新华指数|投机性需求减弱 焦煤竞价指数小幅下跌

Group 1 - The core viewpoint of the article indicates a slight decline in the "China Coal Price Index" for the week of August 29 to September 4, with specific indices showing mixed trends [1] - The long-term contract index reported at 1062 points, an increase of 34 points or 3.31% from the previous period [1] - The spot index reached 1149 points, up by 25 points or 2.22% compared to the last period [1] - The auction index fell to 1174 points, down by 11 points or 0.93% from the previous period [1] Group 2 - Downstream steel prices are experiencing fluctuations, with a decrease in overall steel mill operating rates due to production restrictions in North China [3] - Both construction materials and plate consumption have shown a decline, reflecting unstable demand during the seasonal transition [3] - The current market conditions indicate that low-priced resources are selling reasonably well, while high-priced resources are struggling to find buyers [3] Group 3 - The midstream coke prices are stable, with a slight decrease in overall supply [4] - Steel mills maintain low coke inventories, and the decline in operating rates has not significantly impacted their willingness to replenish stocks [4] - The supply-demand structure for coke is easing, but previous price increase requests from coke producers have not been met by steel mills, suggesting future prices may remain stable [4] Group 4 - The upstream coking coal auction prices have slightly decreased, with tight supply conditions continuing in major production areas [5] - The weakening operating conditions of steel companies have led to reduced purchasing sentiment for coking coal [5] - Despite the overall balance in supply and demand for coking coal, the market sentiment has weakened, resulting in increased instances of auction failures and lower transaction prices [5]