Update the carbon product price trend

Petroleum coke

Market trading good coke price stability picked up

Today, the domestic oil coke market trading is good, the main coke price mostly stable, some refineries coke prices up, coke prices mixed. Main business, Sinopec refinery coke price temporarily stable, refinery shipment is good; Petrochina's refinery Jinxi Petrochemical coke prices rose 400 yuan/ton, Jilin Petrochemical coke prices rose 300 yuan/ton; Cnooc's refinery output fluctuates slightly, refinery inventory is low. In terms of local refining, the refinery shipment is positive, and the coke price of some refineries goes up and down with the adjustment range of 50-350 yuan/ton. The overall supply of petroleum coke market rose slightly, the cost of crude oil and oil slag prices are high, the cost end pressure is not reduced, the downstream refinery procurement enthusiasm improved at the beginning of the month, aluminum enterprises operating rate is acceptable, the demand end support is good. Oil coke price is expected to mainstream stability, high quality coke prices still have room to rise

Calcined petroleum coke

Market trading improved low - sulfur coke prices up

Today's market trading is good, coke prices of different models up and down, mainly due to the cost of price recovery. The main coke price of raw material petroleum coke is rising steadily, and the coking price is fluctuating. The adjustment range is 50-350 yuan/ton, and the cost end is well supported. Carbon enterprise capital relatively loose, in early trading improved markedly, the calcined coke enterprise profit space more upfront slightly increased, refinery capacity is good, the downstream enterprise procurement enthusiasm, electrolytic aluminum spot price shock consolidation, overall general trading atmosphere, aluminum enterprise profit space, the current capacity utilization remain high, overall demand side support stability, It is expected that the price of aftercoke will be stable in the short term, and the price of some models will be adjusted accordingly.

Pre-baked anode

Refinery margins are shrinking

Prices for new orders fell at the beginning of the month

Today's market trading is good, early anode new single price concentrated down 280 yuan/ton. Raw material oil coke price mainstream stability, petrochina low sulfur coke price rose 300-400 yuan/ton, coking price narrow range adjustment 50-350 yuan/ton, coal asphalt price push up sentiment is strong, is expected to go up later, cost end support to stabilize; Downstream electrolytic aluminum spot narrow range shock consolidation, the market trading atmosphere is general, because of high cost, the downstream market demand is weak, more price procurement, anode enterprise profit space again compression. Aluminum enterprises operating rate to maintain high, stable demand side support, within the month anode price is expected to maintain stable operation.

The transaction price of pre-baked anode market is 6710-7210 YUAN/ton for low-end ex-factory price with tax, and 7,110-7610 yuan/ton for high-end price.