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永安期货焦炭日报-20250617
Yong An Qi Huo· 2025-06-17 01:18
Report Information - Report Name: Coke Daily Report - Date: June 17, 2025 - Research Team: Black Team of the Research Center [1] Industry Investment Rating - Not provided Core Viewpoints - Not provided Summary by Related Catalog Coke Prices - The latest price of Shanxi quasi - first wet - quenched coke is 1208.26, with no daily change, a weekly decrease of 7.90, a monthly decrease of 184.42, and a year - on - year decrease of 36.50% [2] - The latest price of Hebei quasi - first wet - quenched coke is 1450.00, with no daily or weekly change, a monthly decrease of 205.00, and a year - on - year decrease of 32.08% [2] - The latest price of Shandong quasi - first dry - quenched coke is 1385.00, with no daily or weekly change, a monthly decrease of 185.00, and a year - on - year decrease of 37.89% [2] - The latest price of Jiangsu quasi - first dry - quenched coke is 1425.00, with no daily or weekly change, a monthly decrease of 185.00, and a year - on - year decrease of 37.22% [2] - The latest price of Inner Mongolia second - grade coke is 930.00, with no daily or weekly change, a monthly decrease of 170.00, and a year - on - year decrease of 40.00% [2] Production and Inventory - The blast furnace operating rate is 90.58, with a weekly decrease of 0.07, a monthly decrease of 1.18, and a year - on - year increase of 2.77% [2] - The average daily pig iron output is 241.61, with a weekly decrease of 0.19, a monthly decrease of 3.16, and a year - on - year increase of 0.96% [2] - The coking plant inventory is 87.31, with a weekly decrease of 1.10, a monthly increase of 21.85, and a year - on - year increase of 146.99% [2] - The port inventory is 203.09, with a weekly decrease of 11.06, a monthly decrease of 22.02, and a year - on - year decrease of 1.04% [2] - The steel mill inventory is 642.84, with a weekly decrease of 2.96, a monthly decrease of 20.96, and a year - on - year increase of 15.51% [2] - The steel mill inventory days are 11.62, with a weekly increase of 0.04, a monthly decrease of 0.39, and a year - on - year increase of 10.46% [2] - The coking capacity utilization rate is 74.93, with a weekly decrease of 0.15, a monthly decrease of 0.12, and a year - on - year increase of 2.06% [2] - The average daily coke output is 53.66, with a weekly increase of 1.21, a monthly increase of 2.51, and a year - on - year increase of 12.31% [2] Futures Market - The latest price of futures contract 05 is 1378.5, with a daily increase of 5.00, a weekly increase of 9.50, a monthly decrease of 154.50, and a year - on - year decrease of 40.27% [2] - The latest price of futures contract 09 is 1352, with a daily increase of 6.50, a weekly increase of 13.50, a monthly decrease of 122.00, and a year - on - year decrease of 39.72% [2] - The latest price of futures contract 01 is 1374.5, with a daily increase of 14.00, a weekly increase of 18.50, a monthly decrease of 125.00, and a year - on - year decrease of 41.08% [2] - The 05 basis is 76.62, with a daily decrease of 5.00, a weekly decrease of 9.50, a monthly decrease of 59.93, and a year - on - year increase of 161.06 [2] - The 09 basis is 103.12, with a daily decrease of 6.50, a weekly decrease of 13.50, a monthly decrease of 92.43, and a year - on - year increase of 122.56 [2] - The 01 basis is 80.62, with a daily decrease of 14.00, a weekly decrease of 18.50, a monthly decrease of 89.43, and a year - on - year increase of 190.06 [2] - The 5 - 9 spread is - 4.00, with a daily increase of 9.00, a weekly increase of 9.00, a monthly increase of 29.50, and a year - on - year decrease of 29.00 [2] - The 9 - 1 spread is 26.50, with a daily decrease of 1.50, a weekly decrease of 4.00, a monthly decrease of 32.50, and a year - on - year decrease of 38.50 [2] - The 1 - 5 spread is - 22.50, with a daily decrease of 7.50, a weekly decrease of 5.00, a monthly increase of 3.00, and a year - on - year increase of 67.50 [2]
