多头炒作热度减退 焦煤主力合约封跌停板
Jin Tou Wang·2025-07-31 08:23

Group 1 - The main futures contract for coking coal experienced a sharp decline, closing at a limit down with a drop of 7.97% [1] - Various institutions have differing views on the future of coking coal prices, with some expecting short-term fluctuations while others see potential for upward movement [1][2] - The market sentiment has cooled due to the lack of expected "anti-involution" policies from the recent Central Political Bureau meeting, leading to a rapid reduction in long positions [1][2] Group 2 - The current inventory levels across the industry are relatively low, which may support a rebound in coking coal prices despite recent volatility [2] - The coking coal market is expected to undergo short-term adjustments, influenced by the profitability of steel mills and the pace of coal mine restarts [1][2]