永安期货焦炭日报-20251202

Report Information - Report Title: Coke Daily Report - Report Date: December 2, 2025 - Research Team: Black Team of the Research Center [1] Report Highlights 1. Price Changes - Coke Prices: The price of Shanxi quasi - first wet - quenched coke is 1594.81, with a daily and weekly change of - 54.61, a monthly change of 57.81, and a year - on - year change of - 9.99%. The price of Hebei quasi - first dry - quenched coke is 1900.00, with no daily or weekly change, a monthly change of 110.00, and a year - on - year change of 11.11%. Similar price data are provided for Shandong, Jiangsu, and Inner Mongolia coke [2]. 2. Production and Utilization Rates - Blast Furnace and Coking: The blast furnace开工率 is 87.98, with a weekly change of - 0.60, a monthly change of - 0.63, and a year - on - year change of - 0.62%. The coking capacity utilization rate is 71.10, with no weekly change, a monthly change of - 2.06, and a year - on - year change of - 2.83%. The daily iron water output is 234.68, with a weekly change of - 1.60, a monthly change of - 1.68, and a year - on - year change of 0.35%. The daily coke output is 52.86, with a weekly change of - 0.03, a monthly change of - 0.44, and a year - on - year change of - 0.23% [2]. 3. Inventory Data - Coke Inventories: Coking plant inventory is 45.21, with a weekly change of 1.77, a monthly change of 7.69, and a year - on - year change of 2.35%. Port inventory is 187.40, with a weekly change of - 5.60, a monthly change of - 23.70, and a year - on - year change of 8.81%. Steel mill inventory is 625.52, with a weekly change of 3.18, a monthly change of - 3.53, and a year - on - year change of 3.59%. Steel mill inventory days are 11.29, with a weekly change of 0.24, a monthly change of - 0.28, and a year - on - year change of - 3.91% [2]. 4. Futures Market Data - Futures and Basis: The prices of futures contracts (05, 09, 01) and their daily, weekly, monthly, and year - on - year changes are provided. The basis data for these contracts (05, 09, 01) and the spread data (5 - 9, 9 - 1, 1 - 5) and their corresponding changes are also presented [2]. 5. Historical Price Charts - Price Trends: Historical price charts for coke in different regions (Linfen, Lvliang, Rizhao Port, Changzhi, Qingdao Port, Tianjin Port) from 2021 - 2025 are provided, as well as charts for related production, inventory, and profit indicators during the same period [3][4][5][6][7][8]