Coke Coal And Coke Prices Witnessed Rising Demand

[Steel Billet] Today, export billet quotations were in the doldrums, with negotiable prices at $465-467/mt. Recently, the yuan has depreciated against the dollar, leading to a slight improvement in export advantage. Inquiries from outside China increased, but actual transactions remained moderate. Market rumors suggest steel billet orders have improved, with some cargoes flowing to domestic trade or exporter short-covering, while actual overseas demand still awaits the return of China's export price advantage. [Rebar] Affected by the exchange rate depreciation, export quotations for rebar edged down $2/mt today, with negotiable prices at $484-486/mt. According to feedback from market traders, inquiries from outside China increased slightly recently, but actual transactions remained moderate. At present, quotations from steel mills in South China continue to hold at high levels, with weak transactions. [Sheets & Plates] Affected by the afternoon plunge in Chinese futures, export prices for HRC and other sheets & plates edged down slightly on a day-on-day basis today, with HRC transaction prices at $491-500/mt. In recent days, market rumors have suggested that export orders are improving. According to SMM's verification, flows to the Middle East, although shipping has become somewhat smoother, still face high freight rates, and most clients expressed the need to wait and see; however, orders for sheets & plates and billets destined for Turkey have increased noticeably recently. It is understood that this may be due to fewer arrivals of other resources, leading to procurement shifting to China.

오늘, DCE 철광석 선물은 약세를 보였으며, 주력 계약 I2609는 전 거래일 대비 1.08% 하락한 735위안/톤에 마감했다. 항구 현물 가격은 전 거래일 대비 5~7위안/톤 떨어졌다.

[중국 철광석 브리핑] 청더 지역 65% 품위 철광석 정광의 건조 기준·세금 포함 공장 인도가(EXW)는 925위안/톤을 유지하고 있습니다. SMM 추적에 따르면, 청더 쿠안청 지역 광산에서 연이은 사고로 인해 현지 광산 및 선광 공장이 현재 가동 중단 상태입니다. 이로 인해 현지 철광석 정광 자원의 전반적인 부족이 심화되어 현지 철광석 정광 가격에 강력한 지지 요인으로 작용하고 있습니다. 수요 측면에서는 제철소와 트레이더들이 대부분 필요에 따라 구매하고 있으며, 전반적으로 가격 인하 협상 의지가 강합니다.