Group 1 - The core viewpoint indicates that the coking coal futures market is experiencing weakness, with the main contract trading at 1531.0 CNY/ton, reflecting a decline of 2.08% [1] - As of April 16, the price of dry quenching coke in Tangshan, Hebei, has increased by 55 CNY/ton, reaching a range of 1595-1630 CNY/ton [2] - The capacity utilization rate of independent coking enterprises has risen to 73.51%, with an average daily output of 524,500 tons, marking a three-month high [2] Group 2 - The overall inventory of coking coal remains high, with a slight decrease in independent coking enterprises' inventory, while steel mills' coking coal inventory has decreased by 0.54% to 6.644 million tons [2] - The increase in domestic coking coal prices has made imported coking coal more cost-effective, leading to a significant rise in port inventories, which increased by 163,300 tons to 2.9363 million tons [2] - Institutions suggest that the coking coal price is likely to remain weak in the short term due to various macroeconomic disturbances and reduced trade purchasing enthusiasm [3]
下游钢厂补库需求趋缓 短期内焦炭大概率较为疲弱
Jin Tou Wang·2025-04-18 05:52