【期货热点追踪】焦煤期货连续五日大涨，累计涨幅超40%，大商所调整焦煤期货交易限额，机构分析表示，供应扰动持续存在，导致焦煤供应呈现偏紧态势，需提防政策不及预期带来的宏观情绪阶段性退潮。

Core Viewpoint - Coking coal futures have surged for five consecutive days, with a cumulative increase of over 40%, indicating a tightening supply situation due to ongoing supply disruptions [1] Group 1: Market Performance - Coking coal futures have experienced a significant price increase, with a total rise exceeding 40% over the past five days [1] - The Dalian Commodity Exchange has adjusted the trading limits for coking coal futures in response to market conditions [1] Group 2: Supply Dynamics - Ongoing supply disruptions are contributing to a tight supply situation for coking coal [1] - Analysts suggest that there is a need to be cautious about potential macroeconomic sentiment shifts if policies do not meet expectations [1]