Core Viewpoint - The main focus of the news is the recent decline in coking coal futures, with the primary contract dropping to 1624.5 yuan, reflecting a decrease of 2.43% [1] Group 1: Market Analysis - Coking coal prices are expected to remain stable before the holiday, with a balanced supply and demand situation [2] - The supply side is experiencing a rebound in coal prices, leading to deteriorating profits for coking enterprises and a slight decrease in coking coal production [2] - Demand from the steel industry is showing a slight increase in iron production, providing support for coking coal demand [2] Group 2: Institutional Perspectives - Ningzheng Futures predicts that coking coal prices will maintain stability before the holiday due to healthy market fundamentals and strong cost support [2] - Zhonghui Futures notes that coking coal is in a price increase phase, with stable production and a slight decrease in output, while inventory levels are rising [3] - Guotou Anxin Futures indicates that coking coal prices are under pressure, with increasing inventory levels and concerns about post-holiday market feedback affecting prices [4]
市场担忧节后产业链负反馈 焦炭期价有所承压
Jin Tou Wang·2025-09-30 07:06