Report Industry Investment Ratings - Iron ore: Bullish [2] - Coking coal and coke: Bullish [2] - Rebar and hot-rolled coil: Rebound [2] - Glass: Bullish [2] - Soda ash: Rebound [2] - CSI 300: Upward [2] - CSI 500: Upward [4] - CSI 1000: Upward [4] - 2-year Treasury bond: Sideways [4] - 5-year Treasury bond: Sideways [4] - 10-year Treasury bond: Rebound [4] - Gold: High-level sideways [4] - Silver: High-level sideways [4] - Logs: Range-bound [6] - Pulp: Consolidation [6] - Offset paper: Bearish [6] - Soybean oil: Wide-range sideways [6] - Palm oil: Wide-range sideways [6] - Rapeseed oil: Wide-range sideways [6] - Soybean meal: Sideways with a weak bias [6] - Rapeseed meal: Sideways with a weak bias [6] - Soybean No. 2: Sideways with a weak bias [7] - Soybean No. 1: Sideways with a weak bias [7] - Live pigs: Sideways with a strong bias [7] - Rubber: Sideways [9] - PX: Wait-and-see [9] - PTA: Sideways [9] - MEG: Wait-and-see [9] - PR: Wait-and-see [9] - PF: Wait-and-see [9] Core Views - The iron ore market is supported by increased demand from the recovery of molten iron production and potential restocking by steel mills before the holiday, with the 2601 contract expected to test the previous high [2]. - The coking coal and coke futures have rebounded due to potential supply shortages and the approaching peak season, despite the second round of price cuts for coke [2]. - The rebar market faces high supply and weak demand, but the "anti-involution" expectation and rising costs may drive short-term strength in the 2601 contract [2]. - The glass futures have risen due to stronger upstream fuel prices and improved macro sentiment, but the market's supply-demand contradiction remains, and the key lies in the cold repair path [2]. - The stock index market has rebounded, with investors advised to control risk appetite and hold long positions, while the bond market is affected by interest rate fluctuations, and investors are recommended to hold long positions lightly [4]. - The gold market is influenced by central bank gold purchases, the US debt issue, interest rates, and geopolitical risks, and is expected to remain high-level sideways [4]. - The log market has stable spot prices, reduced supply pressure, and increased daily shipments, and is expected to trade in a range [6]. - The pulp market has cost support but weak demand, and is expected to consolidate at the bottom [6]. - The offset paper market has stable production but poor demand, and is recommended to be treated bearishly [6]. - The oil and fat market faces supply pressure but potential demand growth, and is expected to trade in a wide range [6]. - The soybean meal and related products market has high supply and weak demand, and is expected to be weak sideways [6][7]. - The live pig market has slightly increased average transaction weight and slaughter rate, but the supply of standard pigs may increase and put pressure on prices [7]. - The rubber market has reduced supply pressure, increased demand, and declining inventory, and is expected to trade sideways [9]. - The PX, PTA, MEG, PR, and PF markets are affected by geopolitical factors, supply-demand changes, and cost fluctuations, and are recommended to be observed [9]. Summary by Related Catalogs Black Industry - Iron ore: Global iron ore shipments increased, molten iron production recovered, and steel mills' profit margins declined, but the short-term supply-demand contradiction is limited, and the 2601 contract may test the previous high [2]. - Coking coal and coke: Supply may be tight in the second half of the year, and the approaching peak season has boosted the futures market, despite the price cuts for coke [2]. - Rebar and hot-rolled coil: Supply remains high, demand is weak, and inventory pressure is increasing, but the "anti-involution" expectation and rising costs may drive short-term strength [2]. - Glass: The futures have risen due to stronger fuel prices and improved sentiment, but the supply-demand contradiction persists, and the key is the cold repair path [2]. - Soda ash: The market is expected to rebound, but the real estate industry's adjustment may affect demand [2]. Financial Industry - Stock index futures/options: The market has rebounded, with different performances among various indices, and investors are advised to control risk and hold long positions [2][4]. - Treasury bonds: Interest rate fluctuations have affected the bond market, and investors are recommended to hold long positions lightly [4]. - Gold and silver: The gold market is influenced by central bank purchases, the US debt issue, interest rates, and geopolitical risks, and is expected to remain high-level sideways [4]. Light Industry - Logs: Spot prices are stable, supply pressure is low, and daily shipments have increased, and the market is expected to trade in a range [6]. - Pulp: Cost support and weak demand coexist, and the market is expected to consolidate at the bottom [6]. - Offset paper: Production is stable, but