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集运早报-20250820
Yong An Qi Huo· 2025-08-20 02:25
Group 1: Report Industry Investment Rating - No relevant content provided Group 2: Core Viewpoints of the Report - The overall strategy maintains the logic of shorting on rallies because the situation in September is generally loose and the subsequent driving force continues to be weak. The contract for October is currently at a discount of about 450 points to the spot, and there is still expected to be room for further decline. The valuation of far - month contracts is unclear, more affected by driving factors, and due to low positions, they are greatly affected by macro and capital behaviors [2] Group 3: Summary by Related Catalogs Futures Market - **Futures Contracts**: For EC futures contracts, on August 20, 2025, EC2508 closed at 2127.3 with a 1.87% increase; EC2510 closed at 1370.3 with a 0.20% decrease; EC2512 closed at 1775.0 with a 0.82% decrease; EC2602 closed at 1535.4 with a 0.16% decrease; EC2604 closed at 1323.1 with a 0.59% decrease; EC2606 closed at 1492.3 with a 0.17% decrease [2] - **Month - to - Month Spreads**: For example, the spread of EC2508 - 2510 was 757.0, up 7.1 from the previous week; the spread of EC2510 - 2512 was - 404.7, with a weekly change of - 37.7; the spread of EC2512 - 2602 was 239.6, up 27.5 from the previous week [2] Spot Market - **Indices**: As of August 18, 2025, the index was at 2180.17, down 2.47% from the previous period. As of August 15, 2025, the SCFI (European Line) was at 1820 dollars/TEU, down 7.19% from the previous period; the CCFI was at 1790.47 points, down 0.48% from the previous period; the NCFI was at 1188.69 points, down 5.49% from the previous period [2] Weekly Market Conditions - **Booking Situation**: Currently, downstream customers are booking shipping space for the end of August (week 34 - 35). The average price for week 34 was 2850 US dollars (2000 points), and the current average quote for week 35 is 2625 US dollars (equivalent to 1840 points). Among them, the PA Alliance quoted 2500 US dollars, MSK 2300 US dollars, and the OA Alliance 2700 - 2800 US dollars [2] - **Cargo Receiving Situation**: In week 33, MSK had better cargo - receiving, the OA Alliance was average, and the PA Alliance was poor. In week 34, cargo - receiving significantly declined, and some shipping companies faced pressure to receive cargo [2] - **Capacity Adjustment**: The overall capacity in September will be reduced because the PA Alliance will add a sail - stop in week 37. The average weekly capacities in August, September (tentative), and October (tentative) 2025 are 328,000, 312,000, and 315,000 TEU respectively. After counting all TBNs as sail - stops, they are 528,000, 297,000, and 283,000 TEU respectively [2] Recent European Line Quotations - **Week 34**: The final average price was 2850 US dollars (2000 points) [3] - **Week 35**: The current average quote is 2575 US dollars (equivalent to 1770 points). The PA Alliance quoted 2500 US dollars, MSK initially opened at 2300 US dollars and then raised it to 2490 US dollars, and the OA Alliance quoted 2700 - 2800 US dollars [3] - **Week 36**: On Tuesday, MSK opened at 2100 US dollars, and some routes rose to 2200 US dollars; CMA's quote dropped from 3420 to 2620 US dollars [3]
有色套利早报-20250820
Yong An Qi Huo· 2025-08-20 02:25
1. Report Industry Investment Rating - No investment rating is provided in the report. 2. Core View of the Report - The report presents the cross - market, cross - period, and cross - variety arbitrage tracking data of various non - ferrous metals (copper, zinc, aluminum, nickel, lead, tin) on August 20, 2025, including domestic prices, LME prices, price ratios, equilibrium price ratios, and profit margins [1][3][4][8]. 