永安期货焦炭日报-20250616
Yong An Qi Huo· 2025-06-16 01:06
Group 1: Report Information - Report Name: Coke Daily Report [1] - Date: June 16, 2025 [1] - Research Team: Black Team of the Research Center [1] Group 2: Price and Yield Data Coke Prices - **Shanxi Quasi - First Wet - Quenched Coke**: The latest price is 1208.26, with no daily change, a weekly decrease of 75.19, a monthly decrease of 184.42, and a year - on - year decrease of 36.50% [2] - **Hebei Quasi - First Wet - Quenched Coke**: The latest price is 1450.00, with no daily change, a weekly decrease of 75.00, a monthly decrease of 205.00, and a year - on - year decrease of 32.08% [2] - **Shandong Quasi - First Dry - Quenched Coke**: The latest price is 1385.00, with no daily change, a weekly decrease of 75.00, a monthly decrease of 185.00, and a year - on - year decrease of 37.89% [2] - **Jiangsu Quasi - First Dry - Quenched Coke**: The latest price is 1425.00, with no daily change, a weekly decrease of 75.00, a monthly decrease of 185.00, and a year - on - year decrease of 37.22% [2] - **Inner Mongolia Second - Grade Coke**: The latest price is 930.00, with no daily change, a weekly decrease of 70.00, a monthly decrease of 170.00, and a year - on - year decrease of 40.00% [2] Yield - related Data - **Blast Furnace Start - up Rate**: The latest rate is 90.58, with a weekly decrease of 0.07, a monthly decrease of 1.18, and a year - on - year increase of 2.77% [2] - **Daily Average Pig Iron Output**: The latest output is 241.61, with a weekly decrease of 0.19, a monthly decrease of 3.16, and a year - on - year increase of 0.96% [2] Futures Market Data - **Futures Contract Prices**: The latest price of the 05 contract is 1373.5, with a daily increase of 9.50, a weekly increase of 2.00, a monthly decrease of 212.00, and a year - on - year decrease of 39.96%; the 09 contract is 1345.5, with a daily increase of 6.00, a weekly increase of 3.00, a monthly decrease of 120.00, and a year - on - year decrease of 39.65%; the 01 contract is 1360.5, with a daily increase of 2.50, a weekly decrease of 3.00, a monthly decrease of 135.00, and a year - on - year decrease of 41.15% [2] - **Basis and Spread Data**: For example, the 05 basis is 81.62, with a daily decrease of 9.50, a weekly decrease of 12.75, a monthly decrease of 2.43, and a year - on - year increase of 136.96; the 5 - 9 spread is - 13.00, with a daily decrease of 7.00, a weekly decrease of 5.00, a monthly increase of 77.00, and a year - on - year decrease of 37.50% [2] Group 3: Inventory Data - **Coking Plant Inventory**: The latest inventory is 87.31, with a weekly decrease of 1.10, a monthly increase of 21.85, and a year - on - year increase of 146.99% [2] - **Port Inventory**: The latest inventory is 203.09, with a weekly decrease of 11.06, a monthly decrease of 22.02, and a year - on - year decrease of 1.04% [2] - **Steel Mill Inventory**: The latest inventory is 642.84, with a weekly decrease of 2.96, a monthly decrease of 20.96, and a year - on - year increase of 15.51% [2] - **Steel Mill Inventory Days**: The latest inventory days are 11.62, with a weekly increase of 0.04, a monthly decrease of 0.39, and a year - on - year increase of 10.46% [2] Group 4: Capacity Utilization and Output Data - **Coking Capacity Utilization**: The latest utilization rate is 74.93, with a weekly decrease of 0.15, a monthly decrease of 0.12, and a year - on - year increase of 2.06% [2] - **Daily Coke Output**: The latest output is 53.66, with a weekly increase of 1.21, a monthly increase of 2.51, and a year - on - year increase of 12.31% [2] Group 5: Historical Data Graphs - The report also includes historical data graphs of various indicators such as coke prices in different regions (Linfen, Lvliang, etc.), port prices, inventory, capacity utilization, and production from 2021 to 2025 [3][4][5]
山西焦化: 山西焦化股份有限公司2024年年度权益分派实施公告