demand is poor, and the market is recommended to be treated bearishly [6]. Oil and Fat Industry - Soybean oil, palm oil, and rapeseed oil: The market faces supply pressure but potential demand growth, and is expected to trade in a wide range [6]. - Soybean meal and rapeseed meal: High supply and weak demand, and the market is expected to be weak sideways [6]. - Soybean No. 2 and Soybean No. 1: High supply and uncertain demand, and the market is expected to be weak sideways [7]. Agricultural Products Industry - Live pigs: Average transaction weight and slaughter rate have slightly increased, but the supply of standard pigs may increase and put pressure on prices [7]. Soft Commodities Industry - Rubber: Supply pressure has decreased, demand has increased, and inventory has declined, and the market is expected to trade sideways [9]. - PX, PTA, MEG, PR, and PF: Affected by geopolitical factors, supply-demand changes, and cost fluctuations, and recommended to be observed [9].

1. Report Industry Investment Rating - No specific industry investment rating is provided in the report. 2. Core Viewpoints of the Report - Amid geopolitical conflicts and tariff fluctuations, the game is challenging, so it is recommended to participate with a light position or wait and see [3]. - Near - month contracts may show weak and volatile trends due to the continuous decline of spot freight rates and the intensification of the Middle - East conflict, while far - month contracts may have strong and volatile trends due to the impact of China - US economic and trade talks [3]. - Attention should be paid to tariff policies, the Middle - East situation, and spot freight rates [3]. 3. Summary by Related Content Market Data - On September 15, the Shanghai Export Container Settlement Freight Index (SCFIS) for the European route was 1440.24 points, down 8.1% from the previous period; the SCFIS for the US West route was 1349.84 points, up 37.7% from the previous period [2]. - On September 12, the Ningbo Export Container Freight Index (NCFI) (composite index) was 903.32 points, down 11.71% from the previous period; the NCFI for the European route was 729.42 points, down 14.78% from the previous period; the NCFI for the US West route was 1216.14 points, down 9.13% from the previous period [2]. - On September 12, the Shanghai Export Container Freight Index (SCFI) announced price was 1398.11 points, down 46.33 points from the previous period; the SCFI European line price was 1154 USD/TEU, down 12.24% from the previous period; the SCFI US West route was 2370 USD/FEU, up 8.27% from the previous period [2]. - On September 12, the China Export Container Freight Index (CCFI) (composite index) was 1125.30 points, down 2.1% from the previous period; the CCFI for the European route was 1537.28 points, down 6.2% from the previous period; the CCFI for the US West route was 757.45 points, down 2.2% from the previous period [2]. - On September 15, the closing price of the main contract 2510 was 1163.1, with a decline of 1.57%, the trading volume was 17,800 lots, and the open interest was 47,800 lots, an increase of 161 lots from the previous day [3]. Economic Indicators - The eurozone's August manufacturing PMI was 50.5, the service PMI was 50.7, and the composite PMI was 51.1, showing continuous improvement [2]. - China's manufacturing PMI in August was 49.4%, up 0.1 percentage points from the previous month; the composite PMI output index was 50.5%, up 0.3 percentage points from the previous month [2]. - The US August S&P Global manufacturing PMI was 53.3, and the service PMI was 55.4, both higher than expected [2]. Geopolitical Events - On September 15, the Houthi armed forces in Yemen launched 4 drones to attack 2 Israeli targets, including 3 drones attacking Ramon Airport and 1 attacking an Israeli military target [5]. - On September 14, an air - raid alert was sounded near Ramon Airport, and the Israeli military intercepted a drone from Yemen [5]. - On September 14, Hamas suspended the cease - fire and hostage - exchange negotiations with Israel, blaming Israeli Prime Minister Netanyahu for obstructing the talks [5]. Strategy Suggestions - **Short - term Strategy**: For risk - takers, it is recommended to lightly test long positions near 1200 for the 2510 contract and increase long positions near 1600 for the 2512 contract. Pay attention to subsequent market trends, do not hold losing positions, and set stop - losses [4]. - **Arbitrage Strategy**: In the context of international situation turmoil, it is recommended to wait and see or lightly try due to large fluctuations [4]. - **Long - term Strategy**: It is recommended to take profits when the contracts rise, wait for the callback to stabilize, and then judge the subsequent direction [4]. Contract Adjustments - The daily limit for contracts 2508 - 2606 is adjusted to 18% [4]. - The margin for contracts 2508 - 2606 is adjusted to 28% [4]. - The daily opening limit for all contracts 2508 - 2606 is 100 lots [4].

