焦煤涨超5%，煤矿查超产预期再起

Core Viewpoint - The article discusses the recent trends in the domestic commodity futures market, highlighting the rise in prices of various commodities, particularly in the coal and steel sectors, driven by market sentiment and supply-demand dynamics [2][6]. Group 1: Market Trends - As of September 16, domestic commodity futures have mostly risen, with notable increases in coking coal and coke prices, indicating a recovery in market sentiment [1][2]. - The second round of price reductions for coking coal has been implemented, with market expectations for further reductions decreasing due to the strengthening of the futures market [2]. - The black chain index has increased, breaking through previous trading ranges, with coking coal leading the gains [2]. Group 2: Price Movements - Coking coal (2601) rose by 5.84% to 1240.5, marking a new high in over a month [6]. - Coke (2601) increased by 4.24% to 1735, also reaching a new high in over half a month [6]. - Other commodities such as glass (2601) and soda ash (2601) saw increases of 3.69% and 3.16%, respectively, indicating a broader upward trend in commodity prices [6]. Group 3: Supply and Demand Dynamics - There are rumors of potential production halts in some coal mines in Xinjiang due to overproduction issues, although no confirmed reports have emerged yet [2]. - The steel market is experiencing weak demand, with rebar inventory continuing to accumulate, which may affect the transmission of rising raw material prices to downstream sectors [2]. - The upcoming National Day holiday is expected to create a window for inventory replenishment, with lower coal supply supporting price stability in the futures market [2].