According to data released by the General Administration of Customs on July 12, in June 2024, my country imported 44.603 million tons of coal, an increase of 4.732 million tons from 39.871 million tons in the same period last year, an increase of 11.87; an increase of 787000 tons from 43.816 million tons in May, an increase of 1.80.%. From January to June 2024, China imported 249.572 million tons of coal, up 12.5 percent year-on-year.

Coal broke down the half-year line from the mid-yin adjustment on Friday. In fact, it was a continuation of the break on another day. After all, on Wednesday, there was another mid-yin line that broke through the 60-day resistance line. At that time, it was considered a break signal, while the Friday-yin line was just a signal to accelerate this weakening. Today, after the coal opened low, it rose again and returned to the top of the half-year line, which is a correction after continuous adjustment. However, due to the failure to repair the really broken shade line upward, it can only be regarded as weak anti-pumping. If there is no continuity, the coal may continue to weaken. If the coal can rebound again tomorrow, the half-year line may become a new box bottom.

At present, 17 listed steel smelting companies have disclosed their performance forecasts for the first half of 2024, and 14 listed steel companies have pre-lost, with a total loss of more than 11.4 billion yuan. For the main reason for the loss of steel enterprises in the first half of the year, most steel enterprises are more uniform. The situation of strong supply, weak demand, low price and high cost in the industry is obvious, which continues to compress the profit space of enterprises, and the price difference between purchase and sale is greatly reduced compared with the same period last year.

Steel on Friday high down narrow shock, today is also a narrow shock, but low open after high, from a longer point of view of steel, this variety is still around the pressure line and resistance line fluctuations, is a narrow shock performance mode, in line with the characteristics of the steel market: shock or a wave of current. When the shock of the wind Bo plate volatility range is not large, short-term no spread game space, can only wait for a wave of the emergence of the opportunity to pay attention. Of course, the steel plate is currently short-term chip bonding, the upper resistance is also far away, there is still the possibility of a wave of rebound.

According to Choice statistics, 13 listed aluminum companies, including Yongmaotai, Changaluminum, Jiaozuo Wanfang, Chinalco, Tianshan Aluminum, Yunaluminum, Nanshan Aluminum, Huafeng Aluminum, Mingtai Aluminum, Zhongfu Industry, Lidao New Materials, Hongchuang Holdings and Ningbo Fubang, have disclosed their first-half performance forecasts. Among them, Yongmaotai's first-half net profit increased by 917.09-1406.8 percent year-on-year, Chang Aluminum's first-half net profit increased by 936-1246 percent year-on-year, and Jiaozuo Wanfang's first-half net profit increased by 127.41-203.21 percent year-on-year. In terms of month-on-month performance, Lidao New Material expects Q2 to grow 577-966 percent month-on-month, while Zhongfu Industrial expects Q2 to grow 783-829 percent month-on-month.