焦煤日报-20260203

Report Information - Report Title: Coking Coal Daily Report [1] - Research Team: Black Team of the Research Center [1] - Report Date: February 3, 2026 [1] 1. Report Industry Investment Rating - No information provided 2. Report's Core View - No information provided 3. Summary According to Relevant Catalog Price Information - Domestic Coking Coal Prices: The price of Liulin Main Coking Coal is 1483.00, with no daily change, no weekly change, a monthly increase of 80.00, and a yearly increase of 13.47%. The price of Anze Main Coking Coal is 1630.00, with no daily change, a weekly decrease of 10.00, a monthly increase of 130.00, and a yearly increase of 16.43%. The price of Shaheyi Meng 5 is 1430.00, with a daily increase of 30.00, a weekly increase of 30.00, a monthly increase of 90.00, and a yearly increase of 5.93%. The price of Raw Coal Port Delivery Price is 1027.00, with a daily increase of 3.00, a weekly decrease of 13.00, a monthly increase of 67.00, and a yearly increase of 11.63% [2]. - International Coking Coal Prices: The price of Peak Downs is 222.00, with no daily change, a weekly decrease of 38.00, a monthly decrease of 6.00, and a yearly increase of 23.00. The price of Goonyella is 222.00, with no daily change, a weekly decrease of 38.00, a monthly decrease of 7.00, and a yearly increase of 20.00 [2]. - Futures Prices: The price of Futures Contract 05 is 1169.50, with a daily decrease of 6.00, a weekly increase of 40.00, a monthly increase of 72.50, and a yearly increase of 2.10%. The price of Futures Contract 09 is 1246.00, with a daily decrease of 7.50, a weekly increase of 40.00, a monthly increase of 72.50, and a yearly increase of 1.67%. The price of Futures Contract 01 is 1418.00, with a daily decrease of 12.00, a weekly increase of 39.50, a monthly increase of 337.00, and a yearly increase of 12.36% [2]. Inventory Information - Total Inventory: The total coking coal inventory is 4130.25, with a weekly increase of 30.63 and a monthly increase of 71.92 [2]. - Sub - inventory: Coal mine inventory is 267.18, with a weekly decrease of 7.17, a monthly decrease of 26.16, and a yearly decrease of 35.25%. Port inventory is 289.38, with a weekly decrease of 9.52, a monthly decrease of 10.12, and a yearly decrease of 36.30%. Steel mill coking coal inventory is 803.24, with a weekly increase of 1.04, a monthly decrease of 3.48, and a yearly decrease of 5.30%. Coking plant coking coal inventory is 1177.71, with a weekly increase of 44.86, a monthly increase of 137.99, and a yearly decrease of 4.28% [2]. Other Information - Coking Capacity Utilization: The coking capacity utilization rate is 71.86, with a weekly decrease of 0.55, a monthly increase of 0.14, and a yearly decrease of 1.71% [2]. - Coking Coke Inventory: The coking coke inventory is 85.91, with a weekly increase of 0.20, a monthly increase of 0.33, and a yearly decrease of 0.43% [2]. - Basis and Spread: The 05 basis is - 97.32, with a daily increase of 6.00, a weekly decrease of 102.07, a monthly increase of 11.41, and a yearly decrease of 46.99%. The 09 basis is - 173.82, with a daily increase of 7.50, a weekly decrease of 102.07, a monthly increase of 11.41, and a yearly increase of 0.33%. The 01 basis is - 345.82, with a daily increase of 12.00, a weekly decrease of 101.57, a monthly decrease of 253.09, and a yearly increase of 1.07%. The 5 - 9 spread is - 76.50, with a daily increase of 1.50, no weekly change, no monthly change, and a yearly decrease of 0.04%. The 9 - 1 spread is - 172.00, with a daily increase of 4.50, a weekly increase of 0.50, a monthly decrease of 264.50, and a yearly increase of 3.71%. The 1 - 5 spread is 248.50, with a daily decrease of 6.00, a weekly decrease of 0.50, a monthly increase of 264.50, and a yearly increase of 1.13% [2].