Low-sulfur calcined coke: In December, the low-sulfur calcined coke market's mainstream price stabilized. The downstream graphite electrode entered the off-season in December, and it lacked support for the raw material low-sulfur calcined coke market. Most of the calcined coke enterprises were mainly old customer orders. It is understood that the downstream electrodes and high-purity graphite are purchased on demand, and the low-sulfur calcined coke is generally delivered in December. Low-sulfur calcined coke sieving was relatively okay in December, but slowed down from November. Some companies executed early orders. There were fewer new domestic orders in December, and market price competition was fierce. In December, the operating rate of ordinary calcined coal enterprises in the northwest region has not improved, which is good for the low-sulfur calcined coke screening market in the northeast. In December, the shipping performance of Fushun low-sulfur calcined coke market was average, and the prices of raw materials fell slightly at any time. Most enterprises in Fushun low-sulfur calcined coke traded at flexible prices. At the same time, most companies implement production to order and maintain low inventory operations. Starting situation, in December the output of Jinxi low-sulfur calcined coke decreased slightly from November, and a rotary kiln in Huizhou Petrochemical was normally fired in December. As of December 30, Jinxi low-sulfur calcined coke market price was 2400-2500 yuan / ton, Jinzhou low-sulfur calcined coke market price was 2200 yuan / ton, Tianjin low-sulfur calcined coke using Dagang petroleum coke as raw material was sold at a mainstream price of 2400 RMB / ton, the quoted price of calcined coke in Liaohe Petroleum Exploration Bureau Petrochemical Plant is RMB 2,300 / t, the market price of Binzhou Zhonghai Graphite is RMB 2,250 / t, the market price of Huizhou low-sulfur calcined coke is RMB 2,150 / t, and the calcined coke market of Fushun Petrochemical as raw material The price is 2800-3400 yuan / ton.
Medium and high sulfur calcined coke: The December medium and high sulfur calcined coke market had poor trading and the company was in a difficult situation; the price of raw petroleum coke rebounded by 50-200 yuan / ton throughout December, while the medium and high sulfur calcined coke market price fell by 200-250 yuan / Tons, calcined production once again fell into a state of loss. Looking at the market in detail, the supply side: this month's environmental protection still has no obvious impact on the calcined coke production. only the Weifang area in Shandong has reduced its production by 50% from December 20, and the operating rates in other areas have not fluctuated significantly. On the demand side, the supply of high-sulfur calcined coke in December was still excessive. Part of the downstream began to stock up and restock in the middle and late of this year, which slightly supported the market. The main factors affecting the calcined coke market this mon: 1)一些阳极公司开始苏尔pluses in calcination in December, leading to an increase in the supply of the commercial calcined coke market; 2) Earlier the Spring Festival of 2020, the companies were actively shipping in December, not inventories During the Spring Festival in January, the warehouses will not be blocked; 3) At the end of the year, most of the calcined, including downstream enterprises, were short of funds. In order to turn the funds around, enterprises must not sell goods at low prices. In terms of exports, a large number of export orders were signed in December, most of which were shipped in February-March 2020. The price was lower than expected, and there was no obvious advantage over domestic. In terms of price, as of December 30, the mainstream price range of calcined coke is as follows: no trace elements are required. Calcined coke factory mainstream transaction acceptance is 1200-1270 yuan / ton; sulfur 3.0%, only required within 400 of vanadium, other traces of medium sulfur are not required Calcined coke factory mainstream acceptance price 1300-1450 yuan / ton; all trace elements are required to be within 300, sulfur content is less than 2.0% factory calcined coke factory mainstream about 1400-1500 yuan / ton; sulfur 1.0% calcined coke shipping price about 1600 yuan / ton; sulfur 3.0%, the price of calcined coke for export of high-end (strict trace elements) indicators should be negotiated with the enterprise.
Forecast forecast: Low-sulfur calcined coke. According to the downstream graphite electrode market and negative electrode material market analysis, the downstream demand of low-sulfur calcined coke is in a steady downward trend, but the low-sulfur calcined coke market supply has not declined significantly, as the Spring Festival approaches It is predicted that the market price of low-sulfur calcined coke in January will have a steady downward trend. Medium and high sulfur calcined coke. It is understood that some enterprises previously shipped at low prices in order to fund turnover and clear inventory. Most of the companies have sold their inventory at low prices since December 25, and market prices have gradually returned to normal. As far as the current trading situation is concerned, Coke prices are not motivated to increase. At the same time, considering en的实际库存和发货terprises, the current price of coke has bottomed out. It is expected that the market price of medium and high sulfur calcined coke in January will be mainly stable.