Group 1 - The total inventory of imported coking coal at 16 national ports reached 515.32 million tons, an increase of 48.97 million tons [1] - The capacity utilization rate of 230 independent coking enterprises is 75.35%, a decrease of 0.23% [1] - The total inventory of coking coal is 803.17 million tons, an increase of 51.17 million tons, with available days of coking coal at 11.4 days, an increase of 0.75 days [1] Group 2 - Some regions are experiencing production reductions due to strict checks on overproduction, leading to increased procurement activity ahead of the National Day holiday [2] - The market is showing strong price performance due to high expectations regarding overproduction checks and "anti-involution" policies [2] - Overall, the supply of carbon elements is abundant, and the recommendation is to buy after a market correction [2]
焦煤短期内停产基本已经恢复 盘面维持升水格局
Jin Tou Wang·2025-09-19 08:09