永安期货动力煤早报-20250808

1. Report core view - This report presents the latest data on the thermal coal market as of August 8, 2025, including prices at different ports and regions, consumption, inventory, and shipping index data, and their changes over different time periods [1] 2. Summary according to relevant catalogs Coal price - The price of Qinhuangdao 5500 is 677.0, with a daily change of 4.0, a weekly change of 24.0, a monthly change of 52.0, and an annual change of -173.0 [1] - The price of Qinhuangdao 5000 is 615.0, with a daily change of 4.0, a weekly change of 27.0, a monthly change of 56.0, and an annual change of -140.0 [1] - The price of Guangzhou Port 5500 is 755.0, with a daily change of 5.0, a weekly change of 15.0, a monthly change of 45.0, and an annual change of -160.0 [1] - The price of Ordos 5500 is 465.0, with a daily change of 5.0, a weekly change of 20.0, a monthly change of 55.0, and an annual change of -165.0 [1] - The price of Datong 5500 is 545.0, with a daily change of 5.0, a weekly change of 25.0, a monthly change of 75.0, and an annual change of -145.0 [1] - The price of Yulin 6000 is 592.0, with a daily change of 0.0, a weekly change of 5.0, a monthly change of 25.0, and an annual change of -224.0 [1] - The price of Yulin 6200 is 620.0, with a daily change of 0.0, a weekly change of 5.0, a monthly change of 25.0, and an annual change of -223.0 [1] Consumption and inventory - The daily consumption of 25 provinces' terminals is 666.4, with a daily change of 6.8, a weekly change of 23.2, a monthly change of 20.4, and an annual change of 12.0 [1] - The inventory of 25 provinces' terminals is 12017.8, with a daily change of -7.7, a weekly change of -802.7, a monthly change of -1486.7, and an annual change of 500.3 [1] - The available days of 25 provinces' terminals is 18.0, with a daily change of -0.2, a weekly change of -1.9, a monthly change of -2.9, and an annual change of 0.4 [1] - The coal supply of 25 provinces' terminals is 599.2, with a daily change of 17.4, a weekly change of -9.3, a monthly change of -40.8, and an annual change of -23.6 [1] Port data - The inventory of northern ports is 2484.0, with a daily change of -2.0, a weekly change of -5.0, a monthly change of -238.0, and an annual change of -1.5 [1] - The number of ships at anchor in northern ports is 54.0, with a daily change of -1.0, a weekly change of -42.0, a monthly change of -31.0, and an annual change of -1.0 [1] - The inbound volume of northern ports is 129.6, with a daily change of -22.1, a weekly change of -4.7, a monthly change of -26.9, and an annual change of -19.7 [1] - The throughput of northern ports is 132.5, with a daily change of 11.1, a weekly change of -36.0, a monthly change of -14.0, and an annual change of -16.8 [1] Shipping index - The CBCFI shipping index is 760.2, with a daily change of 3.1, a weekly change of 35.8, a monthly change of 35.4, and an annual change of 188.1 [1] - The shipping price from Qinhuangdao to Shanghai (4 - 5DWT) is 29.9, with a daily change of 0.0, a weekly change of 0.4, a monthly change of 1.1, and an annual change of 8.5 [1] - The shipping price from Qinhuangdao to Guangzhou (5 - 6DWT) is 43.9, with a daily change of 0.6, a weekly change of 1.2, a monthly change of 2.0, and an annual change of 9.5 [1]