暴涨近7%！“反内卷”仍在持续，焦炭第五轮提价全面落地

Group 1 - The core viewpoint of the articles highlights the significant price increases in coking coal and coke, driven by the latest round of price hikes implemented by major steel mills in East and North China, with coking coal prices rising by 250-275 yuan/ton [1] - The fifth round of coke price increases has been fully implemented, with wet and dry coke prices raised by 50 yuan/ton and 55 yuan/ton respectively, marking a substantial upward trend in the market [1] - Coking coal futures experienced a sharp rise, with the main contract reaching a near 7% increase, indicating strong market momentum [1] Group 2 - Recent statistics show a decrease in the inventory of premium coal at sample mines, reaching the lowest level since March 2024, while independent coking enterprises and steel mills have seen slight increases in their coal inventories, reaching six-month highs [2] - In July, the black series products in both the spot and futures markets experienced year-on-year price increases, with the national steel price rising by 247 yuan/ton, reflecting a 7.2% month-on-month increase [2] - The trading volume in the futures market saw a remarkable growth, with coking coal trading volume increasing over 19 times year-on-year and 112.48% month-on-month, indicating a robust market activity [2]