永安期货焦炭日报-20250729

Report Information - Report Title: Coke Daily Report - Report Date: July 29, 2025 - Research Team: Black Team of the Research Center [1] Industry Investment Rating - Not provided in the report Core Viewpoints - Not provided in the report Summary by Relevant Catalog Coke Prices - The latest price of Shanxi quasi - first wet quenching coke is 1317.49, with no daily change, a weekly increase of 109.23, a monthly increase of 163.84, and a year - on - year decrease of 30.55% [2] - The latest price of Hebei quasi - first wet quenching coke is 1540.00, with no daily change, a weekly increase of 110.00, a monthly increase of 165.00, and a year - on - year decrease of 29.68% [2] - The latest price of Shandong quasi - first dry quenching coke is 1495.00, with no daily change, a weekly increase of 110.00, a monthly increase of 165.00, and a year - on - year decrease of 32.96% [2] - The latest price of Jiangsu quasi - first dry quenching coke is 1535.00, with no daily change, a weekly increase of 110.00, a monthly increase of 165.00, and a year - on - year decrease of 32.38% [2] - The latest price of Inner Mongolia second - grade coke is 1030.00, with no daily change, a weekly increase of 100.00, a monthly increase of 150.00, and a year - on - year decrease of 35.63% [2] Production and Utilization Rates - The blast furnace operating rate is 90.81, with a weekly decrease of 0.08, a monthly decrease of 0.02, and a year - on - year increase of 1.33% [2] - The average daily hot metal output is 242.23, with a weekly decrease of 0.21, a monthly decrease of 0.06, and a year - on - year increase of 1.09% [2] - The coking capacity utilization rate is 72.90, with a weekly increase of 0.18, a monthly decrease of 0.52, and a year - on - year decrease of 1.23% [2] - The average daily coke output is 53.10, with a weekly decrease of 0.10, a monthly decrease of 0.40, and a year - on - year decrease of 1.14% [2] Inventory - The coking plant inventory is 50.12, with a weekly decrease of 5.43, a monthly decrease of 23.61, and a year - on - year increase of 42.35% [2] - The port inventory is 198.13, with a weekly decrease of 0.98, a monthly decrease of 1.96, and a year - on - year increase of 0.20% [2] - The steel mill inventory is 639.98, with a weekly increase of 0.99, a monthly increase of 12.23, and a year - on - year increase of 17.86% [2] - The steel mill inventory days are 11.45, with a weekly decrease of 0.01, a monthly increase of 0.23, and a year - on - year increase of 11.71% [2] Futures Market - The latest price of futures contract 05 is 1741, with a daily decrease of 81.00, a weekly decrease of 5.00, a monthly increase of 257.00, and a year - on - year decrease of 20.65% [2] - The latest price of futures contract 09 is 1677, with a daily decrease of 71.00, a weekly increase of 32.50, a monthly increase of 266.50, and a year - on - year decrease of 19.22% [2] - The latest price of futures contract 01 is 1719.5, with a daily decrease of 74.50, a weekly increase of 20.50, a monthly increase of 268.50, and a year - on - year decrease of 20.91% [2] - The 05 basis is - 136.17, with a daily increase of 81.00, a weekly increase of 122.45, a monthly decrease of 70.08, and a year - on - year decrease of 221.71 [2] - The 09 basis is - 72.17, with a daily increase of 71.00, a weekly increase of 84.95, a monthly decrease of 79.58, and a year - on - year decrease of 275.71 [2] - The 01 basis is - 114.67, with a daily increase of 74.50, a weekly increase of 96.95, a monthly decrease of 81.58, and a year - on - year decrease of 220.21 [2] - The 5 - 9 spread is - 21.50, with a daily increase of 6.50, a weekly increase of 25.50, a monthly increase of 11.50, and a year - on - year decrease of 1.50 [2] - The 9 - 1 spread is 64.00, with a daily decrease of 10.00, a weekly decrease of 37.50, a monthly decrease of 9.50, and a year - on - year decrease of 54.00 [2] - The 1 - 5 spread is - 42.50, with a daily increase of 3.50, a weekly increase of 12.00, a monthly decrease of 2.00, and a year - on - year increase of 55.50 [2]