3. Summary by Relevant Catalogs Cross - Market Arbitrage Tracking - **Copper**: On August 20, 2025, the domestic spot price was 79,100, the LME spot price was 9,653, the spot price ratio was 8.20, the equilibrium ratio for spot import was 8.17, and the profit was 209.23; the domestic March price was 78,860, the LME March price was 9,750, and the price ratio was 8.09 [1]. - **Zinc**: The domestic spot price was 22,190, the LME spot price was 2,767, the spot price ratio was 8.02, the equilibrium ratio for spot import was 8.67, and the profit was - 1,787.67; the domestic March price was 22,205, the LME March price was 2,777, and the price ratio was 6.05 [1]. - **Aluminum**: The domestic spot price was 20,590, the LME spot price was 2,576, the spot price ratio was 7.99, the equilibrium ratio for spot import was 8.47, and the profit was - 1,228.29; the domestic March price was 20,520, the LME March price was 2,580, and the price ratio was 7.98 [1]. - **Nickel**: The domestic spot price was 119,450, the LME spot price was 14,890, the spot price ratio was 8.02, the equilibrium ratio for spot import was 8.25, and the profit was - 2,120.30 [1]. - **Lead**: The domestic spot price was 16,650, the LME spot price was 1,943, the spot price ratio was 8.58, the equilibrium ratio for spot import was 8.86, and the profit was - 543.18; the domestic March price was 16,850, the LME March price was 1,985, and the price ratio was 11.21 [3]. Cross - Period Arbitrage Tracking - **Copper**: The spreads of the next - month, March, April, and May contracts relative to the spot - month contract were - 80, - 90, - 100, and - 100 respectively, while the theoretical spreads were 497, 892, 1295, and 1699 respectively [4]. - **Zinc**: The spreads were - 135, - 135, - 140, and - 135 respectively, and the theoretical spreads were 215, 335, 456, and 577 respectively [4]. - **Aluminum**: The spreads were - 55, - 80, - 105, and - 130 respectively, and the theoretical spreads were 214, 329, 444, and 559 respectively [4]. - **Lead**: The spreads were 60, 75, 105, and 140 respectively, and the theoretical spreads were 209, 314, 419, and 524 respectively [4]. - **Nickel**: The spreads were 110, 380, 660, and 940 respectively [4]. - **Tin**: The spread of the 5 - 1 contract was 880, and the theoretical spread was 5556 [4]. Spot - Futures Arbitrage Tracking - **Copper**: The spreads of the current - month and next - month contracts relative to the spot were - 125 and - 205 respectively, and the theoretical spreads were 424 and 851 respectively [4]. - **Zinc**: The spreads were 150 and 15 respectively, and the theoretical spreads were 179 and 294 respectively [4][5]. - **Lead**: The spreads were 125 and 185 respectively, and the theoretical spreads were 187 and 299 respectively [5]. Cross - Variety Arbitrage Tracking - On August 20, 2025, the cross - variety price ratios of copper/zinc, copper/aluminum, copper/lead, aluminum/zinc, aluminum/lead, and lead/zinc in the Shanghai (three - continuous) market were 3.55, 3.84, 4.68, 0.92, 1.22, and 0.76 respectively, and in the London (three - continuous) market were 3.50, 3.78, 4.91, 0.93, 1.30, and 0.71 respectively [8].
废钢早报-20250820
Yong An Qi Huo· 2025-08-20 02:17
Report Overview - Report Title: "Waste Steel Morning Report" - Research Team: Black Team of the Research Center - Date: August 20, 2025 Key Points Price Data - The waste steel prices in different regions from August 13 - 19, 2025 are presented, including East China, North China, Central China, South China, Northeast China, and Southwest China. For example, the price in East China decreased from 2258 on August 13th to 2245 on August 19th [2]. - The环比 (sequential change) shows a -9 decrease in East China, -2 in Central China, -5 in Northeast China, and -19 in Southwest China [2]. Historical Price Trends - The historical price trends of waste steel from 2022 - 2025 are presented in graphical forms, including the price trends of Shagang Heavy - Three (tax - included), Zhenjiang Hongtai Shearing Material (tax - excluded), etc. [3][5][6] Inventory and Consumption Data - Graphs show the trends of steel mill waste steel inventory, short - flow daily consumption, long - flow daily consumption, Zhangjiagang waste steel arrival, waste steel social inventory, 147 steel mills' waste steel arrival from 2019 - 2025 [5][7][8][9][12] Other Data - The graphs also display the East China screw - waste price difference and Jiangsu electric furnace rebar profit trends from 2022 - 2025 [10]
永安期货铁合金早报-20250820
Yong An Qi Huo· 2025-08-20 01:54
铁合金早报 | | | | | | | | | | 2025/8/20 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 品种 | 项目 | | 现货 | | 仓单 | | 盘面 | | | | | | 最新 | 日变化 | 周变化 | 出厂价折盘面 | 最新 | | 日变化 | 周变化 | | 硅铁自然块 | 宁夏#72 | 5400 | -80 | -100 | 5700 | 主力合约 | 5678 | -202 | -142 | | | 内蒙#72 | 5400 | -50 | -50 | 5750 | 01合约 | 5652 | -214 | -360 | | 产区汇总价 | 青海#72 | 5400 | -50 | -100 | 5730 | 05合约 | 5780 | -210 | -356 | | | 陕西#72 | 5380 | -70 | -70 | 5680 | 09合约 | 5500 | -210 | -320 | | | 陕西#75 | 5900 | 0 | 100 | | 主力月基差 | 22 | 12 ...
