【SMM Steel Morning Meeting Summary: The Third Round of Price Increase for Coke Has Taken Effect, and Steel Mills' Profits Have Further Narrowed】This week, coke prices have increased twice, with a cumulative increase of 200-220 yuan/ton, and the market sentiment is strongly bullish. On the supply side, due to the similarly strong performance of upstream coal prices, although the profits of coking enterprises have improved after the two rounds of price hikes for coke, their profitability is still poor, and their willingness to increase production is low. Therefore, the overall supply of coke is tight.
데이터 출처 설명: 공개 정보를 제외한 모든 데이터는 SMM이 공개 정보, 시장 커뮤니케이션 및 SMM 내부 데이터베이스 모델을 기반으로 가공한 것입니다. 본 자료는 참고용이며 의사결정 권고를 구성하지 않습니다.