焦炭日报 研究中心黑色团队 2025/12/26 | | 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 | 84.93 | | -0.99 | -3.65 | -2.69% | | 河北准一干熄 | 1735.00 | 0.00 | -55.00 | -165.00 | 4.52% 铁水日均产量 | 226.58 | | 0.03 | -8.10 | -0.57% | | 山东准一干熄 | 1660.00 | 0.00 | -55.00 | -165.00 | -12.63% 盘面05 | 1739.5 | 0.00 | 9.50 | -19.00 | -4.37% | | 江苏准一干熄 | 1700.00 | 0.00 | -55.00 | -165.00 | -12.37% 盘面09 | ...

焦炭日报 研究中心黑色团队 2025/12/12 | | 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 | 1594.81 | 0.00 | 0.00 | 3.19 | -9.99% 高炉开工率 | 87.08 | | -0.90 | -0.73 | -0.82% | | 河北准一干熄 | 1845.00 | 0.00 | 0.00 | 0.00 | 7.89% 铁水日均产量 | 229.20 | | -3.10 | -7.68 | -1.41% | | 山东准一干熄 | 1770.00 | 0.00 | 0.00 | 0.00 | -9.46% 盘面05 | 1689 | -17.50 | -74.00 | -145.50 | -13.30% | | 江苏准一干熄 | 1810.00 | 0.00 | 0.00 | 0.00 | -9.27% 盘面09 | 1764 | -18.00 | - ...

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 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 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 202 ...

Report Date - The report is dated October 29, 2025 [1][5][8] Industry Investment Ratings - Not provided in the report Core Views - The report provides trend forecasts for various commodities, including copper, zinc, lead, etc., with most commodities expected to show oscillatory trends [2] Summary by Commodity Metals - **Copper**: Awaiting the Fed's interest rate decision, prices are oscillating. The trend strength is 1 [2][5][7] - **Zinc**: Continuing to oscillate. The trend strength is 0 [2][8][10] - **Lead**: Overseas inventories are continuously decreasing, supporting prices. The trend strength is 0 [2][11] - **Aluminum**: Continuing to oscillate. Alumina is in short - term sideways movement, and cast aluminum alloy follows electrolytic aluminum. The trend strength for all is 0 [2][13][14] - **Nickel**: There is a game between smelting inventory accumulation and nickel ore concerns, and nickel prices are oscillating in a narrow range. Stainless steel has limited downward potential and lacks upward drivers. The trend strength for both is 0 [2][15][17] - **Lithium Carbonate**: The spot tender price is at a high level, showing a strong - side operation. The trend strength is 1 [2][18][21] - **Industrial Silicon**: Warehouse receipts are being cleared, and there is obvious bottom support. The trend strength is 1 [2][22][25] - **Polysilicon**: Market sentiment has cooled, and there is a risk of a decline. The trend strength is -1 [2][23][25] - **Iron Ore**: Oscillating repeatedly. The trend strength is 0 [2][26][27] - **Rebar and Hot - Rolled Coil**: Driven by macro sentiment, steel prices are oscillating on the strong side. The trend strength for both is 0 [2][28][31] - **Silicon Ferrosilicon and Manganese Silicide**: Oscillating in a wide range. The trend strength for both is 0 [2][33][35] - **Coke**: Oscillating on the strong side. The trend strength is 0 [2][36][38] - **Coking Coal**: Supported by fundamentals, oscillating on the strong side. The trend strength is 0 [2][37][38] Others - **Log**: Oscillating repeatedly. The trend strength is 0 [2][39][42] - **Para - Xylene**: In a high - level oscillatory market. The trend strength is 0 [2][43][48] - **PTA**: Oil prices have corrected, and valuations have declined. The trend strength is 0 [2][43][48] - **MEG**: In a short - term oscillatory market. The trend strength is 0 [2][43][48] - **Synthetic Rubber**: Butadiene is weak, and the price of cis - butadiene rubber is under pressure. The trend strength is -1 [2][50][52] - **LLDPE**: Mainly oscillating. No trend strength provided [2] - **PP**: Stopping falling in the short term and oscillating in the medium term. No trend strength provided [2] - **Caustic Soda**: The far - month valuation is suppressed. No trend strength provided [2] - **Glass**: The price of the original sheet is stable. No trend strength provided [2] - **Methanol**: Oscillating under pressure. No trend strength provided [2] - **Urea**: Spot trading has weakened, and pressure is gradually increasing. No trend strength provided [2] - **Styrene**: Mainly oscillating in the short term. No trend strength provided [2] - **Soda Ash**: There is little change in the spot market. No trend strength provided [2] - **LPG**: The upward driving force is limited, and attention should be paid to cost changes. No trend strength provided [2] - **Propylene**: Supply and demand are relatively loose, and it is oscillating weakly in the short term. No trend strength provided [2] - **PVC**: Oscillating at a low level. No trend strength provided [2] - **Fuel Oil**: Retreating in the short term, with continued increased volatility. No trend strength provided [2] - **Low - Sulfur Fuel Oil**: Temporarily stronger than high - sulfur fuel oil, and the price difference between high - and low - sulfur in the overseas spot market is temporarily stable. No trend strength provided [2] - **Container Shipping Index (European Line)**: Oscillating and consolidating. No trend strength provided [2] - **Short - Fiber and Bottle Chip**: Rebounding in the short term due to positive demand feedback. No trend strength provided [4] - **Offset Printing Paper**: Oscillating at a low level. No trend strength provided [4] - **Pure Benzene**: Mainly oscillating in the short term. No trend strength provided [4] - **Palm Oil**: The de - stocking in the producing areas is slow, and attention should be paid to the lower support. No trend strength provided [4] - **Soybean Oil**: US soybeans have rebounded, and the oil - meal ratio has declined. No trend strength provided [4] - **Soybean Meal**: US soybeans are strong, and Dalian soybean meal is rebounding and oscillating. No trend strength provided [4] - **Soybean No.1**: Oscillating on the strong side. No trend strength provided [4] - **Corn**: Oscillating weakly. No trend strength provided [4] - **Sugar**: Weak overseas and strong domestic. No trend strength provided [4] - **Cotton**: The cost of new cotton has increased, supporting the futures price of cotton. No trend strength provided [4] - **Egg**: Maintaining adjustment. No trend strength provided [4] - **Live Pig**: The sentiment in the spot market has declined, awaiting confirmation. No trend strength provided [4] - **Peanut**: Attention should be paid to the spot market. No trend strength provided [4]

