and Information Technology has compiled the "Yunnan Coking Capacity Replacement Work Plan". On the basis of soliciting the opinions and suggestions of relevant state, provincial departments and enterprises, it was publicized on the portal of the Provincial Department of Industry and Information Technology from December 24, 2021 to January 23, 2022, and solicited opinions and suggestions from the public. (Yunnan Department of Industry and Information Technology)
Business Agency: On January 28, the price of Rizhao coke market was temporarily stable
▧ On January 28, the market price of Rizhao coke, the mainstream price of quasi-first-class metallurgical coke was 3480 yuan / ton, flat from the previous trading day, 500 yuan / ton higher than the same period last month. (Business Agency)
Business Agency: January 28, Shandong Jining coke market price
▧ On January 28, the mainstream price of quasi-first-class metallurgical coke in Jining, Shandong Province, was about 3480 yuan / ton, flat compared with the previous trading day, and 500 yuan / ton higher than the same period last month. (Business Agency)
Trading agency: January 28, Shanxi Lvliang coke market price
▧ On January 28, the mainstream price of secondary metallurgical coke in Luliang, Shanxi Was 2910 yuan / ton, flat compared with the previous trading day; the mainstream price of quasi-first-grade metallurgical coke was 2960 yuan / ton, flat compared with the previous trading day, up 500 yuan / ton from the previous month. (Business Agency)
Most of the domestic commodity futures closed higher on the 28th
▧ On Friday, the main coke contract J2205 in the domestic commodity market opened at 2,989.5 yuan / ton, the highest price was 3,103.5 yuan / ton, the lowest price was 2,950 yuan / ton, closing at 3,100 yuan / ton, up 114.5 yuan / ton from the previous trading day; the main coking coal contract JM2205 opened at 2,278 yuan / ton, the highest price was 2,308.5 yuan / ton, the lowest price was 2,233.5 yuan / ton, and closed at 2,281.5 yuan / ton, Up 16.5 yuan / ton from the previous trading day. (Dalian Commodity Exchange)
Editor: Li Gaozhen| News Broadcast: Zhao Juanjuan