Needle coke market was in a recovery period in March, and the operating rate of the industry was 61%. In terms of shipments, GE market was better in March, and the anode material market was not good. In terms of product types, oil-based coke shipments were better than coal-based coke in March. In terms of transaction prices, the average transaction price of oil-based products in March was 500-1000 yuan higher than that of coal series. Reviewing the status of mainstream enterprises in March: Shandong Jingyang Technology operated smoothly in March. With the efforts of downstream anode companies to resume work and increase production, the actual shipment of needle coke (raw and cooked) was more than 8,000 tons. The current two phases are in a stable operating state, and the first phase has been fully restored in March. At present, although there were inventories, the customer's planned amount has not been taken away. Baowu charcoal needle coke has ceased production in mid-January and entered full production in March. In the first half of January, 2KMT needle coke products were produced. At present, the factory has two production units, one for asphalt coke operation and one for needle coke Like coke operation. As low as March, the inventory is less than 600 tons, and the shipment is not bad. Since FangDa Xicomo resumed construction in late March, production is currently stable, with an estimated output of 2,000 tons in March. The product is directly supplied to Fang Da carbon for the production of 550-600mm graphite electrodes. Jinzhou Petrochemical had a stable operation in March. The total shipment of raw coke and cooked coke was 11 thousand tons, and the inventory was at a low level. As of now, the price of domestic coal-based needle coke is 5,000-7500 yuan / ton, the price of oil-based needle coke is 6500-8000 yuan / ton, and the price of raw coke is about 4500-6500 yuan / ton. In terms of imports, coal-based Needle coke is at US $ 680-1300, oil-based needle coke is at US $ 2000-2200 / ton, and anode coke is at US $ 1000-1200 / ton.
Corporate dynamics:
AnSteel Chemical Technology's 40,000-pin coke project was officially put on the market in November 2019. Affected by the current downturn, the factory is mainly digesting inventory and the production line is shut down for maintenance for 2-3 months.
Baoshun Technology officially resumed production in April. Shipments of about 2,000 tons in March were mainly based on inventory consumption. Currently, downstream customers are mainly electrode customers, and the anode market is still in the verification stage.
Xuyang Jinzhou coal-based needle coke was prepared for the kiln in late March. At present, the calcining unit resumes normal operation. Since April, needle coke production has resumed, but the output has been controlled. According to the person in charge, the current product is still The graphite electrode market is the mainstay, and the anode market is still in the product introduction stage.
Wuhai Baohua Wanchen Coal Chemical Co., Ltd.'s 50,000-ton coal-based needle coke project is progressing smoothly. The overall installation is undertaken by Baosteel Engineering Group. The centrifugal solvent method is adopted. The project is expected to be completed in July 2020.
The Binhua Combustion Needle Coke Project is currently underway according to the plan. It is expected that the 70,000-ton oil-based needle coke project in July will be put into operation.
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