(资料图片)
估值上，基差包含了第二轮提涨预期，但是成材受宏观与铁矿带动走弱，压制焦炭提涨空间。供应端，独立焦化提涨落地后开工与产量小幅上升，但是在焦化利润改善有限的情况下，增产空间不足。钢厂有检修预期，铁水下滑带动钢厂焦化焦炭产量下滑。需求端，7月检修季高炉检修有所增加，但是预计检修量弱于往年，铁水产量在粗钢平控政策出台前维持高位。焦炭出口需求仍存，但后期其他国家铁水产量也将逐步进入淡季，出口需求有望走弱。
(资料图片)
估值上，基差包含了第二轮提涨预期，但是成材受宏观与铁矿带动走弱，压制焦炭提涨空间。供应端，独立焦化提涨落地后开工与产量小幅上升，但是在焦化利润改善有限的情况下，增产空间不足。钢厂有检修预期，铁水下滑带动钢厂焦化焦炭产量下滑。需求端，7月检修季高炉检修有所增加，但是预计检修量弱于往年，铁水产量在粗钢平控政策出台前维持高位。焦炭出口需求仍存，但后期其他国家铁水产量也将逐步进入淡季，出口需求有望走弱。
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