Zheng Quan Zhi Xing· 2025-06-12 10:16
Core Points - Shanxi Coking Co., Ltd. announced a cash dividend of RMB 0.02 per share for its A shares [1] - The total cash dividend distribution amounts to RMB 51,242,423.08 based on a total share capital of 2,562,121,154 shares [1] Distribution Dates - The record date for the dividend is June 18, 2025, with the last trading day and ex-dividend date both on June 19, 2025 [2] Distribution Implementation - Cash dividends will be distributed through China Securities Depository and Clearing Corporation Limited, Shanghai Branch, to shareholders registered by the record date [2] - Individual shareholders holding shares for over one year will be exempt from individual income tax on dividends, while those holding for less than one month will incur a 20% tax [2][3] - Qualified Foreign Institutional Investors (QFIIs) will have a 10% withholding tax applied, resulting in a net dividend of RMB 0.018 per share [3][4] - Other institutional investors will not have tax withheld by the company, and the gross dividend of RMB 0.02 per share will be distributed [4] Contact Information - For inquiries regarding the dividend distribution, shareholders can contact the Board Secretary Department of Shanxi Coking Co., Ltd. at the provided phone numbers [4]
永安期货焦炭日报-20250612
Yong An Qi Huo· 2025-06-12 05:19
Group 1: Report Information - Report Title: Coke Daily Report [1] - Report Date: June 12, 2025 [1] - Research Team: Black Team of the Research Center [1] Group 2: Industry Investment Rating - No information provided Group 3: Core Viewpoints - No information provided Group 4: Price and Yield Data - **Coke Prices**: The prices of different types of coke (such as Shanxi quasi - first wet - quenched, Hebei quasi - first wet - quenched, etc.) have shown varying degrees of decline in weekly, monthly, and year - on - year comparisons. For example, the price of Shanxi quasi - first wet - quenched coke is 1208.26, with a weekly change of - 75.19, a monthly change of - 184.42, and a year - on - year change of - 36.50% [2]. - **Production and Utilization Rates**: The blast furnace开工率 (starting rate) is 90.65, with a weekly change of - 0.04, a monthly change of - 1.44, and a year - on - year change of 2.81%. The iron water daily average output is 241.80, with a weekly change of - 0.11, a monthly change of - 3.84, and a year - on - year change of 2.57%. The coking capacity utilization rate is 75.08, with a weekly change of - 0.10, a monthly change of - 0.35, and a year - on - year change of 2.96%. The coke daily average output is 52.45, with a weekly change of 0.29, a monthly change of 1.60, and a year - on - year change of 10.91% [2]. Group 5: Inventory Data - **Inventory Quantities**: Coking plant inventory is 88.41, with a weekly change of 10.08, a monthly change of 23.32, and a year - on - year change of 143.49%. Port inventory is 214.15, with a weekly change of - 3.03, a monthly change of - 14.93, and a year - on - year change of 3.83%. Steel mill inventory is 645.80, with a weekly change of - 9.13, a monthly change of - 25.23, and a year - on - year change of 15.20% [2]. - **Inventory Days**: Steel mill inventory days are 11.58, with a weekly change of - 0.13, a monthly change of - 0.52, and a year - on - year change of 9.14% [2]. Group 6: Futures Market Data - **Futures Prices**: The prices of different futures contracts (such as futures contract 05, 09, 01) have also changed. For example, the price of futures contract 05 is 1376, with a daily change of 7.00, a weekly change of 15.50, a monthly change of - 203.00, and a year - on - year change of - 40.96% [2]. - **Basis and Spread**: The 05 basis is 79.12, with a daily change of - 7.00, a weekly change of - 107.11, a monthly change of - 11.43, and a year - on - year change of 126.86. The 5 - 9 spread is - 8.00, with a daily change of 5.00, a weekly change of - 4.50, a monthly change of 90.00, and a year - on - year change of - 27.50% [2].
