Calcined coal recarburizers open up "rising" Will the recarburizer market turn around?

Calcined coal recarburizers that have been silent for a year are now on fire again! Starting this week, the price of calcined coal recarburizers has begun to increase, with an average increase of 200 yuan/ton and an increase of 300 yuan/ton This increase is jaw-dropping, and I can’t help asking, "What’s wrong with this?" Petroleum coke recarburizer, do you want it after silence? And the tide of “stop production” in 2017 seems to be vivid, the environmental protection wind is suddenly coming, and the industrial park has electricity rationing. , Production and transportation stopped, some companies even used vehicles to transport a small amount of products, steel mills "one ton", today's restrictions order, history will repeat?

Environmental protection improvement began in late March. Pingluo County has re-planned the Chonggang Coal Concentration Area, compressing the original 15.77 square kilometers into 7.14 square kilometers, and in accordance with the development of high-end coal-based carbon materials industry, Chonggang Town will be transformed into the west. Positioning of the coal-based carbon material characteristic town, planning the logistics integrated service function platform area and the solid waste comprehensive utilization demonstration platform area; carrying out road foundation reconstruction, greening environment optimization, and overall image beautification; planning relocation and rectification, banning demolition and rectification, and suspending production standard rectification, For standard rectification, 1367 enterprises and merchants in 4 districts were investigated and investigated, 236 unlicensed business households were cut off, and 156 furnaces and kilns of 46 enterprises were shut down. On April 2, Ningxia and other 10 provinces (regions) environmental protection inspectors "look back" and special inspection rectification plans were announced. A total of 676 rectification tasks have been determined by the inspectors of 10 provinces (regions), including 57 in Ningxia Autonomous Region. Ningxia has entered the stage of strict environmental protection control. According to investigations, companies that meet environmental protection standards can cut off power after the completion of some contracts and allow for a grace period of power outages. Starting from this Monday, the production suspension order was issued again and stopped within 10 days.

Calcined coal recarburizers "rised"! According to the survey, the current raw material Taixi anthracite increased by an average of 150 yuan/ton, and calcined coal recarburizers rose by an average of 200 yuan/ton, with a 92 content of 1700-1750 yuan/ton (tax), 90 The content is 1500-1550 yuan/ton (tax). When the rise is underway, the rise will not stop... Looking at the trend chart for the past three years (take 92 content as an example, the price includes tax), the price difference in 2017 reached 2175 yuan/ton , The average growth rate reached 189%. After the big increase, the calcined coal recarburizer began to decline weakly in 2018. The annual price difference was 1,400 yuan/ton, and the average drop was 42%. In 2019, the tide of production suspension hits again, and today's calcined coal increases carbon What will happen to the drug market?

It is learned from the industry that there is no follow-up news about the suspension of production, and the time for resumption of production will be analyzed after rectification. According to the survey of calcined coal recarburizer companies, 85% are located in Chonggang Industrial Park, and 96% of the companies are in suspension. The other 15% of the companies are located in Dawukou, Taisha Industrial Park. Although only Chonggang companies are shut down this time, the distance between Chonggang and Dawukou and Taisha Industrial Park is more than 20 kilometers, plus the Chonggang Industrial Park. The production of coal washing plants is shut down, the raw materials of calcined coal recarburizers are limited, and the output of calcined coal companies outside the Chonggang Industrial Park will also be maintained for a long time. If production is suspended for a long time, the current social inventory of calcined coal recarburizers is expected to be maintained until the end of this month.