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今日市场传出三篇小作文,焦煤期货再度大涨!焦炭已有提涨第六轮的预期
Sou Hu Cai Jing·2025-08-06 12:52

Group 1 - The market is currently experiencing speculation regarding production limits ahead of a major event on September 3, with expectations of a 30% limit on sintering in the Beijing-Tianjin-Hebei region and surrounding provinces starting from the 15th [1] - The crude steel reduction target for the year is set at 50 million tons, with a current shortfall of 8.5 million tons in actual production reported by the statistics bureau [1] - The coal production in Shanxi, Shaanxi, Shandong, and Northeast regions is expected to be fully executed under the 276-day production policy, leading to anticipated reductions in output [1] Group 2 - The coking coal market is stable, with production checks in Shanxi leading to expectations of reduced output, which has positively influenced market sentiment [3] - The demand for coking coal remains supported by stable operations in coking enterprises and high furnace iron output, indicating a continued need for coking coal [3] - The coking coal prices are expected to fluctuate within a narrow range in the short term, with no significant contradictions in the fundamentals [3] Group 3 - The coking market is maintaining stability, with expectations for a sixth round of price increases, although the timing and extent of these increases remain uncertain [3] - The sentiment in the market is cautious, with a decrease in willingness to accept high-priced coal, leading to an increase in failed bids [3] - Overall, the market is showing signs of recovery, supported by positive information from main production areas and expectations of production cuts [3]