永安期货焦煤日报-20251202

Report Information - Report Title: Coking Coal Daily Report - Research Team: Black Team of the Research Center - Date: December 2, 2025 [1] Key Points Price Information - Domestic Coking Coal: The latest price of Liulin Main Coking Coal is 1505.00, with no daily change, a weekly decrease of 140.00, a monthly decrease of 140.00, and an annual decrease of 3.53%. The price of Anze Main Coking Coal is 1580.00, with no daily change, a weekly decrease of 80.00, a monthly decrease of 20.00, and an annual increase of 1.28%. The price of Shaheyi Meng 5 is 1420.00, with a daily decrease of 80.00, a weekly decrease of 90.00, a monthly decrease of 50.00, and an annual decrease of 8.39%. The price of Raw Coal Port Delivery Price is 1000.00, with a daily increase of 26.00, a weekly decrease of 10.00, a monthly decrease of 170.00, and an annual decrease of 3.85% [2]. - Imported Coking Coal: The price of Peak Downs is 215.00, with no daily change, a weekly increase of 1.00, a monthly increase of 3.50, and an annual decrease of 2.80%. The price of Goonyella is 214.00, with no daily change, a weekly increase of 1.00, a monthly increase of 2.50, and an annual decrease of 3.80% [2]. - Futures Market: The price of Futures Contract 05 is 1164.00, with a daily increase of 12.00, a weekly decrease of 24.50, a monthly decrease of 185.00, and an annual decrease of 9.70%. The price of Futures Contract 09 is 1235.00, with a daily increase of 15.50, a weekly decrease of 18.50, a monthly decrease of 178.50, and an annual decrease of 7.59%. The price of Futures Contract 01 is 1076.50, with a daily increase of 12.50, a weekly decrease of 20.50, a monthly decrease of 209.00, and an annual decrease of 13.78% [2]. Inventory Information - Total Inventory: The total inventory is 3458.26, with a weekly increase of 81.25, a monthly increase of 151.42, and an annual decrease of 13.69% [2]. - Coal Mine Inventory: The coal mine inventory is 223.92, with a weekly increase of 38.00, a monthly increase of 59.39, and an annual decrease of 31.65% [2]. - Port Inventory: The port inventory is 291.50, with a weekly decrease of 7.00, a monthly increase of 15.85, and an annual decrease of 37.81% [2]. - Steel Mill Coking Coal Inventory: The steel mill coking coal inventory is 797.08, with a weekly increase of 6.91, a monthly increase of 14.12, and an annual increase of 7.15% [2]. - Coking Plant Coking Coal Inventory: The coking plant coking coal inventory is 1038.19, with a weekly decrease of 30.78, a monthly increase of 8.49, and an annual increase of 13.27% [2]. Other Information - Coking Capacity Utilization: The coking capacity utilization is 72.95, with a weekly increase of 1.24, a monthly decrease of 0.49, and an annual decrease of 1.14% [2]. - Coking Coke Inventory: The coking coke inventory is 85.42, with a weekly increase of 0.19, a monthly increase of 0.21, and an annual decrease of 1.10% [2]. - Basis and Spread: The 05 basis is -80.32, with a daily decrease of 155.68, a weekly decrease of 119.18, a monthly decrease of 75.92, and an annual decrease of 35.92%. The 09 basis is -151.32, with a daily decrease of 159.18, a weekly decrease of 125.18, a monthly decrease of 82.42, and an annual increase of 0.65%. The 01 basis is 7.18, with a daily decrease of 156.18, a weekly decrease of 123.18, a monthly decrease of 51.92, and an annual decrease of 2.84%. The 5 - 9 spread is -71.00, with a daily decrease of 3.50, a weekly decrease of 6.00, a monthly decrease of 6.50, and an annual increase of 0.49%. The 9 - 1 spread is 158.50, with a daily increase of 3.00, a weekly increase of 2.00, a monthly increase of 30.50, and an annual increase of 0.80%. The 1 - 5 spread is -87.50, with a daily increase of 0.50, a weekly increase of 4.00, a monthly decrease of 24.00, and an annual increase of 1.16% [2]