Today's focus 20231222 |The domestic trade market remains weak, and import tariffs are expected to recover
1. Origin market: the origin market is weak, the sales of mining areas are poor, the production and marketing performance of Hubei City is flat, the Yulin area is mixed, the cost performance of individual coal mines is better, the sales are relatively positive, and the coal price has risen slightly.
2. Beigang: Caofeidian has a total inventory of 1,271 tons (+10), 41 anchorage ships, and 20 pre-arrival ships. Jingtang Port inventory 73580,000 tons (-8.)7), 32 anchorage ships, 10 pre-arrival. Qinhuangdao has an inventory of 6.47 million tons (-19), 43 anchorage ships, and 23 pre-arrived ships. Qin + Jingtang + Caofeidian total inventory 26538 tons (-17.)7) There are 116 anchorage ships and 53 pre-arrival ships.
3. Middle and lower reaches: Today's Beigang market sentiment is weak and stable, there is no transaction, and some shippers have **;Jiangnei** unchanged, but the transaction ** floated.
4. Imports: coastal power plants maintain rigid procurement, and the winning bid price of Indonesian coal NAR3800K is roughly 67-68 US dollars per ton.
5. Coastal freight: the number of new pallets is small, and the coal is basically stable. On December 21, CBCFI Qinhuangdao-Zhangjiagang 4-50,000 ton ship type freight index reported 423 yuan ton (+0..)2), Qinhuangdao-Guangzhou 6-70,000 tons ship type reported 477 yuan ton (-0..)1）。
6. Market overview: the sentiment of the domestic trade market has weakened significantly, the sentiment of the business price has been loosened, the downstream terminal price has been seriously reduced, and the number of market transactions is not much. **The Customs Tariff Commission adjusts tariffs for 2024, and the zero-tariff policy on imported coal is not mentioned, and the probability of the continuation of this policy is reduced, which will increase tariffs on Mongolia and Russia, and according to the ** agreement, Australia and Indonesia will still maintain zero tariffs.