{"commodity":{"标准名称":"焦煤","合约品种":"焦煤","交易代码":"JM","交易所":"大商所","板块":"黑色/煤焦钢","一级产业链":"炼焦煤矿 → 洗煤 → 焦化 → 高炉炼铁 → 螺纹/热卷","核心驱动":"国内煤矿安监、蒙煤通关、澳煤/加拿大煤进口、焦化利润、钢厂铁水产量、焦煤库存","国内关注":"山西/内蒙/陕西产量与安监，焦化厂开工，钢厂补库，港口和口岸库存，政策限产","国际关注":"蒙古口岸通关、澳大利亚供应、加拿大/俄罗斯煤、海运费、印度/日韩钢厂需求","主要国家/地区":"中国、蒙古、澳大利亚、加拿大、俄罗斯、印度、日本、韩国","代表企业/机构":"山西焦煤、中国中煤、蒙古焦煤供应商、BHP、Anglo American、钢厂/焦化厂","直接联动":"焦炭、铁矿石、螺纹钢、热卷、动力煤","间接联动":"地产基建、钢厂利润、环保限产、汇率、口岸物流","新闻关键词":"coking coal, metallurgical coal, coke, steel mill, blast furnace, Mongolia coal, Australia coal, mine safety","网站标签":"黑色,煤焦,钢铁,进口,安监","source_urls":"https://worldsteel.org/media/press-releases/2026/december-2025-crude-steel-production-2025-global-crude-steel-production/; https://www.dce.com.cn/dceg/"},"match_terms":["焦煤","JM","炼焦煤","coking coal"],"latest_related_news":[{"id":7062023,"title":"China Coking Coal Prices Set for Record 46% Monthly Surge","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Latest-Energy-News/World-News/China-Coking-Coal-Prices-Set-for-Record-46-Monthly-Surge.html","summary":"Supply issues have been tightening the Chinese coking coal market for months, pushing the price of the key steelmaking raw material a record 46% in August alone, the biggest surge on record. Coking coal futures on China’s Dalian exchange were rising by 6% on Monday afternoon local time amid persistent supply issues following the mining disaster in May and increased safety checks on other Chinese mines. But more importantly, the futures were on track to post a record-setting 46% monthly surge, the biggest on record since the Dalian coking…","products":null,"published_at":"2026-08-31 10:30:00","collected_at":"2026-08-31 15:30:36","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"煤炭与钢铁:coal；品种库:JM:coking coal；品种库:RB:coking coal；传导规则:煤炭/电价/安监趋严:coal；传导规则:煤炭/电价/安监趋严:coking coal","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","info_topics":"煤炭与钢铁 / 黑色","affected_products":"煤炭与钢铁 / 焦煤 / 螺纹钢","transmission_paths":"矿山/煤炭/钢厂 → 炉料供需与成材利润 → 黑色产业链；焦煤/JM：核心驱动：国内煤矿安监、蒙煤通关、澳煤/加拿大煤进口、焦化利润、钢厂铁水产量、焦煤库存；直接联动：焦炭、铁矿石、螺纹钢、热卷、动力煤；间接联动：地产基建、钢厂利润、环保限产、汇率、口岸物流；螺纹钢/RB：核心驱动：地产基建需求、钢厂利润、铁水产量、炉料成本、库存、环保限产、宏观政策；直接联动：铁矿石、焦煤、焦炭、热卷、废钢、水泥玻璃；间接联动：地产、基建、货币政策、出口关税、环保限产；煤炭/电价/安监趋严：煤炭/电价/安监 → 焦煤供应、电石/PVC、煤制甲醇/烯烃成本 → 黑色化工联动"},{"id":6494181,"title":"Coking Coal Prices Surge 25%, Squeezing India's Steelmakers","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Latest-Energy-News/World-News/Coking-Coal-Prices-Surge-25-Squeezing-Indias-Steelmakers.html","summary":"Indian steelmakers are reeling from a jump in coking coal prices this year that is squeezing their margins and delaying capacity expansion in the steelmaking industry, analysts and industry executives tell Reuters. India relies on imports for as much as 95% of its coking coal, or metallurgical coal, demand. Metallurgical coal is a grade of coal that is one of the essential raw materials in the steelmaking process. Also known as met coal, this type of coal contains more carbon, less ash and less moisture than thermal coal, which is used for electricity…","products":null,"published_at":"2026-08-20 08:30:00","collected_at":"2026-08-20 13:31:16","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"煤炭与钢铁:coal；品种库:JM:coking coal；品种库:RB:coking coal；传导规则:煤炭/电价/安监趋严:coal；传导规则:煤炭/电价/安监趋严:coking coal；传导规则:巴西/印度/泰国糖供应变化:India","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","info_topics":"煤炭与钢铁 / 黑色","affected_products":"煤炭与钢铁 / 焦煤 / 螺纹钢","transmission_paths":"矿山/煤炭/钢厂 → 炉料供需与成材利润 → 黑色产业链；焦煤/JM：核心驱动：国内煤矿安监、蒙煤通关、澳煤/加拿大煤进口、焦化利润、钢厂铁水产量、焦煤库存；直接联动：焦炭、铁矿石、螺纹钢、热卷、动力煤；间接联动：地产基建、钢厂利润、环保限产、汇率、口岸物流；螺纹钢/RB：核心驱动：地产基建需求、钢厂利润、铁水产量、炉料成本、库存、环保限产、宏观政策；直接联动：铁矿石、焦煤、焦炭、热卷、废钢、水泥玻璃；间接联动：地产、基建、货币政策、出口关税、环保限产；煤炭/电价/安监趋严：煤炭/电价/安监 → 焦煤供应、电石/PVC、煤制甲醇/烯烃成本 → 黑色化工联动；巴西/印度/泰国糖供应变化：甘蔗天气/压榨/出口政策 → ICE原糖 → 