In the first half of 2021, the national economic situation will continue to be stable, demand will increase, investment will recover steadily, the structure will continue to be adjusted and optimized, and the import and export trade surplus will continue to expand, fully demonstrating the trend of economic stability and improvement. Among them, the national fixed asset investment (excluding rural households) was 25.59 trillion yuan, an increase of 12.6% year-on-year, and a month-on-month increase of 0.35% in June; industrial investment increased by 19.2% year-on-year; the value-added of industrial enterprises above designated size increased by 15.9%, of which, June increased year-on-year 8.3%, a month-on-month increase of 0.56% in June; in the first half of the year, the total retail sales of consumer goods was 21.19 trillion yuan, a year-on-year increase of 23.0%. In terms of import and export trade, in the first half of the year, the total import and export value of the country was 18.07 trillion yuan, a year-on-year increase of 27.1%. Among them, exports were 9.85 trillion yuan, a year-on-year increase of 28.1%, and imports were 8.22 trillion yuan, a year-on-year increase of 25.9%. The trade surplus was 1,633.6 billion yuan.

1. Both pig iron and coke production fell in June

According to data released by the National Bureau of Statistics, in June 2021, the purchase price of industrial producers nationwide increased by 13.1% year-on-year and 0.8% month-on-month. Among them, the purchase price of ferrous metal materials increased by 27.7% year-on-year and 1.7% month-on-month. The national ex-factory price of industrial producers increased by 8.8% year-on-year and 0.3% month-on-month; the ex-factory price of ferrous metal smelting and rolling processing industry increased by 34.4% year-on-year and decreased by 0.7% month-on-month; in June, the added value of industrial enterprises above designated size increased by 8.3% year-on-year, and those above designated size Industrial enterprises achieved a total profit of 791.8 billion yuan, a year-on-year increase of 20.0%. In the first half of 2021, the added value of industrial enterprises above designated size increased by 15.9% year-on-year in real terms. The total profit of industrial enterprises above designated size was 4.22 trillion yuan, an increase of 66.9% year-on-year. Among them, the profit of ferrous metal smelting and rolling processing industry was 267.1 billion yuan, an increase of 234.1 year-on-year. %. In the first half of 2021, crude steel output was 563.33 million tons, a year-on-year increase of 11.8%; pig iron output was 456.38 million tons, a year-on-year increase of 4.0%; coke output was 237.09 million tons, a year-on-year increase of 4.1%. Among them, the coke output of steel coking enterprises was 55.69 million Tons, an increase of 8.0% year-on-year, and the coke output of other coking companies was 181.4 million tons, an increase of 2.95% year-on-year. In June, the output of crude steel was 93.88 million tons, an increase of 1.5% year-on-year; the output of pig iron was 75.78 million tons, a year-on-year decrease of 2.7%; the output of coke was 38.91 million tons, a year-on-year decrease of 3.2%. Among them, the coke output of steel coking enterprises was 9.22 million tons. A year-on-year increase of 6.6%, the coke output of other coking companies was 29.69 million tons, a year-on-year decrease of 5.9%.

2. Exports still dominate the coke trade

According to data released by the General Administration of Customs, in June 2021, coke imports were 55,600 tons, a year-on-year decrease of 74.70% and a month-on-month decrease of 41.77%. The average price of coke imports was US$259.47/ton, a year-on-year increase of 19.0% and a month-on-month increase of 29.83%. . In June, Japan's coke exports to my country were mainly Japan, and 55,100 tons of coke were exported to my country, accounting for 99.10% of the total imports. From January to June, my country imported 865,100 tons of coke, a year-on-year increase of 16.0%, and the cumulative average price of imported coke was US$304.48/ton, a year-on-year increase of 30.61%; the top three cumulative exports of coke to my country were Japan, Poland and Russia. , A total of 751,000 tons of coke was exported to my country, accounting for 86.82% of my country’s total imports.

In June, my country exported 695,500 tons of coke, a year-on-year increase of 124.57%. The average price of coke exports was US$321.93/ton, a year-on-year increase of 52.26%; the top three countries that imported my country’s coke were Japan, Indonesia and Malaysia, and the total imported coke from my country 435,500 tons, accounting for 62.62% of total exports. From January to June, the cumulative export of coke was 3.4193 million tons, a year-on-year increase of 94.48%, and the cumulative average export price was US$329.42/ton, a year-on-year increase of 48.14%. The top three cumulative coke imports from my country were Japan, Indonesia, and India. Imported 1.8647 million tons of my country’s coke, accounting for 54.53% of my country’s total exports. It can be seen from the coke import and export data that my country’s coke exports are 295.25% more than imports, and exports are still dominated.

3. The price of coking coal has risen sharply

In June, domestic imports of coking coal totaled 4,134,200 tons, a year-on-year decrease of 33.92% and a month-on-month increase of 21.17%. The average price of imported coking coal was US$166.33/ton, a year-on-year increase of 41.92% and a month-on-month increase of 5.53%. The top three countries that exported coking coal to my country in June were the Russian Federation, the United States, and Canada. They exported a total of 2,985,200 tons to my country, accounting for 72.21% of my country’s total imports that month. From January to June, the country imported 22,283,200 tons of coking coal, a year-on-year decrease of 41.55%. The average import price of coking coal was US$139.05/ton, a year-on-year increase of 5.48%. The top three exports of coking coal to my country were Mongolia and the Russian Federation. And Canada have exported 16.019 million tons of coking coal to my country, accounting for 71.89% of my country’s total imports. The sharp increase in the price of imported coking coal has an important relationship with the rapid increase in the price of domestic coking coal. In terms of domestic supply and demand, in June, the supply of coking coal was 40.645 million tons, a year-on-year decrease of 4.49%, and the consumption of coking coal was 45.27 million tons, a year-on-year decrease of 6.13%; in the first half of the year, the supply of coking coal was 241.293 million tons, a year-on-year increase of 5.22 %, the consumption of coking coal was 273.91 million tons, a year-on-year increase of 2.83%. In July, the price of coking coal continued to rise at an accelerating rate, especially the coking manure clean coal rose by about 11% from the previous month.