Report Information - Report Title: Black Series Weekly Report - Coking Coal and Coke [2] - Report Date: September 26, 2025 [2] - Researcher: Li Haixiao [3] - Reviewer: Tang Yun [3] Industry Investment Rating No relevant information provided. Core Views - For coking coal, the mine inventory is being depleted, and spot transactions have started to see price increases. The coking coal 2601 contract is oscillating [5]. - For coke, the first round of price increase has been proposed, and the coke 2601 contract is oscillating [7]. Summary by Directory 1. Price - Coking coal warehouse receipt price is 1083, Mongolian coal warehouse receipt price is 1192, coke warehouse receipt price is 1620, and the overseas warehouse receipt price of Australian coal is 1599 [10]. 2. Demand, Profit, and开工 - The coking plant's disk profit (01 contract) is 168, a week-on-week increase of 10 [10]. - The full - scale daily coke output is 112.78 tons, a week - on - week decrease of 0.59 tons and a year - on - year increase of 2.59 tons [10]. - The hot metal output is 242.36 tons, a week - on - week increase of 1.34 tons and a year - on - year increase of 17.5 tons [10]. - The coal washing plant's output is 27.53 tons (with changes in the coal washing plant sample data), a week - on - week increase of 0.73 tons [10]. 3. Inventory - Coke Inventory: The total coke inventory is 920.41 tons, a week - on - week increase of 5.23 tons and a year - on - year increase of 96.7 tons. Coking plant coke inventory is 63.04 tons, a week - on - week decrease of 3.37 tons and a year - on - year decrease of 12.82 tons. Steel mill coke inventory is 661.31 tons, a week - on - week increase of 16.64 tons and a year - on - year increase of 100.66 tons. Port inventory is 196.06 tons, a week - on - week decrease of 8.04 tons and a year - on - year increase of 8.86 tons [12]. - Coking Coal Inventory: The total coking coal inventory is 2060.63 tons, a week - on - week increase of 47.69 tons and a year - on - year increase of 81.15 tons. Coking plant coking coal inventory is 999.07 tons, a week - on - week increase of 58.66 tons and a year - on - year increase of 58.99 tons. Steel mill coking coal inventory is 796.07 tons, a week - on - week increase of 5.73 tons and a year - on - year increase of 71.31 tons. Port inventory is 265.49 tons, a week - on - week decrease of 16.7 tons and a year - on - year decrease of 133.54 tons. Coal washing plant inventory is 310.73 tons (with data sample changes), a week - on - week increase of 6.36 tons [14]. 4. Import and Export - From January to July, the imported coking coal was 62.44 million tons, a year - on - year decrease of 8.47%. From January to July, the exported coke was 4.4 million tons, a year - on - year decrease of 22.02% [17].
黑色系周报：双焦-20250926
Dong Ya Qi Huo·2025-09-26 12:01