宝城期货煤焦周度产业数据-20250509

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core Viewpoints - Domestic policy benefits have been realized, market expectations have been released periodically, and futures have returned to fundamental games. - This week, the average daily output of clean coal from 523 coking coal mines nationwide was 806,000 tons, a weekly increase of 2000 tons and 57,000 tons higher than the same period last year. Coking coal production has been rising since late March. - The profitability rate of steel mills remains at a relatively high level, and the short - term demand for coke is acceptable. [2] 3. Summary by Relevant Catalogs 3.1 Coke and Coking Coal Inventory - Coke Inventory: The total coke inventory was 994,550 tons, a week - on - week decrease of 17,750 tons and a year - on - year increase of 137,410 tons. The inventory of 230 independent coking plants was 65,090 tons, a week - on - week decrease of 1970 tons and a year - on - year increase of 19,740 tons; the inventory of 247 steel mills was 671,030 tons, a week - on - week decrease of 4190 tons and a year - on - year increase of 114,320 tons; the port inventory was 297,810 tons, a week - on - week decrease of 13,970 tons and a year - on - year increase of 70,310 tons. [2] - Coking Coal Inventory: The total coking coal inventory was 2,392,040 tons, a week - on - week decrease of 22,310 tons and a year - on - year increase of 217,210 tons. The inventory of 523 coking coal mines was 390,400 tons, a week - on - week increase of 31,900 tons and a year - on - year increase of 131,700 tons; the inventory of all - sample independent coking plants was 916,620 tons, a week - on - week decrease of 42,660 tons and a year - on - year decrease of 229,200 tons; the inventory of 247 steel mills was 787,210 tons, a week - on - week increase of 2420 tons and a year - on - year increase of 38,120 tons. [2] 3.2 Capacity Utilization and Production - Capacity Utilization: The capacity utilization rate of 230 independent coking plants was 75.05%, a week - on - week decrease of 0.38 percentage points and a year - on - year increase of 3.09 percentage points; the capacity utilization rate of 247 steel mill coking plants was 87.22%, a week - on - week decrease of 0.15 percentage points and a year - on - year decrease of 0.39 percentage points. The blast furnace capacity utilization rate was 92.09%, a week - on - week increase of 0.09 percentage points and a year - on - year increase of 4.42 percentage points; the steel mill开工率 was 84.62%, a week - on - week increase of 0.29 percentage points and a year - on - year increase of 3.12 percentage points. [2] - Daily Output: The daily output of 230 independent coking plants was 535,000 tons, a week - on - week decrease of 270 tons and a year - on - year increase of 860 tons; the daily output of 247 steel mill coking plants was 473,000 tons, a week - on - week decrease of 80 tons and a year - on - year increase of 180 tons. The average daily output of coal washing plants was 531,000 tons, a week - on - week decrease of 48,000 tons. [2] 3.3 Demand - Coke Demand: The blast furnace capacity utilization rate was 92.09%, a week - on - week increase of 0.09 percentage points and a year - on - year increase of 4.42 percentage points; the steel mill开工率 was 84.62%, a week - on - week increase of 0.29 percentage points and a year - on - year increase of 3.12 percentage points. The daily iron - making output was 2,456,400 tons, a week - on - week increase of 2200 tons and a year - on - year increase of 111,400 tons. [2] - Coking Coal Demand: The total daily consumption of coking coal was 151,920 tons, a week - on - week increase of 110 tons. The available days of coking coal for all - sample independent coking plants were 10.3 days, and the daily consumption was 88,990 tons, a week - on - week increase of 170 tons; the available days of coking coal for 247 steel mills were 12.51 days, and the daily consumption was 62,930 tons, a week - on - week decrease of 60 tons. [2] 3.4 Profit - The average profit per ton of coke for 30 sample coking enterprises was 1 yuan/ton, a week - on - week increase of 7 yuan/ton. The profitability rate of 247 steel mills was 58.87%, a week - on - week increase of 2.59 percentage points and a year - on - year increase of 6.92 percentage points. [2]