焦煤日报-20260127

1. Report Information - Report Name: Coking Coal Daily Report - Research Team: Black Team of the Research Center - Date: January 27, 2026 [1] 2. Price Information Spot Prices - The latest price of Liulin Main Coking Coal is 1,483.00, with a daily change of 57.00, weekly change of 57.00, monthly change of 33.00, and annual change of 11.76% [2] - The latest price of Raw Coal Port Delivery Price is 1,040.00, with a daily change of 24.00, weekly change of -5.00, monthly change of 70.00, and annual change of 13.04% [2] - The latest price of Shaheyi Mongolian No. 5 is 1,400.00, with no daily change, weekly change of 60.00, monthly change of 60.00, and annual change of 2.94% [2] - The latest price of Anze Main Coking Coal is 1,640.00, with no daily change, weekly change of 20.00, monthly change of 40.00, and annual change of 17.14% [2] International Prices - The latest price of Peak Downs is 260.00, with a daily change of 2.00, weekly change of 18.00, monthly change of 32.00, and annual change of 64.00 [2] - The latest price of Goonyella is 260.00, with a daily change of 0.40, weekly change of 17.00, monthly change of 31.00, and annual change of 61.00 [2] Futures Prices - The latest price of Futures Contract 05 is 1,151.00, with a daily change of 7.00, weekly change of 1.00, monthly change of 24.00, and annual change of 0.35% [2] - The latest price of Futures Contract 09 is 1,227.50, with a daily change of 9.00, no weekly change, monthly change of 23.00, and annual change of 0.37% [2] - The latest price of Futures Contract 01 is 1,394.50, with a daily change of 7.50, weekly change of 3.00, monthly change of 351.50, and annual change of 11.78% [2] 3. Inventory Information - The total inventory is 4,099.62, with a weekly change of 12.02, monthly change of 88.22, and annual change of -15.89% [2] - The coal mine inventory is 274.35, with a weekly change of 1.98, monthly change of -8.55, and annual change of -37.42% [2] - The port inventory is 298.90, with a weekly change of -0.90, monthly change of 12.73, and annual change of -35.20% [2] - The steel mill coking coal inventory is 802.20, with a weekly change of 4.47, monthly change of -2.79, and annual change of -3.06% [2] - The coking plant coking coal inventory is 1,132.85, with a weekly change of 61.17, monthly change of 96.56, and annual change of -2.21% [2] - The coking plant coke inventory is 85.71, with a weekly change of 0.33, monthly change of 0.19, and annual change of 0.86% [2] 4. Production and Utilization Information - The coking capacity utilization rate is 72.41, with a weekly change of -0.14, monthly change of 0.75, and annual change of -0.29% [2] 5. Basis and Spread Information - The basis for Futures Contract 05 is -16.75, with a daily change of -7.00, weekly change of -1.00, monthly change of 49.56, and annual change of 35.08 [2] - The basis for Futures Contract 09 is -93.25, with a daily change of -9.00, no weekly change, monthly change of 50.56, and annual change of -0.27 [2] - The basis for Futures Contract 01 is -260.25, with a daily change of -7.50, weekly change of -3.00, monthly change of -277.94, and annual change of 0.71 [2] - The spread between Futures Contract 05 and 09 is -76.50, with a daily change of -2.00, weekly change of 1.00, monthly change of 1.00, and annual change of 0.01 [2] - The spread between Futures Contract 09 and 01 is -167.00, with a daily change of 1.50, weekly change of -3.00, monthly change of -328.50, and annual change of 5.82 [2] - The spread between Futures Contract 01 and 05 is 243.50, with a daily change of 0.50, weekly change of 2.00, monthly change of 327.50, and annual change of 1.42 [2]