甲醇聚烯烃早报-20250820
Yong An Qi Huo· 2025-08-20 01:53
Report Summary 1. Industry Investment Rating No industry investment rating is provided in the report. 2. Core Viewpoints - **Methanol**: Port inventory has increased significantly, with high imports and actual inventory. The supply in the inland region is expected to return, and the traditional demand will enter the peak season later. It is necessary to pay attention to whether the demand can be supported after the supply in the inland region returns. If the inventory deteriorates significantly, methanol is expected to see a valuation correction [2]. - **Polyethylene**: The inventory of the two major oil companies is neutral year - on - year. The two major oil companies are accumulating inventory, while the coal - chemical industry is reducing inventory. The overall inventory is neutral. The 09 basis is around - 150 in North China and - 100 in East China. The import profit is around - 100, with no further increase for the time being. The non - standard HD injection molding price is stable, and other price differences are fluctuating. The number of maintenance in August has decreased month - on - month, and the domestic linear production has increased month - on - month. Attention should be paid to the LL - HD conversion and the US quotation. The pressure from new plants in 2025 is relatively large, and the commissioning of new plants should be monitored [7]. - **Polypropylene**: The upstream two major oil companies are accumulating inventory, while the middle - stream is reducing inventory. In terms of valuation, the basis is - 60, the non - standard price difference is neutral, and the import profit is around - 800. Exports have been performing well this year. The non - standard price difference is neutral. The PDH profit is around - 200, propylene is fluctuating, and the powder production start - up rate is stable. The拉丝 production scheduling is neutral. The supply in June is expected to increase slightly month - on - month. The current downstream orders are average, and the raw material and finished - product inventories are neutral. Under the background of over - capacity, the 09 contract is expected to face moderate to excessive pressure. If exports continue to increase or there are many PDH plant maintenance, the supply pressure can be alleviated to a neutral level [7]. - **PVC**: The basis is maintained at 09 - 150, and the factory - pick - up basis is - 450. The downstream start - up rate is seasonally weakening, and the willingness to hold inventory at low prices is strong. The inventory reduction of the mid - upstream has slowed down. The northwest plants are undergoing seasonal maintenance in summer, and the load center is between the spring maintenance and the high production in Q1. Attention should be paid to the commissioning and export sustainability from July to August. The recent export orders have decreased slightly. The coal sentiment is positive, the cost of semi - coke is stable, and the profit of calcium carbide is under pressure due to PVC maintenance. The FOB counter - offer for caustic soda exports is 380. Attention should be paid to whether the subsequent export orders can support the high price of caustic soda. The comprehensive profit of PVC is - 500. Currently, the static inventory contradiction is accumulating slowly, the cost is stable, the downstream performance is average, and the macro situation is neutral. Attention should be paid to exports, coal prices, commercial housing sales, terminal orders, and start - up rates [7]. 3. Summary by Commodity Methanol - **Price Data**: On August 19, 2025, compared with August 18, the daily change in power coal futures was 0, the Jiangsu spot price decreased by 27, the South China spot price decreased by 23, the Lunan discounted price remained unchanged, the Southwest discounted price decreased by 35, the Hebei discounted price remained unchanged, the Northwest discounted price remained unchanged, the CFR China price remained unchanged, the CFR Southeast Asia price remained unchanged, the import profit increased by 5, and the main contract basis and the MTO profit on the disk remained unchanged [2]. Polyethylene - **Price Data**: On August 19, 2025, compared with August 18, the Northeast Asian ethylene price remained