焦炭日报 研究中心黑色团队 2025/11/20 | | 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 | 1649.42 | 0.00 | 57.81 | 167.03 | -10.07% 高炉开工率 | 88.80 | | 0.99 | -1.53 | 1.06% | | 河北准一干熄 | 1900.00 | 0.00 | 55.00 | 165.00 | 7.95% 铁水日均产量 | 236.88 | | 2.66 | -4.07 | 0.40% | | 山东准一干熄 | 1825.00 | 0.00 | 55.00 | 165.00 | -9.20% 盘面05 | 1804 | -6.50 | -18.50 | -33.50 | -10.05% | | 江苏准一干熄 | 1865.00 | 0.00 | 55.00 | 165.00 | -9.02% 盘面09 | 1887 | -15 ...

免责声明 焦炭日报 研究中心黑色团队 2025/11/17 | | 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 | 1646.23 | 54.61 | 54.61 | 163.84 | -10.22% 高炉开工率 | 88.80 | | 0.99 | -1.53 | 1.06% | | 河北准一干熄 | 1845.00 | 0.00 | 0.00 | 110.00 | 4.83% 铁水日均产量 | 236.88 | | 2.66 | -4.07 | 0.40% | | 山东准一干熄 | 1770.00 | 0.00 | 0.00 | 110.00 | -11.94% 盘面05 | 1816.5 | -6.00 | -58.50 | 19.50 | -8.90% | | 江苏准一干熄 | 1810.00 | 0.00 | 0.00 | 110.00 | -11.71% 盘面09 | 1901 ...

焦炭日报 研究中心黑色团队 2025/11/13 | | 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 | 1591.62 | 0.00 | 54.61 | 109.23 | -15.71% 高炉开工率 | 87.81 | | -0.80 | -2.74 | -0.67% | | 河北准一干熄 | 1845.00 | 0.00 | 55.00 | 110.00 | 1.93% 铁水日均产量 | 234.22 | | -2.14 | -7.32 | 0.07% | | 山东准一干熄 | 1770.00 | 0.00 | 55.00 | 110.00 | -14.29% 盘面05 | 1834.5 | -22.00 | -71.00 | 53.50 | -8.21% | | 江苏准一干熄 | 1810.00 | 0.00 | 55.00 | 110.00 | -14.01% 盘面09 | 1919 ...

Core Viewpoints - The inflation rebound in October is primarily driven by factors other than the anti-involution effect, with significant contributions from commodity price increases [2][60] - The Consumer Price Index (CPI) rose to 0.2% year-on-year, up from -0.3% in the previous month, while the Producer Price Index (PPI) decreased by 2.1% year-on-year, showing a slight improvement from -2.3% [9][59] Group 1: Factors Influencing Inflation - Factor 1: The anti-involution effect led to an increase in coal prices, but its impact on downstream PPI was limited. In contrast, copper prices, which were less affected by anti-involution, saw a significant increase, contributing 0.2% to the PPI [2][10][60] - Factor 2: The CPI's rise above zero was attributed to a low base and reduced supply in certain food categories, with pork prices remaining low despite the anti-involution effect. The food CPI increased by 1.5 percentage points to -2.9% year-on-year [2][17][61] - Factor 3: Core CPI continued to rise, supported by improved travel demand and rising gold prices. The core CPI increased to 1.2% year-on-year, with significant price increases in accommodation and travel services due to the overlapping National Day and Mid-Autumn Festival [3][24][61] Group 2: Future Outlook - The price increases in bulk commodities are expected to continue influencing inflation, but the impact of anti-involution on downstream prices may take time to materialize. The PPI is projected to remain around -2.2% year-on-year in the fourth quarter [4][37][62] - Although the low base, steady improvement in service consumption demand, and high gold prices may support core CPI, the limited rebound in CPI for the year is anticipated due to the tapering of national subsidies and slow recovery in downstream PPI [4][37][62] Group 3: Regular Tracking - The CPI showed an overall increase, with contributions from both food and non-food items. The food CPI rose by 1.5 percentage points to -2.9% year-on-year, with significant increases in fresh vegetables and fruits [5][43][63] - Non-food items such as household appliances and communication tools saw a decline in CPI, with household appliances dropping to 5.0% and communication tools to 1.2% [5][48][63] - The overall service CPI increased, with core service CPI performing better than seasonal trends, rising to 0.8% year-on-year [7][52][63]

Group 1 - In October, the Consumer Price Index (CPI) increased by 0.2% year-on-year, marking a shift from decline to growth, and a month-on-month increase of 0.2%, with the growth rate expanding by 0.1 percentage points compared to the previous month [1] - The core CPI, excluding food and energy prices, rose by 1.2% year-on-year, with the growth rate expanding for the sixth consecutive month [1] Group 2 - In October, the Producer Price Index (PPI) increased by 0.1% month-on-month, marking the first increase of the year, while the year-on-year decline narrowed by 0.2 percentage points for the third consecutive month [1] - The continuous improvement in supply and demand relationships in certain domestic industries has led to price increases in key sectors such as coal processing and photovoltaic equipment manufacturing, with prices rising for over two consecutive months [1]