Group 1: Report Information - Report Title: Coke Daily Report [1] - Date: October 24, 2025 [1] - Research Team: Black Team of the Research Center [1] Group 2: Price and Production Data - **Coke Prices**: - Shanxi quasi - first wet quenching coke price is 1482.39, with no daily or weekly change, a monthly increase of 54.61, and a year - on - year decrease of 23.70% [2] - Hebei quasi - first dry quenching coke price is 1735.00, with no daily or weekly change, a monthly increase of 55.00, and a year - on - year decrease of 6.72% [2] - Shandong quasi - first dry quenching coke price is 1660.00, with no daily or weekly change, a monthly increase of 55.00, and a year - on - year decrease of 21.70% [2] - Jiangsu quasi - first dry quenching coke price is 1700.00, with no daily or weekly change, a monthly increase of 55.00, and a year - on - year decrease of 21.30% [2] - Inner Mongolia second - grade coke price is 1180.00, with no daily or weekly change, a monthly increase of 100.00, and a year - on - year decrease of 30.59% [2] - **Production and Utilization**: - Blast furnace operating rate is 90.33, with a weekly decrease of 0.22, a monthly decrease of 0.02, and a year - on - year increase of 3.22% [2] - Daily average hot metal output is 239.90, with a weekly decrease of 1.05, a monthly decrease of 2.46, and a year - on - year increase of 1.79% [2] - Coking plant capacity utilization rate is 73.99, with a weekly decrease of 0.96, a monthly decrease of 1.36, and a year - on - year increase of 0.20% [2] - Daily average coke output is 51.21, with a weekly decrease of 0.07, a monthly decrease of 0.81, and a year - on - year increase of 0.37% [2] Group 3: Inventory Data - **Inventory Quantities**: - Coking plant inventory is 37.49, with a weekly decrease of 0.10, a monthly decrease of 2.05, and a year - on - year decrease of 6.02% [2] - Port inventory is 200.09, with a weekly increase of 4.94, a monthly increase of 4.03, and a year - on - year increase of 7.47% [2] - Steel mill inventory is 633.16, with a weekly decrease of 6.28, a monthly decrease of 28.15, and a year - on - year increase of 11.46% [2] - **Inventory Days**: - Steel mill inventory days are 11.07, with a weekly decrease of 0.12, a monthly decrease of 0.59, and a year - on - year increase of 2.03% [2] Group 4: Futures Data - **Futures Prices**: - Futures contract 05 price is 1870, with a daily increase of 29.50, a weekly increase of 41.50, a monthly increase of 1.50, and a year - on - year decrease of 8.29% [2] - Futures contract 09 price is 1960, with a daily increase of 39.00, a weekly increase of 50.50, a monthly increase of 48.50, and a year - on - year decrease of 6.73% [2] - Futures contract 01 price is 1731, with a daily increase of 34.50, a weekly increase of 48.50, a monthly increase of 4.50, and a year - on - year decrease of 12.27% [2] - **Basis and Spreads**: - 05 basis is - 98.61, with a daily decrease of 29.50, a weekly decrease of 41.50, a monthly increase of 41.09, and a significant year - on - year change [2] - 09 basis is - 188.61, with a daily decrease of 39.00, a weekly decrease of 50.50, a monthly decrease of 5.91, and a significant year - on - year change [2] - 01 basis is 40.39, with a daily decrease of 34.50, a weekly decrease of 48.50, a monthly increase of 38.09, and a significant year - on - year change [2] - 5 - 9 spread is - 139.00, with a daily increase of 5.00, a weekly increase of 7.00, a monthly increase of 3.00, and a significant year - on - year change [2] - 9 - 1 spread is - 90.00, with a daily decrease of 9.50, a weekly decrease of 9.00, a monthly decrease of 47.00, and a significant year - on - year change [2] - 1 - 5 spread is 229.00, with a daily increase of 4.50, a weekly increase of 2.00, a monthly increase of 44.00, and a significant year - on - year change [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 | 1482.39 | 0.00 | 54.61 | 0.00 | #N/A 高炉开工率 | 90.55 | | -0.10 | 0.37 | 5.77% | | 河北准一干熄 | 1735.00 | 0.00 | 55.00 | 0.00 | -1.42% 铁水日均产量 | 241.54 | | -0.27 | 0.99 | 3.63% | | 山东准一干熄 | 1660.00 | 0.00 | 55.00 | 0.00 | -17.41% 盘面05 | 1813.5 | 26.50 | -49.00 | 118.00 | -15.34% | | 江苏准一干熄 | 1700.00 | 0.00 | 55.00 | 0.00 | -17.07% 盘面09 | 1905 | 26.00 | -28.50 | 424.00 | -11.25% ...