unchanged, the North China LL price decreased by 20, the East China LL price remained unchanged, the East China LD price remained unchanged, the East China HD price remained unchanged, the LL US dollar price remained unchanged, the LL US Gulf price remained unchanged, the import profit remained unchanged, the main futures price decreased by 27, the basis remained unchanged, the two - oil inventory remained unchanged, and the warehouse receipts increased by 379 [7]. Polypropylene - **Price Data**: On August 19, 2025, compared with August 18, the Shandong propylene price remained unchanged, the Northeast Asian propylene price remained unchanged, the East China PP price decreased by 35, the North China PP price decreased by 20, the Shandong powder price remained unchanged, the East China copolymer price decreased by 4, the PP US dollar price remained unchanged, the PP US Gulf price remained unchanged, the export profit remained unchanged, the main futures price decreased by 32, the basis increased by 10, the two - oil inventory remained unchanged, and the warehouse receipts increased by 1180 [7]. PVC - **Price Data**: On August 19, 2025, compared with August 18, the Northwest calcium carbide price remained unchanged, the Shandong caustic soda price remained unchanged, the calcium - carbide - based East China price decreased by 40, the ethylene - based East China price remained unchanged, the calcium - carbide - based South China price remained unchanged, the calcium - carbide - based Northwest price remained unchanged, the import US dollar price (CFR China) remained unchanged, the export profit remained unchanged, the Northwest comprehensive profit remained unchanged, the North China comprehensive profit remained unchanged, and the basis (high - end delivery product) remained unchanged [7].
永安期货焦炭日报-20250820
Yong An Qi Huo· 2025-08-20 01:43
Group 1: Report Information - Report title: Coke Daily Report [1] - Date: August 20, 2025 [1] - Research team: Black Team of the Research Center [1] Group 2: Price and Production Data - **Coke prices**: - Shanxi quasi - first wet - quenched coke price is 1481.33, with no daily change, a weekly increase of 54.61, a monthly increase of 273.06, and a year - on - year decrease of 14.82% [2] - Hebei quasi - first wet - quenched coke price is 1725.00, with no daily change, a weekly increase of 75.00, a monthly increase of 295.00, and a year - on - year decrease of 14.81% [2] - Shandong quasi - first dry - quenched coke price is 1660.00, with no daily change, a weekly increase of 55.00, a monthly increase of 275.00, and a year - on - year decrease of 19.61% [2] - Jiangsu quasi - first dry - quenched coke price is 1700.00, with no daily change, a weekly increase of 55.00, a monthly increase of 275.00, and a year - on - year decrease of 19.24% [2] - Inner Mongolia second - grade coke price is 1180.00, with no daily change, a weekly increase of 50.00, a monthly increase of 250.00, and a year - on - year decrease of 18.62% [2] - **Production and utilization rates**: - Blast furnace operating rate is 90.22, with a weekly increase of 0.13, a monthly decrease of 0.67, and a year - on - year increase of 3.68% [2] - Daily average pig iron output is 240.66, with a weekly increase of 0.34, a monthly decrease of 1.78, and a year - on - year increase of 5.20% [2] - Coking plant capacity utilization rate is 73.75, with a weekly increase of 0.27, a monthly increase of 1.03, and a year - on - year increase of 1.12% [2] - Daily average coke output is 51.67, with a weekly decrease of 0.11, a monthly decrease of 1.53, and a year - on - year decrease of 3.78% [2] Group 3: Inventory Data - Coking plant inventory is 39.31, with a weekly decrease of 5.32, a monthly decrease of 16.24, and a year - on - year decrease of 13.98% [2] - Port inventory is 215.11, with a weekly decrease of 3.04, a monthly increase of 16.00, and a year - on - year increase of 14.29% [2] - Steel mill inventory is 609.80, with a weekly decrease of 9.48, a monthly decrease of 29.19, and a year - on - year increase of 14.24% [2] - Steel mill inventory days are 10.83, with a weekly decrease of 0.08, a monthly decrease of 0.63, and a year - on - year increase of 1.50% [2] Group 4: Futures Market Data - Futures contract prices: - Futures contract 05 price is 