焦企发起焦炭第二轮提涨！能否顺利落地？双焦期货盘中走高，焦煤能否突破1000关口？

Group 1 - The main contracts for coking coal and coke have shown a significant upward trend, with coking coal rising by 6.06% to 989 yuan/ton and coke increasing by 4.33% to 1592 yuan/ton, likely due to calls from some coking enterprises for a second round of price increases starting July 22 [1] - The China Iron and Steel Association has emphasized the need to eliminate "involution" competition in the steel industry, advocating for strict control of capacity increases and smooth exits to prevent overcapacity risks [2] - A market analysis meeting held by the China Coking Industry Association concluded that the current market conditions warrant a price increase for coke, with a consensus to raise prices by 50 yuan/ton for wet coke and 55 yuan/ton for dry coke starting July 22 [4][7] Group 2 - Recent meetings have highlighted the need for coking enterprises to communicate with steel mills to ensure reasonable pricing and maintain a healthy operation within the black industry chain [5][6] - The steel price has seen a notable increase, with Tangshan steel billet rising by 40 yuan/ton and hot-rolled coil by 100 yuan/ton, contributing to improved profitability for steel enterprises [4] - The Ministry of Industry and Information Technology is set to introduce a growth stabilization plan for key industries, including steel, which is expected to further support the market [2][3] Group 3 - The first round of price increases for coke has been fully implemented, with expectations for further price hikes due to the ongoing positive sentiment in the market [11][12] - The supply of coking coal remains relatively abundant, but the demand from downstream steel and coking enterprises is strong, leading to a positive trading atmosphere [12][13] - The overall sentiment in the market is optimistic, with expectations that the price of coke will continue to rise in the short term [14]