国内进口利润和郑糖"},{"id":4640462,"title":"PJM Auction Comes Up 6.8 Gigawatts Short As Data Centers Devour Power","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Energy/Energy-General/PJM-Auction-Comes-Up-68-Gigawatts-Short-As-Data-Centers-Devour-Power.html","summary":"The largest US power grid failed for a third straight year to secure enough future supply commitments to ensure reliability for the future amid a historic boom in data center demand. PJM Interconnection, the largest US power grid (Regional Transmission Organization), which serves 67 million customers in 13 states and Washington, DC, said its auction to procure power for the year starting June 2028 fell 6.8 gigawatts short of what it will need to guarantee system reliability during demand spikes, in a statement released Tuesday. The shortfall is…","products":null,"published_at":"2026-07-15 11:00:00","collected_at":"2026-07-15 16:03:33","event_type":"","direction":"","impact_score":0,"matched_products":null,"matched_keywords":"","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","info_topics":"","affected_products":"","transmission_paths":""},{"id":1914726,"title":"China Coking Coal Prices Surge After Deadly Shanxi Mine Blast","source":"OilPrice Main","source_type":"rss","country":"全球","language":"en","url":"https://oilprice.com/Latest-Energy-News/World-News/China-Coking-Coal-Prices-Surge-After-Deadly-Shanxi-Mine-Blast.html","summary":"The price of coking coal in China jumped by 8% after a deadly mine accident in Shanxi province that prompted safety checks that will affect production over the near term. The most actively traded coking coal contract on the Dalian Commodity Exchange hit the equivalent of $186.76 per ton following the accident. Reuters reports that eighty-two people were killed after a gas explosion in a mine in one of China’s largest coal-producing regions, which makes it the most serious mine accident in the country since 2009 at least. The government immediately…","products":null,"published_at":"2026-05-25 02:15:00","collected_at":"2026-05-25 07:15:30","event_type":"供应扰动","direction":"偏多","impact_score":4,"matched_products":null,"matched_keywords":"煤炭与钢铁:coal；品种库:JM:coking coal；品种库:RB:coking coal；传导规则:煤炭/电价/安监趋严:coal；传导规则:煤炭/电价/安监趋严:coking coal；供应扰动:explosion","source_tags":"原油 / 天然气 / LNG / 航运 / 地缘风险 / 化工","info_topics":"煤炭与钢铁 / 黑色","affected_products":"煤炭与钢铁 / 焦煤 / 螺纹钢","transmission_paths":"矿山/煤炭/钢厂 → 炉料供需与成材利润 → 黑色产业链；焦煤/JM：核心驱动：国内煤矿安监、蒙煤通关、澳煤/加拿大煤进口、焦化利润、钢厂铁水产量、焦煤库存；直接联动：焦炭、铁矿石、螺纹钢、热卷、动力煤；间接联动：地产基建、钢厂利润、环保限产、汇率、口岸物流；螺纹钢/RB：核心驱动：地产基建需求、钢厂利润、铁水产量、炉料成本、库存、环保限产、宏观政策；直接联动：铁矿石、焦煤、焦炭、热卷、废钢、水泥玻璃；间接联动：地产、基建、货币政策、出口关税、环保限产；煤炭/电价/安监趋严：煤炭/电价/安监 → 焦煤供应、电石/PVC、煤制甲醇/烯烃成本 → 黑色化工联动"},{"id":27709,"title":"U.S. coal exports decreased in 2025 after four years of growth","source":"EIA Today in Energy","source_type":"rss","country":"美国","language":"en","url":"https://www.eia.gov/todayinenergy/detail.php?id=67405","summary":"After four years of growth, U.S. coal exports decreased by 16 million short tons (MMst) in 2025, according to data released by the U.S. Census Bureau. Exports totaled 93 MMst in 2025, compared with 108 MMst in 2024. Thermal coal exports fell by 18%, and metallurgical coal exports fell by 11%.","products":null,"published_at":"2026-04-01 09:00:00","collected_at":"2026-05-09 00:43:11","event_type":"官方数据","direction":"中性","impact_score":1,"matched_products":null,"matched_keywords":"煤炭与钢铁:coal；品种库:JM:metallurgical coal；传导规则:煤炭/电价/安监趋严:coal","source_tags":"能源 / 原油 / 天然气 / 电力 / 煤炭","info_topics":"煤炭与钢铁 / 黑色","affected_products":"煤炭与钢铁 / 焦煤","transmission_paths":"矿山/煤炭/钢厂 → 炉料供需与成材利润 → 黑色产业链；焦煤/JM：核心驱动：国内煤矿安监、蒙煤通关、澳煤/加拿大煤进口、焦化利润、钢厂铁水产量、焦煤库存；直接联动：焦炭、铁矿石、螺纹钢、热卷、动力煤；间接联动：地产基建、钢厂利润、环保限产、汇率、口岸物流；煤炭/电价/安监趋严：煤炭/电价/安监 → 焦煤供应、电石/PVC、煤制甲醇/烯烃成本 → 黑色化工联动"}]}