Group 1 - The main futures contract for coking coal experienced a sharp decline, reaching a low of 758.5 yuan, with a current price of 763.5 yuan, reflecting a drop of 3.42% [1] - Institutions are evaluating the market outlook, with varying opinions on the impact of tariff changes and supply-demand dynamics [1][2] - The overall sentiment in the market is bearish, with high auction failure rates for coking coal and weak downstream purchasing activity [2][3] Group 2 - Guotou Anxin Futures indicates that tariff changes will lead to price fluctuations, with coking coal production remaining high despite some reductions in specific mines [1] - Yinhai Futures suggests that the coking coal and coke prices are in a downward trend, with no signs of a price bottom yet, while monitoring macroeconomic factors such as U.S. tariffs [1][3] - Zhongcai Futures views both coking coal and coke as experiencing weak fluctuations, attributing this to supply-demand imbalances and high inventory levels [2]
供应端仍然较充裕 焦煤期货盘面尚未看到止跌迹象
Jin Tou Wang·2025-05-29 07:02