Tags: price of spiral steel pipe Daqiuzhuang spiral tube thick wall spiral welded pipe large diameter spiral tube factory Q235b rectangular tube
1. Since the beginning of this year, the impact of environmentally-limited production-focusing companies has obviously weakened. Even if there are certain production-limiting behaviors (prolonging the coking time) in some time periods in some areas, the actual coke production is basically not due to the difficulty of monitoring out-of-coking. Impact, spiral tube plant,
2. Although the overall sentiment of the market is relatively pessimistic at this stage, the market is generally not optimistic that the real estate industry will continue to pull the steel industry in the future, but the rapid decline in terminal demand in the short term is still not realistic. Spiral pipe plants,
3. With the arrival of the traditional steel consumption peak season in September, the destocking rate of steel in the society has increased in the past two weeks, and steel prices are expected to bottom out. This will also drive the coke price to stop falling and stabilize, and the plate's stop falling to rebound.
Coke futures contracts have been lowering since August. Coke rebounded with the black line on August 28, but coke futures failed to continue to rise on August 29. It fluctuated throughout the day. The spiral tube plant closed as of August 29. The main force of coke The price of the contract in 2001 was 1857.5 yuan / ton, a decrease of about 0.08%. What will the coke go next in the spiral tube factory? Is the rally short-lived or is it waiting for the time to continue to pick up?
First, the start-up of coking enterprises rebounded, and steel plant inventory piled up
Since the beginning of this year, the impact of environmentally-limited production-focusing companies has obviously weakened. Even if there are certain production restrictions (prolonging the coking time) in certain time periods in some areas, the actual coke production has little impact due to the difficulty of monitoring out-coking. Spiral tube plant, the data shows that from January to July 2019, the cumulative national coke production was 274 million tons, an increase of 6.7% year-on-year, of which the national coke output in July was 39.612 million tons, an increase of 5.9% year-on-year. Due to the restrictions on the start of the Second Youth League, the start of Jiao enterprises began to gradually pick up after the end of the Youth Association last Tuesday. As of August 23, the start-up rate of coke enterprises nationwide was about 76.13%, a week-on-month increase of 1.46%.
With the start of recovery, coupled with the weak downstream steel market, the demand has gradually weakened, coke inventory has started to accumulate. At the spiral tube plant, the coke inventory of steel mills is currently at a medium and high level. As of August 23, the total sample coke inventory of domestic sample steel plants It was 4.5895 million tons, an increase of 41,900 tons weekly. In the spiral tube plant, in addition, the port coke inventory was also at a historical high of 4.68 million tons, but it should be noted that the port inventory is basically the coke spot after the warehouse receipt quality is mixed. , Low liquidity, the market downturn, the port coke inventory coke spot market has little effect, the spiral pipe plant,
Second, terminal demand may increase, it is expected to stop falling and stabilize
Although the overall sentiment of the market is relatively pessimistic at this stage, the market is generally not optimistic that the real estate industry will continue to drive the steel industry in the future, but the rapid decline in terminal demand in the short term is still not realistic. Plant profits have contracted rapidly, and pig iron output has also declined. Data show that from January to July 2019, the national pig iron output was 47.344 million tons, of which the national pig iron output was 68.314 million tons in July, a month-on-month decrease of 2.6%. With the arrival of the traditional consumer season in September, terminal demand may improve, and the improvement in terminal demand will gradually be transmitted to the coke market. The coke market may stop falling and stabilize. Spiral pipe mills. Currently, steel mills in Tangshan area are currently limited by September. The production capacity is weakened. If the market limit is no longer strengthened, because the coke inventory of coke enterprises is at a low level at this stage, the improvement in terminal demand will be quickly transmitted to the coke market. It is expected that the impact of de-capacity and environmental protection in the later period will be difficult to assess. It is recommended to pay close attention to the environmental protection limits of steel coke companies in various regions. Implementation of production capacity and de-capacity of coke enterprises, Spiral Pipe Factory,
Taken together, the first round of the rise and fall of the coke spot is the result of the two-way effect of supply and demand. Although the coke inventory of coke enterprises is currently at a low level, the overall start-up has gradually picked up, and the downstream steel plant inventory has remained at a high level. Declining, steel mill profits have been compressed, and coke prices are not unreasonable. Spiral tube mills, with the arrival of the traditional steel consumption season in September, the social steel stock removal rate has increased in the past two weeks, and steel prices are expected to bottom out, which will also drive The price of coke has stopped falling and stabilized, and the market has stopped falling and rebounded, which is a reflection of the change in market sentiment. Spiral tube factories need to pay attention to the approaching of National Day and the expected increase in environmental production limits of steel coke companies in various regions. And implementation of production policy, spiral tube factory,
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