永安期货焦炭日报-20250530
Yong An Qi Huo· 2025-05-30 01:27
Report Information - Report Title: Coke Daily Report - Report Date: May 30, 2025 - Research Team: Black Team of the Research Center [1] Industry Investment Rating - No information provided Core Viewpoints - No information provided Summary by Category Coke Prices - The latest price of Shanxi quasi - first wet - quenched coke is 1267.69, with no daily change, a weekly decrease of 54.19, a monthly decrease of 108.39, and a year - on - year decrease of 34.35% [2] - The latest price of Hebei quasi - first wet - quenched coke is 1525.00, with no daily change, a weekly decrease of 75.00, a monthly decrease of 130.00, and a year - on - year decrease of 30.37% [2] - The latest price of Shandong quasi - first dry - quenched coke is 1460.00, with no daily change, a weekly decrease of 55.00, a monthly decrease of 110.00, and a year - on - year decrease of 34.53% [2] - The latest price of Jiangsu quasi - first dry - quenched coke is 1500.00, with no daily change, a weekly decrease of 55.00, a monthly decrease of 110.00, and a year - on - year decrease of 33.92% [2] - The latest price of Inner Mongolia second - grade coke is 1000.00, with no daily change, a weekly decrease of 50.00, a monthly decrease of 100.00, and a year - on - year decrease of 37.50% [2] Production and Utilization Rates - The blast furnace operating rate is 91.32, with a weekly decrease of 0.44, a monthly decrease of 0.28, and a year - on - year increase of 3.10% [2] - The daily average iron water output is 241.91, with a weekly decrease of 1.69, a monthly decrease of 3.51, and a year - on - year increase of 2.58% [2] - The coking capacity utilization rate is 75.18, with a weekly decrease of 0.05, a monthly decrease of 0.09, and a year - on - year increase of 3.10% [2] - The daily average coke output is 52.16, with a weekly increase of 0.28, a monthly increase of 2.63, and a year - on - year increase of 11.33% [2] Inventory - The coking plant inventory is 78.33, with a weekly increase of 5.23, a monthly increase of 11.27, and a year - on - year increase of 87.53% [2] - The port inventory is 217.18, with a weekly decrease of 5.91, a monthly decrease of 20.94, and a year - on - year increase of 1.81% [2] - The steel mill inventory is 654.93, with a weekly decrease of 5.66, a monthly decrease of 20.29, and a year - on - year increase of 16.56% [2] - The steel mill inventory days are 11.71, with a weekly decrease of 0.18, a monthly decrease of 0.46, and a year - on - year increase of 10.26% [2] Futures Market - The latest price of the 05 contract on the disk is 1362.5, with a daily decrease of 16.50, a weekly decrease of 87.50, a monthly decrease of 222.50, and a year - on - year decrease of 43.68% [2] - The latest price of the 09 contract on the disk is 1336.5, with a daily decrease of 17.50, a weekly decrease of 62.50, a monthly decrease of 244.50, and a year - on - year decrease of 43.32% [2] - The latest price of the 01 contract on the disk is 1355, with a daily decrease of 20.50, a weekly decrease of 65.00, a monthly decrease of 254.00, and a year - on - year decrease of 44.38% [2] - The 05 basis is 167.27, with a daily increase of 16.50, a weekly increase of 