焦煤、焦炭：供应扰动，焦煤易涨难跌、焦炭高位震荡

Group 1 - The core viewpoint of the article highlights that the supply-side factors are positively influencing the market sentiment for coking coal, while the atmosphere for coking coal price increases is strong [1] - The commentary from Zhengxin Futures indicates that downstream purchasing pace for both coking coal and coke has slowed down, and speculative demand has weakened [1] - Despite the weakened demand, supply disruptions in coal mines are expected to continue until around early November, making it easier for coking coal prices to rise but difficult for them to fall [1] Group 2 - The article suggests that the contradiction in the coke market is not significant, and with the support of coking coal costs, it is expected to maintain a high-level oscillation trend [1]