Group 1 - The core point of the article is the change in the shareholding structure of Shanxi Meijin Energy Co., Ltd. due to the inheritance of shares following the death of a major shareholder [1][2] - The shareholding structure change involves the transfer of shares from Gao Fan'e to her children, resulting in a new distribution of ownership among them [1][2] - The actual controller of the company remains unchanged despite the internal shareholding adjustments, ensuring the company's independence and operational stability [2] Group 2 - Before the change, Yao Junliang held 25% of Meijin Group's shares, while other heirs held 12.5% each [1] - After the change, Yao Junliang's share increased to 27%, Yao Junhua's to 15%, and the other heirs now hold 14.5% each [1] - The registration procedures for the shareholding structure change have been completed as of the announcement date [1]

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问公司电容碳生产进行到什么阶段了？ 美锦能源（000723.SZ）8月5日在投资者互动平台表示，公司1000吨/年淀粉基电容炭产业化项目（一 期）已建成并投入连续生产。该项目属于国内首台套产线，倍受用户市场和社会各界关注，不仅填补了 国内空白，还解决了"卡脖子"的技术难题。电容炭作为储能器件中关键核心电极材料，市场需求量大， 并呈快速增长态势。公司超级电容炭已进行批量生产，经测试主要技术指标和参数理想，产品质量达到 国际先进水平。公司正在积极推进市场开拓工作，并向目标客户送样检测，客户检测确认后逐步签订销 售合同。现在已有部分产品销售。产能释放和市场开发均按计划有序推进中。 ...

焦炭日报 研究中心黑色团队 2025/7/31 | | 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 | 1372.10 | 0.00 | 163.84 | 218.45 | -27.67% 高炉开工率 | 90.81 | | -0.08 | -0.02 | 1.33% | | 河北准一湿熄 | 1595.00 | 0.00 | 165.00 | 220.00 | -25.29% 铁水日均产量 | 242.23 | | -0.21 | -0.06 | 1.09% | | 山东准一干熄 | 1550.00 | 0.00 | 165.00 | 220.00 | -28.74% 盘面05 | 1794.5 | 77.00 | -7.50 | 331.00 | -17.85% | | 江苏准一干熄 | 1590.00 | 0.00 | 165.00 | 220.00 | -28.22% 盘面09 | ...

焦炭日报 研究中心黑色团队 2025/7/29 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 临汾出厂价 2021 2022 2023 2024 2025 900.00 1400.00 1900.00 2400.00 2900.00 3400.00 3900.00 4400.00 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 吕梁出厂价 2021 2022 2023 2024 2025 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 ...

焦炭日报 研究中心黑色团队 2025/7/28 | | 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 | 1317.49 | 54.61 | 109.23 | 163.84 | -30.55% 高炉开工率 | 90.81 | | -0.08 | -0.02 | 1.33% | | 河北准一湿熄 | 1485.00 | 0.00 | 55.00 | 110.00 | -32.19% 铁水日均产量 | 242.23 | | -0.21 | -0.06 | 1.09% | | 山东准一干熄 | 1440.00 | 0.00 | 55.00 | 110.00 | -35.43% 盘面05 | 1822 | 20.00 | 151.00 | 368.50 | -17.59% | | 江苏准一干熄 | 1480.00 | 0.00 | 55.00 | 110.00 | -34.80% 盘面09 | 174 ...

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 焦炭日报 研究中心黑色团队 2025/7/25 | | 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 | 1262.88 | 0.00 | 109.23 | 109.23 | -35.24% 高炉开工率 | 90.89 | | 0.99 | 0.10 | 2.47% | | 河北准一湿熄 | 1485.00 | 0.00 | 110.00 | 110.00 | -32.19% 铁水日均产量 | 242.23 | | -0.21 | -0.06 | 1.09% | | 山东准一干熄 | 1440.00 | 0. ...