29.23, a monthly increase of 89.83, and a year - on - year increase of 316.51 [2] - The 09 basis is 193.27, with a daily increase of 17.50, a weekly increase of 4.23, a monthly increase of 111.83, and a year - on - year increase of 281.51 [2] - The 01 basis is 174.77, with a daily increase of 20.50, a weekly increase of 6.73, a monthly increase of 121.33, and a year - on - year increase of 341.01 [2] - The 5 - 9 spread is - 7.50, with a daily decrease of 4.00, a weekly increase of 22.50, a monthly decrease of 31.50, and a year - on - year decrease of 24.50 [2] - The 9 - 1 spread is 26.00, with a daily increase of 1.00, a weekly decrease of 25.00, a monthly increase of 22.00, and a year - on - year decrease of 35.00 [2] - The 1 - 5 spread is - 18.50, with a daily increase of 3.00, a weekly increase of 2.50, a monthly increase of 9.50, and a year - on - year increase of 59.50 [2]
永安期货焦炭日报-20250529
Yong An Qi Huo· 2025-05-29 05:06
Group 1: Report Information - Report Name: Coke Daily Report [1] - Date: May 29, 2025 [1] - Research Team: Black Team of the Research Center [1] Group 2: Industry Investment Rating - No information provided Group 3: Core Viewpoints - No clear core viewpoints are presented in the given content. Group 4: Data Summary Coke Prices - **山西准一湿熄**: The latest price is 1,267.69, with a daily change of -54.19, a weekly change of -54.19, a monthly change of -108.39, and a year - on - year change of -34.35% [2] - **河北准一湿熄**: The latest price is 1,580.00, with a daily change of 0.00, a weekly change of -20.00, a monthly change of -75.00, and a year - on - year change of -27.85% [2] - **山东准一干熄**: The latest price is 1,515.00, with a daily change of 0.00, a weekly change of 0.00, a monthly change of -55.00, and a year - on - year change of -32.06% [2] - **江苏准一干熄**: The latest price is 1,555.00, with a daily change of 0.00, a weekly change of 0.00, a monthly change of -55.00, and a year - on - year change of -31.50% [2] - **内蒙二级**: The latest price is 1,000.00, with a daily change of -50.00, a weekly change of -50.00, a monthly change of -100.00, and a year - on - year change of -37.50% [2] Production and Utilization - **高炉开工率**: The latest rate is 91.32, with a weekly change of -0.44, a monthly change of -0.28, and a year - on - year change of 3.10% [2] - **铁水日均产量**: The latest production is 243.60, with a weekly change of -1.17, a monthly change of -0.75, and a year - on - year change of 2.87% [2] - **焦化产能利用率**: The latest rate is 75.23, with a weekly change of 0.18, a monthly change of 1.82, and a year - on - year change of 3.48% [2] - **焦炭日均产量**: The latest production is 51.88, with a weekly change of 0.73, a monthly change of 1.59, and a year - on - year change of 9.45% [2] Inventory - **焦化厂库存**: The latest inventory is 73.10, with a weekly change of 7.64, a monthly change of 4.28, and a year - on - year change of 58.19% [2] - **港口库存**: The latest inventory is 223.10, with a weekly change of -2.02, a monthly change of -20.49, and a year - on - year change of 5.09% [2] - **钢厂库存**: The latest inventory is 660.59, with a weekly change of -3.21, a monthly change of -5.76, and a year - on - year change of 18.26% [2] - **钢厂库存天数**: The latest number of days is 