再次逼近跌停，焦煤下跌止不住了吗？

Core Viewpoint - The focus is on the continuous decline of coking coal prices, with the market shifting attention towards supply and demand fundamentals as expectations of reduced competition weaken [1] Group 1: Market Performance - Coking coal futures for the 2601 contract approached a limit down, closing with a decline of 7.34% after earlier trading [1] - This marks the third instance of limit down trading for coking coal on July 28 and July 31 [1] Group 2: Supply and Demand Dynamics - The overall valuation of black commodities is currently at a neutral to high level, while steel mill profits remain elevated [1] - There is a noted weakness in terminal demand, suggesting a predominantly weak operational trend for black commodities in the short term [1] Group 3: Price Support Factors - Coking coal futures are currently in a backwardation state, indicating that spot prices may provide some support to the futures market [1]