The steel market is experiencing a temporary recovery, with expectations of improved supply and demand during the traditional peak season of "Gold September and Silver October".

As the beginning of the "Golden September and Silver October" period, the coal, coke, and steel industry chain experienced a stage of high adjustment in prices for several commodities. However, under the consensus of "anti-internship" in the industry, market expectations for this year's peak season of infrastructure construction remain positive. Since July, steel prices have been recovering from the bottom, with significant increases in upstream coke and coking coal prices, providing cost support for the downstream market to strengthen. According to companies and analysts, supported by three factors of macro-favorable policies, demand recovery, and supply tightening, coke prices are relatively strong. Currently, steel prices are still at a low level for the year, and it is expected that the spot market in September will see a trend of rising prices. However, attention should also be paid to the effects of macroeconomic policies and the degree of demand realization.