永安期货焦煤日报-20251111

Group 1: Report Information - The report is the Coking Coal Daily, dated November 11, 2025, and is from the Black Team of the Research Center [1] Group 2: Price and Inventory Data Price Data - Domestic Coking Coal: The latest price of Liulin Main Coking Coal is 1645.00 with no daily or weekly change, a monthly increase of 95.00, and an annual increase of 3.46%. Anze Main Coking Coal is priced at 1660.00 with no daily change, a weekly increase of 60.00, a monthly increase of 130.00, and an annual increase of 0.61%. The price of Raw Coal at the Port Delivery Price is 1145.00, with a daily decrease of 16.00, a weekly decrease of 25.00, a monthly increase of 115.00, and an annual increase of 1.33%. The price of Shaheyi Meng 5 is 1550.00, with no daily change, a weekly increase of 80.00, a monthly increase of 100.00, and an annual decrease of 6.63% [2] - International Coking Coal: The latest price of Peak Downs is 212.50, with a daily increase of 0.50, a weekly increase of 1.00, a monthly increase of 7.00, and an annual decrease of 7.50. Goonyella is priced at 212.50, with the same daily, weekly, monthly, and annual changes as Peak Downs [2] - Futures Prices: The latest price of Futures Contract 05 is 1298.50, with a daily decrease of 27.00, a weekly decrease of 32.50, a monthly increase of 58.00, and an annual decrease of 8.75%. Futures Contract 09 is priced at 1353.00, with a daily decrease of 23.50, a weekly decrease of 41.50, a monthly increase of 26.00, and an annual decrease of 6.82%. Futures Contract 01 is priced at 1261.00, with a daily decrease of 17.50, a weekly decrease of 13.50, a monthly increase of 116.00, and an annual decrease of 5.93% [2] Inventory Data - Total Inventory: The total coking coal inventory is 3361.53, with a weekly increase of 54.68, a monthly increase of 82.34, and an annual decrease of 13.27% [2] - Sub - inventories: Coal mine inventory is 165.59, with a weekly increase of 1.06, a monthly decrease of 30.27, and an annual decrease of 43.01%. Port inventory is 290.15, with a weekly increase of 14.50, a monthly decrease of 4.84, and an annual decrease of 31.77%. Steel mill coking coal inventory is 796.32, with a weekly increase of 13.36, a monthly increase of 8.26, and an annual increase of 7.26%. Coking plant coking coal inventory is 1052.48, with a weekly increase of 22.78, a monthly increase of 14.77, and an annual increase of 15.19% [2] Other Data - Coking Capacity Utilization: The coking capacity utilization rate is 72.31, with a weekly decrease of 1.13, a monthly decrease of 2.87, and an annual decrease of 1.61% [2] - Coking Coke Inventory: The coking coke inventory is 84.99, with a weekly decrease of 0.22, a monthly decrease of 0.54, and an annual decrease of 1.87% [2] - Futures Basis and Spread: The 05 basis is 65.64, with a daily increase of 27.00, a weekly increase of 32.50, a monthly increase of 143.15, and an annual increase of 123.35. The 09 basis is 11.14, with a daily increase of 23.50, a weekly increase of 41.50, a monthly increase of 175.15, and an annual decrease of 1.13. The 01 basis is 103.14, with a daily increase of 17.50, a weekly increase of 13.50, a monthly increase of 85.15, and an annual increase of 3.16. The 5 - 9 spread is - 54.50, with a daily decrease of 3.50, a weekly increase of 9.00, a monthly increase of 32.00, and an annual increase of 0.88. The 9 - 1 spread is 92.00, with a daily decrease of 6.00, a weekly decrease of 28.00, a monthly decrease of 90.00, and an annual decrease of 0.17. The 1 - 5 spread is - 37.50, with a daily increase of 9.50, a weekly increase of 19.00, a monthly increase of 58.00, and an annual decrease of 0.55% [2]