In fact, environmental events for coke steel and chemical companies, not one size fits all positive, the latter will appear differentiation trend. “The government environmental policy limiting the production of lead steel operating rates fell sharply, which makes the demand for coke mills dips, took the opportunity to put forward a reduced purchase price of coke, coking plants and steel between the game intensified.” Guangzhou futures analyst Li Jun said.

Gu Meng pointed out that the recent mill due to limited production leads to the amount of coke decreased, tentative lifting and lowering the price of coke, coke prices agreed to part of 20-50 yuan / ton fell. But most coking enterprises, limited production rate in the same situation, at present the price of Coke will not appear obvious decline, and even some coke enterprises trying to put up the price of coke, into the annealing.

Coking coal, Gu said because of the end of 12 adorable, the upcoming winter storage, the vast majority of enterprises believe that the price will not fall before the spring festival. But some companies more bearish after the Spring Festival of the coal market, crude steel production in 2017 should be in a downward trend, while the coal supply will be improved, the overall bearish price of coke. But the rate of decline in the coal, also some differences exist between enterprises, enterprises more optimistic that coke price will not be less than 1500 yuan / ton. For the rectification of intermediate frequency furnace and the capacity to next year’s substantive effect remains to be seen.

“Environmental protection limited production is indeed caused by the insufficient supply of local domestic chemicals, but this does not change the pattern of excess supply of domestic chemicals. And this is also the stage of production, it is difficult to live on, therefore also belong to the short-term effects of chemicals for support, and did not change the pattern of excess supply of chemical.” Jinshi futures analyst Huang Liqiang said.

He believes that the current overall chemical industry is still oversupply pattern, which PTA is the most representative. But due to limited production (methanol) and winter (Li Qing) and other factors, the supply shortage stage. The short term, this effect still exists, so the chemical industry is expected to continue to rise, but the rise of the sustainability of doubt.