1.3 The metal silicon industry chain index was 102.10 on June 19
On March 19, the metal silicon industry chain index was 102.10, down 0.25 points from yesterday, down 70.36% from the cycle’s highest point of 344.44 points (2021-10-10), up 60.43% from the lowest point of 63.64 points on February 29, 2016. (Note: period refers to the present)
Industrial chain index is a fixed base index based on the commodity industry chain and its node commodity index, which is used to reflect the prosperity of the whole industrial chain.
2 on the Group (002593) : The United States Department of Commerce withdrew the scope of investigation on some steel wheels in Vietnam on March 18 news; On March 15, 2024, the U.S. Department of Commerce issued a notice that, in accordance with the provisions of U.S. Federal Regulation 19CFR351.225, the U.S. Department of Commerce decided to withdraw the scope investigation it initiated on August 7, 2023 into steel wheels with a diameter of 12 to 16.5 inches made of Chinese wheel components in Vietnam. The US Department of Commerce’s intention to cancel the scope investigation will help eliminate the concerns of downstream importers and facilitate the further recovery of Vietnam’s new Changcheng orders. (Silicon metal details)
3. Inner Mongolia: Annual output of 100,000 tons of silicon metal project Approval On February 18, 2024, the Ecological Environment Department of Inner Mongolia Autonomous Region issued an environmental impact report on the Eastern Riseng (300118) source network load storage integration of 200,000 tons (100,000 tons in the first phase) silicon metal project approval. The project is based on silica, washed coal and wood chips as the main raw materials, and after the completion of construction, the output will be 90,000 tons/year of chemical grade industrial silicon and 10,000 tons/year of metallurgical grade industrial silicon. (Silicon metal details)
4. : On March 19, Shandong port coke market temporarily stable operation Shandong port coke market temporarily stable operation, the port quasi first-level storage price is about 1950-2020 yuan/ton, the first-level storage price 2050-2120 yuan/ton, the port spot market is temporarily stable operation, traders are generally interested in port, the market trading atmosphere is light, and the two ports inventory is narrow fluctuation. March 19 Xiaoyi to Rizhao Port (600017) 175 yuan/ton, Jiexiu to Rizhao Port 170 yuan/ton. (Coke Details)
5. General Administration of Customs: China imported 33.75 million tons of coal and lignite in February 2024 The latest data from the General Administration of Customs shows that China exported 230,000 tons of coal and lignite in February 2024, down 9.3% year on year; From January to February, the cumulative export of 1.01 million tons, an increase of 64.5%. In February 2024, China exported 670,000 tons of coke and semi-coke, an increase of 21.1%. From January to February, the cumulative export of 1.51 million tons, an increase of 20.5%. In February 2024, China imported 33.75 million tons of coal and lignite, up 15.7% year on year; From January to February, the cumulative import of 74.52 million tons, an increase of 22.9%. (Coke Details)
The latest data released by the National Bureau of Statistics on March 18 show that in the first two months of 2024, China’s electricity production remained stable, and the industrial power generation was 1.487 billion KWH, an increase of 8.3%, and the growth rate was 0.3 percentage points higher than that in December last year. Daily electricity generation is 24.78 billion KWH. (Coke Details)
Inner Mongolia Energy prices fluctuate slightly in February 2024 Inner Mongolia People’s Government network news: In February 2024, Inner Mongolia thermal coal prices rose slightly, coke, LNG(liquefied natural gas, the same below) prices fell, CNG(compressed natural gas, the same below), refined oil prices remained stable. (Coke Details)
In February, the monthly average pit price of Inner Mongolia thermal coal was 381.54 yuan/ton, a slight increase of 1.04% compared with January (hereinafter referred to as the month), and a decrease of 2.09% compared with February 2023 (hereinafter referred to as the year before). Among them, the average pit price of lignite in the east is 330.14 yuan/ton, the price increased by 1.58% compared with the previous year, and the price decreased by 0.17%. The average pit price of thermal coal in Ordos is 536.25 yuan/ton, a slight increase of 0.70% compared with the previous year, and a decrease of 5.30% compared with the previous year. (Coke Details)
