A few days ago, the 8th when cast the futures that bring a letter to sponsor by the country " black produce dig gold " -- forum of black industry high end is held in Beijing. The industry that comes from factory of steelworks, trafficker, cooking, black to invest a company represented about 140 people to attend the meeting. On the meeting, market personage thinks, from the point of macroscopical policy, predict area of north of Qiu Dong season is restricted finally to produce executive strength to may have a bit this year loosen, the influence that Qiu Dong season is restricted to produce yield of pair of countrywide molten iron predicts to still be in 6% , 8% , the price big probability of coal of coking of Qiu Dong season is strong, period price can form coke of the city after this is right strong prop up.
The country casts Ge Feng of general manager of the futures that bring a letter to express in the speech, catenary of current black industry like a rising wind and scudding clouds, appear as macroscopical policy delicate change, play chess of steel anxious rich also grows in intensity. The change of environmental protection policy reachs the city after the demand of rolled steel will be affected, those who make coke trade is the biggest shove a hand, in the meantime, the demand of heating season also can bring the expectation on certain level to the market.
"Current, the economic spending of our country is smooth, investment is short-term inside dot of relatively stable Dan Liang is not much, from exterior in light of, sino-US trade friction still does not have materiality to become apparent effect to imports and exports, but show very likely in next year. " the country sends the futures that bring a letter chief economist Chen Jiangtao expresses.
According to understanding of futures daily reporter, this year, environmental protection policy of the government no longer one knife is cut, the attributive of environmental protection policy also puts local government below thorough. The country casts black of the futures that bring a letter chief analyst Cao Ying says, more of plan of production of wrong peak of winter of each district autumn emphasizes catalogue mark this year, like Tang Shan the demand drops compared to the same period 3% , demand of long triangle area drops compared to the same period 5% , be restricted from area in light of crop, at present blast furnace of Qiu Dong season of Tang Shan city is restricted to produce produce can eighteen million five hundred and ninety-two thousand two hundred tons, occupy than 31.55% , compare season added autumn winter 18.21 million tons to be not decreased only 2017. Pressure of quality of air of Qiu Dong season predicts this year and not quite, northern region is restricted finally to produce executive strength to may have a bit loosen, the influence that Qiu Dong season was restricted to produce yield of pair of countrywide molten iron 2018 predicts to still be in 6% , 8% .
To steelworks, cao Ying thinks, at present steelworks is in gain condition to already lasted more than one year long, be in continuously in the market of usury embellish, steelworks accrual and fund condition take a favourable turn apparently, this can exciting steelworks keeps high production as far as possible. "Considering be restricted to produce policy to be stabilized quite this year, the manufacturing plan of steelworks also is met relatively stable, to raw material purchase reach inventory strategy to still be met with firm give priority to. To raw material purchase reach inventory strategy to still be met with firm give priority to..
"Current, inventory of coke whole segment is in neuter level, but present an inventory to be centered at downstream steelworks link ' top-heavy ' structure. " Cao Ying expresses, the price big probability that considers coal of coking of Qiu Dong season is strong, because this is met from the point of angle of coking plant profit,valence has pair of coke period to be propped up more by force. (Yang Mei)