Report Information - Report Title: Coking Coal Daily Report [1] - Research Team: Black Team of the Research Center [1] - Report Date: July 25, 2025 [1] Price and Inventory Data Coal Prices - Domestic Coal: The latest price of Liulin Main Coking Coal is 1449.00, with a weekly increase of 299.00 and a monthly increase of 336.00, but an annual decrease of 17.20%. Anze Main Coking Coal is priced at 1400.00, up 20.00 daily, 100.00 weekly, and 230.00 monthly, with an annual decrease of 27.08%. [2] - Imported Coal: Peak Downs is priced at 190.00, with a weekly increase of 3.00, a monthly increase of 1.00, and an annual decrease of 37.70. Goonyella is priced at 193.00, up 1.00 daily, 5.00 weekly, and with an annual decrease of 34.70. [2] - Port and Warehouse Prices: The latest price of raw coal at the port warehouse is 996.00, up 89.00 daily, 206.00 weekly, and 272.00 monthly, with an annual decrease of 23.68%. The price of Shaheyi Meng 5 is 1220.00, with a weekly increase of 120.00, a monthly increase of 160.00, and an annual decrease of 31.84%. [2] Futures Prices - Futures Contracts: The latest price of the 05 contract is 1242.00, up 37.50 daily, 247.00 weekly, and 369.00 monthly, with an annual decrease of 23.31%. The 09 contract is priced at 1166.00, up 56.00 daily, 233.50 weekly, and 358.00 monthly, with an annual decrease of 22.32%. The 01 contract is priced at 1221.00, up 43.50 daily, 243.00 weekly, and 373.00 monthly, with an annual decrease of 24.11%. [2] Inventory Data - Total Inventory: The total inventory is 3546.77, with a weekly decrease of 144.77, a monthly decrease of 350.89, and an annual increase of 5.81%. [2] - Sub - inventories: Coal mine inventory is 278.44, with a weekly decrease of 60.63, a monthly decrease of 184.65, and an annual increase of 3.57%. Port inventory is 321.50, with a weekly decrease of 0.14, a monthly increase of 18.19, and an annual increase of 22.01%. Steel mill coking coal inventory is 791.10, with a weekly increase of 8.17, a monthly increase of 16.44, and an annual increase of 5.96%. Coking plant coking coal inventory is 929.11, with a weekly increase of 36.76, a monthly increase of 133.32, and an annual decrease of 1.33%. [2] Other Data - Coking Capacity Utilization: The coking capacity utilization rate is 73.45, with a weekly increase of 0.44, a monthly increase of 0.10, and an annual decrease of 0.90%. [2] - Coking Plant Coke Inventory: The coking plant coke inventory is 86.97, with a weekly increase of 0.13, a monthly decrease of 0.49, and an annual increase of 0.36%. [2] - Futures Basis and Spreads: The 05 basis is - 317.10, the 09 basis is - 241.10, and the 01 basis is - 296.10. The 5 - 9 spread is 76.00, the 9 - 1 spread is - 55.00, and the 1 - 5 spread is - 21.00. [2]
焦煤日报-20250725
Yong An Qi Huo·2025-07-25 00:35