每经AI快讯，9月24日，焦煤主力合约日内涨幅达2.00%，现报1234.00元/吨。 ...

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index down by 0.18% and the Shenzhen Component Index down by 0.29%, while the ChiNext Index rose by 0.21% [1][2] - The total trading volume in the Shanghai and Shenzhen markets reached 2.49 trillion yuan, an increase of 372.9 billion yuan compared to the previous trading day, with over 4200 stocks declining [2] Sector Performance - The port and shipping sector saw gains, while the banking, semiconductor, and precious metals sectors were active. Conversely, the tourism, Huawei Pangu, and ice and snow industry sectors experienced declines [2] - The semiconductor sector rebounded, with notable gains from companies like Demingli and Zhongwei, while the technology sector saw a return of funds, particularly in light lithography machines and storage chips [4] Notable Stocks - Luxshare Precision recorded a trading volume of 30 billion yuan, rising by 6.64% [5] - Wolong Nuclear Materials hit the daily limit, reaching a historical high, with other related stocks like Shenyu and Zhaolong Interconnect also seeing gains [6][7] - The main contract for silver futures increased by 2%, currently priced at 10,375 yuan per kilogram [8] Trading Trends - The market experienced a significant drop in the morning session, with the Shanghai Composite Index falling by 1.31% and the Shenzhen Component Index by 2% [8][9] - The banking sector showed resilience, with several banks like Nanjing Bank and Industrial and Commercial Bank of China seeing gains [13] - The energy storage sector surged, with companies like Nanjing Energy and Tereader seeing substantial increases, driven by a significant year-on-year growth forecast for domestic energy storage systems [14]

反内卷预期升温影响下，焦煤主力合约延续强势走势，连续四个交易日走高。国泰君安期货认为，煤焦价格底部已现，预计重心逐步抬升。焦煤供给受到政 策影响较大，而反内卷之于焦煤已经有了减产预期，未来或较难跌破煤矿成本线。此外，11-12月是政策密集发布分窗口期，市场基于对未来需求向好预 期，普遍倾向于提供正向情绪溢价。 玻璃主力合约今日高开高走，日内创8月13日以来新高，尽管后续价格有所回落，但仍录得3.69%的收盘涨幅。光大期货分析认为，"反内卷"预期再次升温， 玻璃盘中拉涨。玻璃供需矛盾依旧未有明显扭转，当前市场处于"金九银十"周期，并且中秋国庆节前中下游仍有补库预期，关注下游采购节奏；终端地产数 据表现低迷，地产投资增速回落，地产企稳回暖还需继续努力。整体来看，在外部因素提振下玻璃期价走势转强，阶段性上行趋势基本确立。后续需关注宏 观、反内卷等外部因素能否和需求旺季形成持续共振效果。 焦煤盯盘神器-实时订单流功能显示， 9月15日21:05，焦煤主力合约5分钟图出现多头堆积带，随后在22:50再次形成多头堆积带，价格持续走高；9月16日， 焦煤主力合约小幅回落测试9月15日22:50形成的多头堆积带支撑后继续上涨 ...

Group 1 - The black commodity futures experienced a short-term rally on September 12, with coking coal main contract rising over 1% [1] - The main contracts for rebar and coking coal increased nearly 1%, while hot-rolled steel and iron ore main contracts reversed from decline to increase [1]

Core Viewpoint - The main coal futures contract experienced a significant decline of 4% on September 1, currently priced at 1110 yuan per ton [1] Group 1 - The primary coal futures contract dropped by 4% during the trading session [1] - The current price of the main coal futures contract is reported at 1110 yuan per ton [1]

