Report Information - Report Date: August 1, 2025 [1] - Report Title: Coal and Coke Weekly Industry Data [1] Industry Investment Rating - No industry investment rating information is provided in the report. Core Viewpoints - The production and import volume of coking coal remain at a relatively high level, and there is no obvious fundamental support [2]. - The supply and demand of coke both decreased slightly, and the fundamentals changed little [2]. - This week, the average daily output of clean coal from 523 coking coal mines across the country was 777,000 tons, which was basically flat compared with the previous week and 6,000 tons higher than the same period last year [2]. - The customs clearance efficiency of Mongolian coal at the Ganqimaodu Port is gradually recovering [2]. Summary by Category 1. Inventory - Coke Inventory: - 230 independent coking plants had 465,200 tons of coke inventory, a decrease of 36,000 tons from the previous week and an increase of 115,000 tons year-on-year [2]. - The total coke inventory was 9.1541 million tons, a decrease of 28,200 tons from the previous week and an increase of 1.1772 million tons year-on-year [2]. - Coking Coal Inventory: - The total coking coal inventory was 23.2693 million tons, a decrease of 287,000 tons from the previous week and an increase of 901,900 tons year-on-year [2]. 2. Supply - Coke Supply: - The capacity utilization rate of 230 independent coking plants was 73.48%, a decrease of 0.13 percentage points from the previous week and an increase of 0.25 percentage points year-on-year [2]. - The average daily output of 230 independent coking plants was 518,300 tons, a decrease of 900 tons from the previous week and a decrease of 19,500 tons year-on-year [2]. - Coking Coal Supply: - The opening rate of coal washing plants was 61.51%, a decrease of 0.8 percentage points from the previous week [2]. - The average daily output of coal washing plants was 521,400 tons, a decrease of 100 tons from the previous week [2]. 3. Demand - Coke Demand: - The blast furnace capacity utilization rate was 90.24%, a decrease of 0.57 percentage points from the previous week and an increase of 1.37 percentage points year-on-year [2]. - The steel mill startup rate was 83.46%, unchanged from the previous week and an increase of 2.18 percentage points year-on-year [2]. - Coking Coal Demand: - The total coking coal consumption was 1.4878 million tons, a decrease of 65,000 tons from the previous week [2]. 4. Profit - Coking Enterprise Profit: - The profit per ton of coke for 30 sample coking enterprises was -45 yuan/ton [2]. - Steel Mill Profit: - The profitability rate of 247 steel mills was 65.37%, an increase of 1.73 percentage points from the previous week and an increase of 58.88 percentage points year-on-year [2].
宝城期货煤焦周度产业数据-20250801
Bao Cheng Qi Huo·2025-08-01 11:40