焦煤日报-20250827

Report Information - Report Title: Coking Coal Daily Report - Research Team: Black Team of the Research Center - Date: August 27, 2025 [1] Price Information - Coal Prices: The latest price of Liulin Main Coking Coal is 1505.00, with a weekly increase of 52.00 and a monthly increase of 94.00, a yearly increase of 7.50%. The price of Raw Coal at the Port Delivery is 985.00, with a daily increase of 37.00, a weekly increase of 31.00, a monthly increase of 15.00, and a yearly decrease of 15.81%. The price of Shaheyi Meng 5 is 1380.00, with no daily or weekly change, a monthly increase of 160.00, and a yearly decrease of 17.37%. The price of Anze Main Coking Coal is 1470.00, with no daily or weekly change, a monthly increase of 20.00, and a yearly decrease of 13.53% [2]. - International Coal Prices: The latest price of Peak Downs is 201.00, with a daily decrease of 2.00, a weekly decrease of 4.50, a monthly increase of 11.00, and a yearly decrease of 13.50%. The price of Goonyella is 203.00, with a daily decrease of 2.00, a weekly decrease of 5.80, a monthly increase of 10.00, and a yearly decrease of 11.50% [2]. - Futures Prices: The latest price of Futures Contract 05 is 1241.50, with a daily decrease of 2.50, a weekly increase of 42.50, a monthly increase of 60.00, and a yearly decrease of 6.05%. The price of Futures Contract 09 is 1058.00, with a daily decrease of 5.00, a weekly increase of 25.00, a monthly decrease of 29.50, and a yearly decrease of 16.92%. The price of Futures Contract 01 is 1200.50, with a daily increase of 2.00, a weekly increase of 36.00, a monthly increase of 36.50, and a yearly decrease of 9.57% [2]. Inventory Information - Total Inventory: The total coking coal inventory is 3465.61, with a weekly increase of 45.31, a monthly decrease of 69.02, and a yearly decrease of 9.00% [2]. - Detailed Inventory: Coal mine inventory is 275.64, with a weekly increase of 17.97, a monthly decrease of 2.80, and a yearly decrease of 14.55%. Port inventory is 255.49, with a weekly decrease of 21.85, a monthly decrease of 66.01, and a yearly decrease of 25.59%. Steel mill coking coal inventory is 805.80, with a weekly decrease of 2.86, a monthly increase of 14.70, and a yearly increase of 14.08%. Coking plant coking coal inventory is 976.88, with a weekly decrease of 11.04, a monthly increase of 47.77, and a yearly increase of 20.44% [2]. Other Information - Coking Capacity Utilization: The coking capacity utilization rate is 74.42, with a weekly increase of 0.08, a monthly increase of 0.97, and a yearly increase of 3.16% [2]. - Coking Coke Inventory: The coking coke inventory is 86.17, with no daily change, a monthly decrease of 0.80, and a yearly decrease of 0.75% [2]. - Basis and Spread: The 05 basis is 11.03, with a daily increase of 2.50, a weekly decrease of 42.50, a monthly decrease of 15.17, and a yearly decrease of 265.98. The 09 basis is 194.53, with a daily increase of 5.00, a weekly decrease of 25.00, a monthly increase of 74.33, and a yearly decrease of 0.40. The 01 basis is 52.03, with a daily decrease of 2.00, a weekly decrease of 36.00, a monthly increase of 8.33, and a yearly decrease of 0.81. The 5 - 9 spread is 183.50, with a daily increase of 2.50, a weekly increase of 17.50, a monthly increase of 89.50, and a yearly increase of 2.82. The 9 - 1 spread is -142.50, with a daily decrease of 7.00, a weekly decrease of 11.00, a monthly decrease of 66.00, and a yearly increase of 1.64. The 1 - 5 spread is -41.00, with a daily increase of 4.50, a weekly decrease of 6.50, a monthly decrease of 23.50, and a yearly decrease of 7.83% [2].