Group 1: Report Industry Investment Rating - No information provided Group 2: Core Viewpoints - The fourth round of coke price cuts has been implemented, with wet - quenched coke lowered by 220 yuan/ton and dry - quenched coke by 240 yuan/ton. Steel has entered the off - season, and its price is expected to fluctuate within a narrow range. Coke fundamentals have improved, and its futures price is expected to fluctuate. [7] - For coking coal, due to safety inspections and environmental protection, supply has tightened marginally but is expected to resume production soon. The coking coal spot market is stable, and the futures market is expected to fluctuate. [7] Group 3: Summary by Related Catalogs 1. Futures and Spot Market - **Coke Futures**: For example, J2601 closed at 1428.0 (previous day 1399.5), up 28.5; J2605 closed at 1458.5 (previous day 1418.0), up 40.5. [2] - **Coking Coal Futures**: JM2601 closed at 847.5 (previous day 827.5), up 20.0; JM2605 closed at 872.5 (previous day 855.8), up 20.0. [2] - **Spot Market**: Xingtai coke factory - price was 1260 (unchanged), Australian low - volatile coking coal was 888 (down 4). [2] 2. Fundamentals - **Coke Fundamentals**: 247 steel enterprises' daily iron - water output was 242.2 (up 0.57, 0.24% MoM); independent coking plants' coke inventory was 115.6 (down 10.1, - 8.06% MoM). [2] - **Coking Coal Fundamentals**: 110 coal - washing plants' daily coking coal output was 51.0 (up 3.5, 6.70% MoM); port coking coal inventory was 303.3 (down 8.7, - 2.79% MoM). [2] 3. Important News - Premier Li Qiang attended the 2025 Summer Davos Forum, stating that China will continue to integrate into the global market. [4] - On June 25, the main port iron ore transactions were 107.70 million tons, up 32.5% MoM; 237 mainstream traders' construction steel transactions were 9.35 million tons, up 0.3% MoM. [5] - From June 1 - 22, the national passenger car market retail was 126.9 million vehicles, up 24% YoY compared with the same period last June. [6] 4. Trading Strategies - Coke prices have been cut for the fourth time. Steel is in the off - season, and coke fundamentals have improved. Futures prices are expected to fluctuate. [7] - Coking coal supply has tightened marginally, and the market is expected to be stable with futures prices fluctuating. [7]

齐鲁晚报·齐鲁壹点记者 白新鑫 通讯员 刘光贤 王昆 近日，山东能源枣矿集团柴里煤矿副井候罐大厅内，热浪被另一种热情点燃。这里没有旋转木马，却有安全知识的"摩天轮"；没有爆米花香，却有解惑后 的"心头甜"——一场别开生面的"安全宣传咨询"活动在井口火热开场。升井的矿工们带着工作中的疑问与关切，纷纷走向一字排开的咨询台，让这场设在井 口的安全"盛宴"，成为知识汲取与身心关怀的"第一站"。 几步之遥，安全监察部朱绍华的咨询台前人头攒动。女工安全协管员贾晓晓把《应急处置及自救互救知识汇编》发放给刚上井的矿工师傅们："井下情况复 杂，这上面的步骤要记牢，关键时能救命！"朱绍华则被一群工友围着追问新法规细节，他举着《安全生产法律法规宣传单》耐心讲解。老矿工张勇翻着宣 传单感慨："条文是死的，人得活学！今天这现场一问，心里透亮多了。" unme 20 1500 differently with the many in any and and and the first to the states r 视觉冲击：荧幕上的警钟 候罐大厅屏幕上，"安全生产月"主题片与事故案例警示教育片交替滚动。巷道坍塌的轰响、模拟瓦斯爆炸的刺 ...

Core Viewpoint - The event titled "Ensuring Safety and Benefiting People's Livelihood" highlights the high-quality development of China National Petroleum Corporation (CNPC) in Inner Mongolia, focusing on safety measures and community engagement in natural gas sales and distribution [1][3]. Group 1: Company Overview - China National Petroleum Corporation's Inner Mongolia Sales Company was established in December 2018 and operates under CNPC's natural gas sales division, Kunlun Energy Co., Ltd. [4] - The company specializes in wholesale and retail of natural gas, project investment, and technical consulting, covering major cities in Inner Mongolia and accounting for approximately 85% of the gas supply in the region [4]. Group 2: Safety Initiatives - The company promotes a culture of safety through various activities such as safety inspections, emergency drills, and knowledge competitions, emphasizing the principles of "people-oriented, quality first, safety first, and environmental protection priority" [4]. - The event included visits to the company's facilities, showcasing advanced safety measures and exemplary personnel involved in identifying safety hazards [3][4]. Group 3: Infrastructure and Capacity - The Ulanqab CNPC Kunlun Gas Company, established in March 2015, focuses on natural gas transportation, LNG peak-shaving storage, and CNG production and sales, with a significant infrastructure project that began operations in September 2018 [6]. - The company has an annual gas transmission capacity of 1.8 billion cubic meters, marking a significant development in the region's natural gas supply capabilities [6].