焦炭日报 研究中心黑色团队 | | 最新 1591.62 | 日变化 周变化 0.00 | 54.61 | 月变化 109.23 | 同比 -15.71% | | 最新 日变化 88.61 | 周变化 | 月变化 -1.33 | 同比 -2.04 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 山西准一湿熄 | | | | | | 高炉开工率 | | | | | 0.15% | | 河北准一干熄 | 1845.00 | 0.00 | 55.00 | 110.00 | 1.93% | 铁水日均产量 | 234.22 | | -2.14 | -7.32 | 0.07% | | 山东准一干熄 | 1770.00 | 0.00 | 55.00 | 110.00 | -14.29% | 盘面05 | 1905.5 | 23.00 | -24.50 | 115.00 | -8.67% | | 江苏准一干熄 | 1810.00 | 0.00 | 55.00 | 110.00 | -14.01% | 盘面09 | ...

Group 1: Report Information - The report is a daily report on coke, released on November 6, 2025, by the Black Team of the Research Center [1] Group 2: Price and Production Data - **Coke Prices**: The latest price of Shanxi quasi - first wet - quenched coke is 1591.62, with a daily and weekly increase of 54.61, a monthly increase of 109.23, and a year - on - year decrease of 15.71%. Hebei, Shandong, Jiangsu quasi - first dry - quenched cokes and Inner Mongolia second - grade coke also have different price changes [2] - **Production and Utilization**: The blast furnace operating rate is 88.61, with a weekly decrease of 1.33, a monthly decrease of 2.04, and a year - on - year increase of 0.15%. The daily average pig iron output is 236.36, with a weekly decrease of 3.54, a monthly decrease of 5.45, and a year - on - year increase of 0.38%. The coking capacity utilization rate is 73.16, with a weekly decrease of 0.83, a monthly decrease of 2.15, and a year - on - year decrease of 0.54%. The daily average coke output is 53.30, with a weekly increase of 2.09, a monthly increase of 1.01, and a year - on - year increase of 4.88% [2] Group 3: Inventory Data - **Inventory Quantities**: Coking plant inventory is 37.52, with a weekly increase of 0.03, a monthly decrease of 1.49, and a year - on - year decrease of 14.88%. Port inventory is 211.10, with a weekly increase of 11.01, a monthly increase of 17.01, and a year - on - year increase of 18.50%. Steel mill inventory is 629.05, with a weekly decrease of 4.11, a monthly decrease of 34.35, and a year - on - year increase of 8.68% [2] - **Inventory Days**: Steel mill inventory days are 11.57, with a weekly increase of 0.50, a monthly decrease of 0.03, and a year - on - year increase of 4.42% [2] Group 4: Futures Data - **Futures Prices**: The prices of futures contracts 05, 09, and 01 are 1882.5, 1967.5, and 1740.5 respectively, with different daily, weekly, monthly, and year - on - year changes [2] - **Basis and Spreads**: The basis for 05, 09, and 01 contracts and the spreads between 5 - 9, 9 - 1, and 1 - 5 contracts also have corresponding changes [2] Group 5: Historical Data Graphs - The report presents historical data graphs of various indicators such as coke prices in different regions (Linfen, Lvliang, Changzhi, etc.), port prices, blast furnace capacity utilization, pig iron output, steel mill coke inventory, Mongolian port prices, etc. from 2021 to 2025 [3]

Group 1: Report Summary - The report is a Coke Daily Report released on November 5, 2025, by the Black Team of the Research Center [1] Group 2: Industry Data Coke Prices - The latest prices of different types of coke: Shanxi quasi - first wet - quenched coke is 1537.01, Hebei quasi - first dry - quenched coke is 1790.00, Shandong quasi - first dry - quenched coke is 1715.00, Jiangsu quasi - first dry - quenched coke is 1755.00, and Inner Mongolia second - grade coke is 1230.00. There is no daily change in these prices [2] Production and Capacity - The blast furnace开工率 is 88.61, with a weekly change of - 1.33 and a monthly change of - 2.04 but a year - on - year increase of 0.15%. The iron water daily average output is 236.36, with a weekly change of - 3.54 and a monthly change of - 5.45 but a year - on - year increase of 0.38%. The coking capacity utilization rate is 73.16, with a weekly change of - 0.83, a monthly change of - 2.15, and a year - on - year decrease of 0.54%. The coke daily average output is 53.30, with a weekly change of 2.09, a monthly change of 1.01, and a year - on - year increase of 4.88% [2] Inventory - Coking plant inventory is 37.52, with a weekly change of 0.03, a monthly change of - 1.49, and a year - on - year decrease of - 14.88%. Port inventory is 211.10, with a weekly change of 11.01, a monthly change of 17.01, and a year - on - year increase of 18.50%. Steel mill inventory is 629.05, with a weekly change of - 4.11, a monthly change of - 34.35, and a year - on - year increase of 8.68%. Steel mill inventory days are 11.57, with a weekly change of 0.50, a monthly change of - 0.03, and a year - on - year increase of 4.42% [2] Futures Market - The latest prices of different coke futures contracts: Disk 05 is 1885, Disk 09 is 1962.5, and Disk 01 is 1753.5. The 05 basis is - 38.76, the 09 basis is - 116.26, and the 01 basis is 92.74. The 5 - 9 spread is - 131.50, the 9 - 1 spread is - 77.50, and the 1 - 5 spread is 209.00 [2]