1808, with a daily decrease of 12.50, a weekly decrease of 57.50, a monthly increase of 137.00, and a year - on - year decrease of 7.68% [2] - Futures contract 09 price is 1645.5, with no daily change, a weekly decrease of 62.50, a monthly increase of 73.50, and a year - on - year decrease of 11.03% [2] - Futures contract 01 price is 1718, with a daily decrease of 7.00, a weekly decrease of 66.00, a monthly increase of 95.00, and a year - on - year decrease of 10.52% [2] - Basis and spread data: - 05 basis is - 27.00, with a daily increase of 12.50, a weekly increase of 116.22, a monthly increase of 167.37, and a year - on - year decrease of 110.51 [2] - 09 basis is 135.50, with no daily change, a weekly increase of 121.22, a monthly increase of 230.87, and a year - on - year decrease of 57.01 [2] - 01 basis is 63.00, with a daily increase of 7.00, a weekly increase of 124.72, a monthly increase of 209.37, and a year - on - year decrease of 59.01 [2] - 5 - 9 spread is - 90.00, with a daily increase of 5.50, a weekly decrease of 8.50, a monthly decrease of 42.00, and a year - on - year decrease of 51.50 [2] - 9 - 1 spread is 162.50, with a daily decrease of 12.50, a weekly increase of 5.00, a monthly increase of 63.50, and a year - on - year increase of 53.50 [2] - 1 - 5 spread is - 72.50, with a daily increase of 7.00, a weekly increase of 3.50, a monthly decrease of 21.50, and a year - on - year decrease of 2.00 [2]
大类资产早报-20250820
Yong An Qi Huo· 2025-08-20 01:27
Report Summary 1. Report Industry Investment Rating - No information provided in the content 2. Core Viewpoints - The report presents the performance data of global asset markets on August 19, 2025, including major economies' 10 - year and 2 - year treasury bond yields, dollar exchange rates against major emerging economies' currencies, major economies' stock indices, stock futures trading data, and treasury futures trading data [3][5][6] 3. Summary by Relevant Catalogs Global Asset Market Performance - **Treasury Bond Yields**: - **10 - year Treasury Bond Yields**: On August 19, 2025, the 10 - year treasury bond yields of the US, UK, France, etc. were 4.307%, 4.739%, 3.435% respectively. The latest, weekly, monthly, and yearly changes varied across different economies. For example, the US had a latest change of - 0.027, a weekly change of 0.016, a monthly change of - 0.039, and a yearly change of 0.366 [3] - **2 - year Treasury Bond Yields**: The 2 - year treasury bond yields of the US, UK, Germany, etc. were 3.750%, 3.975%, 1.955% respectively on August 19, 2025. Their latest, weekly, monthly, and yearly changes also differed. For instance, the US had a latest change of 0.010, a weekly change of - 0.010, a monthly change of 0.060, and a yearly change of - 0.250 [3] - **Exchange Rates**: - **Dollar against Emerging Economies' Currencies**: On August 19, 2025, the dollar - to - Brazilian real exchange rate was 5.506, with a latest change of 1.28% and a weekly change of 2.17%. The exchange rates and their changes against other emerging economies' currencies also varied [3] - **Renminbi**: The on - shore, off - shore, mid - price, and 12 - month NDF of the renminbi on August 19, 2025 were 7.182, 7.187, 7.136, and 7.026 respectively, with different latest, weekly, monthly, and yearly changes [3] - **Stock Indices**: - **Major Economies' Stock Indices**: On August 19, 2025, the S&P 500, Dow Jones Industrial Average, and NASDAQ were 6411.370, 44922.270, and 21314.950 respectively. Their latest, weekly, monthly, and yearly changes were different. For example, the S&P 500 had a latest change of - 0.59%, a weekly change of - 0.53%, a monthly change of 1.61%, and a yearly change of 19.97% [3] - **Other Stock Indices**: The performance of other stock indices such as the Nikkei, Hang Seng Index, and Shanghai Composite Index also had their own characteristics in terms of latest, weekly, monthly, and yearly changes [3] Stock Futures Trading Data - **Index Performance**: The closing prices of A - shares, CSI 300, SSE 50, etc. were 3727.29, 4223.37, 2812.42 respectively on August 19, 2025, with corresponding percentage changes [5] - **Valuation**: The PE (TTM) of CSI 300, SSE 50, and CSI 500 were 13.53, 11.50, and 31.78 respectively, with their respective环比 changes [5] - **Fund Flow**: The latest