焦炭日报-20250731

Report Overview - The report is a Coke Daily Report issued by the Black Team of the Research Center on July 31, 2025 [1] Price Information - Coke Prices: The latest prices of different types of coke are as follows: Shanxi quasi - first wet - quenched coke is 1372.10, Hebei quasi - first wet - quenched coke is 1595.00, Shandong quasi - first dry - quenched coke is 1550.00, Jiangsu quasi - first dry - quenched coke is 1590.00, and Inner Mongolia second - grade coke is 1080.00. There is no daily change in these prices, but significant weekly and monthly increases are observed, with year - on - year decreases ranging from 25.29% to 30.32% [2] - Futures Prices: The latest prices of coke futures contracts are: 1794.5 for the 05 contract, 1684 for the 09 contract, and 1743.5 for the 01 contract. The daily changes are 77.00, 72.00, and 79.00 respectively, with varying weekly and monthly trends and year - on - year decreases of around 17 - 20% [2] Production and Utilization - Blast Furnace and Iron Production: The blast furnace开工率 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%. The iron water日均产量 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] - Coking Production: The coking产能利用率 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%. The coke日均产量 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 Information - Coke Inventories: The coking厂库存 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%. The港口库存 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%. The钢厂库存 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%. The钢厂库存天数 is 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] Spread and Basis Information - Basis: The 05基差 is - 130.95, with a daily decrease of 77.00, a weekly increase of 124.95, a monthly decrease of 85.35, and a significant year - on - year change. The 09基差 is - 20.45, with a daily decrease of 72.00, a weekly increase of 155.45, a monthly decrease of 40.35, and a large year - on - year change. The 01基差 is - 79.95, with a daily decrease of 79.00, a weekly increase of 136.45, a monthly decrease of 64.85, and a notable year - on - year change [2] - Spread: The 5 - 9价差 is - 51.00, with a daily increase of 2.00, a weekly decrease of 11.50, a monthly decrease of 20.50, and a year - on - year decrease. The 9 - 1价差 is 110.50, with a daily increase of 5.00, a weekly increase of 30.50, a monthly increase of 45.00, and a slight year - on - year change. The 1 - 5价差 is - 59.50, with a daily decrease of 7.00, a weekly decrease of 19.00, a monthly decrease of 24.50, and a year - on - year increase [2]