格林大华期货早盘提示：焦煤、焦炭-20251013

Report Summary 1. Report Industry Investment Rating - The report gives a short - sell rating for coking coal and coke in the black sector [1] 2. Core View - The report analyzes the coking coal and coke market, stating that the steel market is experiencing inventory accumulation, the second - round price increase of coke is expected to be postponed, and the US tariff increase remarks may have a negative impact on the raw material end. It is predicted that the double - coking futures market will be stable with a downward trend, and the market may open bearishly [1] 3. Summary by Related Contents Market Review - Last week, the main coking coal contract Jm2601 closed at 1,161.0 yuan/ton, up 3.13% from the week's opening; the main coke contract J2601 closed at 1,666.5 yuan/ton, up 2.49% from the week's opening [1] Important Information - China's export controls are not a ban on exports, and the impact on the supply chain is limited. If the US acts willfully, China will take corresponding measures [1] - The approved loan amount for the national white - list real estate projects has exceeded 7 trillion yuan, and the second - hand housing trading volume in 15 provincial - level regions has exceeded that of new houses [1] - Guo Bin was appointed as the director, general manager, and deputy secretary of the Party Committee of Ansteel Group Co., Ltd. [1] Market Logic - The mainstream coking enterprises believe that the steel market is accumulating inventory, and the coke market is not ready for a price increase. The second - round price increase of coke is expected to be postponed, and the US tariff increase remarks may negatively affect the raw material end, causing the double - coking futures market to be stable with a downward trend [1] Trading Strategy - The market may open bearishly. It is recommended to control the position of last week's long positions and pay attention to market sentiment changes [1]