Core Insights - Anhui Maoye Technology Co., Ltd. has been established with a registered capital of 20 million RMB [1] - The company is engaged in various business activities including technology services, bamboo products manufacturing and sales, and coal-based activated carbon processing [1] Company Overview - The legal representative of the company is Wang Tao [1] - The registered capital is 20 million RMB [1] Business Scope - The company operates in multiple sectors such as: - Technology services, development, consulting, exchange, transfer, and promotion [1] - Manufacturing and sales of bamboo products and daily wooden products [1] - Sales of flooring, packaging services, and arts and crafts products (excluding ivory and its products) [1] - Sales of forestry products, wooden toys, wooden containers, charcoal, firewood, and furniture accessories [1] - Sales of forestry and bamboo harvesting machinery (excluding licensed businesses) [1]

1. Report Industry Investment Rating - No relevant content provided 2. Core Viewpoints - No clear core viewpoints are presented in the given content 3. Summary by Related Catalogs Price Information - The price of Hebei quasi - dry quenching coke is 1790.00, with a weekly increase of 55.00, a monthly increase of 110.00, and a year - on - year decrease of 1.10% [2] - The price of Shandong quasi - dry quenching coke is 1715.00, with a weekly increase of 55.00, a monthly increase of 110.00, and a year - on - year decrease of 16.95% [2] - The price of Jiangsu quasi - dry quenching coke is 1755.00, with a weekly increase of 55.00, a monthly increase of 110.00, and a year - on - year decrease of 16.63% [2] - The price of Inner Mongolia secondary coke is 1230.00, with a weekly increase of 50.00, a monthly increase of 150.00, and a year - on - year decrease of 23.13% [2] Production and Utilization - The blast furnace operating rate is 89.94, with a weekly decrease of 0.39, a monthly decrease of 0.92, and a year - on - year increase of 2.22% [2] - The daily average pig iron output is 236.36, with a weekly decrease of 3.54, a monthly decrease of 5.45, and a year - on - year increase of 0.38% [2] - The coking capacity utilization rate is 73.16, with a weekly decrease of 0.83, a monthly decrease of 2.15, and a year - on - year decrease of 0.54% [2] - The daily average coke output is 53.30, with a weekly increase of 2.09, a monthly increase of 1.01, and a year - on - year increase of 4.88% [2] Inventory Information - The coking plant inventory is 37.52, with a weekly increase of 0.03, a monthly decrease of 1.49, and a year - on - year decrease of 14.88% [2] - The port inventory is 211.10, with a weekly increase of 11.01, a monthly increase of 17.01, and a year - on - year increase of 18.50% [2] - The steel mill inventory is 629.05, with a weekly decrease of 4.11, a monthly decrease of 34.35, and a year - on - year increase of 8.68% [2] - The steel mill inventory days are 11.57, with a weekly increase of 0.50, a monthly decrease of 0.03, and a year - on - year increase of 4.42% [2] Futures Information - The price of futures contract 05 is 1938.5, with a daily increase of 23.50, a weekly increase of 43.50, a monthly increase of 91.50, and a year - on - year decrease of 9.42% [2] - The price of futures contract 09 is 2027.5, with a daily increase of 15.50, a weekly increase of 54.00, a monthly increase of 94.00, and a year - on - year decrease of 7.36% [2] - The price of futures contract 01 is 1797, with a daily increase of 21.00, a weekly increase of 31.50, a monthly increase of 86.50, and a year - on - year decrease of 12.53% [2] - The 05 basis is - 108.39, with a daily decrease of 23.50, a weekly increase of 15.22, a monthly increase of 9.82, and a year - on - year decrease of 173.98 [2] - The 09 basis is - 197.39, with a daily decrease of 15.50, a weekly increase of 4.72, a monthly increase of 7.32, and a year - on - year decrease of 214.48 [2] - The 01 basis is 33.11, with a daily decrease of 21.00, a weekly increase of 27.22, a monthly increase of 14.82, and a year - on - year decrease of 117.98 [2] - The 5 - 9 spread is - 141.50, with a daily decrease of 2.50, a weekly decrease of 12.00, a monthly decrease of 5.00, and a year - on - year decrease of 56.00 [2] - The 9 - 1 spread is - 89.00, with a daily increase of 8.00, a weekly decrease of 10.50, a monthly decrease of 2.50, and a year - on - year decrease of 40.50 [2] - The 1 - 5 spread is 230.50, with a daily decrease of 5.50, a weekly increase of 22.50, a monthly increase of 7.50, and a year - on - year increase of 96.50 [2]