卓创资讯：昨日焦炭期货涨停 现货采购情绪升温

Core Viewpoint - The black futures market experienced a strong upward trend due to favorable macroeconomic news, with coking coal and coke main contracts hitting the limit up, leading to increased market purchasing sentiment and speculative demand for coking coal [1] Market Dynamics - The current transaction of coking coal at the pit has shown slight improvement, indicating a potential stabilization in prices, while the cost support for coke has increased [1] - Coking plants are maintaining stable operating loads, but some local coking enterprises still have inventory, focusing on active shipments in the short term [1] Supply and Demand Analysis - Downstream steel mills have seen a temporary rebound in pig iron production; however, there are upcoming maintenance schedules for blast furnaces before the Spring Festival, which will keep pig iron production at low levels, limiting support for coke demand [1] - Most steel mills are currently maintaining just-in-time purchasing without concentrated stockpiling, leading to a slightly loose supply-demand balance for coke in the short term, with prices expected to remain stable [1]