品种观点 股指期货 - 6月24日A股三大指数集体走强，沪指涨1.15%收报3420.57点，深证成指涨1.68%收报10217.63点，创业板指涨2.30%收报2064.13点，沪深两市成交额达14146亿，较昨日大幅放量2920亿 [1] 焦炭 焦煤 - 6月24日焦炭加权指数震荡趋弱，收盘价1355.6元，环比下跌26.5；焦煤加权指数弱势，收盘价792.7元，环比下跌13.0 [2] - 焦炭受环保检查及焦化利润收紧等因素影响开工降低，钢厂原料备货低库存，刚需及采购需求走弱，河北及山东主流钢厂落实第四轮50 - 55元/吨提降 [3] - 焦煤因安全生产及环保检查放缓生产节奏，原煤供给环比走低，但矿山累库压力不减，库存处历史高位，钢焦企业放缓补库，中长期过剩格局难改 [3] 郑糖 - 美糖周一窄幅震荡小幅收低，受原油价格下跌影响多头平仓打压，郑糖2509月合约周二小幅走低，夜盘波动不大窄幅震荡 [3] - 2025年5月我国成品糖产量37.7万吨，同比增长59.1%；1 - 5月累计产量906.6万吨，同比增长4.9% [3] - 截止6月17日当周，对冲基金及大型投机客持有的原糖净空头仓位47141手，触及近年来高位，较之前一周增加27626手 [3] 胶 - 受原油价格大幅走低与东南亚现货报价下调等因素影响，沪胶周二震荡下行，夜盘因短线跌幅大受技术面影响震荡整理 [4] - 2025年5月中国橡胶轮胎外胎产量10199.3万条，同比下降1.2%；1 - 5月产量4.88962亿条，同比增2.8% [4] - 2025年5月中国合成橡胶产量69.9万吨，同比增加3.7%；1 - 5月累计产量353.4万吨，同比增加6.2% [4] 豆粕 - 国际市场6月24日CBOT大豆期货偏弱运行，美国中西部有利天气改善作物收成前景令价格承压，截止6月22日当周大豆优良率66%，低于预期和去年同期 [4] - 巴西全国谷物出口商协会预估6月大豆出口量达1499万吨，高于前一周预估值 [6] - 国内市场6月24日豆粕主力M2509收于3037元/吨，较前一交易日持平，5月中国从巴西进口大豆1211万吨，较去年同期激增37.5%，创下单月进口新高 [6] 生猪 - 6月23日生猪主力LH2509合约收于13905元/吨，跌幅0.29% [6] - 养殖端出栏情绪分化，中大猪认卖积极性提升，标猪认卖意愿一般，二育有滚动入场现象 [6] - 居民消费疲软，气温升高、饮食结构调整致鲜品猪肉走货差，商品猪出栏处于恢复期，猪源供应逐月递增，市场供需宽松，期货盘面上行空间受限 [6] 棕榈油 - 6月24日因中东局势缓和原油大幅回落，棕榈油期价跌2.28%，当日最高价8500，最低价8306，收盘8326 [7] - 印尼4月棕榈油出口量178万吨，较去年同期的218万吨下降，4月毛棕榈油产量448万吨，较3月增加，截至4月末库存量304万吨 [7] 沪铜 - 美联储金融监管副主席鲍曼对7月降息持开放态度，表态偏鸽，市场对降息预期提升，短暂提振铜价 [7] - 铜库存不断刷新阶段性低位，为铜价提供支撑，短期内沪铜在供应收缩预期和需求可能回暖作用下，价格下方空间有限，但需求端疲软，上方空间或受限 [7] 铁矿石 - 6月24日铁矿石2509主力合约震荡收跌，跌幅0.42%，收盘价703元 [8] - 本期铁矿海外发运量环比回升，国内到港量同步增加，供应环比宽松，钢厂高炉利润尚可按需补库，铁水产量止跌回升，短期呈震荡走势 [8] 沥青 - 6月24日沥青2509主力合约震荡下跌，跌幅5.01%，收盘价3580元 [8] - 沥青产能利用率环比回落，库存下滑，供应维持低位，出货情况改善，因中东地缘局势缓和原油价格调整，成本端上行驱动消失，短期价格震荡运行 [8] 棉花 - 周二夜盘郑棉主力合约收盘13565元/吨，6月25日全国棉花交易市场新疆指定交割（监管）仓库基差报价最低430元/吨，棉花库存较上一交易日减少74张 [8] 原木 - 6月24日2507开盘816、最低802.5、最高818.5、收盘806.5、日减仓2093手，关注806 - 820区间波动 [9] - 6月24日山东3.9米中A辐射松原木现货价格750元/方，江苏4米中A辐射松原木现货价格760元/方，较昨日持平 [9] - 1 - 5月原木进口量同比减少13.4%，5月进口量同比减少18.5%，港口原木库存逼近5个月新低，需求弱，供需无大矛盾，现货成交弱 [9] 钢材 - 6月24日rb2510收报2977元/吨，hc2510收报3099元/吨 [9] - 螺纹钢供应回升，需求季节性弱势，供增需弱基本面延续弱稳，钢价承压，但库存低位，现实矛盾有限，预计钢价维持低位震荡运行态势 [9] 氧化铝 - 6月24日ao2509收报2903元/吨 [10] - 矿端无较大扰动，国内前期停产检修企业复产，但氧化铝价格走软利润下行，对供应形成压制，利润空间或继续缩窄，底部有成本支撑 [10] 沪铝 - 6月24日al2508收报于20315元/吨 [10] - 国内电解铝生产稳定，交易所 + 社会库存小幅累库，现货升水状态维持，未锻轧铝及铝材出口量走增，下游需求进入淡季，压铸企业开工率下行，价格运行上下有限 [10]

