全国独立焦化厂全国平均吨焦-55元/吨；山西准一级焦平均盈利-41元/吨，山东准一级焦平均盈利2元/ 吨，内蒙二级焦平均盈利-92元/吨，河北准一级焦平均盈利0元/吨。 【期现】 截至2月4日收盘，焦炭期货震荡上涨走势，以收盘价统计，焦炭主力2605合约+55.0(+3.21%)至1770.0， 焦炭远月2609合约+41.5(+2.66%)至1831.5，5-9价差走弱至-61.5。主流焦企开始提涨焦炭价格于1月28日 正式落地，30日执行。吕梁准一级湿熄冶金焦出厂价格报1290元/吨(第1轮提涨价格)，日环比+0.0元/ 吨，对应厂库仓单1670元/吨，基差-100.0；日照准一级冶金焦贸易价格报1480元/吨，环比+10.0元/吨， 对应港口仓单1745元/吨(对标)，基差+25.0。 【利润】 【供给】 截至1月29日，全样本独立焦化厂焦炭日均产量62.8万吨/日，周环比-0.5万吨/日，247家钢厂焦炭日均产 量47.0万吨/日，周环比+0.1万吨/日，总产量为109.8万吨/日，周环比-0.4万吨/日。 【需求】 截至1月29日，日均铁水产量227.98万吨/日，环比-0.12万吨/日；高炉开工率 ...

Group 1 - Hebei market steel mills have reduced the procurement price of coking coal by 50/55 yuan per ton, with the adjusted prices being 1540 yuan per ton for first-grade wet quenching coke and 1900 yuan per ton for first-grade dry quenching coke, effective from September 15 [1] - As of September 17, the main contract for coking coal futures closed at 1734.5 yuan per ton, with a daily increase of 0.46%, reaching a high of 1748.0 yuan and a low of 1710.0 yuan, with a trading volume of 24,917 lots [2] - The National Bureau of Statistics reported that China's coking coal production in August 2025 was 42.597 million tons, a year-on-year increase of 3.9%, with a cumulative production of 334.058 million tons from January to August, up 2.8% year-on-year [3] Group 2 - As of September 16, the Dalian Commodity Exchange had 1,550 coking coal futures warehouse receipts, an increase of 30 receipts compared to the previous trading day [4] - According to Zhonghui Futures research report, the energy bureau's inspection of coal overproduction issues has begun to take effect, leading to the suspension of operations at some coal mines for rectification. The second round of coking coal price reductions has been implemented, resulting in a decrease in coking profits, while coking enterprises maintain stable production. The output of pig iron has significantly rebounded, indicating high raw material demand. The supply and demand for coking coal are relatively balanced, following the strong performance of coking coal [5]