Yongan Futures(SH:600927) Yong An Qi Huo·2025-09-01 02:36Report Information - Report Title: Coking Coal Daily Report - Research Team: Black Team of the Research Center - Date: September 1, 2025 [1] Report Industry Investment Rating - Not provided in the content Core Viewpoints - Not provided in the content Data Summary Coal Prices - The latest price of Liulin Main Coking Coal is 1410.00, with a daily change of -95.00, a weekly change of -43.00, a monthly change of 98.00, and an annual change of 0.71% [2] - The latest price of Raw Coal Port Delivery Price is 980.00, with a daily change of 21.00, a weekly change of 18.00, a monthly change of 100.00, and an annual change of -15.88% [2] - The latest price of Shaheyi Meng 5 is 1380.00, with no daily or weekly change, a monthly change of 160.00, and an annual change of -16.36% [2] - The latest price of Anze Main Coking Coal is 1470.00, with no daily or weekly change, a monthly change of -30.00, and an annual change of -12.50% [2] Inventory - The total coking coal inventory is 3507.66, with a weekly increase of 34.05, a monthly increase of 57.08, and an annual decrease of 8.73% [2] - The coal mine inventory is 283.62, with a weekly increase of 7.98, a monthly increase of 35.36, and an annual decrease of 14.12% [2] - The port inventory is 261.49, with a weekly increase of 6.00, a monthly decrease of 30.85, and an annual decrease of 26.42% [2] - The steel mill coking coal inventory is 812.31, with a weekly increase of 6.51, a monthly increase of 12.80, and an annual increase of 13.20% [2] - The coking plant coking coal inventory is 966.41, with a weekly decrease of -10.47, a monthly decrease of -18.97, and an annual increase of 20.39% [2] Coking Capacity Utilization and Coke Inventory - The coking capacity utilization rate is 73.36, with a weekly decrease of -1.06, a monthly decrease of -0.33, and an annual increase of 5.37% [2] - The coking plant coke inventory is 84.99, with a weekly decrease of -1.18, a monthly decrease of -1.63, and an annual decrease of -1.98% [2] Futures Market - The latest price of Futures Contract 05 is 1199.50, with a daily increase of 5.50, a weekly decrease of -44.50, a monthly increase of 57.50, and an annual decrease of -12.83% [2] - The latest price of Futures Contract 09 is 990.00, with a daily decrease of -15.50, a weekly decrease of -73.00, a monthly decrease of -27.00, and an annual decrease of -24.77% [2] - The latest price of Futures Contract 01 is 1156.50, with a daily increase of 4.00, a weekly decrease of -42.00, a monthly increase of 41.50, and an annual decrease of -16.38% [2] - The 05 basis is 38.09, with a daily decrease of -5.50, a weekly increase of 29.56, a monthly decrease of -27.61, and an annual decrease of -115.45 [2] - The 09 basis is 247.59, with a daily increase of 15.50, a weekly increase of 58.06, a monthly increase of 56.89, and an annual increase of 0.16 [2] - The 01 basis is 81.09, with a daily decrease of -4.00, a weekly increase of 27.06, a monthly decrease of -11.61, and an annual decrease of -0.45 [2] - The 5 - 9 spread is 209.50, with a daily increase of 21.00, a weekly increase of 28.50, a monthly increase of 84.50, and an annual increase of 2.49 [2] - The 9 - 1 spread is -166.50, with a daily decrease of -19.50, a weekly decrease of -31.00, a monthly decrease of -68.50, and an annual increase of 1.49 [2] - The 1 - 5 spread is -43.00, with a daily decrease of -1.50, a weekly increase of 2.50, a monthly decrease of -16.00, and an annual decrease of -7.14 [2]