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]

Group 1 - The company has completed and commenced continuous production of its 1000 tons/year starch-based capacitor carbon industrialization project (Phase I), which is the first of its kind in the country [1] - This project addresses critical technological challenges and fills a domestic gap in the market, attracting significant attention from users and society [1] - The demand for capacitor carbon, a key electrode material in energy storage devices, is rapidly increasing, and the company's supercapacitor carbon has entered mass production with ideal test results and quality meeting international advanced standards [1] Group 2 - The company is actively pursuing market development and has begun sending samples to target customers for testing, with sales contracts to be signed progressively upon customer confirmation [1] - Some products have already been sold, and both capacity release and market development are proceeding as planned [1]

Report Overview - The report is a Coke Daily Report issued by the Black Team of the Research Center on July 31, 2025 [1] Price Information - **Coke Prices**: The latest prices of different types of coke are as follows: Shanxi quasi - first wet - quenched coke is 1372.10, Hebei quasi - first wet - quenched coke is 1595.00, Shandong quasi - first dry - quenched coke is 1550.00, Jiangsu quasi - first dry - quenched coke is 1590.00, and Inner Mongolia second - grade coke is 1080.00. There is no daily change in these prices, but significant weekly and monthly increases are observed, with year - on - year decreases ranging from 25.29% to 30.32% [2] - **Futures Prices**: The latest prices of coke futures contracts are: 1794.5 for the 05 contract, 1684 for the 09 contract, and 1743.5 for the 01 contract. The daily changes are 77.00, 72.00, and 79.00 respectively, with varying weekly and monthly trends and year - on - year decreases of around 17 - 20% [2] Production and Utilization - **Blast Furnace and Iron Production**: The blast furnace开工率 is 90.81, with a weekly decrease of 0.08, a monthly decrease of 0.02, and a year - on - year increase of 1.33%. The iron water日均产量 is 242.23, with a weekly decrease of 0.21, a monthly decrease of 0.06, and a year - on - year increase of 1.09% [2] - **Coking Production**: The coking产能利用率 is 72.90, with a weekly increase of 0.18, a monthly decrease of 0.52, and a year - on - year decrease of 1.23%. The coke日均产量 is 53.10, with a weekly decrease of 0.10, a monthly decrease of 0.40, and a year - on - year decrease of 1.14% [2] Inventory Information - **Coke Inventories**: The coking厂库存 is 50.12, with a weekly decrease of 5.43, a monthly decrease of 23.61, and a year - on - year increase of 42.35%. The港口库存 is 198.13, with a weekly decrease of 0.98, a monthly decrease of 1.96, and a year - on - year increase of 0.20%. The钢厂库存 is 639.98, with a weekly increase of 0.99, a monthly increase of 12.23, and a year - on - year increase of 17.86%. The钢厂库存天数 is 11.45, with a weekly decrease of 0.01, a monthly increase of 0.23, and a year - on - year increase of 11.71% [2] Spread and Basis Information - **Basis**: The 05基差 is - 130.95, with a daily decrease of 77.00, a weekly increase of 124.95, a monthly decrease of 85.35, and a significant year - on - year change. The 09基差 is - 20.45, with a daily decrease of 72.00, a weekly increase of 155.45, a monthly decrease of 40.35, and a large year - on - year change. The 01基差 is - 79.95, with a daily decrease of 79.00, a weekly increase of 136.45, a monthly decrease of 64.85, and a notable year - on - year change [2] - **Spread**: The 5 - 9价差 is - 51.00, with a daily increase of 2.00, a weekly decrease of 11.50, a monthly decrease of 20.50, and a year - on - year decrease. The 9 - 1价差 is 110.50, with a daily increase of 5.00, a weekly increase of 30.50, a monthly increase of 45.00, and a slight year - on - year change. The 1 - 5价差 is - 59.50, with a daily decrease of 7.00, a weekly decrease of 19.00, a monthly decrease of 24.50, and a year - on - year increase [2]

陕西黑猫公告，公司控股股东陕西黄河矿业将其原质押给平安银行股份有限公司西安分行的无限售流通 股5600万股进行了解除质押，占其所持股份的6.07%，占公司总股本的2.74%。解除质押时间为2025年7 月28日和7月29日。目前，黄河矿业持有公司股份9.22亿股，占公司总股本的45.14%，剩余被质押股份 数量为3.93亿股，占其所持股份的42.62%，占公司总股本的19.24%。 ...

