焦煤日报-20251204

Report Overview - Report Title: Coking Coal Daily Report - Research Team: Black Team of the Research Center - Report Date: December 4, 2025 Key Data Price Data - Domestic Coking Coal: The latest price of Liulin Main Coking Coal is 1505.00, unchanged from the previous day, down 140.00 from last week, down 140.00 from last month, and up 0.60% year - on - year. The price of Anze Main Coking Coal is 1500.00, down 80.00 from the previous day, down 80.00 from last week, down 160.00 from last month, and down 3.85% year - on - year [2]. - Imported Coking Coal: The latest price of Peak Downs is 222.00, up 6.50 from the previous day, up 8.00 from last week, up 10.50 from last month, and up 5.00 year - on - year. The price of Goonyella is 221.00, up 6.50 from the previous day, up 8.00 from last week, up 9.50 from last month, and up 4.00 year - on - year [2]. - Futures Market: The latest price of Futures Contract 05 is 1161.50, down 17.50 from the previous day, down 8.50 from last week, down 161.50 from last month, and down 10.52% year - on - year. The price of Futures Contract 09 is 1228.00, down 15.00 from the previous day, down 7.50 from last week, down 164.50 from last month, and down 8.77% year - on - year [2]. Inventory Data - Total Inventory: The total inventory is 3482.28, up 101.57 from last week, up 159.68 from last month, and down 14.28% year - on - year. - Coal Mine Inventory: The coal mine inventory is 223.92, up 38.00 from last week, up 59.39 from last month, and down 31.65% year - on - year. - Port Inventory: The port inventory is 291.50, down 7.00 from last week, up 15.85 from last month, and down 37.81% year - on - year. - Steel Mill Coking Coal Inventory: The steel mill coking coal inventory is 797.08, up 6.91 from last week, up 14.12 from last month, and up 7.15% year - on - year. - Coking Plant Coking Coal Inventory: The coking plant coking coal inventory is 1038.19, down 30.78 from last week, up 8.49 from last month, and up 13.27% year - on - year [2]. Basis and Spread Data - Basis: The 05 basis is - 77.82, up 17.50 from the previous day, down 135.18 from last week, down 118.96 from last month, and down 24.42 year - on - year. The 09 basis is - 144.32, up 15.00 from the previous day, down 136.18 from last week, down 115.96 from last month, and up 0.42 year - on - year. The 01 basis is 4.18, up 15.00 from the previous day, down 147.68 from last week, down 99.46 from last month, and down 0.71 year - on - year [2]. - Spread: The 5 - 9 spread is - 66.50, down 2.50 from the previous day, down 1.00 from last week, up 3.00 from last month, and up 0.39 year - on - year. The 9 - 1 spread is 148.50, unchanged from the previous day, down 11.50 from last week, up 16.50 from last month, and up 0.28 year - on - year. The 1 - 5 spread is - 82.00, up 2.50 from the previous day, up 12.50 from last week, down 19.50 from last month, and up 0.21 year - on - year [2]. Graphical Data - The report also includes multiple graphs showing the price trends of various coking coal types (such as Liulin Main Coking Coal, Mongolian coal at the port, etc.), inventory trends (coal mine inventory, port inventory, etc.), production trends, import volume trends, and basis and spread trends from 2021 to 2025 [3][4][5][7]