Report Overview - Report Date: July 23, 2025 [1] - Report Type: Coke Daily Report 1. Report Industry Investment Rating - No investment rating information provided in the given content. 2. Core Viewpoints - No explicit core viewpoints are presented directly. However, based on the data in the table, it can be inferred that the coke market shows specific trends in prices, production, inventory, and other aspects. For example, coke prices in different regions have changed to varying degrees, and inventory levels and production capacity utilization rates also show different trends [2]. 3. Summary by Relevant Catalog 3.1 Coke Price - **Regional Spot Prices**: The latest prices of Shanxi quasi - first wet - quenched coke, Hebei quasi - first wet - quenched coke, Shandong quasi - first dry - quenched coke, Jiangsu quasi - first dry - quenched coke, and Inner Mongolia second - grade coke are 1208.26, 1430.00, 1385.00, 1425.00, and 930.00 respectively. Compared with the previous week, the prices have increased by 54.61, 55.00, 55.00, 55.00, and 50.00 respectively [2]. - **Futures Prices**: The latest prices of coke futures contracts 05, 09, and 01 are 1746, 1644.5, and 1699 respectively. Compared with the previous day, they have increased by 75.00, 72.50, and 76.00 respectively [2]. 3.2 Production and Capacity Utilization - **Blast Furnace and Iron - making**: The blast furnace operating rate is 90.89%, with a weekly increase of 0.99 and a year - on - year increase of 2.47%. The daily average iron - water output is 242.44, with a weekly increase of 2.63 and a year - on - year increase of 1.16% [2]. - **Coking**: The coking capacity utilization rate is 72.72%, with a weekly decrease of 0.48 and a year - on - year decrease of 1.97%. The daily average coke output is 53.20, with a weekly decrease of 0.39 and a year - on - year decrease of 0.26% [2]. 3.3 Inventory - **Coking Plant Inventory**: The coking plant inventory is 55.55, with a weekly decrease of 4.03 and a year - on - year increase of 57.77% [2]. - **Port Inventory**: The port inventory is 199.11, with a weekly decrease of 0.97 and a year - on - year decrease of 1.60% [2]. - **Steel Mill Inventory**: The steel mill inventory is 638.99, with a weekly increase of 1.19 and a year - on - year increase of 15.72%. The steel mill inventory days are 11.46, with a weekly decrease of 0.18 and a year - on - year increase of 9.04% [2]. 3.4 Basis and Spread - **Basis**: The 05 basis is - 258.62, with a daily decrease of 64.25; the 09 basis is - 157.12, with a daily decrease of 61.75; the 01 basis is - 211.62, with a daily decrease of 65.25 [2]. - **Spread**: The 5 - 9 spread is - 47.00, with a daily increase of 1.00; the 9 - 1 spread is 101.50, with a daily increase of 2.50; the 1 - 5 spread is - 54.50, with a daily decrease of 3.50 [2].

Group 1: Report General Information - Report Name: Coke Daily Report [1] - Date: July 22, 2025 [1] Group 2: Price and Production Indicators - **Coke Prices**: - Shanxi Standard First - Wet Quenching: 1208.26, weekly increase of 54.61, year - on - year decrease of 38.04% [2] - Hebei Standard First - Wet Quenching: 1430.00, weekly increase of 55.00, year - on - year decrease of 34.70% [2] - Shandong Standard First - Dry Quenching: 1385.00, weekly increase of 55.00, year - on - year decrease of 37.89% [2] - Jiangsu Standard First - Dry Quenching: 1425.00, weekly increase of 55.00, year - on - year decrease of 37.22% [2] - Inner Mongolia Second - Grade: 930.00, weekly increase of 50.00, year - on - year decrease of 41.88% [2] - **Production - related Indicators**: - Blast Furnace开工率: 90.89, weekly increase of 0.99, year - on - year increase of 2.47% [2] - Daily Average Hot Metal Output: 242.44, weekly increase of 2.63, year - on - year increase of 1.16% [2] - Coke Oven Capacity Utilization: 72.72, weekly decrease of 0.48, year - on - year decrease of 1.97% [2] - Daily Coke Output: 53.20, weekly decrease of 0.39, year - on - year decrease of 0.26% [2] Group 3: Inventory Indicators - **Inventory Quantities**: - Coking Plant Inventory: 55.55, weekly decrease of 4.03, year - on - year increase of 57.77% [2] - Port Inventory: 199.11, weekly decrease of 0.97, year - on - year decrease of 1.60% [2] - Steel Mill Inventory: 638.99, weekly increase of 1.19, year - on - year increase of 15.72% [2] - **Inventory Days**: - Steel Mill Inventory Days: 11.46, weekly decrease of 0.18, year - on - year increase of 9.04% [2] Group 4: Futures Market Indicators - **Futures Prices**: - Futures Contract 05: 1671, daily increase of 70.00, weekly increase of 71.00, year - on - year decrease of 27.83% [2] - Futures Contract 09: 1572, daily increase of 46.00, weekly increase of 55.50, year - on - year decrease of 28.77% [2] - Futures Contract 01: 1623, daily increase of 53.00, weekly increase of 62.00, year - on - year decrease of 29.23% [2] - **Basis and Spread**: - 05 Basis: - 194.37, daily decrease of 70.00, weekly decrease of 12.28 [2] - 09 Basis: - 95.37, daily decrease of 46.00, weekly increase of 3.22 [2] - 01 Basis: - 146.37, daily decrease of 53.00, weekly decrease of 3.28 [2] - 5 - 9 Spread: - 48.00, daily decrease of 17.00, weekly decrease of 9.00 [2] - 9 - 1 Spread: 99.00, daily increase of 24.00, weekly increase of 15.50 [2] - 1 - 5 Spread: - 51.00, daily decrease of 7.00, weekly decrease of 6.50 [2]

