Yongan Futures(SH:600927) Yong An Qi Huo·2025-10-23 01:22Report Information - Report Title: Coking Coal Daily Report - Report Date: October 23, 2025 - Research Team: Black Team of the Research Center [1] Industry Investment Rating - Not provided Core Viewpoints - Not provided Summary by Relevant Catalog Price Information - Domestic Coking Coal: The latest price of Liulin Main Coking Coal is 1575.00, with no daily change, a weekly increase of 25.00, a monthly increase of 72.00, and an annual decrease of 1.56%. The price of Yuanmei Port Delivery Price is 1095.00, with a daily decrease of 5.00, a weekly increase of 52.00, a monthly increase of 105.00, and an annual decrease of 7.98%. The price of Shaheyi Meng 5 is 1470.00, with a daily and weekly increase of 50.00, a monthly increase of 120.00, and an annual decrease of 13.53%. The price of Anze Main Coking Coal is 1550.00, with no daily change, a weekly increase of 20.00, a monthly increase of 50.00, and an annual decrease of 11.43% [2]. - Foreign Coking Coal: The latest price of Peak Downs is 204.50, with no daily change, a weekly increase of 0.50, a monthly increase of 2.50, and an annual decrease of 7.70%. The price of Goonyella is 204.50, with no daily change, a weekly increase of 0.50, a monthly increase of 1.50, and an annual decrease of 7.70% [2]. - Futures Market: The latest price of Futures Contract 05 is 1272.00, with a daily increase of 7.00, a weekly increase of 28.00, a monthly decrease of 52.00, and an annual decrease of 9.24%. The price of Futures Contract 09 is 1351.00, with a daily increase of 13.00, a weekly increase of 23.50, a monthly decrease of 20.50, and an annual decrease of 4.69%. The price of Futures Contract 01 is 1197.00, with a daily increase of 4.50, a weekly increase of 35.00, a monthly decrease of 31.50, and an annual decrease of 11.33% [2]. Inventory Information - Total Inventory: The total coking coal inventory is 3318.39, with a weekly increase of 24.01, a monthly decrease of 64.08, and an annual decrease of 12.29% [2]. - Sub - Inventory: Coal mine inventory is 205.41, with a weekly increase of 9.55, a monthly decrease of 27.38, and an annual decrease of 19.47%. Port inventory is 294.99, with no weekly change, a monthly increase of 23.88, and an annual decrease of 27.62%. Steel mill coking coal inventory is 781.13, with a weekly decrease of 6.93, a monthly decrease of 12.60, and an annual increase of 6.33%. Coking plant coking coal inventory is 959.06, with a weekly decrease of 78.65, a monthly increase of 75.52, and an annual increase of 2.55% [2]. Other Information - Coking Capacity Utilization: The coking capacity utilization rate is 74.24, with a weekly decrease of 0.94, a monthly decrease of 1.63, and no annual change [2]. - Coking Coke Inventory: The coking coke inventory is 84.72, with a weekly decrease of 0.81, a monthly decrease of 1.31, and an annual decrease of 2.06% [2]. - Futures Basis and Spread: The basis of Futures Contract 05 is - 53.84, with a daily decrease of 7.00, a weekly increase of 27.17, a monthly increase of 232.46, and an annual decrease of 57.86%. The basis of Futures Contract 09 is - 132.84, with a daily decrease of 13.00, a weekly increase of 31.67, a monthly increase of 200.96, and an annual increase of 10.09%. The basis of Futures Contract 01 is 21.16, with a daily decrease of 4.50, a weekly increase of 20.17, a monthly increase of 211.96, and an annual decrease of 0.62%. The 5 - 9 spread is - 79.00, with a daily decrease of 6.00, a weekly increase of 4.50, a monthly decrease of 31.50, and an annual increase of 3.94%. The 9 - 1 spread is 154.00, with a daily increase of 8.50, a weekly decrease of 11.50, a monthly increase of 11.00, and an annual increase of 1.28%. The 1 - 5 spread is - 75.00, with a daily decrease of 2.50, a weekly increase of 7.00, a monthly increase of 20.50, and an annual increase of 0.46% [2]