焦企对原料煤采购有所推迟 焦煤长期偏空趋势未改

Group 1 - The main futures contract for coking coal experienced a rapid increase, reaching a peak of 796.0 yuan, with a current price of 778.0 yuan, reflecting a rise of 3.11% [1] - According to Everbright Futures, the short-term outlook for coking coal is expected to be volatile [1] - Guantong Futures indicates that the fundamental outlook remains loose, and the long-term trend for coking coal is still bearish [1] Group 2 - In the spot market, high-sulfur coking coal prices in Shanxi's Linfen region have decreased by 56-70 yuan, now priced at 680-744 yuan per ton [1] - The Inner Mongolia market is showing weak performance, with prices for Mongolian raw coal and refined coal declining by 5 and 7 yuan respectively, leading to a lack of market transactions [1] - On the supply side, safety incidents in some coal mines have led to production halts and restrictions, resulting in a slight increase in procurement in the spot trading segment [1] Group 3 - Demand for coking coal is expected to decrease as major steel mills are reducing coking coal procurement due to falling iron water production [1] - The steel industry is experiencing a high inventory of coking coal, and the average daily production of molten iron is declining, which weakens the demand for coking coal [1] - Overall, while there is a short-term rebound in coking coal prices due to market stimuli, the long-term outlook remains bearish due to a loose fundamental environment [1]