vanessapokerplayer|蒙古焦煤午盘持续涨超6% 国泰君安指焦煤价格或已见底

Mongolian coking coal (00975) continued to rise in the afternoonvanessapokerplayer, now up 6vanessapokerplayer.35%, reporting 9vanessapokerplayer.04 Hong Kong dollars, with a turnover of 47.7038 million Hong Kong dollars.

Guotai Junan pointed out that through the beginning of the yearvanessapokerplayerCoke prices have dropped in eight consecutive rounds (coking coal prices have followed), and the profit per ton of steel in the steel industry has recovered to an average of 200 yuan/ton in 2023, rising from a loss situation in the entire industry to profit. It is judged that in the context of profit recovery, the price momentum for continued pressure drop on the coke side is no longer strong; and coking companies have lost money throughout the industry and have comprehensively restricted production and increased prices. It is expected that prices have been basically reached the end. Considering that the supply and demand of coking coal are still tight throughout the year, once changes occur on the supply side or demand side, it may lead to a reversal of current fundamental factors and a reversal of coking coal prices.

Tags:

Prev: bonuspokerstrategy| Shennan Electric Power A fell sharply, the main net outflow of 24.02 million yuan
Next: ue4hllcrash| Daiwa: Maintain COSCO Shipping Port's "Buy" rating and reduce target price to HK$5.7