values of fund flow for A - shares, the main board, etc. were - 1132.47, - 717.50 respectively, and the 5 - day average values also varied [5] - **Trading Volume**: The latest trading volumes of the Shanghai and Shenzhen stock markets, CSI 300, etc. were 25883.69, 5535.36 respectively, with corresponding环比 changes [5] - **Main Contract Premium/Discount**: The basis of IF, IH, and IC were - 7.17, 2.98, - 55.31 respectively, with corresponding percentage changes [5] Treasury Futures Trading Data - **Closing Prices and Percentage Changes**: The closing prices of treasury futures T00, TF00, T01, TF01 were 108.055, 105.540, 107.950, 105.475 respectively on August 19, 2025, with percentage changes of - 0.26%, - 0.19%, - 0.30%, - 0.27% respectively [6] - **Funding Rates**: The R001, R007, and SHIBOR - 3M were 1.5473%, 1.5581%, 1.5500% respectively, with daily changes of 5.00BP, 6.00BP, 0.00BP respectively [6]
永安期货沥青早报-20250820
Yong An Qi Huo· 2025-08-20 01:25
Report Information - Report Title: Asphalt Morning Report [2][10][18] - Research Team: Energy and Chemicals Team of the Research Center [3][11][19] - Report Date: August 20, 2025 [3][11][19] - Data Sources: Mysteel, Wind [6][14][22] Key Points Futures Contracts - The price of the BU main contract on August 19 was 3453, with a daily change of -20 and a weekly change of -28 [4][12][20] - The prices of BU06, BU09, BU12, and BU03 on August 19 were 3314, 3490, 3357, and 3321 respectively, with corresponding daily changes of -11, -9, -20, and -21, and weekly changes of 3, -22, -28, and -5 [4][12][20] Trading Volume and Open Interest - The trading volume on August 19 was 217347, with a daily change of -43279 and a weekly change of -22030 [4][12][20] - The open interest on August 19 was 428359, with a daily change of -3534 and a weekly change of -21568 [4][12][20] Spot Market - The market prices of asphalt in Shandong, East China, South China, North China, and Northeast China on August 19 were 3550, 3720, 3510, 3680, and 3880 respectively, with corresponding daily changes of -30, -10, -10, 0, and 0, and weekly changes of -130, -10, -70, 20, and -20 [4][12][20] - The prices of Jingbo (Haiyun) and Luohai (Xin Bohai) on August 19 were both 3670 and 3680 respectively, with corresponding daily changes of 0 and 0, and weekly changes of -10 and 20 [4][12][20] Basis and Calendar Spread - The Shandong basis on August 19 was 97, with a daily change of -10 and a weekly change of -102 [4][12][20] - The East China basis on August 19 was 267, with a daily change of 10 and a weekly change of 18 [4][12][20] - The South China basis on August 19 was 57, with a daily change of 10 and a weekly change of -42 [4][12][20] - The 03 - 06, 06 - 09, 09 - 12, and 12 - 03 calendar spreads on August 19 were 7, -176, 133, and 36 respectively, with corresponding daily changes of -10, -2, 11, and -23, and weekly changes of -8, 22, 6, and -23 [4][12][20] Crack Spread and Profit - The asphalt Brent crack spread on August 18 was 70, and the asphalt Ma Rui profit was -4 [4][12][20] - The comprehensive profit of ordinary refineries on August 18 was 504, and the comprehensive profit of Ma Rui - type refineries was 765 [4][12][20] - The import profits from South Korea to East China and from Singapore to South China on August 19 were -134 and -1044 respectively, with corresponding daily changes of -12 and -12, and weekly changes of -6 and -59 [4][12][20] Related Contracts - The price of Brent crude oil on August 18 was 65.9 [4][12][20] - The market price of gasoline in Shandong on August 19 was 7679, with a daily change of -2 and a weekly change of -61 [4][12][20] - The market prices of diesel and residue oil in Shandong on August 19 were 6531 and 3660 respectively [4][12][20]
永安期货焦煤日报-20250820
Yong An Qi Huo· 2025-08-20 01:23
1000.00 1500.00 2000.00 2500.00 3000.00 3500.00 4000.00 4500.00 1月 2月 3月 4月 5月 6月 7月 8月 9月 10月 11月 12月 1月 柳林主焦 2021 2022 2023 2024 2025 500.00 1000.00 1500.00 2000.00 2500.00 3000.00 3500.00 100.00 200.00 300.00 400.00 500.00 600.00 700.00 800.00 600.00 1100.00 1600.00 2100.00 2600.00 3100.00 3600.00 4100.00 4600.00 1月 2月 3月 4月 5月 6月 7月 8月 9月 10月 11月 12月 1月 蒙煤仓单 1月 2月 3月 4月 5月 6月 7月 8月 9月 10月 11月 12月 1月 蒙古口岸原煤库提价 A10.5,V28,S<0.6%,G83 2021 2022 2023 2024 2025 1月 2月 3月 4月 5月 6月 7月 8月 9月 10月 11月 12月 1月 普氏峰景 20 ...