2025年9月15日 集运日报 (航运研究小组) 班轮公司不断下调运价,中东冲突持续升级,盘面处于筑底过程,不建议继续加仓,设置好止损, | | | | 9月8日 | 9月12日 | | --- | --- | | 上海出口集装箱结算运价指数SCFIS（欧洲航线）1566.46点，较上期下跌11.7% | 宁波出口集装箱运价指数NCFI（综合指数）903.32点，较上期下跌11.71% | | 上海出口集装箱结算运价指数SCFIS（美西航线）980.48 点，较上期下跌3.3% | 宁波出口集装箱运价指数NCFI (欧洲航线) 729.42点，较上期下跌14.78% | | 9月12日 | 宁波出口集装箱运价指数NCFI（美西航线）1216.14点，较上期下跌9.13% | | 上海出口集装箱运价指数SCFI公布价格1398.11 点，较上期下跌46.33点， | 9月12日 | | 上海出口集装箱运价指数SCFI欧线价格1154USD/TEU, 较上期下跌12.24% | 中国出口集装箱运价指数CCFI（综合指数）1125.30点，较上期下跌2.1% | | 上海出口集装箱运价指数SCFI美西航线2370U ...

| | | 2025年9月15日 集运日报 (航运研究小组) | 9月8日 | 9月12日 | | --- | --- | | 上海出口集装箱结算运价指数SCFIS（欧洲航线）1566.46点，较上期下跌11.7% | 宁波出口集装箱运价指数NCFI（综合指数）903.32点，较上期下跌11.71% | | 上海出口集装箱结算运价指数SCFIS（美西航线）980.48 点，较上期下跌3.3% | 宁波出口集装箱运价指数NCFI (欧洲航线) 729.42点，较上期下跌14.78% | | 9月12日 | 宁波出口集装箱运价指数NCFI（美西航线）1216.14点，较上期下跌9.13% | | 上海出口集装箱运价指数SCFI公布价格1398.11 点，较上期下跌46.33点， | 9月12日 | | 上海出口集装箱运价指数SCFI欧线价格1154USD/TEU, 较上期下跌12.24% | 中国出口集装箱运价指数CCFI（综合指数）1125.30点，较上期下跌2.1% | | 上海出口集装箱运价指数SCFI美西航线2370USD/FEU, 较上期上涨8.27% | 中国出口集装箱运价指数CCFI（欧洲航线）15 ...

