【一图看懂】焦炭期货大涨，市场动态与关联企业全掌握

Core Insights - The article discusses the significant rise in coking coal futures prices, which increased from 1308 RMB/ton to 1864.5 RMB/ton, marking a maximum increase of 42.55% since June 3 [4][5] - The recent price surge has led to multiple rounds of price hikes in the market, attracting widespread attention [5] Price Increase Reasons - The price increase is attributed to multiple macroeconomic factors, including rising demand and favorable news from the raw material side [6] - The production of pig iron and the soaring costs of coking coal have contributed to the upward pressure on prices [6] Industry Overview - Coking coal is transformed into coking coal through high-temperature carbonization, with approximately 1.33 tons of coking coal required to produce 1 ton of coking coal [8] - Coking coal is essential for the steel industry, with 90% of global production used in blast furnaces, making it a critical resource in China, a traditional producer and exporter of coking coal [8] Supply and Demand Structure - In the first half of 2025, China's coking coal production reached 24,941.2 million tons, reflecting a year-on-year increase of 3.14% [10] - The cumulative pig iron production in China was 43,467.48 million tons, showing a year-on-year decrease of 0.22% [10] - The cumulative crude steel production was 51,482.67 million tons, with a year-on-year decline of 2.97% [10] Export Data - The cumulative export volume of coking coal and semi-coking coal was 12.14 million tons, which represents a year-on-year increase of 161.96% [11] Related Companies - AnHuan Energy: Focuses on the production and sale of coal and coking coal products [12] - Shanxi Coking Coal: Main products include coal, electricity, heat, and coking coal [13] - Shaanxi Black Cat: Engaged in the production and sale of coking and coal chemical products, with coking coal as the primary product [13] - Weibei Mining: Primarily produces coking coal, with coking coal and methanol as key products [13] - Kailuan Shares: Develops around energy and chemical strategies, forming five major industrial chains including coal and coking coal [13] - Shanxi Coking: Mainly involved in the production and sale of coking coal and related chemical products [13] - Baotailong: Primarily sells coking coal (including coking powder and coking particles), crude benzene, methanol, and refined washing oil [13]