[SMM 원료탄 및 코크스 일일 브리프] 20260821

In the latest data released by China's shipbuilding industry, a reporter found that despite the continued decline in global orders for green-powered ships, China's global market share of new orders for green ships has remained above 68% for three consecutive years. What transformation code lies behind this growth against the trend? On inland waterways, a wave of electrification has quietly emerged. Many veteran captains who have spent their entire lives on ships have taken the initiative to replace their familiar fuel-powered vessels with electric ones. The booming market momentum has already been transmitted to the upstream shipbuilding segment of the industry chain. Visiting local shipbuilding enterprises, the reporter saw that production stations were fully booked, and a large number of new energy ships were being built at an accelerated pace.

철광석 선물이 오늘 보합세를 보였다. DCE 최근월물인 I2701은 톤당 707.5위안으로 전 거래일 대비 0.21% 상승 마감했다. 칭다오항 현물 가격은 톤당 1~4위안 올랐다. 트레이더들은 대체로 시장에 동조했으며, 제철소들은 필요에 따라 구매해 전체 현물 거래량은 보통 수준을 기록했다.