1. Coke

Last week, the j2105 contract went up and down. After the festival, the price of coke maintained a stable operation, and the stable mood of coke enterprises increased. After the festival, the construction of coke enterprises did not change much, maintaining the high level of construction before the festival. During the Spring Festival, the pace of logistics delivery slows down, there are not many pulling vehicles, and some enterprises have accumulated inventory. After the festival, with the recovery of transportation, the delivery situation gradually improves. The start-up of blast furnace in downstream steel plants increased slightly, the price of steel rose after the festival, the profits of steel plants were restored, and the demand for coke was still on the rise. Coke prices remained stable in the short term. Technically, the j2105 contract rose and fell last week, and the weekly MACD index showed that the green kinetic energy column expanded slightly, focusing on the support of the moving average. It is suggested that it is much shorter near 2700 yuan / ton, and the stop loss is 2660 yuan / ton.

2. Iron ore

Last week, iron ore futures prices rose, while imported iron ore spot prices rose sharply. During the Spring Festival this year, due to the low arrival of iron ore, weather and other reasons, the unloading volume of China's domestic ports did not increase significantly. However, due to the Spring Festival holiday, the dredging of ports also decreased significantly, so the inventory of domestic iron ore ports continued to increase. At present, steel plants are mainly digesting factory warehouses. It is reported that some steel plants have stocks around the Lantern Festival. However, traders are optimistic about future market demand and are reluctant to sell at low prices. Therefore, iron ore futures prices may fall into a wide range of fluctuations. In terms of operation, it is suggested that in the short term, high selling and low buying should be considered in the 1145-1070 interval, with a stop loss of 15 yuan / ton.

3. Rebar

Last week, the futures price of rebar rose, and the spot price rose sharply with the price adjustment policy. As the downstream demand is still recovering, the spot trading volume is not high. In terms of supply, the weekly output of construction steel and the operating rate of EAF steel in long process steel plants are at a low level; in terms of demand, the downstream has not yet fully resumed, the release of market demand still needs time, and the inventory may be further improved; finally, in the context of high cost and low supply, the rise and fall of the spot price of rebar will be affected. In terms of operation, it is recommended to sell high and buy low in the 4600-4450 interval for a short term, and deduct 50 yuan / ton.

4. Stainless steel

Stainless steel 2104 rose sharply last week. At the end of the year, domestic ferronickel inventory dropped, while refined nickel inventory continued to decline; combined with domestic environmental protection production limit, ferrochrome production declined, and some refineries still could not resume production in February, so the cost side nickel and chromium prices were strong. The arrival and storage of 300 Series in China during the Spring Festival is relatively obvious, but recently some steel mills said that orders have been received in March and April. With the gradual expansion of China's economic activities after the festival, the downstream purchasing demand is expected to pick up, which will help drive inventory digestion, and the price of stainless steel is relatively strong. Stainless steel main 2104 contract breakthrough before high, daily MACD index golden fork, expected short-term shock upward. In terms of operation, it is suggested to be long around 15300 yuan / ton and stop loss 15100 yuan / ton.

5. Corn

In addition to the reduction of corn production in the main producing areas and the reduction of policy grain, the predictable supply in the market is tight, and the progress of grain sales in the main producing areas is faster than in previous years, so the market is still reluctant to sell and willing to support the price. At present, grassroots farmers and intermediate traders are still immersed in the atmosphere of the Spring Festival. The purchase and sale of corn has not yet resumed, and the phased inflow has decreased. However, some domestic grain enterprises have resumed the purchase of corn in succession, and the purchase price has remained firm. In addition, the consumption of deep processing enterprises during the Spring Festival has reduced the inventory to a low level, and the demand for purchasing after the festival has increased. However, the proportion of corn in feed consumption is decreasing, the proportion of wheat substitution is gradually increasing, and the import volume of corn has reached a record high. At the same time, the import volume of rice and wheat has also been increased as substitutes for corn. In addition, the pace of grass-roots sales may accelerate before spring ploughing. Overall, it is expected that the short-term or maintain a high shock finishing, corn 2105 contract intraday homeopathy.

6. Starch

With the reduction of corn production in the main producing areas and the reduction of policy grain, the predictable tight supply in the market continues to ferment, and the market price increase will rise again. In addition, the progress of grain sales in the main producing areas is faster than in previous years, and the market is still reluctant to sell and willing to support the price. The price of raw corn has remained firm, which provides support for the starch Market and keeps the corn starch price high. However, the pace of corn sales in the future may speed up, inhibiting the performance of raw material prices. As far as starch itself is concerned, at present, the spring festival atmosphere is still strong, the market purchase and sale is slightly light, the state of price without market is maintained, and the amount of orders signed by enterprises is very small. However, some enterprises have been in the production state, and the inventory is overstocked, which puts pressure on the price of corn starch to continue to rise. It is expected that corn starch will mainly run with the vibration of corn, and corn starch 2105 contract will take part in the market.