News Summary Core Viewpoint - The domestic independent coking plants' weekly operating load has decreased, while there are price increases planned for coking coal and coke in the market, indicating a complex interplay between supply and demand dynamics in the coking industry [1][2][3]. Group 1: Industry Operations - As of October 23, the weekly operating load of major independent coking plants in China is at 75.33%, down by 1.71 percentage points from the peak in September, with maintenance activities reported in Gansu, Shanxi, and Shandong regions [1]. - The Daqin Railway, a key transportation route for coal, completed its autumn maintenance on October 25, which will enhance the supply chain for electricity coal during the winter and spring seasons [1]. Group 2: Market Pricing and Trends - On October 29, the coking market in Xingtai plans to increase coke prices, with wet quenching coke up by 50 yuan/ton and dry quenching coke up by 55 yuan/ton, effective from October 31 [1]. - According to Guotou Anxin Futures, the second round of price increases for coke has been fully implemented, with coking coal prices rising faster, leading to general profit margins for coking being under pressure [2]. - Zhonghui Futures notes that while the second round of coke price increases has been realized, there are expectations for further price hikes, with a notable balance in supply and demand for coke itself [3].

唐山市场主流钢厂计划对湿熄焦炭价格上调50元/吨、干熄焦上调55元/吨，2025年7月17日零点执行。 邢台地区部分钢厂对湿熄焦炭上调50元/吨、干熄焦炭上调55元/吨，2025年7月17日零点执行。 ...

4、据Mysteel，唐山市场主流钢厂、邢台地区部分钢厂计划对湿熄焦炭价格下调50元/吨、干熄焦下调55元/吨，2025年5月16日 零点执行。 早盘速递 2025/5/14 热点资讯 1、国务院关税税则委员会发布公告，自5月14日12时01分起，调整对原产于美国的进口商品加征关税措施。其中，国务院关税 税则委员会2025年第4号公告规定的加征关税税率，由34%调整为10%，在90天内暂停实施24%的对美加征关税税率；停止实施 2025年第5号、第6号公告规定的加征关税措施。 2、美国4月未季调CPI同比上涨2.3%，连续第三个月低于预期，为自2021年2月以来的最低水平；核心CPI同比持平于2.8%，符合 市场预期。美国总统特朗普利用低于预期的通胀报告再次向美联储主席施压，要求鲍威尔尽快下调利率。交易员继续押注美联 储于9月首次降息、10月第二次降息。 3、美国财长贝森特淡化了与欧盟迅速达成贸易协议的可能性，称欧盟存在"集体行动问题"，这阻碍了谈判。贝森特对与亚洲 贸易伙伴达成协议较为乐观，称美国已与日本进行了"非常富有成效的讨论"，并称赞与印尼"非常积极"的沟通。 第 2 页，共 3 页 主要大宗商品走势 ...