焦炭日报 研究中心黑色团队 2025/9/29 | | 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 | 1427.78 | 0.00 | 0.00 | -108.16 | -17.12% 高炉开工率 | 90.86 | | 0.51 | 0.84 | 8.09% | | 河北准一干熄 | 1680.00 | 0.00 | 0.00 | -110.00 | 4.35% 铁水日均产量 | 242.36 | | 1.34 | 2.23 | 7.78% | | 山东准一干熄 | 1605.00 | 0.00 | 0.00 | -110.00 | -13.01% 盘面05 | 1862.5 | -23.00 | -6.00 | 119.50 | -9.85% | | 江苏准一干熄 | 1645.00 | 0.00 | 0.00 | -110.00 | -12.73% 盘面09 | 1933.5 | - ...

焦炭日报 研究中心黑色团队 2025/9/24 | | 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 | 1427.78 | 0.00 | 0.00 | -108.16 | -14.41% 高炉开工率 | 90.35 | | 0.17 | 0.10 | 7.70% | | 河北准一干熄 | 1680.00 | 0.00 | 0.00 | -110.00 | 4.35% 铁水日均产量 | 241.02 | | 0.47 | 0.27 | 7.68% | | 山东准一干熄 | 1605.00 | 0.00 | 0.00 | -110.00 | -13.01% 盘面05 | 1847 | -21.50 | -10.00 | 27.50 | -3.45% | | 江苏准一干熄 | 1645.00 | 0.00 | 0.00 | -110.00 | -12.73% 盘面09 | 1933.5 | -14 ...

焦炭日报 研究中心黑色团队 2025/9/11 | | 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 | 1482.39 | 0.00 | -53.55 | 55.68 | -11.13% 高炉开工率 | 85.79 | | -4.23 | -4.30 | 3.41% | | 河北准一湿熄 | 1725.00 | 0.00 | -55.00 | 75.00 | -4.43% 铁水日均产量 | 228.84 | | -11.29 | -11.48 | 2.80% | | 山东准一干熄 | 1660.00 | 0.00 | -55.00 | 55.00 | -10.03% 盘面05 | 1726 | -18.00 | 57.50 | -136.50 | -5.79% | | 江苏准一干熄 | 1700.00 | 0.00 | -55.00 | 55.00 | -9.81% 盘面09 | 1512. ...

焦炭日报 研究中心黑色团队 2025/8/29 | | 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 | 1535.94 | 0.00 | 54.61 | 163.84 | -5.96% 高炉开工率 | 90.25 | | 0.03 | -0.56 | 5.04% | | 河北准一湿熄 | 1780.00 | 0.00 | 55.00 | 185.00 | -4.30% 铁水日均产量 | 240.13 | | -0.62 | -0.58 | 8.71% | | 山东准一干熄 | 1715.00 | 0.00 | 55.00 | 165.00 | -9.74% 盘面05 | 1743 | -25.00 | -11.50 | -51.50 | -12.15% | | 江苏准一干熄 | 1755.00 | 0.00 | 55.00 | 165.00 | -9.54% 盘面09 | 1584.5 | ...