[Coke starts the first round of improvement, ADZE low-sulfur main coke drops cumulatively by 270 to 2350] On September 29, mainstream steel mills raised and lowered the coke purchase price today, with wet quenching coke reduced by 100 yuan/ton and dry quenched coke reduced by 110 yuan/ton, which will be implemented at 0:00 on October 1, 2026. On the supply side, with the support of policies to stabilize production and ensure supply, coal mines in main production areas are advancing the resumption of production in an orderly manner, but the overall resumption progress is still slower than market expectations. The overall market transaction today was bleak. Anze low-sulfur main coking coal dropped by 50 yuan/ton to 2,350 yuan/ton. Linfen Yaodu high-sulfur main coking coal’s transaction price dropped from 1,955 yuan/ton to 230 yuan/ton; Luliang Lishi high-sulfur main coking coal price dropped by 230 yuan/ton. The transaction price of main coking coal was 1,955 yuan/ton, a decrease of 65 yuan/ton; the average transaction price of Changzhi Qinyuan low-sulfur lean coking coal was 2,309 yuan/ton, a decrease of 44 yuan/ton, and some coal mines still failed to sell after lowering their starting prices. On the demand side, the profit recovery of downstream steel mills is currently weak. Today, the first round of increases and decreases in the coke market was launched. After the early replenishment, the enthusiasm of downstream procurement has slowed down significantly. (My Steel Net)