Report Industry Investment Ratings - Iron ore: High-level oscillation [2] - Coking coal and coke: Oscillation [2] - Rebar and hot-rolled coil: Weak [2] - Glass: Oscillation [2] - Soda ash: Oscillation [2] - CSI 50: Oscillation [2] - SSE 50: Oscillation [2] - CSI 300: Upward [2] - CSI 500: Upward [2] - CSI 1000: Upward [2] - 2-year Treasury bond: Oscillation [4] - 5-year Treasury bond: Oscillation [4] - 10-year Treasury bond: Rebound [4] - Gold: High-level oscillation [4] - Silver: High-level oscillation [4] - Logs: Range-bound oscillation [5] - Pulp: Weak consolidation [5] - Offset paper: Bearish [5] - Soybean oil: Wide-range oscillation [5] - Palm oil: Wide-range oscillation [5] - Rapeseed oil: Wide-range oscillation [5] - Soybean meal: Weak oscillation [5] - Rapeseed meal: Weak oscillation [5] - Soybean No. 2: Weak oscillation [5] - Soybean No. 1: Weak oscillation [5] - Live pigs: Strong oscillation [6] - Rubber: Oscillation [8] - PX: Wait-and-see [8] - PTA: Oscillation [8] - MEG: Wait-and-see [8] - PR: Wait-and-see [8] - PF: Wait-and-see [8] Core Views - The fundamentals of the black industry chain are facing different situations, with iron ore supported by short-term sentiment and coal and coke weakening; the steel market is under pressure from supply and demand [2] - The financial market shows a rebound trend, with the stock index expected to rise and the bond market relatively stable; gold and silver prices are affected by factors such as interest rates and geopolitics [4] - The forestry and pulp and paper industries are affected by supply and demand and cost factors, with logs oscillating and pulp and paper products showing different trends [5] - The agricultural products market is complex, with the prices of grains and oilseeds affected by factors such as production, trade, and demand, and the live pig market showing a strong oscillation [5][6] - The soft commodities and polyester industries are affected by factors such as supply and demand, cost, and inventory, with rubber oscillating and polyester products showing different trends [8] Summary by Category Black Industry - Iron ore: After the resumption of steel mills, the molten iron output rebounded significantly to 2.4 million tons. The global iron ore shipment decreased last week, and the short-term fundamentals have limited contradictions. Pay attention to whether the 2601 contract can stand firm at the previous high [2] - Coking coal and coke: The second round of price cuts for coke has started, and the fundamentals are weakening. The supply of coking coal is increasing, and the demand is gradually recovering. The short-term sentiment in the black sector has cooled down [2] - Rebar and hot-rolled coil: There is a lack of macro drivers, the supply will remain at a relatively high level, and the inventory pressure will continue to increase. The overall demand is difficult to show an inverse-seasonal performance, and the 2601 contract is oscillating weakly [2] Financial Market - Stock index futures/options: The market rebounded, and it is recommended to control risk preferences and hold long positions in the stock index [4] - Treasury bonds: The yield of the 10-year Treasury bond decreased, and the market interest rate fluctuated. It is recommended to hold long positions in Treasury bonds lightly [4] - Gold and silver: The pricing mechanism of gold is changing, and the short-term is affected by factors such as interest rates and geopolitics. The prices of gold and silver are expected to remain at a high level and oscillate [4] Forestry and Pulp and Paper - Logs: The daily average shipment volume decreased slightly, showing a situation of off-season in the peak season. The supply pressure is not large, and it is expected to oscillate within a range [5] - Pulp: The cost support for pulp prices has increased, but the demand is weak, and it is expected to consolidate weakly [5] - Offset paper: The production is relatively stable, but the demand is not good, and it is recommended to take a bearish view [5] Agricultural Products - Grains and oilseeds: The supply pressure of soybeans and soybean meal is significant, and the demand is weak. It is expected to oscillate weakly. The supply of rapeseed oil is tight, and the price is expected to oscillate widely [5] - Live pigs: The average trading weight of live pigs increased slightly, and the demand from slaughtering enterprises improved. It is expected to oscillate strongly, but the price of standard pigs may be under pressure [6] Soft Commodities and Polyester - Rubber: The supply pressure has decreased, the demand has increased, and the inventory has continued to decline. It is expected to oscillate widely [8] - PX, PTA, MEG, PR, PF: PX and PTA follow the cost fluctuations, MEG may accumulate inventory slightly, and the supply and demand of PR and PF are in a game state. It is recommended to wait and see [8]

