焦企提涨意愿强烈 8月26日开启焦炭第八轮提涨

Core Insights - The coking industry in China is experiencing a strong willingness to increase prices, with the eighth round of price hikes for coking coal initiated [1] - A decision was made to raise prices for various types of coking coal effective from August 26, with increases of 50 CNY/ton for wet quenching coke, 55 CNY/ton for dry quenching coke, and 75 CNY/ton for top-loaded coke [1] - Environmental regulations in Henan province have led to a voluntary production cut of 20-35% for coking companies from August 25 to September 3, with some companies already implementing cuts of 30-35% [1] - Multiple cities in Shandong and Hebei provinces have followed suit in raising coking coal prices [1] - Despite the price increases, there is resistance from steel mills due to declining orders and profit pressures, indicating a potential conflict in the coking supply chain [1] Price Movement - As of August 26, the main coking coal contract was fluctuating above 1700 CNY, reported at 1731 CNY/ton with a rise of 0.49% [3]