Group 1 - The core viewpoint of the coal market indicates a strong fluctuation in coking coal futures, with the main contract reaching a peak of 1237.0 yuan and currently trading at 1228.0 yuan, reflecting a 1.53% increase [1][2] - Domestic coking coal production is recovering and approaching last year's levels, with improved supply conditions due to high import volumes and stable iron and steel production [3] - The market is expected to experience a rebound after a period of adjustment, with attention needed on the recovery of material profits and the willingness of steel and coking plants to replenish raw material inventories [5] Group 2 - Zhonghui Futures suggests an overall range-bound operation in the market, indicating that short-term supply-demand contradictions are not significant, and a tight state is improving [3] - Ruida Futures anticipates a bullish trend in the market, supported by rising capacity utilization rates and a neutral inventory situation, while also noting the importance of risk control for investors [4] - Jianxin Futures predicts that the coal and coke market will strengthen again after a period of adjustment, influenced by policy changes and market dynamics [5]
短期供需矛盾不大 焦煤期货再度走强
Jin Tou Wang·2025-09-24 07:06