山西焦化公告称，预计2025年度归属于母公司所有者的净利润7415.15万元 - 8865.15万元，同比减少 66.31% - 71.82%；扣非净利润3477.36万元 - 4927.36万元，同比减少79.36% - 85.43%。业绩预减主要因 2025年焦炭市场"供强需弱、价格承压"，公司毛利率受成本和市场因素影响有较大压力；且联营企业中 煤华晋利润同比减少，公司投资收益降低。 ...

| | 最新 | 日变化 | 周变化 | 月变化 同比 | | 最新 | 日变化 | 周变化 | 月变化 同比 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 山西准一湿熄 | 1430.97 | 0.00 | 0.00 | -54.61 | -11.18% 高炉开工率 | 85.48 | | -0.56 | 0.55 | 1.47% | | 河北准一干熄 | 1680.00 | 0.00 | 0.00 | -55.00 | 7.69% 铁水日均产量 | 228.01 | | -1.49 | 1.46 | 1.57% | | 山东准一干熄 | 1625.00 | 0.00 | 0.00 | -35.00 | -9.22% 盘面05 | 1693.5 | -41.50 | -53.50 | -19.00 | -5.44% | | 江苏准一干熄 | 1645.00 | 0.00 | 0.00 | -55.00 | -10.11% 盘面09 | 1769.5 | -39.50 | -54.00 | -12.50 | ...

| | 最新 | 日变化 | 周变化 | 月变化 同比 | | 最新 | 日变化 | 周变化 | 月变化 同比 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 山西准一湿熄 | 1430.97 | 0.00 | 0.00 | -109.23 | -11.18% 高炉开工率 | 86.04 | | 0.78 | 0.12 | 1.76% | | 河北准一干熄 | 1680.00 | 0.00 | 0.00 | -110.00 | 7.69% 铁水日均产量 | 229.50 | | 2.07 | 0.30 | 2.29% | | 山东准一干熄 | 1625.00 | 0.00 | 0.00 | -90.00 | -9.22% 盘面05 | 1761 | -3.00 | 40.00 | 72.00 | 4.42% | | 江苏准一干熄 | 1645.00 | 0.00 | 0.00 | -110.00 | -10.11% 盘面09 | 1837.5 | -6.00 | 26.00 | 73.50 | 4.70% | ...

Group 1 - The recent decline in spot prices for coke has occurred four times within a month, attributed to multiple factors including reduced demand from steel mills and a decrease in iron water production [1] - Steel mills have entered a loss phase since October last year, leading to a 12-week consecutive decline in iron water output, which has weakened the demand for coke [1] - The inventory ratio of coke in steel and coking plants is at a three-year low of 7.03, with large and medium-sized steel mills having only 12.1 days of available coke, which is 1.1 days lower than the same period in 2024 [1] Group 2 - Despite a temporary recovery in coking profits, there has been no significant increase in coke supply, with daily production remaining stable between 620,000 to 650,000 tons and capacity utilization between 71.5% to 73% [2] - The recent decline in coking coal prices has not led to a notable increase in coking coal production, with a decrease of 49,500 tons in daily output reported in the last week of December [2] - There are signs of recovery in daily iron water production, with an increase of 8,800 tons in the last two weeks of December, indicating potential for further growth in iron water output [2]

| | 最新 | 日变化 | 周变化 | 月变化 同比 | | 最新 | 日变化 | 周变化 | 月变化 同比 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 山西准一湿熄 | 1430.97 | 0.00 | 0.00 | -109.23 | -11.18% 高炉开工率 | 86.04 | | 0.78 | 0.12 | 1.76% | | 河北准一干熄 | 1680.00 | 0.00 | 0.00 | -110.00 | 7.69% 铁水日均产量 | 229.50 | | 2.07 | 0.30 | 2.29% | | 山东准一干熄 | 1625.00 | 0.00 | 0.00 | -90.00 | -9.22% 盘面05 | 1764 | 17.50 | 122.00 | 57.50 | 4.26% | | 江苏准一干熄 | 1645.00 | 0.00 | 0.00 | -110.00 | -10.11% 盘面09 | 1843.5 | 22.50 | 129.00 | 61.50 | 4.74% ...

焦炭日报 研究中心黑色团队 2026/1/5 | | 最新 | 日变化 | 周变化 | 月变化 同比 | | 最新 | 日变化 | 周变化 | 月变化 同比 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 山西准一湿熄 | 1430.97 | 0.00 | -54.61 | -163.84 | -14.09% 高炉开工率 | 85.26 | | 0.32 | -1.82 | -0.34% | | 河北准一干熄 | 1680.00 | 0.00 | -55.00 | -165.00 | 4.35% 铁水日均产量 | 227.43 | | 0.85 | -4.87 | 0.99% | | 山东准一干熄 | 1625.00 | 0.00 | -35.00 | -145.00 | -11.92% 盘面05 | 1714.5 | 7.00 | -25.00 | -28.50 | -4.03% | | 江苏准一干熄 | 1645.00 | 0.00 | -55.00 | -165.00 | -12.73% 盘面09 | 1 ...

证券日报网讯12月30日，山西焦化（600740）在互动平台回答投资者提问时表示，公司与焦煤集团及其 子公司之间的关联交易符合公司所处行业的实际情况，不会损害公司和中小股东利益；同时公司面对严 峻的市场形势，多措并举，以精益成本管控和科学营销管理为主线，优化机制流程，深化改革变革，克 服市场不利因素，提升公司生产经营的韧性，推动公司稳健可持续发展。 ...