1. Report Industry Investment Ratings - **Black Industry**: Iron ore - high - level shock; Coal and coke - shock; Rolled steel and screw steel - weak; Glass - shock; Soda ash - shock [2] - **Financial Industry**: Shanghai Composite 50 - shock; CSI 300 - upward; CSI 500 - upward; CSI 1000 - upward; 2 - year treasury bond - shock; 5 - year treasury bond - shock; 10 - year treasury bond - rebound; Gold - high - level shock; Silver - high - level shock [2][3][4] - **Light Industry**: Logs - range shock; Pulp - weak consolidation; Offset paper - bearish; Edible oils - wide - range shock; Oilseeds and meals - shock; Live pigs - shock and slightly stronger; Rubber - shock; PX - wait - and - see; PTA - shock; MEG - wait - and - see; PR - wait - and - see; PF - shock and consolidation [6][7][10] 2. Core Views of the Report - The report analyzes the market conditions of multiple industries including black, financial, light industries, etc. It provides investment ratings and detailed analyses of the supply - demand relationships, price trends, and influencing factors for each product in these industries, guiding investors to make decisions based on the current market situation and future trends [2][4][6] 3. Summaries by Related Catalogs Black Industry - **Iron ore**: The Guinean government's requirements boost market sentiment. The daily average pig iron output has recovered to 240,000 tons. Global iron ore shipments have decreased significantly, mainly due to the sharp decline in Brazilian shipments. There is no obvious inventory accumulation pressure, and the short - term fundamentals have limited contradictions. Attention should be paid to whether the 2601 contract can stand firm at the previous high [2] - **Coal and coke**: The purchase price of coke by mainstream steel mills has been lowered. The fundamentals are weakening, with continuous inventory accumulation of steel and coal mines and weakening downstream orders. Supply is increasing, while demand has recovered slightly. The short - term sentiment in the black sector has cooled, and coal and coke show a low - level shock trend [2] - **Rolled steel and screw steel**: The fundamentals are weak. The steel industry's stable - growth policy does not restrict steel production, so supply remains high. The demand for building materials has declined, and the total demand is hard to reverse seasonally, showing a pattern of high in the front and low in the back. Profits have declined, and the 2601 contract of screw steel is running weakly below the 60 - day line [2] - **Glass**: The news of coal - to - gas conversion in Shahe may cause short - term fluctuations in the market. The cost of production lines will increase. The spot in Hubei has improved slightly, and the key for the 01 contract lies in the path of cold repair. In the long term, glass demand is difficult to recover significantly [2] - **Soda ash**: The short - term market has stood above the 60 - day line support, and future attention should be paid to whether the actual demand can improve [2] Financial Industry - **Stock Index Futures/Options**: The previous trading day saw gains in the CSI 300, Shanghai Composite 50, CSI 500, and CSI 1000. There was capital inflow in communication equipment and electronic components sectors and outflow in catering, tourism, and pharmaceutical sectors. The element market reform pilot will be carried out, and US CPI data has been released, which affects market sentiment. It is recommended to control risk preference and hold long positions in stock indices [2][4] - **Treasury Bonds**: The yield of 10 - year treasury bonds has declined, and the central bank has carried out reverse repurchase operations. Market interest rates are fluctuating, and the trend of treasury bonds is weakening. It is recommended to hold long positions in treasury bonds with a light position [4] - **Gold and Silver**: Gold's pricing