Report Summary 1. Report Industry Investment Rating No information about the industry investment rating is provided in the report. 2. Core Viewpoints No explicit core viewpoints are presented in the given content. The report mainly provides a series of data on the coke industry. 3. Summary by Relevant Data Price Data - **Coke Prices**: The latest price of Shanxi quasi - first wet - quenched coke is 1208.26, with a daily and weekly change of 54.61, and a year - on - year decrease of 38.04%. Hebei quasi - first wet - quenched coke is 1375.00, unchanged daily and weekly, with a monthly decrease of 55.00 and a year - on - year decrease of 37.21%. Shandong quasi - first dry - quenched coke is 1330.00, unchanged daily and weekly, with a monthly decrease of 55.00 and a year - on - year decrease of 40.36%. Jiangsu quasi - first dry - quenched coke is 1370.00, unchanged daily and weekly, with a monthly decrease of 55.00 and a year - on - year decrease of 39.65%. Inner Mongolia second - grade coke is 930.00, with a daily and weekly increase of 50.00, and a year - on - year decrease of 41.88% [2]. Production and Utilization Data - **Blast Furnace and Iron Production**: The blast furnace operating rate is 89.90, with a weekly decrease of 0.39, a monthly decrease of 0.68, and a year - on - year increase of 0.92%. The daily average iron water output is 242.44, with a weekly increase of 2.63, a monthly increase of 0.26, and a year - on - year increase of 1.16% [2]. - **Coke Production and Utilization**: The coking capacity utilization rate is 72.72, with a weekly decrease of 0.48, a monthly decrease of 1.24, and a year - on - year decrease of 1.97%. The daily average coke output is 53.20, with a weekly decrease of 0.39, a monthly decrease of 0.57, and a year - on - year decrease of 0.26% [2]. Inventory Data - **Coke Inventories**: Coking plant inventory is 55.55, with a weekly decrease of 4.03, a monthly decrease of 25.38, and a year - on - year increase of 57.77%. Port inventory is 199.11, with a weekly decrease of 0.97, a monthly decrease of 4.00, and a year - on - year decrease of 1.60%. Steel mill inventory is 638.99, with a weekly increase of 1.19, a monthly increase of 4.79, and a year - on - year increase of 15.72%. The steel mill inventory days are 11.46, with a weekly decrease of 0.18, a monthly increase of 0.04, and a year - on - year increase of 9.04% [2]. Futures Data - **Futures Prices and Basis**: The futures price of contract 05 is 1584.5, with a daily increase of 6.50, a weekly increase of 11.50, a monthly increase of 172.00, and a year - on - year decrease of 32.92%. The 05 basis is - 107.87, with a daily increase of 52.22, a weekly increase of 47.22, a monthly decrease of 172.00, and a year - on - year decrease of 28.63%. Similar data are provided for contracts 09 and 01 [2]. - **Futures Spreads**: The 5 - 9 spread is - 42.00, with a daily decrease of 9.00, a weekly decrease of 7.00, a monthly decrease of 29.00, and a year - on - year decrease of 47.00%. The 9 - 1 spread is 85.00, with a daily increase of 11.00, a weekly increase of 20.50, a monthly increase of 48.00, and a year - on - year increase of 2.00%. The 1 - 5 spread is - 43.00, with a daily decrease of 2.00, a weekly decrease of 13.50, a monthly decrease of 19.00, and a year - on - year increase of 45.00% [2].