焦炭日报 研究中心黑色团队 1000.00 1500.00 2000.00 2500.00 3000.00 3500.00 4000.00 4500.00 1月 2月 3月 4月 5月 6月 7月 8月 9月 10月 11月 12月 1月 日照港准一平仓 2021 2022 2023 2024 2025 1000.00 1500.00 2000.00 2500.00 3000.00 3500.00 1月 2月 3月 4月 5月 6月 7月 8月 9月 10月 11月 12月 1月 长治出厂价 2021 2022 2023 2024 2025 4000.00 4500.00 青岛港准一平仓 2025/12/29 | | 最新 | 日变化 | 周变化 | 月变化 同比 | | 最新 | 日变化 | 周变化 | 月变化 同比 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 山西准一湿熄 | 1485.59 | 0.00 | -54.61 | -163.84 | -13.49% 高炉开工率 | 84.94 | | 0. ...

焦炭日报 研究中心黑色团队 2025/12/19 | | 最新 | 日变化 | 周变化 | 月变化 同比 | | 最新 | 日变化 | 周变化 | 月变化 | 同比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 山西准一湿熄 | 1540.20 | 0.00 | -54.61 | -109.23 | -10.31% 高炉开工率 | 85.92 | | -1.16 | -2.88 | -1.61% | | 河北准一干熄 | 1790.00 | 0.00 | -55.00 | -110.00 | 7.83% 铁水日均产量 | 226.50 | | -2.70 | -9.78 | -1.27% | | 山东准一干熄 | 1715.00 | 0.00 | -55.00 | -110.00 | -9.74% 盘面05 | 1712.5 | 48.50 | 55.50 | -91.50 | -7.76% | | 江苏准一干熄 | 1755.00 | 0.00 | -55.00 | -110.00 | -9.54% 盘面09 ...

1. Report Date - The report is dated December 17, 2025 [1] 2. Price Information - The latest price of Shanxi quasi - first wet quenching coke is 1,540.20, with no daily change, a weekly decrease of 54.61, a monthly decrease of 109.23, and a year - on - year decrease of 10.31% [2] - The latest price of Hebei quasi - first dry quenching coke is 1,790.00, with no daily change, a weekly decrease of 55.00, a monthly decrease of 110.00, and a year - on - year increase of 7.83% [2] - The latest price of Shandong quasi - first dry quenching coke is 1,715.00, with no daily change, a weekly decrease of 55.00, a monthly decrease of 110.00, and a year - on - year decrease of 9.74% [2] - The latest price of Jiangsu quasi - first dry quenching coke is 1,755.00, with no daily change, a weekly decrease of 55.00, a monthly decrease of 110.00, and a year - on - year decrease of 9.54% [2] - The latest price of Inner Mongolia second - grade coke is 1,230.00, with no daily change, a weekly decrease of 50.00, a monthly decrease of 100.00, and a year - on - year decrease of 12.14% [2] 3. Production and Utilization Information - The blast furnace operating rate is 85.92, with a weekly decrease of 1.16, a monthly decrease of 2.88, and a year - on - year decrease of 1.61% [2] - The average daily hot metal yield is 229.20, with a weekly decrease of 3.10, a monthly decrease of 7.68, and a year - on - year decrease of 1.41% [2] - The coking capacity utilization rate is 72.64, with a weekly increase of 0.62, a monthly increase of 0.80, and a year - on - year decrease of 1.48% [2] - The average daily coke output is 51.60, with a weekly decrease of 0.58, a monthly decrease of 1.52, and a year - on - year decrease of 3.26% [2] 4. Inventory Information - The coking plant inventory is 50.11, with a weekly increase of 5.42, a monthly increase of 13.96, and a year - on - year increase of 10.04% [2] - The port inventory is 181.20, with a weekly decrease of 0.10, a monthly decrease of 17.60, and a year - on - year increase of 9.04% [2] - The steel mill inventory is 635.28, with a weekly increase of 10.03, a monthly increase of 12.88, and a year - on - year increase of 1.88% [2] - The steel mill inventory days are 11.66, with a weekly increase of 0.37, a monthly increase of 0.60, and a year - on - year decrease of 3.24% [2] 5. Futures Market Information - The latest price of futures contract 05 is 1,669, with a daily increase of 7.00, a weekly decrease of 37.50, a monthly decrease of 173.00, and a year - on - year decrease of 12.30% [2] - The latest price of futures contract 09 is 1,747, with a daily increase of 7.50, a weekly decrease of 35.00, a monthly decrease of 172.50, and a year - on - year decrease of 10.66% [2] - The latest price of futures contract 01 is 1,501.5, with a daily increase of 7.00, a weekly decrease of 35.50, a monthly decrease of 196.50, and a year - on - year decrease of 17.41% [2] - The 05 basis is 164.55, with a daily decrease of 7.00, a weekly decrease of 21.22, a monthly increase of 39.42, and a year - on - year increase of 43.68 [2] - The 09 basis is 86.55, with a daily decrease of 7.50, a weekly decrease of 23.72, a monthly increase of 38.92, and a year - on - year increase of 18.18 [2] - The 01 basis is 332.05, with a daily decrease of 7.00, a weekly decrease of 23.22, a monthly increase of 62.92, and a year - on - year increase of 126.18 [2] - The 5 - 9 spread is - 167.50, with no daily change, a weekly increase of 2.00, a monthly decrease of 23.50, and a year - on - year decrease of 82.50 [2] - The 9 - 1 spread is - 78.00, with a daily decrease of 0.50, a weekly decrease of 2.50, a monthly decrease of 0.50, and a year - on - year decrease of 25.50 [2] - The 1 - 5 spread is 245.50, with a daily increase of 0.50, a weekly increase of 0.50, a monthly increase of 24.00, and a year - on - year increase of 108.00 [2]