The difference between coking coal and coke should be around 700, and it is reasonable that coking plants can survive only after making profits. Now the price difference is around 38. If there is no coal mine, the Coke Company will definitely lose money. In June, Shandong Province issued the Work Plan of Reducing Coking Capacity and Output in 20021year, which required that the coking capacity in Shandong Province be reduced from 46 million tons to about 33 million tons, the coke-steel ratio be reduced to about 0.4, and the output be controlled at 32 million tons.

Since then, during the period when the Central Environmental Protection Inspector Group was stationed in Shandong, many coking enterprises were in a state of simmering or semi-simmering, and the operating rate of coking plants was generally 30-50%. At present, the limited production is still going on. It is expected that Shandong will strictly implement the document requirements, and it is difficult to increase the coke output.

In addition, during the Winter Olympics, Hebei also has a high probability of introducing production restriction measures. Therefore, on the whole, the provinces with large coking capacity: Shanxi, Hebei and Shandong are currently experiencing or are likely to limit production in the future, and the growth of coke production is limited. According to the data of Steel Federation, as of June 10 and June 2 1, the utilization rate of 230 independent coke enterprises in China was 74.85%, down 0.32% from the previous week; The average daily output of coke is 544,900 tons, which is 0.23 million tons less than the previous week.