焦煤日报-20260121

Report Information - Report Title: Coking Coal Daily Report - Research Team: Black Team of the Research Center - Date: January 21, 2026 [1] Price and Inventory Data Coal Prices - Domestic Coal: The latest price of Liulin Main Coking Coal is 1426.00, with no daily change, a weekly decrease of 29.00, a monthly decrease of 74.00, and an annual increase of 5.63%. The price of Anze Main Coking Coal is 1620.00, with no daily change, a weekly increase of 120.00, a monthly increase of 20.00, and an annual increase of 15.71%. The price of Shaheyi Meng 5 is 1400.00, with a daily and weekly increase of 60.00, a monthly increase of 40.00, and an annual increase of 2.94%. The price of Raw Coal Port Delivery Price is 1020.00, with a daily decrease of 25.00, a weekly decrease of 48.00, a monthly increase of 50.00, and an annual increase of 11.48% [2]. - Imported Coal: The price of Peak Downs is 244.00, with a daily increase of 2.00, a weekly increase of 8.00, a monthly increase of 16.00, and an annual increase of 47.00. The price of Goonyella is 245.00, with a daily increase of 2.00, a weekly increase of 8.00, a monthly increase of 16.00, and an annual increase of 43.00 [2]. Futures Prices - The latest price of Futures Contract 05 is 1150.00, with a daily decrease of 27.00, a weekly decrease of 49.50, a monthly increase of 40.00, and an annual decrease of 1.63%. The price of Futures Contract 09 is 1227.50, with a daily decrease of 31.00, a weekly decrease of 50.00, a monthly increase of 42.00, and an annual decrease of 0.37%. The price of Futures Contract 01 is 1391.50, with a daily decrease of 33.50, a weekly increase of 313.00, a monthly increase of 394.00, and an annual increase of 10.22% [2]. Inventory Data - Total Inventory: The total coking coal inventory is 4087.59, with a weekly increase of 35.02, a monthly increase of 153.49, and an annual decrease of 16.71%. - Coal Mine Inventory: The coal mine inventory is 272.37, with a weekly decrease of 22.64, a monthly decrease of 0.40, and an annual decrease of 33.78%. - Port Inventory: The port inventory is 299.80, with a weekly decrease of 1.50, a monthly decrease of 7.70, and an annual decrease of 36.89%. - Steel Mill Inventory: The steel mill coking coal inventory is 797.73, with a weekly decrease of 4.54, a monthly increase of 3.08, and an annual decrease of 2.04%. - Coking Plant Inventory: The coking plant coking coal inventory is 1071.68, with a weekly increase of 19.18, a monthly increase of 34.38, and an annual decrease of 0.17% [2]. Other Data - Coking Capacity Utilization: The coking capacity utilization rate is 72.55, with a weekly decrease of 0.14, a monthly increase of 0.50, and an annual decrease of 1.17%. - Coking Coke Inventory: The coking coke inventory is 85.38, with a weekly decrease of 0.29, a monthly decrease of 0.35, and an annual decrease of 0.64%. - Futures Basis and Spreads: The 05 basis is -15.75, with a daily increase of 27.00, a weekly increase of 32.26, a monthly increase of 68.05, and an annual increase of 58.08. The 09 basis is -93.25, with a daily increase of 31.00, a weekly increase of 32.76, a monthly increase of 66.05, and an annual decrease of 0.32. The 01 basis is -257.25, with a daily increase of 33.50, a weekly decrease of 330.24, a monthly decrease of 285.95, and an annual increase of 0.54. The 5 - 9 spread is -77.50, with a daily increase of 4.00, a weekly increase of 0.50, a monthly decrease of 2.00, and an annual increase of 0.23. The 9 - 1 spread is -164.00, with a daily increase of 2.50, a weekly decrease of 363.00, a monthly decrease of 352.00, and an annual increase of 4.38. The 1 - 5 spread is 241.50, with a daily decrease of 6.50, a weekly increase of 362.50, a monthly increase of 354.00, and an annual increase of 1.58% [2].