Group 1 - The core viewpoint indicates a significant decline in coking coal futures, with the main contract dropping to 832.5 yuan/ton, a decrease of 2.06% as of July 7 [1] - A coal mine in Guxian, Linfen, Shanxi Province resumed production on July 5 after a 15-day shutdown, with a certified capacity of 900,000 tons, impacting total raw coal output by over 40,000 tons [2] - In May, China's raw coal production reached 400 million tons, a year-on-year increase of 4.2%, with a daily average production of 13.01 million tons, marking a historical high for the same period [2] Group 2 - Institutions report that coking coal production is beginning to recover, with the end of the safety production month leading to the resumption of previously halted mines [3] - The auction market for spot transactions has shown slight improvement, with transaction prices increasing marginally and terminal inventories rising [3] - Despite the recovery in production, the overall supply of carbon elements remains ample, and the impact of "anti-involution" on the coking coal industry is currently limited [3]
主产区煤矿逐渐恢复生产 焦煤上方压力较大
Jin Tou Wang·2025-07-07 07:15