【焦炭】焦炭市场暂稳运行

Core Viewpoint - The current coking coal market is stable overall, but market sentiment is cautious with limited upward driving forces [2] Supply Side - Coking coal producers have slightly alleviated profit pressure after the first round of price increases, maintaining stable operations and low inventory levels, which provide some price support [2] - The main price for premium dry coke in Shanxi region is reported at 1540-1615 CNY/ton [1] - Port coking coal market is operating steadily, with a slight increase in the number of coking coal collected by traders, while total inventory has decreased slightly compared to the previous working day [1] Demand Side - Steel mills are operating steadily, but are constrained by environmental production limits and insufficient sinter ore inventory, leading to expectations of reduced blast furnace loads [2] - Steel mills currently show limited willingness to increase coking coal inventory, primarily purchasing based on demand [2] Market Outlook - Future market trends will depend on fluctuations in coking coal prices, steel mill profits and production cuts, as well as the recovery strength of terminal demand [2]