Group 1 - The core viewpoint indicates that coking coal futures are experiencing significant price increases, with the main contract rising by 2.05% to 1244.5 CNY/ton as of August 11 [1] - Inner Mongolia Huineng Group Erlintutu Coal Co., Ltd. has passed the inspection for resuming production, meeting the conditions for restarting operations [2] - Indonesia's Ministry of Mining reported that coal exports reached 238 million tons from January to June, with a production target of 739.7 million tons by 2025 [2] Group 2 - According to Da Yue Futures, the operating rate of coking enterprises and pig iron production remain high, sustaining strong demand for coking coal, although purchasing pace may slow down post-inventory replenishment [3] - Zhongyuan Futures noted that the overall recovery of coal mines in major production areas is slow, with supply disruptions still anticipated, while downstream acceptance of high coal prices is decreasing [3] - The coking coal auction prices in the Lüliang market have increased, with the average transaction price for high-sulfur coking coal rising by 159 CNY/ton compared to the previous auction [2]
焦煤刚性需求保持韧性 预计短期高位震荡运行
Jin Tou Wang·2025-08-11 06:16