Core Viewpoint - The Chinese coking industry is set to implement a price increase for various types of coke starting from July 31, aimed at alleviating operational difficulties and ensuring reasonable profit distribution within the industry [1] Group 1: Price Adjustments - The coking industry representatives have agreed to raise the price of solid wet quenching coke by 50 yuan per ton [1] - The price of solid dry quenching coke will be increased by 55 yuan per ton [1] - The price of top-loading coke will see an increase of 75 yuan per ton [1]

7月28日，唐山市场主流钢厂、邢台地区部分钢厂计划对湿熄焦炭价格上调50元/吨、干熄焦上调55元/ 吨。 正信期货研报：综合来看，反内卷或仍有后续政策；双焦基本面维持偏强态势；短期经过暴涨后有回调 风险，但基本面支撑下预计回调后维持震荡走势，关注中美谈判、月底政治局会议给出的指引。短期盘 面波动剧烈，暂观望。 一览表 | | 商品名称 | 规格 | 品牌/产 | 报价 | 报价类 | 交货地 | 交易商 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 地 | | 型 | | | | 焦炭 | | 准一级冶 | 国产 | 2500元/ | 市场价 | 河南省 | 糖河南宝鑫环保科技有限 | | | | 金焦 | | 吨 | | | 公司VIP | | 焦炭 | | 二级3- | 仟越星 | 900元/ | 出厂价 | 河南省 | 河南仟越星化工科技有限 | | | | 6mm | | 吨 | | | 公司VIP | | 焦炭 | | 一级3- | 仟越星 | 980元/ | 出厂价 | 河南省 | 河南仟越星化工科技有限 | | | | 6 ...

Report Information - Report Title: Coke Daily Report - Report Date: July 29, 2025 - Research Team: Black Team of the Research Center [1] Industry Investment Rating - Not provided in the report Core Viewpoints - Not provided in the report Summary by Relevant Catalog Coke Prices - The latest price of Shanxi quasi - first wet quenching coke is 1317.49, with no daily change, a weekly increase of 109.23, a monthly increase of 163.84, and a year - on - year decrease of 30.55% [2] - The latest price of Hebei quasi - first wet quenching coke is 1540.00, with no daily change, a weekly increase of 110.00, a monthly increase of 165.00, and a year - on - year decrease of 29.68% [2] - The latest price of Shandong quasi - first dry quenching coke is 1495.00, with no daily change, a weekly increase of 110.00, a monthly increase of 165.00, and a year - on - year decrease of 32.96% [2] - The latest price of Jiangsu quasi - first dry quenching coke is 1535.00, with no daily change, a weekly increase of 110.00, a monthly increase of 165.00, and a year - on - year decrease of 32.38% [2] - The latest price of Inner Mongolia second - grade coke is 1030.00, with no daily change, a weekly increase of 100.00, a monthly increase of 150.00, and a year - on - year decrease of 35.63% [2] Production and Utilization Rates - The blast furnace operating rate is 90.81, with a weekly decrease of 0.08, a monthly decrease of 0.02, and a year - on - year increase of 1.33% [2] - The average daily hot metal output is 242.23, with a weekly decrease of 0.21, a monthly decrease of 0.06, and a year - on - year increase of 1.09% [2] - The coking capacity utilization rate is 72.90, with a weekly increase of 0.18, a monthly decrease of 0.52, and a year - on - year decrease of 1.23% [2] - The average daily coke output is 53.10, with a weekly decrease of 0.10, a monthly decrease of 0.40, and a year - on - year decrease of 1.14% [2] Inventory - The coking plant inventory is 50.12, with a weekly decrease of 5.43, a monthly decrease of 23.61, and a year - on - year increase of 42.35% [2] - The port inventory is 198.13, with a weekly decrease of 0.98, a monthly decrease of 1.96, and a year - on - year increase of 0.20% [2] - The steel mill inventory is 639.98, with a weekly increase of 0.99, a monthly increase of 12.23, and a year - on - year increase of 17.86% [2] - The steel mill inventory days are 11.45, with a weekly decrease of 0.01, a monthly increase of 0.23, and a year - on - year increase of 11.71% [2] Futures Market - The latest price of futures contract 05 is 1741, with a daily decrease of 81.00, a weekly decrease of 5.00, a monthly increase of 257.00, and a year - on - year decrease of 20.65% [2] - The latest price of futures contract 09 is 1677, with a daily decrease of 71.00, a weekly increase of 32.50, a monthly increase of 266.50, and a year - on - year decrease of 19.22% [2] - The latest price of futures contract 01 is 1719.5, with a daily decrease of 74.50, a weekly increase of 20.50, a monthly increase of 268.50, and a year - on - year decrease of 20.91% [2] - The 05 basis is - 136.17, with a daily increase of 81.00, a weekly increase of 122.45, a monthly decrease of 70.08, and a year - on - year decrease of 221.71 [2] - The 09 basis is - 72.17, with a daily increase of 71.00, a weekly increase of 84.95, a monthly decrease of 79.58, and a year - on - year decrease of 275.71 [2] - The 01 basis is - 114.67, with a daily increase of 74.50, a weekly increase of 96.95, a monthly decrease of 81.58, and a year - on - year decrease of 220.21 [2] - The 5 - 9 spread is - 21.50, with a daily increase of 6.50, a weekly increase of 25.50, a monthly increase of 11.50, and a year - on - year decrease of 1.50 [2] - The 9 - 1 spread is 64.00, with a daily decrease of 10.00, a weekly decrease of 37.50, a monthly decrease of 9.50, and a year - on - year decrease of 54.00 [2] - The 1 - 5 spread is - 42.50, with a daily increase of 3.50, a weekly increase of 12.00, a monthly decrease of 2.00, and a year - on - year increase of 55.50 [2]

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].