Group 1 - The steel industry chain product prices are experiencing a fluctuating upward trend, with raw material prices rising more significantly than downstream products [1] - Iron ore average price increased by over 5% month-on-month, while coke prices slightly decreased, showing a nearly 40% year-on-year decline [1] - Factors driving price increases include macroeconomic developments, expectations of supply tightening, and demand release in the steel market [1] Group 2 - Focus on the progress of various production stabilization measures and the extension of consumer promotion policies in the domestic economy [2] - Current coking coal prices remain high, providing short-term support for coke prices, but a potential easing of supply tightness is expected in August [2] - The demand side should be monitored for potential concentrated stocking ahead of the traditional peak season, which may limit the positive impact on the market if demand remains stable [2]