双焦周度数据-20250912

Report Overview - Report Date: September 12, 2025 [2] - Researchers: Huidian, Tao Cunhui, Xue Yuan, Ran Yumeng, Zhong Hong [2] 1. Report Industry Investment Rating - Not provided in the report 2. Report's Core View - Not explicitly stated in the report, but it presents a comprehensive weekly data analysis of coking coal and coke, including production, inventory, and profit indicators. 3. Summary by Relevant Catalogs 3.1 Coke Weekly Data - 247 Steel Mills: - Daily average hot metal production increased from 228.84 to 240.55, a rise of 11.71 [2] - Coke production rose from 45.72 to 46.6, an increase of 0.88 [2] - Coke inventory increased from 623.71 to 633.29, up 9.58 [2] - Inventory available days decreased from 11.71 to 11.29, a drop of 0.42 [2] - Full - sample Independent Coking Enterprises: - Coke production increased from 64.32 to 66.76, a rise of 2.44 [2] - Coke inventory increased from 66.51 to 67.84, up 1.33 [2] - Tonnage coke profit decreased from 64 to 35, a drop of 29 [2] - Ports: - Coke inventory increased slightly from 205.06 to 205.11, up 0.05 [2] - Total Coke Inventory: - Increased from 895.28 to 906.24, a rise of 10.96 [2] 3.2 Coking Coal Weekly Data - 247 Steel Mills: - Coking coal inventory decreased from 795.76 to 793.73, a drop of 2.03 [3] - Inventory available days decreased from 13.09 to 12.81, a decline of 0.28 [3] - Full - sample Independent Coking Enterprises: - Coking coal inventory decreased from 920.05 to 883.54, a drop of 36.51 [3] - Inventory available days decreased from 10.76 to 9.95, a decline of 0.81 [3] - Ports: - Imported coking coal inventory decreased from 275.49 to 271.11, a drop of 4.38 [3] - Ganqimaodu Port: - Average daily customs clearance of Mongolian coal increased from 152,730 to 186,705, a rise of 33,975 [3] - 314 Independent Coal Washing Plants: - Capacity utilization decreased from 35.58 to 35.42, a drop of 0.16 [3] - Daily average clean coal production increased from 25.24 to 25.61, a rise of 0.37 [3] - Clean coal inventory decreased from 286.15 to 280.6, a drop of 5.55 [3] - 88 Coal Enterprises: - Capacity utilization increased from 80.92 to 85.25, a rise of 4.33 [3] - Clean coal inventory increased from 123.51 to 124.96, up 1.45 [3] - Raw coal production increased from 817.31 to 861.07, a rise of 43.76 [3] - Raw coal inventory increased from 194.07 to 199.77, up 5.7 [3] - Tonnage coal profit decreased from 416 to 404, a drop of 12 [3] - Total Coking Coal Inventory: - Decreased from 2,586.23 to 2,541.38, a drop of 44.845 [3]