Shenwan Hongyuan: The prosperity of the coking steel industry chain is improving, and the import of Mongolian coal is bottoming out and recovering

Shenwan Hongyuan released a research report indicating that with the advancement of "anti-involution" and "checking overproduction" in the coal industry, the supply and demand pattern of the coking coal industry chain is expected to continue to recover, and the profit from importing Mongolian coal will also improve. It is expected that Q3 will enter a bottoming rebound cycle, recommending Jiayou International and paying attention to E-COMMODITIES. Data shows that the prosperity of the coking steel industry chain continues to improve, with coking coal prices increasing by 13.79% month-on-month. Risk warnings include fluctuations in the coking steel industry chain, fluctuations in coking coal prices, and geopolitical risks