需求量仍维持在较高水平 焦炭或易涨难跌为主

Core Viewpoint - The futures market for coking coal has experienced fluctuations, with a recent surge in prices, indicating a complex interplay of supply and demand dynamics in the industry [1][2][3][4] Group 1: Price Movements - Coking coal futures saw a rapid increase, reaching a peak of 1738.0 yuan, with a current price of 1708.0 yuan, reflecting a rise of 1.52% [1] - The market sentiment indicates that coking coal prices may be more likely to rise than fall, supported by expectations of increased production costs due to safety assessments in major coking coal production areas [2] Group 2: Supply and Demand Dynamics - Coking coal supply remains stable, with most coal mines operating normally, although some are facing production limitations due to weather conditions [3] - Downstream demand from coking enterprises is stable, with some purchasing to replenish stocks, contributing to a balanced market [3][4] - Despite some steel mills reducing production, the overall demand for coking coal remains high, leading to a tight supply situation [4] Group 3: Market Outlook - Various institutions predict that coking coal futures may continue to experience fluctuations in the short term, with potential buying opportunities during price corrections [3] - The market is currently optimistic, with a second round of price increases in the spot market, indicating a positive sentiment among traders [4]