Core Viewpoint - The Jiangsu Provincial Public Security Department has intensified efforts to combat the production and sale of counterfeit and substandard products in the safety production sector, successfully handling over 280 cases and arresting more than 800 suspects since last year [1][2]. Group 1: Actions Taken - Jiangsu police have launched targeted operations against counterfeit and substandard products, dismantling 13 criminal gangs involved in the production and sale of fake fire extinguishers, gas masks, and fire hoses [2]. - The first conviction in the province for producing and selling counterfeit electric bicycles was achieved in Nanjing, serving as a strong deterrent against such crimes [2]. Group 2: Focus Areas - The police identified nine categories of products that pose safety risks, including fire-fighting equipment, gas stoves, auto parts, construction materials, industrial equipment, mobile phone accessories, automotive oils, fireworks, and electric bicycle batteries and chargers [1]. - Collaborative efforts with departments such as construction, market regulation, and fire rescue have been established to conduct special rectification actions in key industries, leading to the investigation of 35 criminal cases and the arrest of 135 individuals [2]. Group 3: Strategic Approach - The Jiangsu police have developed a comprehensive policing process that emphasizes risk detection, precise strikes, and collaborative governance, transitioning from investigation and punishment to prevention and remediation [2]. - The initiative aims to enhance the overall safety level by implementing full-cycle governance strategies [2].

Group 1 - The core focus of the news is the implementation of safety production measures in the Chengdu Shuangliu water system, emphasizing the importance of safety training and awareness among employees [1][4][6] - A specialized training session on confined space operation safety management was held on March 12, featuring a national registered safety engineer who provided in-depth analysis of risks and preventive measures [1] - The Chengdu Hangdu Water Company conducted a fire safety training on June 11, highlighting common fire hazards and practical skills for using firefighting equipment [2] Group 2 - A safety production month training meeting was convened on June 12, attended by over 60 safety personnel from various departments and water treatment facilities, reinforcing the necessity of safety awareness and strict adherence to safety measures [4] - The series of activities aims to enhance safety awareness and emergency response capabilities among all personnel in the water system and related enterprises [6] - The Shuangliu District Water Bureau plans to leverage safety production month as an opportunity to strengthen safety management and establish a long-term safety mechanism for high-quality development in the water sector [6]

今年6月是第24个全国"安全生产月"，为全面落实"人人讲安全、个个会应急——查找身边安全隐患"的活动主题，百年人寿菏泽中心支公司积极组织落实， 开展了安全教育专项培训活动。 本次安全教育培训结束后，百年人寿菏泽中心支公司负责人对公司安全工作进行了部署，要求各部门、各支公司对营业场所进行全面排查及整改，严防安全 隐患：下班后及时关闭电脑、插排等用电设备；对所有的灭火器、安全标识等安全设施设备的配置进行全面清点检查；由安全管理部门综合管理室对疏散通 道、应急照明及疏散指示标志、火灾自动报警系统等进行深入细致的排查；各部门机构、各人员严禁占用、堵塞或封闭安全出口，保持"生命通道"畅通；最 后希望全体员工能将所学的消防安全知识运用到生活和工作中，确保"人人讲安全、个个会应急"，有效保障人身及财产安全。 安全是一个亘古不变的主题，它既是人们生命健康的保障，也是企业生存与发展的基础，更是社会稳定和经济发展的前提。安全生产，警钟长鸣，百年人寿 菏泽中心支公司将持续深化安全生产工作，建立健全长效安全管理机制，将安全理念贯穿到公司经营发展的各个环节，为公司的稳健发展和社会的和谐稳定 提供坚实的安全保障。 （田盼盼） 此次培训通 ...

