永安期货焦炭日报-20260209

Report Information - Report Title: Coke Daily Report - Report Date: February 9, 2026 - Research Team: Black Team of the Research Center Key Points 1. Price Information - Coke Prices: The latest prices of different types of coke are as follows: Shanxi quasi - first wet - quenched coke is 1485.59, with no daily change, a weekly increase of 54.61, and a monthly increase of 54.61, a year - on - year decrease of 1.09%; Hebei quasi - first dry - quenched coke is 1735.00, with no daily change, a weekly increase of 55.00, a monthly increase of 55.00, and a year - on - year increase of 18.84%; Shandong quasi - first dry - quenched coke is 1680.00, with no daily change, a weekly increase of 55.00, a monthly increase of 55.00, and no year - on - year change; Jiangsu quasi - first dry - quenched coke is 1700.00, with no daily change, a weekly increase of 55.00, a monthly increase of 55.00, and a year - on - year decrease of 1.16%; Inner Mongolia second - grade coke is 1180.00, with no daily change, a weekly increase of 50.00, a monthly increase of 50.00, and a year - on - year decrease of 1.67% [2]. 2. Production and Capacity Utilization - Blast Furnace and Iron Production: The blast furnace operating rate is 85.69, with a weekly increase of 0.22, a monthly decrease of 0.35, and a year - on - year decrease of 0.08%. The average daily iron water output is 228.58, with a weekly increase of 0.60, a monthly decrease of 0.92, and a year - on - year increase of 0.06% [2]. - Coke Production and Utilization: The coke production capacity utilization rate is 70.75, with a weekly decrease of 0.66, a monthly increase of 0.01, and a year - on - year decrease of 2.96%. The average daily coke output is 49.34, with a weekly decrease of 0.99, a monthly decrease of 0.41, and a year - on - year decrease of 5.35% [2]. 3. Inventory Information - Coke Inventories: Coking plant inventory is 44.64, with a weekly increase of 0.65, a monthly increase of 0.47, and a year - on - year decrease of 54.64%; port inventory is 201.10, with a weekly increase of 3.04, a monthly increase of 17.00, and a year - on - year increase of 13.49%; steel mill inventory is 692.38, with a weekly increase of 14.19, a monthly increase of 46.65, and a year - on - year increase of 0.21%. The number of days of steel mill inventory is 12.76, with a weekly increase of 0.22, a monthly increase of 0.74, and a year - on - year decrease of 3.84% [2]. 4. Futures Market Information - Futures Prices and Basis: The price of futures contract 05 is 1722, with a daily decrease of 22.50, a weekly increase of 4.00, a monthly decrease of 58.50, and a year - on - year increase of 0.97%; the price of futures contract 09 is 1789.5, with a daily decrease of 20.00, a weekly increase of 4.50, a monthly decrease of 66.50, and a year - on - year increase of 0.53%; the price of futures contract 01 is 1875.5, with a daily decrease of 12.50, a weekly increase of 8.50, a monthly increase of 375.50, and a year - on - year increase of 2.23%. The 05 basis is 79.71, with a daily increase of 22.50, a weekly decrease of 4.00, a monthly increase of 133.35, and a year - on - year decrease of 12.55; the 09 basis is 12.21, with a daily increase of 20.00, a weekly decrease of 4.50, a monthly increase of 141.35, and a year - on - year decrease of 5.55; the 01 basis is - 73.79, with a daily increase of 12.50, a weekly decrease of 8.50, a monthly decrease of 300.65, and a year - on - year decrease of 37.05% [2]. - Futures Spreads: The 5 - 9 spread is 153.50, with a daily increase of 10.00, a weekly increase of 4.50, a monthly increase of 434.00, and a year - on - year increase of 24.50; the 9 - 1 spread is - 67.50, with a daily decrease of 2.50, a weekly decrease of 0.50, a monthly increase of 8.00, and a year - on - year increase of 7.00; the 1 - 5 spread is - 86.00, with a daily decrease of 7.50, a weekly decrease of 4.00, a monthly decrease of 442.00, and a year - on - year decrease of 31.50 [2].