瑞达期货焦煤焦炭产业日报-20250617

1. Report Industry Investment Rating - No relevant content provided 2. Core Viewpoints of the Report - On June 17, the JM2509 contract of coking coal closed at 789.5, up 1.70%. The supply of coking coal has marginal improvement signs, and the clean coal inventory continues to increase. Technically, the 4 - hour cycle K - line is between the 20 and 60 moving averages. It should be treated as a volatile operation [2]. - On June 17, the J2509 contract of coke closed at 1365.5, up 1.00%. The third round of price cut for coke has been implemented. The supply of raw materials has marginal improvement signs, and the molten iron output has declined from a high level. The average loss per ton of coke for 30 independent coking plants nationwide is 46 yuan/ton this period. Technically, the 4 - hour cycle K - line is between the 20 and 60 moving averages. It should be treated as a volatile operation [2]. 3. Summary by Relevant Catalogs 3.1 Futures Market - JM主力合约收盘价为789.50元/吨，环比下降6.00元；J主力合约收盘价为1365.50元/吨，环比下降5.50元[2]。 - JM期货合约持仓量为706,696.00手，环比下降11,022.00手；J期货合约持仓量为55,241.00手，环比下降661.00手[2]。 - 焦煤前20名合约净持仓为 - 36,034.00手，环比下降13,405.00手；焦炭前20名合约净持仓为 - 563.00手，环比下降659.00手[2]。 - JM1 - 9月合约价差为17.50元/吨，环比上升2.50元；J1 - 9月合约价差为22.50元/吨，环比上升1.00元[2]。 - 焦煤仓单为0.00张，无变化；焦炭仓单为90.00张，无变化[2]。 3.2 Spot Market - 干其毛都蒙5原煤价格为701.00元/吨，环比下降7.00元；唐山准一级冶金焦价格为1445.00元/吨，无变化[2]。 - 俄罗斯主焦煤远期现货（CFR）价格为116.50美元/湿吨，无变化；日照港准一级冶金焦价格为1270.00元/吨，无变化[2]。 - 京唐港澳大利亚进口主焦煤价格为1230.00元/吨，环比上升90.00元；天津港一级冶金焦价格为1370.00元/吨，无变化[2]。 - 京唐港山西产主焦煤价格为1230.00元/吨，无变化；天津港准一级冶金焦价格为1270.00元/吨，无变化[2]。 - 山西晋中灵石中硫主焦价格为980.00元/吨，无变化；内蒙古乌海产焦煤出厂价为980.00元/吨，无变化[2]。 - JM主力合约基差为190.50元/吨，环比上升6.00元；J主力合约基差为79.50元/吨，环比上升5.50元[2]。 3.3 Upstream Situation - 110家洗煤厂原煤库存为336.13万吨，环比上升8.72万吨；精煤库存为251.47万吨，环比上升6.41万吨[2]。 - 110家洗煤厂开工率为57.36%，环比下降3.23个百分点；原煤产量为40,328.00万吨，环比上升1397.40万吨[2]。 - 煤及褐煤进口量为3604.00万吨，环比下降179.00万吨；523家炼焦煤矿山原煤日均产量为187.80万吨，环比下降2.10万吨[2]。 - 16个港口进口焦煤库存为544.73万吨，环比下降1.00万吨；焦炭18个港口库存为258.69万吨，环比下降8.16万吨[2]。 - 独立焦企全样本炼焦煤总库存为798.07万吨，环比下降20.85万吨；独立焦企全样本焦炭库存为125.71万吨，环比下降1.30万吨[2]。 - 全国247家钢厂炼焦煤库存为773.98万吨，环比上升3.07万吨；全国247家样本钢厂焦炭库存为642.84万吨，环比下降2.96万吨[2]。 - 独立焦企全样本炼焦煤可用天数为12.32天，环比上升0.06天；247家样本钢厂焦炭可用天数为11.62天，环比上升0.04天[2]。 - 炼焦煤进口量为889.34万吨，环比上升25.97万吨；焦炭及半焦炭出口量为0.00万吨，环比下降55.00万吨[2]。 - 炼焦煤产量为3926.16万吨，环比下降235.31万吨；独立焦企产能利用率为73.96%，环比下降1.40个百分点[2]。 - 独立焦化厂吨焦盈利情况为 - 46.00元/吨，环比下降27.00元/吨；焦炭产量为4238.00万吨，环比上升78.00万吨[2]。 3.4 Downstream Situation - 全国247家钢厂高炉开工率为83.39%，环比下降0.15个百分点；247家钢厂高炉炼铁产能利用率为90.56%，环比下降0.07个百分点[2]。 - 粗钢产量为8655.00万吨，环比上升53.10万吨[2]。 3.5 Industry News - The US and the UK announced general terms of a trade agreement. The US will set a quota of 100,000 vehicles per year for UK car imports with a 10% tariff rate. The UK committed to meeting US requirements for the supply - chain security of steel and aluminum products exported to the US and the nature of ownership of relevant production facilities [2]. - Due to the recent Israel - Iran conflict boosting international oil prices, Longzhong Information expects that the domestic retail prices of gasoline and diesel will be raised by about 300 yuan/ton at 24:00 on June 17 [2]. - On June 16, affected by environmental protection factors, inspections in multiple areas of Linfen were tightened. Most coal mines in Puxian are operating normally, but some pit - mouth coal - washing plants have shut down, involving a coal - washing capacity of 8.7 million tons. The resumption time is uncertain [2].