双焦情绪支撑转弱,后市能否继续看多?
news flash·2025-07-31 12:44

Core Viewpoint - The sentiment supporting the dual焦 (coking coal and coke) market has weakened, leading to a decline in prices after a period of significant increases driven by policy expectations [1] Group 1: Market Performance - Both coking coal and coke experienced declines, with multiple coking coal contracts hitting an 8% limit down [1] - The previous bullish sentiment, which had driven prices to consecutive limit ups, has diminished following the realization of macroeconomic policies [1] Group 2: Supply and Demand - The current supply and demand fundamentals for dual焦 remain healthy in the short term, providing some support for prices [1] - A significant downward movement in prices is considered unlikely due to the resilient fundamentals [1] Group 3: Future Outlook - Despite the recent price corrections, the market is expected to continue experiencing volatility due to emotional disturbances [1] - Future macroeconomic policies will be crucial to monitor, as they may create new positive expectations for the market [1]

双焦情绪支撑转弱,后市能否继续看多? - Reportify