11.89, with a weekly change of -0.12, a monthly change of -0.17, and a year - on - year change of 11.02% [2] Futures Market - **盘面05**: The latest price is 1,379, with a daily change of -13.50, a weekly change of -77.00, a monthly change of -211.00, and a year - on - year change of -42.91% [2] - **盘面09**: The latest price is 1,354, with a daily change of -10.50, a weekly change of -54.50, a monthly change of -232.50, and a year - on - year change of -42.48% [2] - **盘面01**: The latest price is 1,375.5, with a daily change of -10.50, a weekly change of -58.50, a monthly change of -225.00, and a year - on - year change of -43.25% [2] - **05基差**: The latest value is 150.77, with a daily change of -44.77, a weekly change of 18.73, a monthly change of 78.33, and a year - on - year change of 307.26 [2] - **09基差**: The latest value is 175.77, with a daily change of -47.77, a weekly change of -3.77, a monthly change of 99.83, and a year - on - year change of 270.76 [2] - **01基差**: The latest value is 154.27, with a daily change of -47.77, a weekly change of 0.23, a monthly change of 92.33, and a year - on - year change of 319.26 [2] - **5 - 9价差**: The latest value is -3.50, with a daily change of 3.00, a weekly change of 18.50, a monthly change of -14.00, and a year - on - year change of -12.00 [2] - **9 - 1价差**: The latest value is 25.00, with a daily change of -3.00, a weekly change of -22.50, a monthly change of 21.50, and a year - on - year change of -36.50 [2] - **1 - 5价差**: The latest value is -21.50, with a daily change of 0.00, a weekly change of 4.00, a monthly change of -7.50, and a year - on - year change of 48.50 [2]
永安期货焦炭日报-20250522
Yong An Qi Huo· 2025-05-22 01:08
焦炭日报 研究中心黑色团队 2025/5/22 | | 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 | 1321.88 | 0.00 | -54.19 | -54.19 | -31.54% 高炉开工率 | 91.76 | | -0.33 | 1.61 | 4.67% | | 河北准一湿熄 | 1600.00 | 0.00 | -55.00 | -55.00 | -26.94% 铁水日均产量 | 244.77 | | -0.87 | 4.65 | 3.33% | | 山东准一干熄 | 1515.00 | 0.00 | -55.00 | -55.00 | -32.06% 盘面05 | 1482 | 6.50 | -51.00 | -81.50 | -36.07% | | 江苏准一干熄 | 1555.00 | 0.00 | -55.00 | -55.00 | -31.50% 盘面09 | 1418 ...
永安期货焦炭日报-20250516
Yong An Qi Huo· 2025-05-16 02:47
焦炭日报 研究中心黑色团队 2025/5/16 | | 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 | 1376.08 | 0.00 | 0.00 | 54.19 | -32.41% 高炉开工率 | 92.09 | | 0.09 | 1.90 | 6.78% | | 河北准一湿熄 | 1655.00 | 0.00 | 0.00 | 180.00 | -28.04% 铁水日均产量 | 244.77 | | -0.87 | 4.65 | 3.33% | | 山东准一干熄 | 1570.00 | 0.00 | 0.00 | 55.00 | -32.91% 盘面05 | 1533 | -52.50 | -37.00 | 3.50 | -30.82% | | 江苏准一干熄 | 1610.00 | 0.00 | 0.00 | 55.00 | -32.35% 盘面09 | 1474 | 8.50 | 13 ...
永安期货焦炭日报-20250508
Yong An Qi Huo· 2025-05-08 03:01
焦炭日报 研究中心黑色团队 2025/5/8 以上内容所依据的信息均来源于交易所、媒体及资讯公司等发布的公开资料或通过合法授权渠道向发布人取得的资讯,我们力求分析及建议内容的客观、公正,研究方法专业审慎,分 析结论合理,但我司对信息来源的准确性和完整性不作任何保证,也不保证所依据的信息和建议不会发生任何变化。我们提供的全部分析及建议内容仅供参考,不构成对您的任何投资 1200.00 1700.00 2200.00 2700.00 3200.00 3700.00 4200.00 4700.00 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 2021 2022 2023 2024 2025 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 青岛港准一平仓 2021 2022 2023 2024 2025 70.00 75.00 80.00 85.00 90.00 95.00 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 247家高炉产能利用率 2021 2022 2023 2024 2025 190.00 ...