Report Overview - Report Date: July 23, 2025 [1] - Report Type: Coke Daily Report 1. Report Industry Investment Rating - No investment rating information provided in the given content. 2. Core Viewpoints - No explicit core viewpoints are presented directly. However, based on the data in the table, it can be inferred that the coke market shows specific trends in prices, production, inventory, and other aspects. For example, coke prices in different regions have changed to varying degrees, and inventory levels and production capacity utilization rates also show different trends [2]. 3. Summary by Relevant Catalog 3.1 Coke Price - Regional Spot Prices: The latest prices of Shanxi quasi - first wet - quenched coke, Hebei quasi - first wet - quenched coke, Shandong quasi - first dry - quenched coke, Jiangsu quasi - first dry - quenched coke, and Inner Mongolia second - grade coke are 1208.26, 1430.00, 1385.00, 1425.00, and 930.00 respectively. Compared with the previous week, the prices have increased by 54.61, 55.00, 55.00, 55.00, and 50.00 respectively [2]. - Futures Prices: The latest prices of coke futures contracts 05, 09, and 01 are 1746, 1644.5, and 1699 respectively. Compared with the previous day, they have increased by 75.00, 72.50, and 76.00 respectively [2]. 3.2 Production and Capacity Utilization - Blast Furnace and Iron - making: The blast furnace operating rate is 90.89%, with a weekly increase of 0.99 and a year - on - year increase of 2.47%. The daily average iron - water output is 242.44, with a weekly increase of 2.63 and a year - on - year increase of 1.16% [2]. - Coking: The coking capacity utilization rate is 72.72%, with a weekly decrease of 0.48 and a year - on - year decrease of 1.97%. The daily average coke output is 53.20, with a weekly decrease of 0.39 and a year - on - year decrease of 0.26% [2]. 3.3 Inventory - Coking Plant Inventory: The coking plant inventory is 55.55, with a weekly decrease of 4.03 and a year - on - year increase of 57.77% [2]. - Port Inventory: The port inventory is 199.11, with a weekly decrease of 0.97 and a year - on - year decrease of 1.60% [2]. - Steel Mill Inventory: The steel mill inventory is 638.99, with a weekly increase of 1.19 and a year - on - year increase of 15.72%. The steel mill inventory days are 11.46, with a weekly decrease of 0.18 and a year - on - year increase of 9.04% [2]. 3.4 Basis and Spread - Basis: The 05 basis is - 258.62, with a daily decrease of 64.25; the 09 basis is - 157.12, with a daily decrease of 61.75; the 01 basis is - 211.62, with a daily decrease of 65.25 [2]. - Spread: The 5 - 9 spread is - 47.00, with a daily increase of 1.00; the 9 - 1 spread is 101.50, with a daily increase of 2.50; the 1 - 5 spread is - 54.50, with a daily decrease of 3.50 [2].
焦炭日报-20250723
Yong An Qi Huo·2025-07-23 01:41