Group 1: Steel Report Industry Investment Rating - Not provided Core View - Steel prices are oscillating at the bottom with the resurgence of favorable policies. Building materials face increasing supply and demand, rising inventory, and accumulating industrial contradictions, pressuring steel prices. Plate consumption maintains toughness, with price support, but the off - season pattern remains unchanged. The release of the "Work Plan for Stabilizing Growth in the Iron and Steel Industry" by five departments should be noted [1]. Summary of Relevant Catalog - **Market Analysis**: The rebar futures contract closed at 3,129 yuan/ton, and the hot - rolled coil main contract closed at 3,385 yuan/ton. Spot steel transactions were generally fair, with better low - price transactions and increased purchases. The trading volume of steel on the previous day was 102,700 tons [1]. - **Strategy**: The unilateral strategy is oscillating weakly; there are no strategies for inter - period, inter - variety, spot - futures, and options [2]. Group 2: Iron Ore Report Industry Investment Rating - Not provided Core View - The iron ore price is oscillating upwards with a slight decline in hot metal production. With the arrival of previously high floating cargoes, iron ore supply has increased. High hot metal production ensures rigid demand, but demand will decline due to the parade. Port inventory has decreased, and the overall inventory continues to fall from a high level. The supply - demand contradiction is relatively limited [3]. Summary of Relevant Catalog - **Market Analysis**: The iron ore futures price strengthened slightly. The main 2601 contract closed at 790.5 yuan/ton, up 1.74%. In the spot market, the prices of mainstream imported iron ore varieties at Tangshan Port trended strongly. Traders were fairly active in quoting, and steel mills mainly made purchases for rigid demand. The average daily hot metal production was 2.4013 million tons, a decrease of 6,200 tons from the previous period. The total inventory of 45 ports was 137.63 million tons, a decrease of 820,000 tons. The total transaction volume of iron ore at major ports across the country was 907,000 tons, down 0.66% from the previous day; the total transaction volume of forward - looking spot was 1.377 million tons (10 transactions), down 13.94% from the previous day (with a mine trading volume of 850,000 tons) [3]. - **Strategy**: The unilateral strategy is oscillating; there are no strategies for inter - period, inter - variety, spot - futures, and options [4]. Group 3: Coking Coal and Coke Report Industry Investment Rating - Not provided Core View - Affected by macro - sentiment, coking coal and coke are oscillating within a range. With the approaching of the parade, the supply of coking coal is tightening, and downstream demand is mainly for rigid procurement. The expectation of a new round of price increases for coke has cooled down, and the supply has shrunk due to environmental protection policies. The demand is cautious. In the short term, they will mainly oscillate, and attention should be paid to the resumption of steel mills, inventory reduction of finished products, and macro - policy adjustments after the parade [6]. Summary of Relevant Catalog - **Market Analysis**: The coking coal and coke futures prices oscillated within a range, with a divergence in trends. The coking coal main contract rose 0.90%, and the coke main contract fell 0.51%. The customs clearance volume of imported coal decreased, and traders were cautious. Downstream markets mainly made rigid purchases, and the overall trading volume was average [5][6]. - **Strategy**: Both coking coal and coke are in an oscillating state; there are no strategies for inter - period, inter - variety, spot - futures, and options [6]. Group 4: Thermal Coal Report Industry Investment Rating - Not provided Core View - The tight supply pattern remains unchanged, and the downward resistance of coal prices has increased. With the approaching of the parade, non - power industries have limited production, and power coal demand has declined from a high level. In the short term, the tight supply situation has not eased, and in the long - term, the pattern of loose coal supply remains unchanged [7]. Summary of Relevant Catalog - **Market Analysis**: In the production area, coal prices declined slightly. Frequent rainfall restricted production and sales, and downstream traders slowed down purchases. At the port, the market was quiet, and coal prices continued to fall. The port is in a de - stocking cycle, and continuous de - stocking will support coal prices. Imported coal was weakly stable, with fewer inquiries and transactions [7]. - **Strategy**: No strategy is provided [8].

Core Viewpoint - As of the report date, the main contract for coking coal has increased by nearly 7% [1] Group 1 - The rise in coking coal prices indicates a potential bullish trend in the commodity market [1]

Group 1 - The main contracts for glass and soda ash fell nearly 5% [1] - The main contract for coking coal dropped over 3% [1]

Group 1 - The main contract for coking coal increased by over 1% [1] - The main contracts for soda ash and glass decreased by over 1% [1] - Starch and palm oil contracts fell nearly 1% [1]

Group 1 - The main contract for coking coal decreased by 2% on August 18, currently priced at 1199.00 yuan per ton [1]