（鄂温克电厂-萨日娜、马笛） 6月16日，鄂温克电厂认真落实"安全生产月"各项工作部署，以"深、实、严"三字诀为抓手，全力筑牢 安全生产坚固防线，为完成全年目标任务打下坚实基础。 为确保安全生产意识入脑入心，该厂以"深"字为要，通过安委会、月度会专题学习等形式，组织全体干 部职工及外委单位人员深入学习习近平总书记关于安全生产的重要论述，全面领会其精髓要义，把理论 学习成果转化为谋划推动工作的创新思路、务实举措、有效方法，夯实安全生产管理基础，并利用数字 化沙盘循环播放安全宣传片，通过电厂网站、宣传栏、宣传横幅等多种形式，广泛宣传"安全生产月"活 动主题精神。结合安全生产管理体系"五个一"行动，该厂确保安全生产月活动以"实"字贯穿，通过开展 一次培训考试、一次专题宣传、一次专题投稿、一次技能竞赛、一次经验交流活动，全面提升各级人员 风险意识、遵章守纪意识和"四不伤害"能力。该厂坚持"严"字在行，认真落实集团公司《关于认真贯彻 落实习近平总书记重要指示精神坚决防范遏制重特大事故的通知》要求，组织开展"安全隐患排查行 动"，重点检查锅炉、汽轮机、电气等设备运行状态，氢站、煤场、输煤制粉系统、危化品库以及公用 系统运 ...

Core Viewpoint - Shandong Weifang Airport is actively enhancing safety measures during the "Safety Production Month" by conducting various activities aimed at identifying hazards and improving staff capabilities, thereby ensuring a secure aviation environment for passengers [1][9]. Group 1: Safety Initiatives - The airport has expanded its promotional efforts by printing banners, posters, and display boards in key areas such as the office building, waiting hall, and apron, while also utilizing electronic screens to inform travelers about safety knowledge [3]. - A series of skill competitions have been organized, including special vehicle skills, tower control skills, and shooting skills, fostering a competitive atmosphere among staff [5]. - Comprehensive emergency drills have been conducted, including scenarios for aircraft landing gear failures and fire evacuations in the waiting hall, enhancing employees' emergency response capabilities [7]. Group 2: Hazard Management - The airport's operational departments have systematically inspected key areas such as the apron, lighting stations, and waiting hall, establishing a dynamic management ledger for hazards to promote root cause governance [5]. - Employees are engaged in in-depth theoretical learning to enhance their awareness of safety, analyzing case studies and management concepts to improve compliance with safety protocols [8]. Group 3: Outcomes and Future Plans - The series of activities has significantly strengthened safety responsibility awareness among all staff, improved operational skills at critical positions, and enhanced the ability to handle emergencies collaboratively [9]. - Moving forward, Weifang Airport aims to sustain and deepen the results of these activities, transforming practical measures from "Safety Production Month" into a regular and long-term safety management initiative [9].

为进一步贯彻落实安全生产相关要求，提升项目全员的安全意识，营造良好的安全生产氛围，6月3日， 青岛城投集团旗下交发集团投资建设、中交一公局第八工程有限公司承建的沈海高速改扩建工程ZT8标 段组织开展安全生产月启动部署会议。 会上，项目安全总监匡小冬传达了上级关于安全生产月活动的文件精神，强调了安全生产对于项目顺利 推进的重要性。随后，项目负责人王雷鸣详细介绍了本次安全生产月的活动方案，明确了各部门在活动 中的职责和任务，要求全体人员积极参与，确保活动取得实效。 匡小冬指出，全体人员要以此次"安全生产月"活动为契机，将安全生产理念贯穿到项目建设的每一个环 节，要严格落实各项安全规章制度，加强对施工现场的安全管理，同时，要强化安全培训教育，提高全 员的安全技能和应急处置能力，确保项目安全生产形势持续稳定向好。 王雷鸣强调，安全生产是项目建设的重中之重，不能有丝毫懈怠。一要加强思想认识。深刻理解安全生 产的重要意义，将安全意识内化于心、外化于行；二要落实责任。各部门、各岗位要明确自身的安全职 责，做到守土有责、守土尽责，对于安全生产工作中的每一个环节，都要责任到人，确保事事有人管、 人人有专责；三要加强协作。各部门 ...