1. Coke
The j2105 contract rose slightly overnight. Coke market stable in weak operation, the market after the decline is still expected. The production enthusiasm of coke enterprises is high, and the inventory in some coke enterprises has slightly recovered due to the recent downstream maintenance and current restriction. At present, the environmental protection in Tangshan area of Hebei Province is more stringent, and the weak situation of coke is prominent. Some steel plants have plans to continue to reduce the environment, and the overall downstream procurement rhythm slows down. Technically, j2105 contract rose slightly, and the daily MACD index showed that the green kinetic energy column continued to narrow and pay attention to the average pressure. Operation suggestion: short space near 2370 yuan / ton, stop loss reference 2400 yuan / ton.
2. Iron ore
The contract of i2105 was relatively strong overnight, the price of the spot market of imported iron ore stopped rising, the spot market activity was general, the enthusiasm of the trading firm was still acceptable, and the steel factory inquiry was general. According to the official data released by Hedland, the total amount of iron ore sent to China in February was 30.73 million tons, down 7.6% year on year (33.26 million tons) last year, and the monthly volume of iron ore (35.56 million tons) fell 14% on a month-on-month basis (35.56 million tons), which boosted the price of iron ore to rise. Operation suggestion, short-term consideration callback machine selection to do more, stop loss reference 1065.
3. Threaded steel
The rb2105 contract expanded overnight, and the spot market prices stopped falling. The price of raw materials stopped falling and rebounded, and the steel-making cost brought support. Meanwhile, the turning point of social inventory of screw steel appeared this week. With the construction started, the terminal demand will be further released. However, the short-term market fluctuates greatly, so we should pay attention to the rhythm of building positions and risk control. Technically, the rb2105 contract broke the average line of Ma5 day upward. The one hour MACD index showed that diff and DEA crossed up low level, and the green column turned to red column. It is suggested to stop loss by 4740.
4. Stainless steel
The next night, the stainless steel 2105 was in high swing. Domestic stainless steel production maintains a high level. With the arrival of the source of goods, the inventory also reaches a high level, which makes the market wait-and-see sentiment strong. However, the news of high ice nickel put into production in Qingshan gradually digested, and the low nickel price has stabilized recently. Due to the domestic electricity restriction policy and the tension of coke in South Africa, the output of ferrochromium has declined, the price of chromium iron is strong, the profits of stainless steel production are thin, and the power for further increase of steel plant is limited. With the gradual improvement of downstream demand, the 300 series storehouse has a small decline in recent years, supporting steel price stabilizes. Technically, the main short position of main stainless steel 2105 contract is slightly larger, and the long-term trading and investment are cautious, and it is expected to adjust the short-term low position. In operation, it is recommended to operate the light warehouse in the range of 13900-14250 yuan / ton, with a stop loss of 120 yuan / ton.
5. Corn
Internationally, despite the US USDA report's negative, limited impact, combined with uncertainty about the crop outlook in South America and spillover benefits of a stronger soybean, CBOT corn futures rose Thursday. In China, with the gradual rise of temperature, some farmers in Northeast China are willing to sell grain in the tide grain, and some traders who have put in the third fund have also successively exported grain. The spot purchase price continues to decline, which has hindered the fall of futures prices. In terms of demand, the swine plague in Africa is constantly in waves, the pig storage column has declined for two months in a row, and the feed consumption after the festival has entered the off-season. In addition, there are more alternative grains in downstream feed enterprises, and the replacement proportion is increasing, and the procurement of feed enterprises has slowed down significantly. Overall, it is expected to maintain a high level of shock consolidation in the short-term, and focus on the next policy information guidance. Corn 2105 was in the market.
6. Starch
With the gradual rise of temperature, the willingness of some farmers in Northeast China to sell grain is increasing, and some traders who put in the third fund also successively export grain. The spot purchase price of corn has declined slightly, which has hindered the price of starch falling with the high level of corn. In addition, the processing profit of corn starch industry is good, and the industry start rate is rising rapidly. In March, most enterprises will resume full production and operation, and the market supply is clear The demand of downstream is increasing significantly, while the demand of downstream is recovering slowly. The low purchasing intensity of high price and low willingness of large amount of purchase drag down the performance of starch price. However, some downstream enterprises have the willingness to replenish the stock, which makes the corn starch enterprises' inventory decrease slightly. In addition, corn price is still at a high level, under the pressure of cost, corn starch enterprises maintain a positive price mentality, and provide support for the futures market. It is expected that corn starch will be mainly operated with corn shock, and corn starch 2105 will participate in the contract plate.a
