Coke coal short-term stable operation implemented in the first round of increase

The coke market is stable, moderately strong, and the first round of increase of 50 CNY/ton of coke is gradually landing. There is no significant change in the operation level of coke enterprises. The production restriction caused by heavy pollution weather warning still exists in some areas. The order and shipment of coke enterprises are in good condition, the overall inventory level is not high, and the market sentiment is relatively good. The purchase demand of steel mills has not been released yet, and the purchase volume is relatively stable; port traders' wait-and-see mood has increased, port gathering is more cautious, and the overall purchase demand of coke has not increased significantly. On the whole, the first round of increase of coke has a high probability of landing, and the follow-up trend needs to be followed up. The price of coking coal is mainly stable, although the coke market has improved, the increase of coking coal purchase is not obvious; the safety inspection of coal mines in some areas has increased, the production has a slight impact, the level of coal inventory is not high, and the overall supply and demand of coking coal is basically balanced. The short-term coking coal price is more stable operation, follow-up needs to pay attention to the winter storage situation in various regions.