焦炭日报-20250718

Report Summary 1. Report Industry Investment Rating No information about the industry investment rating is provided in the report. 2. Core Viewpoints No explicit core viewpoints are presented in the given content. The report mainly provides a series of data on the coke industry. 3. Summary by Relevant Data Price Data - Coke Prices: The latest price of Shanxi quasi - first wet - quenched coke is 1208.26, with a daily and weekly change of 54.61, and a year - on - year decrease of 38.04%. Hebei quasi - first wet - quenched coke is 1375.00, unchanged daily and weekly, with a monthly decrease of 55.00 and a year - on - year decrease of 37.21%. Shandong quasi - first dry - quenched coke is 1330.00, unchanged daily and weekly, with a monthly decrease of 55.00 and a year - on - year decrease of 40.36%. Jiangsu quasi - first dry - quenched coke is 1370.00, unchanged daily and weekly, with a monthly decrease of 55.00 and a year - on - year decrease of 39.65%. Inner Mongolia second - grade coke is 930.00, with a daily and weekly increase of 50.00, and a year - on - year decrease of 41.88% [2]. Production and Utilization Data - Blast Furnace and Iron Production: The blast furnace operating rate is 89.90, with a weekly decrease of 0.39, a monthly decrease of 0.68, and a year - on - year increase of 0.92%. The daily average iron water output is 242.44, with a weekly increase of 2.63, a monthly increase of 0.26, and a year - on - year increase of 1.16% [2]. - Coke Production and Utilization: The coking capacity utilization rate is 72.72, with a weekly decrease of 0.48, a monthly decrease of 1.24, and a year - on - year decrease of 1.97%. The daily average coke output is 53.20, with a weekly decrease of 0.39, a monthly decrease of 0.57, and a year - on - year decrease of 0.26% [2]. Inventory Data - Coke Inventories: Coking plant inventory is 55.55, with a weekly decrease of 4.03, a monthly decrease of 25.38, and a year - on - year increase of 57.77%. Port inventory is 199.11, with a weekly decrease of 0.97, a monthly decrease of 4.00, and a year - on - year decrease of 1.60%. Steel mill inventory is 638.99, with a weekly increase of 1.19, a monthly increase of 4.79, and a year - on - year increase of 15.72%. The steel mill inventory days are 11.46, with a weekly decrease of 0.18, a monthly increase of 0.04, and a year - on - year increase of 9.04% [2]. Futures Data - Futures Prices and Basis: The futures price of contract 05 is 1584.5, with a daily increase of 6.50, a weekly increase of 11.50, a monthly increase of 172.00, and a year - on - year decrease of 32.92%. The 05 basis is - 107.87, with a daily increase of 52.22, a weekly increase of 47.22, a monthly decrease of 172.00, and a year - on - year decrease of 28.63%. Similar data are provided for contracts 09 and 01 [2]. - Futures Spreads: The 5 - 9 spread is - 42.00, with a daily decrease of 9.00, a weekly decrease of 7.00, a monthly decrease of 29.00, and a year - on - year decrease of 47.00%. The 9 - 1 spread is 85.00, with a daily increase of 11.00, a weekly increase of 20.50, a monthly increase of 48.00, and a year - on - year increase of 2.00%. The 1 - 5 spread is - 43.00, with a daily decrease of 2.00, a weekly decrease of 13.50, a monthly decrease of 19.00, and a year - on - year increase of 45.00% [2].