1. Coke
The j2105 contract rose overnight. The coke market is weak, and the downstream steel plant has implemented the fourth round of coke lifting and lowering. The enthusiasm of coke enterprises to start the construction is still at a high level. Due to the strict environmental protection policies in Tangshan, some coke enterprises are blocked in shipment and coke inventory is accumulated slightly. The capacity utilization rate of downstream blast furnace is high, and the quantity of vehicles entering and leaving the plant is strictly controlled under the control of environmental protection and strict management, and the arrival and transfer of steel plant is poor. Short term coke price pressure operation. Technically, j2105 contract rose and fell. The daily MACD index showed that the green kinetic energy column narrowed slightly, and paid attention to the average pressure. Operation suggestion: throw out the space near 2230 yuan / ton, and refer to 2260 yuan / ton for stop loss.
2. Iron ore
The i2105 contract opened higher overnight, the spot market quotation of imported iron ore continued to decline, the overall market activity was general, the enthusiasm of trading firms was still acceptable, steel mills were more cautious to watch and see, and the actual offer was less. In recent years, due to air pollution, the production limit measures have been implemented in many areas of Hebei Province, and the actual demand of iron ore is expected to reduce the expected continuous drag on the ore price. However, Tangshan relieved the secondary emergency response of heavy pollution weather at 16:00 on March 15. According to the investigation of Mysteel, most billet rolling enterprises are actively preparing for the resumption of production, which will bring support to the demand of iron ore. It is recommended that the short-term trading should be 1045 as the stop loss.
3. Threaded steel
The next night rb2105 contract high level arrangement, spot market wait-and-see sentiment is strong, high-level resources transactions are not smooth, downstream procurement enthusiasm is not high, the overall transaction is general. At present, the utilization rate of short process capacity has been greatly improved in the supply of threaded steel, and the blast furnace start rate of long process steel plant is also rising. In terms of demand, the terminal demand is further released, and the inventory has turned to a turning point. Tangshan relieved the emergency response of class II heavy pollution weather at 16:00 on March 15, but it is reported that most steel companies say that the BF equipment is still in a limited production state, and there is no definite time for the BF to resume production. It is suggested that the short-term line should consider high throw and low purchase in 4835-4700 interval, with stop loss of 40 yuan / ton.
4. Stainless steel
The next night, the stainless steel 2105 was slightly lower. 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 warehouse has a small decline in recent years, which makes the market as a whole in a situation of supply and demand, and the steel price continues to adjust and operate. Technically, the main stainless steel 2105 contract position reduction interval adjustment, focus on 14000 level competition, short-term low-level adjustment is expected. In operation, it is recommended to operate in the range of 13800-14300 yuan / ton, with a stop loss of 150 yuan / ton.
5. Corn
Internationally, USDA report raised global corn production and end of term inventory, which had a neutral and negative impact on the corn market. However, weather in South America was worried about fermentation, rainstorm in Brazil was afraid to interfere with the second crop corn planting, and the drought triggered agencies in Argentina adjusted the output forecast. In China, the market is still in a tight and balanced state. Traders have strong willingness to settle prices, and the inventory of deep processing enterprises is not much, which all support the price. However, with the gradual rise of temperature, the willingness of grass-roots farmers to feed out grain increases, and some traders who use third-party funds to store in are also gradually feeding out grain, and the enterprises' demand has increased, while the demand in the South has not changed, and some African swine plague are suffering from swine plague The situation is frequent. After the breeding end is short, the market is active. In addition, downstream feed enterprises have more grain substitutes, and the substitution ratio is increasing, and the purchase of feed enterprises is slowing down obviously. 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 grass-roots farmers to feed out grain increases, and some traders who put in the third fund also gradually export grain. The spot purchase price of corn has declined slightly, which has hindered starch price to fall down with the corn high. In addition, the processing profit of corn starch industry is good, the industry commencement rate is rising rapidly, and most enterprises will resume full production and operation, and the market supply will increase significantly The demand of downstream is slow to recover, and the high price purchasing is insufficient, and the willingness of a large number of procurement is not high, which hinders 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.
