近日，多家焦化企业发布提价函，期货日报记者发现，前期焦化企业已经进行了三轮提价，此次是第四轮提价，行业人士认为，本轮提价落地的可能性很 大。 近日，多家焦化企业发布提价函。期货日报记者发现，前期焦化企业已经进行了三轮提价，此次是第四轮提价。行业人士认为，本轮提价落地的可能性很 大。 旭阳营销有限公司 尊敬的焦炭客户: 感谢贵公司多年来对我公司的支持与帮助! 近期原料煤价格持续大幅上涨,焦化企业陷入全行业 深度亏损的境地,根据当前市场情况,经研究决定,自11 月 10 日起湿熄焦上调50元/吨、干熄焦上调 55 元/吨。 顺致商祺! 官 销 有限公 焦炭销售价格通知函 致各焦炭采购单位: 首先衷心感谢各单位一直以来对我公司的信任与支持!我公司始 终坚持平等合作、互惠互利的原则。 近期,焦煤价格持续上涨,焦化企业亏损加剧。为保障焦炭产品 品质及供应,更好地满足合作客户用量需求,经集团公司研究决定: 从 2025 年 11月 10日 0 时起,湿熄焦上调 50元/吨、干熄焦上调 55 元/吨! 特此函告 "四季度焦炭价格可能提涨4到5轮。焦炭价格提涨的主要原因是焦煤价格持续上涨，焦化企业普遍亏损，需要提涨焦炭价格修 ...

Core Viewpoint - The continuous rise in coking coal prices is leading to increased losses for coking enterprises, prompting a need to raise coking prices to restore profitability [2][3]. Group 1: Price Adjustments - From November 10, 2025, the price of wet quenching coke will increase by 50 yuan per ton, and dry quenching coke will increase by 55 yuan per ton [1]. - Analysts predict that there may be 4 to 5 rounds of price increases for coking coal due to ongoing price pressures [2]. Group 2: Supply and Demand Dynamics - Current supply of coking coal and coke is tight, with downstream procurement being active, resulting in a short-term supply-demand imbalance [2]. - As of October, the total social inventory of coke has decreased by 2% year-on-year, while the total inventory of coking coal has decreased by 5% year-on-year [2]. Group 3: Production Challenges - Certain coal mines in Shanxi are experiencing production declines due to safety issues, and overall coal mine operating rates are expected to remain low through the end of the year [3]. - The import volume of coal from Mongolia has significantly decreased, with a 21.3% drop in daily customs clearance at the Ganqimaodu port compared to September [3]. Group 4: Market Outlook - The futures market for coking coal and coke is experiencing high volatility, with differing opinions on future trends among industry participants [4]. - The market is currently characterized by a balance between supply constraints and weak steel demand, which may lead to increased price fluctuations [5].