贸易商采购意愿有所回暖 焦炭期货以震荡运行为主

Core Viewpoint - The coking coal futures market is experiencing fluctuations, with the main contract reaching 1729.0 CNY/ton, reflecting a 1.08% increase as of September 24 [1] Group 1: Market Updates - As of August, Indonesia's coal production reached 509 million tons, achieving 68.8% of the fiscal year's target [2] - On September 22, the coking coal price in Liupanshui market decreased by 50 CNY/ton, with the current price for secondary metallurgical coke at 1765 CNY/ton, effective from September 21 [2] - Indonesia has suspended 190 coal and mining exploration licenses due to non-compliance with land restoration obligations and production quotas [2] Group 2: Institutional Perspectives - Guoxin Guozheng Futures anticipates a third round of price reductions for coking coal, with some coking plants initiating the first round of price increases, leading to intensified market competition [3] - According to Guoxin Futures, coking coal prices have declined, resulting in reduced profits for coking enterprises, which has dampened operational enthusiasm, with a slight decrease in operating rates observed [3] - Demand remains stable as steel mills show operational enthusiasm, with daily pig iron production exceeding 2.4 million tons, indicating high real demand [3]