【资讯】12月4日煤焦信息汇总

Group 1: Metallurgical Coke Market Overview - The metallurgical coke prices in the Lüliang market are operating weakly and steadily, with major steel mills in Hebei and Shandong reducing procurement prices by 50-55 yuan/ton, effective from December 1 [1][2][3] - The overall supply of coke is significantly relaxed due to improved profits for coke enterprises, leading to stable production levels, although some enterprises are experiencing slight inventory accumulation [1][2][3] - Downstream demand is cautious, with steel mills maintaining a prudent purchasing strategy, primarily based on actual needs, and ongoing maintenance plans affecting production [1][2][3] Group 2: Price Trends - Current prices for metallurgical coke are reported as follows: Lüliang's first-grade dry coke at 1740-1750 yuan/ton, and first-grade dry coke in Taiyuan at 1840 yuan/ton [1][3] - In the Jinzhong market, prices for various grades of coke are reported, with first-grade dry coke at 1860 yuan/ton and semi-dry coke at 1410-1430 yuan/ton [2][3] - The overall trend indicates a short-term stabilization in coke prices, with ongoing monitoring required for the impact of raw material costs and steel prices on future pricing [1][2][3] Group 3: Coking Coal Market Dynamics - The coking coal market is experiencing downward pressure, with some previously high-priced coal types showing slight recovery [5][6] - Supply from coal mines remains stable, but demand from downstream users is weak, leading to cautious purchasing behavior [6][9] - The overall sentiment in the coking coal market remains bearish, with expectations of further price declines as steel mills reduce production and maintain low inventory levels [5][6][9] Group 4: International Coal Market Insights - The Australian coal export volume from the three major ports in North Queensland reached 11.55 million tons in November, marking a year-on-year increase of 2.85% [17] - India's coal inventory at thermal power plants reached 53.6 million tons by the end of November, a 34% increase compared to the previous year, indicating a strong supply position [16] - The Mongolian coking coal market is also showing weakness, with limited demand and a cautious approach from trading companies [7][9]