动力煤早报-20250820
Yong An Qi Huo· 2025-08-20 00:46
Coal Price - The latest price of Qinhuangdao 5500 is 699.0, with no daily change, a weekly increase of 9.0, a monthly increase of 56.0, and an annual decrease of 146.0 [1] - The latest price of Qinhuangdao 5000 is 632.0, with no daily change, a weekly increase of 5.0, a monthly increase of 52.0, and an annual decrease of 113.0 [1] - The latest price of Guangzhou Port 5500 is 765.0, with no daily change, a weekly increase of 5.0, a monthly increase of 35.0, and an annual decrease of 140.0 [1] - The latest price of Ordos 5500 is 490.0, with no daily change, a weekly increase of 10.0, a monthly increase of 65.0, and an annual decrease of 140.0 [1] - The latest price of Datong 5500 is 560.0, with no daily change, a weekly increase of 5.0, a monthly increase of 60.0, and an annual decrease of 130.0 [1] - The latest price of Yulin 6000 is 622.0, with no daily change, a weekly increase of 20.0, a monthly increase of 60.0, and an annual decrease of 189.0 [1] - The latest price of Yulin 6200 is 650.0, with no daily change, a weekly increase of 20.0, a monthly increase of 60.0, and an annual decrease of 188.0 [1] Terminal Data - The available days for 25 provincial terminals is 19.6, with a daily decrease of 0.5, a weekly decrease of 0.3, a monthly decrease of 1.3, and an annual increase of 2.0 [1] - The coal supply for 25 provincial terminals is 605.3, with a daily decrease of 1.5, a weekly decrease of 3.2, a monthly decrease of 34.7, and an annual decrease of 17.5 [1] - The daily consumption of 25 provincial terminals is 614.6, with a daily increase of 15.4, a weekly decrease of 28.6, a monthly decrease of 31.4, and an annual decrease of 39.8 [1] - The inventory of 25 provincial terminals is 12047.1, with a daily decrease of 13.6, a weekly decrease of 773.4, a monthly decrease of 1457.4, and an annual increase of 529.6 [1] Northern Port Data - The inventory of northern ports is 2341.0, with a daily decrease of 2.0, a weekly decrease of 35.0, a monthly decrease of 367.0, and an annual decrease of 83.1 [1] - The number of ships at anchor in northern ports is 79.0, with a daily increase of 9.0, a weekly increase of 4.0, a monthly decrease of 41.0, and an annual increase of 20.0 [1] - The inbound volume of northern ports is 157.1, with a daily decrease of 7.0, a weekly increase of 12.3, a monthly increase of 5.4, and an annual increase of 6.1 [1] - The throughput of northern ports is 155.2, with a daily decrease of 13.0, a weekly increase of 16.4, a monthly increase of 5.6, and an annual decrease of 4.7 [1] Shipping Index and Freight Rates - The CBCFI shipping index is 857.0, with a daily decrease of 7.2, a weekly increase of 49.7, a monthly increase of 138.9, and an annual increase of 281.4 [1] - The freight rate from Qinhuangdao to Shanghai (4 - 5DWT) is 33.9, with a daily decrease of 0.4, a weekly increase of 2.2, a monthly increase of 6.1, and an annual increase of 12.5 [1] - The freight rate from Qinhuangdao to Guangzhou (5 - 6DWT) is 49.2, with a daily decrease of 0.3, a weekly increase of 2.2, a monthly increase of 7.3, and an annual increase of 14.7 [1]