永安期货焦炭日报-20250730

Report Information - Report Date: July 30, 2025 [1] - Report Type: Coke Daily Report - Research Team: Black Team of the Research Center Key Points 1. Price and Production Data - Coke Prices: The latest prices of different types of coke vary, with some showing daily, weekly, and monthly changes. For example, the price of Shanxi quasi - first wet - quenched coke is 1372.10, with a daily change of 54.61, a weekly change of 163.84, and a monthly change of 218.45. Compared to the same period last year, it decreased by 27.67% [2]. - Production Indicators: The blast furnace开工率 is 90.81, with a weekly decrease of 0.08, a monthly decrease of 0.02, but an annual increase of 1.33%. The daily average iron water output is 242.23, with a weekly decrease of 0.21, a monthly decrease of 0.06, and an annual increase of 1.09% [2]. 2. Inventory Data - Coke Inventories: Coking plant inventory is 50.12, with a weekly decrease of 5.43, a monthly decrease of 23.61, and an annual increase of 42.35%. Port inventory is 198.13, with a weekly decrease of 0.98, a monthly decrease of 1.96, and an annual increase of 0.20%. Steel mill inventory is 639.98, with a weekly increase of 0.99, a monthly increase of 12.23, and an annual increase of 17.86% [2]. - Inventory Days: The steel mill inventory days are 11.45, with a weekly decrease of 0.01, a monthly increase of 0.23, and an annual increase of 11.71% [2]. 3. Futures Market Data - Futures Prices: The prices of different futures contracts (05, 09, 01) have changed. For example, the price of the 05 contract is 1717.5, with a daily decrease of 23.50, a weekly decrease of 56.00, a monthly increase of 212.50, and an annual decrease of 22.46% [2]. - Basis and Spread: The 05 basis is - 53.95, with a daily increase of 82.22, a weekly increase of 173.45, a monthly increase of 33.15, and an annual decrease of 113.11. The 5 - 9 spread is - 53.00, with a daily decrease of 31.50, a weekly decrease of 22.50, a monthly decrease of 12.00, and an annual decrease of 31.50 [2]. 4. Historical Price Trends - The report also presents historical price trends of coke in different regions (Linfen, Lvliang, Rizhao Port, etc.) from 2021 to 2025, which can help analyze long - term price fluctuations [3][4][5]