焦企成本支撑增强 预计短期焦炭盘面或暂稳运行

News Summary Core Viewpoint - The coal mining sector in A-shares is experiencing a significant upward trend, with major companies like Dayou Energy and China Coal Energy seeing substantial gains, while the coking coal prices remain stable post-National Day holiday [1]. Group 1: Market Performance - The coal mining sector has shown strong performance, with Dayou Energy rising over 7% and China Coal Energy increasing over 4% [1]. - Coking coal prices in Shanxi region have remained stable, with the mainstream ex-factory price for primary dry coke at 1520-1590 RMB/ton as of October 15, unchanged from the beginning of the month [1]. Group 2: Supply Chain and Trade Issues - A customs system failure in Mongolia led to a significant drop in the number of vehicles passing through the Ganqimaodu port, decreasing to 759 vehicles, which is a 33.80% reduction compared to the average post-holiday traffic [1]. - The customs system has since been restored, and traffic is expected to return to over 1,000 vehicles [1]. Group 3: Industry Insights - According to Dayou Futures, the cost support for coking enterprises has strengthened, and steel mills are maintaining high production levels, indicating resilient demand. However, weak performance in the end-product market has led to inventory accumulation, limiting steel mills' procurement of coking coal [2]. - Zhongcai Futures notes a slight deterioration in the overall supply-demand relationship, with increased imports from Mongolia potentially exerting price pressure. Additionally, rising trade tensions, including a 100% tariff increase on Chinese goods by the U.S., are expected to negatively impact market sentiment [3].