煤焦：供需小幅回升，盘面震荡运行

Group 1: Report's Industry Investment Rating - No relevant information provided Group 2: Report's Core View - Short - term domestic coal mine production shows a slight recovery, and the Mongolian coal customs clearance volume has significantly increased; demand fluctuates slightly, and attention should be paid to the transmission of off - season pressure to the raw material end. The coking coal price is still operating within the range of 1100 - 1300 yuan/ton [3] Group 3: Summary According to the Content Market Performance - Yesterday, the coking coal and coke futures prices fluctuated weakly. In the spot market, steel mills in some regions accepted the fourth round of coke price increases [3] Production and Supply - This week, coal mine production in many parts of Shanxi has recovered, and there is still an expectation of short - term coal mine production increase. The daily output of clean coal is 75.7 tons, a week - on - week increase of 1.9 tons and a year - on - year decrease of 3.3 tons. Last week (11.3 - 11.8), the average daily customs clearance volume of Mongolian coal at the Ganqimaodu Port increased to 19.52 tons, an increase of 3.09 tons compared with the previous week, and the port supervision area shows an inventory increase trend [3] Demand - The profit of steel mills continues to shrink, and the profitability rate drops below 40%. This week, the daily average pig iron output has rebounded to 236.88 tons, an increase of 2.66 tons compared with the previous week. The phased production restriction policy in the Tangshan area has been lifted recently, which promotes the rebound of pig iron output [3] Price - The coking coal price is still operating within the range of 1100 - 1300 yuan/ton [3]