【金牌纪要库】焦煤价格已触及历史底部，焦煤价格有望继续攀升，位于这个区域的矿井企业焦煤生产成本更低

Group 1 - Coking coal prices have reached historical lows, and with the capacity inspection policy combined with significant improvements in supply and demand in the downstream steel industry, coking coal prices are expected to continue rising. Mines in this price range have lower production costs for coking coal [1] - The overproduction of thermal coal is much more severe than that of coking coal, and there are difficulties in fulfilling long-term contracts for thermal coal. One of the core policy objectives may be to stabilize thermal coal prices, benefiting major domestic thermal coal producers as prices rebound [1] - The coal chemical industry is currently in a development window, with profitability significantly improving. There is a surge in investment enthusiasm for projects such as coal-to-oil and coal-based new materials [1]