永安期货焦煤日报-20251205

Report Information - Report Title: Coking Coal Daily Report - Research Team: Black Team of the Research Center - Date: December 5, 2025 [1] Key Data Summary Coal Prices - Domestic Main Coking Coal: The price of Liulin Main Coking Coal is 1,505.00, unchanged from the previous day; Anze Main Coking Coal is 1,500.00, also unchanged [2]. - Imported Coal: Peak Downs is 222.00, with a weekly increase of 7.50; Goonyella is 221.00, with a weekly increase of 7.50 [2]. - Other Prices: The port delivery price of raw coal at the border is 987.00, down 28.00 from the previous day; the price of Shaheyi Meng 5 is 1,420.00, unchanged from the previous day [2]. Inventory - Total Inventory: The total coking coal inventory is 3,539.71, with a weekly increase of 81.45 [2]. - Sub - inventories: Coal mine inventory is 247.01, with a weekly increase of 23.09; port inventory is 294.50, with a weekly increase of 3.00; steel mill coking coal inventory is 801.30, with a weekly increase of 4.22; coking plant coking coal inventory is 1,010.30, with a weekly decrease of 27.89 [2]. Capacity Utilization and Other Indicators - Coking Capacity Utilization: The coking capacity utilization rate is 73.84, with a weekly increase of 0.89 [2]. - Coking Coke Inventory: The coking coke inventory is 85.97, with a weekly increase of 0.55 [2]. Futures Market - Futures Prices: The price of the 05 contract is 1,167.00, up 5.50 from the previous day; the 09 contract is 1,236.50, up 8.50 from the previous day; the 01 contract is 1,075.00, down 4.50 from the previous day [2]. - Basis and Spreads: The 05 basis is - 83.32, down 5.50 from the previous day; the 5 - 9 spread is - 69.50, down 3.00 from the previous day [2].