1. Coke, overnight j2105 contract shock fell. The coke market is stable and strong. Fifteen rounds of price increases have been partially implemented. At present, the cumulative price increase is 1000 yuan / ton. The range of price increase continues to expand. At present, the profit of coking ton coke is rich, and most coke enterprises maintain a high starting point. The utilization rate of blast furnace capacity in downstream steel plants continues to decline, the profit of steel plants is low, and the production reduction and maintenance in later period will increase. The price of short-term coke is temporarily stable. Technically, j2105 contract fell in shock, MACD index showed that the green kinetic energy column continued to expand, and there was still downward pressure in the short term. It is recommended to short near 2570 yuan / ton and stop loss reference 2600 yuan / ton.
2. Iron ore, overnight i2105 contract range finishing, import iron ore spot market quotation continued to decline. Traders are more active in offering, but steel mills are less active in buying, and the overall market trading mood is poor. In this period, the average available days of imported ore of sample steel plants were increased to 32 days, and four iron ore deliverable brands, such as Benxi Iron and steel fine powder, were added by Dasheng iron and Steel Research Institute. The increase of spot supply was expected to depress market sentiment. Technically, the 1-hour MACD index of i2105 contract shows that diff and DEA go down and green column enlarges. Operational recommendations, short-term to 1000 stop short trading.
3. Rebar, overnight rb2105 contract rebounded slightly, although the spot market quotation was relatively stable, but the rebar futures price and raw materials plummeted, dampening market sentiment, with few downstream purchases and fewer actual transactions. At present, the terminals in various regions of the country have entered the closing stage, and most migrant workers return home on holiday. Except for a small number of construction sites, most of them wait for the resumption of work in the next year, and the demand will further decline. Technically, the 1-hour MACD index of rb2105 contract shows that diff and DEA are adjusted downward, and the green column is slightly enlarged. Operational recommendations, consider short-term rebound short space, stop loss reference 4340.
4. Stainless steel, stainless steel 2104 rose slightly overnight. Domestic refined nickel and ferronickel imports decreased month on month, domestic ferronickel inventory fell, refined nickel inventory continued to decline; at the same time, domestic environmental protection limited production led to the decline of ferrochrome production, and the cost side nickel and chromium prices were strong. The inventory of 300 Series in China is on the low side, the spot resources are tight, the premium is higher, and the Spring Festival stainless steel has a maintenance plan, and the supply is expected to decrease. However, in the traditional off-season of demand at the end of the year, the market demand gradually weakened, and the recent inventory rebounded, which made the stainless steel industry weak. Technically, stainless steel main 2104 contract daily MACD dead cross sign, attention before low support, is expected to short-term wide adjustment. In terms of operation, it is suggested to operate in the range of 14100-14500 yuan / ton, with stop loss of 100 yuan / ton.
5. In addition, due to the severe epidemic situation in recent years, some areas are under strict control, and the cities and villages have been closed. The purchase and sales of corn are basically stagnant, and the year is approaching, the freight is rising, and the traffic flow is small, so the cost is supporting. However, with the price of corn constantly rising, traders' mentality of shipping slightly increased due to the financial pressure and the psychology of being safe, coupled with the increasing import volume and the increasing willingness of some farmers to produce grain, the proportion of corn in feed consumption is decreasing, the substitution proportion of wheat is increasing step by step, the new rules of wheat auction are implemented, and the policy suppresses the grain hoarding behavior, so as to meet the demand of small-scale feed factories The demand of wheat. Focus on the epidemic situation and the next policy guidance. From the disk, corn 2105 contract in the callback trend, focus on 2700 support, radical short-term can meet high short.
6. Starch, this year's corn production in the main production areas has been reduced, coupled with the reduction of policy grain, the predictable tight supply in the market continues to ferment in the market. At present, the price of raw material corn is still high, and the market is still willing to support the price. Moreover, Hebei and Northeast China are seriously affected by the epidemic. At present, the production in Hebei has been halved, the operating rate has declined, the starch output has also decreased, and the corn starch storage has also been slightly reduced At the same time, the freight increased, which continued to support the price support of starch enterprises. However, the high price of raw material corn fell, which increased the wait-and-see mood of starch enterprises. The downstream remained cautious about the purchase of high price corn starch, and there were few high-level orders, which continued to put pressure on the corn starch Market. At present, the market basically maintains a high low attitude. Corn starch will mainly run with the weak vibration of corn. Operation: cs2105 contract focus on 3000 support, radical short-term can meet high short.