Report Information - Report Title: Coke Daily Report - Report Date: July 17, 2025 - Research Team: Black Team of the Research Center [1] Key Data Summary Coke Prices - **Shanxi Standard First - Wet Quenching**: The latest price is 1153.65, with no daily change, no weekly change, a monthly decrease of 54.61, and a year - on - year decrease of 40.84% [2] - **Hebei Standard First - Wet Quenching**: The latest price is 1375.00, with no daily change, no weekly change, a monthly decrease of 55.00, and a year - on - year decrease of 37.21% [2] - **Shandong Standard First - Dry Quenching**: The latest price is 1330.00, with no daily change, no weekly change, a monthly decrease of 55.00, and a year - on - year decrease of 40.36% [2] - **Jiangsu Standard First - Dry Quenching**: The latest price is 1370.00, with no daily change, no weekly change, a monthly decrease of 55.00, and a year - on - year decrease of 39.65% [2] - **Inner Mongolia Second - Grade**: The latest price is 880.00, with no daily change, no weekly change, a monthly decrease of 50.00, and a year - on - year decrease of 45.00% [2] Production and Utilization Rates - **Blast Furnace Operating Rate**: The latest rate is 89.90, with a weekly decrease of 0.39, a monthly decrease of 0.68, and a year - on - year increase of 0.92% [2] - **Coking Capacity Utilization Rate**: The latest rate is 73.20, with a weekly decrease of 0.06, a monthly decrease of 1.73, and a year - on - year decrease of 1.33% [2] - **Daily Coke Output**: The latest output is 53.59, with a weekly decrease of 0.04, a monthly decrease of 0.07, and a year - on - year increase of 0.45% [2] - **Daily Hot Metal Output**: The latest output is 239.81, with a weekly decrease of 1.04, a monthly decrease of 1.80, and a year - on - year increase of 0.64% [2] Inventory Data - **Coking Plant Inventory**: The latest inventory is 59.58, with a weekly decrease of 2.02, a monthly decrease of 27.73, and a year - on - year increase of 67.88% [2] - **Port Inventory**: The latest inventory is 200.08, with a weekly increase of 8.96, a monthly decrease of 3.01, and a year - on - year decrease of 0.10% [2] - **Steel Mill Inventory**: The latest inventory is 637.80, with a weekly increase of 0.31, a monthly decrease of 5.04, and a year - on - year increase of 18.44% [2] - **Steel Mill Inventory Days**: The latest number of days is 11.64, with a weekly increase of 0.12, a monthly increase of 0.02, and a year - on - year increase of 13.01% [2] Futures Market Data - **Futures Contract 05**: The latest price is 1578, with a daily decrease of 22.00, a weekly increase of 38.00, a monthly increase of 183.00, and a year - on - year decrease of 33.54% [2] - **Futures Contract 09**: The latest price is 1504, with a daily decrease of 12.50, a weekly increase of 26.00, a monthly increase of 137.50, and a year - on - year decrease of 33.86% [2] - **Futures Contract 01**: The latest price is 1545, with a daily decrease of 16.00, a weekly increase of 37.50, a monthly increase of 157.00, and a year - on - year decrease of 34.62% [2] - **05 Basis**: The latest value is - 160.10, with a daily increase of 22.00, a weekly decrease of 38.00, a monthly decrease of 220.22, and a year - on - year decrease of 68.36 [2] - **09 Basis**: The latest value is - 86.10, with a daily increase of 12.50, a weekly decrease of 26.00, a monthly decrease of 174.72, and a year - on - year decrease of 94.86 [2] - **01 Basis**: The latest value is - 127.10, with a daily increase of 16.00, a weekly decrease of 37.50, a monthly decrease of 194.22, and a year - on - year decrease of 46.86 [2] - **5 - 9 Spread**: The latest value is - 33.00, with a daily increase of 6.00, a weekly decrease of 0.50, a monthly decrease of 26.00, and a year - on - year decrease of 21.50 [2] - **9 - 1 Spread**: The latest value is 74.00, with a daily decrease of 9.50, a weekly increase of 12.00, a monthly increase of 45.50, and a year - on - year decrease of 26.50 [2] - **1 - 5 Spread**: The latest value is - 41.00, with a daily increase of 3.50, a weekly decrease of 11.50, a monthly decrease of 19.50, and a year - on - year increase of 48.00 [2]