In some areas, coking production is limited or high-level shocks are maintained.

In some areas, coking production is limited, and coke or high-level fluctuation coking coal is maintained. In spot coking coal, some kinds of coal are slightly reduced, with an overall decrease of 50-100 CNY/ton. With the lower price of coking coal, the structured price of different kinds of coal varies. Domestic end production is basically stable, and Mongolian coal imports are declining. In terms of inventory, with the decline of coke price, coke enterprises slowed down purchasing, coke coal inventory in coking plants decreased, and coal mine end inventory accumulated slightly. Port coke stocks continued to increase, with the arrival of port volume decreased or eased. In terms of demand, coking start-up is basically flat, but coking plants in some areas have limited production and coking coal demand is weakening. Therefore, in the short term, coking coal still shocks when demand weakens. Pay attention to the change of policy and coking profit. In the case of coke, the spot price of coke dropped in the third round, and the profits of some coking plants were reduced to less than 100 yuan. On the supply side, some areas begin to restrict production, and short-term supply will be reduced. On the demand side, blast furnace start-up declined and demand weakened. In terms of inventory, with the decrease of blast furnace start-up, steel plant procurement is general, and coke inventory in coking plant increases. The coke stock in steel works is medium to high. Speculative demand is weakening and port stocks are declining. In the short term, although the demand for blast furnace is weakening, coking is limited in part, so coke is short-term or high-level oscillation. Attention should be paid to the production limit of blast furnace and coking.