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20181104 Overview of China Petroleum Coke Related Markets this week

20181104 This week, the mainstream of petroleum coke market is stable, the support of the downstream market is limited, all enterprises are purchasing on demand, and the trading of petroleum coke market has slowed down. In detail, the price of petroleum coke in Sinopec's refinery was stable this week, and only some high-sulfur coke prices fluctuated slightly.

Shipments along the Yangtze River this week were large, mainly for the delivery before the Shanghai Expo. The individual ports along the Yangtze River stopped operations on November 2-11, and the prices of other varieties were temporarily stabilized. Formosa Plastics Coke is about to start tendering in December, and there are more negative factors in the near future. In the early period, high inventory, southern metal silicon will enter the off-season, and some common downstream refinery petroleum coke prices are relatively low, the external disk high sulfur coke price fell, the RMB exchange rate continued. Falling, there is still a slight risk of falling under current prices.

Prebaked anode: This week, the mainstream price of China's prebaked anode market has stabilized. Production: Shandong enterprises produce normal production, and ultra-low emission in autumn and winter can not limit production; Henan Zhengzhou area requires carbon enterprises to reduce 50% of all pollution sources, mainly controlling carbon emissions; in addition to individual enterprises, Hebei carbon enterprises Most of them meet the standard A category and are not restricted. Market outlook: raw material petroleum coke, coal bitumen this week, the overall price is stable, the price of individual enterprises is lowered, the support of cost side is limited; the heating season is approaching, the market supply may increase, but the growth rate is limited, some enterprises have maintained half of the work; downstream electrolysis The aluminum market fell below the fourth level, and the operating pressure of the company was relatively high. It was not excluded that the company actively reduced production in the later period and affected the consumption of the anode market. In general, most municipal policies are not yet clear, so due to multi-faceted factors, the price of prebaked anodes may fluctuate and stabilize in the short term.

Metal silicon: This week, the metal silicon market performance is weak and stable, and the price of low-grade metallurgical grade metal silicon market has dropped slightly. The price of oxygen metallurgical grade silicon metal ports in the northern region dropped by 100-200 yuan/ton, while the market for non-oxygen 553# metal silicon was relatively light. The markets in various regions were light and the orders were few. Previously, the price strategy adopted by the manufacturers to deal with the shutdown during the dry season has not been applied. Some enterprises in Sichuan and Chongqing have already lowered the price of non-oxygen 553# metal silicon by a hundred yuan. The high-grade metallurgical grade metal silicon market is generally stable. Recently, the high-grade metal silicon output is low. The planned production of silicon enterprises remains on the sidelines. However, due to weak demand, prices are still not decreasing. The chemical grade 421# metal silicon market has a large gap. Due to raw material problems in Sichuan, the output of quality products is less, but the demand for long-term fixed customers is more, and there is a shortage of supply. However, the production of 421# metal silicon in Yunnan and other places in Xinjiang is relatively large, resulting in a sufficient spot of 421# metal silicon in the overall market. On the whole, in November, chemical companies all over the country had maintenance plans, and the demand for metal 421 in the later period was weak.

Steel: This week, domestic steel prices are dominated by high-level consolidation. Leading steel mills have a strong willingness to price and boost market confidence. Social stocks continued to decline, and the decline was obvious. The environmental protection and production restriction policies were strict and the steel prices were supported. However, due to factors such as tight capital at the end of the month, the transaction was relatively light. It is expected that short-term domestic steel prices will likely rise and fall.

Cement: This week, the national cement market price has blossomed everywhere, and the price in the southern market has been singing all the way. On the 31st, the price of clinker in the Yangtze River Delta region in China rose sharply by 50 yuan/ton, driving the price of cement in the surrounding areas of Zhejiang and Jiangsu to continue to rise. During the week, Jiangxi, Shanghai and Shandong all had different price increases. The cement market in Central and South China was stable. There has been a rise, and the Guangdong region has once again gained a round. The two lakes market is still showing signs of rising. The price changes in Henan are frequent and the offer is chaotic. In the southwest Sichuan-Chongqing region, the price increase was discounted, the market in North China was stable, the prices in Tianjin and Hebei increased, and the prices in the northwest of Shaanxi Province were higher than those in Shaanxi, and the rest were stable. Affected by temperature, demand is gradually declining.

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