The market overview
In May, the mainstream price of all grades of recarbonizer in China rose and the market traded well, mainly due to the rising price of raw materials and the good impetus from the cost side. The downstream demand was stable and fluctuating, while foreign demand was slightly limited due to the epidemic. Especially in Southeast Asia, the mainstream production was stable and slightly increased.
About the supply
This month, the mainstream supply of the market is maintained in good condition, and the execution of orders is mainly demand;
Detailed view: the low grade, calcined coal recarburizer mainstream market supply is good, but given the environmental protection cause and anthracite restrictions in ningxia area, raw material prices, no previous production enterprises and production plan, medium and high grade recarburizer market starts relatively good, “double energy consumption control” has become the norm, Inner Mongolia region enterprise starts relatively stable, relatively good in other parts of the production.
About the demand
Steel prices appear a small loosening within months, steel prices high risk to be released.
Pre-holiday stock demand slightly released, environmental protection production limits continue to ferment, social inventory continues to decline, the fundamentals of supply and demand are still good.
About the costs
This month recarburizer costs rise, enterprises under pressure production.
About the profits
This month, carburant enterprises carry out orders, market demand is relatively good, raw material prices continue to make up, business pressure is obvious, given the obvious industry competition, transaction price difference, enterprise profit space under pressure.
About the inventory
Enterprise implementation of fixed single delivery, low inventory manufacturers.
Comprehensive
It is expected that the price of each grade of recarburizer in China will continue to fluctuate next month, and the price of low-grade recarburizer will increase by about 50 yuan/ton.
High – grade recarburizer cost support, high prices expected to run significantly.
Post time: Jun-07-2021