焦煤日报-20250917

Report Information - Report Title: Coking Coal Daily Report - Research Team: Black Team of the Research Center - Date: September 17, 2025 [1] 1. Report Industry Investment Rating - Not provided in the given content 2. Report Core View - Not provided in the given content 3. Summary by Relevant Catalog Price Information - Domestic Coking Coal Prices: The latest price of Liulin Main Coking Coal is 1401.00, with no daily change, no weekly change, a monthly decrease of 52.00, and a yearly increase of 0.07%. Anze Main Coking Coal is priced at 1420.00, with no daily or weekly change, a monthly decrease of 50.00, and a yearly decrease of 14.46%. The price of Shaheyi Meng 5 is 1350.00, with no daily change, a weekly decrease of 30.00, a monthly decrease of 30.00, and a yearly decrease of 18.18% [2]. - Imported Coking Coal Prices: The latest price of Peak Downs is 202.00, with a daily increase of 0.50, a weekly increase of 2.00, a monthly decrease of 5.50, and a yearly decrease of 0.60%. Goonyella is priced at 202.50, with a daily increase of 1.50, a weekly increase of 2.00, a monthly decrease of 9.00, and a yearly decrease of 0.10% [2]. - Coal Port Delivery Price: The latest price of raw coal at the port delivery is 991.00, with a daily increase of 41.00, a weekly increase of 62.00, a monthly increase of 37.00, and a yearly decrease of 12.69% [2]. - Futures Prices: The latest price of Futures 05 is 1324.00, with a daily increase of 59.50, a weekly increase of 135.00, a monthly increase of 91.00, and a yearly increase of 3.64%. Futures 09 is priced at 1371.50, with a daily increase of 79.50, a weekly increase of 402.50, a monthly increase of 323.00, and a yearly increase of 12.37%. Futures 01 is priced at 1228.50, with a daily increase of 56.50, a weekly increase of 113.00, a monthly increase of 35.00, and a yearly decrease of 3.91% [2]. Inventory Information - Total Inventory: The total coking coal inventory is 3351.85, with a weekly decrease of 45.83, a monthly decrease of 68.46, and a yearly decrease of 11.31% [2]. - Sub - inventory: Coal mine inventory is 254.52, with a weekly decrease of 13.56, a monthly decrease of 3.15, and a yearly decrease of 17.86%. Port inventory is 275.49, with a weekly increase of 0.14, a monthly decrease of 1.85, and a yearly decrease of 31.83%. Steel mill coking coal inventory is 795.76, with a weekly decrease of 16.09, a monthly decrease of 12.90, and a yearly increase of 10.78%. Coking plant coking coal inventory is 920.05, with a weekly decrease of 41.22, a monthly decrease of 67.87, and a yearly increase of 7.72% [2]. Other Information - Coking Capacity Utilization: The coking capacity utilization rate is 75.92, with a weekly increase of 2.78, a monthly increase of 1.58, and a yearly increase of 9.74% [2]. - Coking Coke Inventory: The coking coke inventory is 85.93, with a weekly increase of 1.62, a monthly decrease of 0.24, and a yearly decrease of 0.26% [2]. - Futures Basis and Spread: The 05 basis is - 116.30, with a daily decrease of 36.51, a weekly decrease of 112.01, a monthly decrease of 135.83, and a yearly decrease of 362.59. The 09 basis is - 163.80, with a daily decrease of 56.51, a weekly decrease of 379.51, a monthly decrease of 367.83, and a yearly decrease of 1.54. The 01 basis is - 20.80, with a daily decrease of 33.51, a weekly decrease of 90.01, a monthly decrease of 79.83, and a yearly decrease of 1.08. The 5 - 9 spread is - 47.50, with a daily decrease of 20.00, a weekly decrease of 267.50, a monthly decrease of 232.00, and a yearly decrease of 1.83. The 9 - 1 spread is 143.00, with a daily increase of 23.00, a weekly increase of 289.50, a monthly increase of 288.00, and a yearly decrease of 3.47. The 1 - 5 spread is - 95.50, with a daily decrease of 3.00, a weekly decrease of 22.00, a monthly decrease of 56.00, and a yearly decrease of 96.50 [2]