mechanism is changing. Its currency, financial, and commodity attributes all support the price, and the market still has a certain demand for hedging. Although the logic of the current gold price increase has not completely reversed, the Fed's interest rate policy and hedging sentiment may be short - term disturbing factors. Gold and silver are expected to maintain a high - level shock [4] Light Industry - **Logs**: The daily average shipment volume of logs at ports has decreased slightly, showing a peak - season but not prosperous situation. The arrival volume is expected to increase this week, and the supply pressure is not large. The inventory has been decreasing, and the cost support has weakened. The delivery willingness of the 09 contract has increased. Logs are expected to show a range shock [6] - **Pulp**: The spot price is stable. The cost support has increased, but the profitability of the papermaking industry is low, and paper mills have high inventory pressure. The demand improvement is yet to be verified. Pulp prices are expected to show a weak consolidation [6] - **Offset Paper**: The spot price is stable. Production is relatively stable, but September is the downstream seasonal off - season. The industry has over - capacity, and the supply - demand contradiction is prominent. It should be treated bearishly [6] - **Edible Oils**: The expected increase in the production of US soybeans and Malaysian palm oil has increased the supply pressure. The export tax of Indonesian palm oil has been adjusted, and the import of domestic rapeseed has shrunk. The demand for double - festival stocking is weak. Edible oils are expected to show a wide - range shock [6] - **Oilseeds and Meals**: The market expects a good harvest of US soybeans, and the export has not improved substantially. The domestic supply of soybeans is abundant, and the inventory of soybean meal has been accumulating. Oilseeds and meals are expected to show a shock trend [6][7] - **Live Pigs**: The average trading weight of live pigs has increased slightly, and the slaughter rate has also increased. With the recovery of the slaughter rhythm, the supply of large pigs has increased, and the price of standard pigs may be under pressure. The price difference between fat and standard pigs is expected to widen slightly [7] - **Rubber**: The supply in the rubber - producing areas is affected by weather conditions, and the raw material price is high. The demand of tire enterprises has declined slightly, and the inventory at Qingdao Port has decreased. Rubber is expected to maintain a strong trend in the short term [10] - **PX**: There are concerns about weak US demand and global supply surplus. The supply and demand of PX have both increased, but the short - term supply - demand has weakened, and the price follows the oil price [10] - **PTA**: The cost support is average, the supply has increased, and the demand of downstream polyester factories has rebounded. The supply - demand has improved, and the price follows the cost in the short term [10] - **MEG**: The port inventory has increased, and the future arrival volume is not high. The supply pressure has increased, and the mid - term supply - demand is expected to be in a wide - balance state. The low inventory supports the price [10] - **PR**: Affected by the decline in international oil prices, the cost support has weakened, and the demand has also declined. PR is expected to run weakly with the raw materials [10] - **PF**: The cost support is weak, but the orders in the downstream yarn market have improved slightly, and the inventory of short - fiber factories is low. PF is expected to show a shock and consolidation trend [10]

2025年9月10日 集运日报 (航运研究小组) SCFIS持续下跌,中东局势再度紧张,现货运价持续低迷,盘面处于筑底过程,不建议继续加仓,设置好止损, SCFIS、NCFI运价指数 | 9月8日 | 9月5日 | | --- | --- | | 上海出口集装箱结算运价指数SCFIS (欧洲航线) 1566.46点, 较上期下跌11.7% | 宁波出口集装箱运价指数NCFI (综合指数) 1023.16点,较上期下跌6.83% | | 上海出口集装箱结算运价指数SCFIS（美西航线）980.48点，较上期下跌3.3% | 宁波出口集装箱运价指数NCFI (欧洲航线) 855.93点, 较上期下跌7.92% | | 9月5日 | 宁波出口集装箱运价指数NCFI (美西航线) 1338.34点, 较上期下跌4.19% | | | 9月5日 | | 上海出口集装箱运价指数SCFl公布价格1444.44 点，较上期下跌0.62点 | 中国出口集装箱运价指数CCFI（综合指数) 1149.14点，较上期下跌0.6% | | 上海出口集装箱运价指数SCFl欧线价格1315USD/TEU,较上期下跌11.21% | | | ...

2025年9月10日 集运日报 (航运研究小组) SCFIS持续下跌,中东局势再度紧张,现货运价持续低迷,盘面处于筑底过程,不建议继续加仓,设置好止损, SCFIS、NCFI运价指数 | 9月8日 | 9月5日 | | --- | --- | | 上海出口集装箱结算运价指数SCFIS (欧洲航线) 1566.46点, 较上期下跌11.7% | 宁波出口集装箱运价指数NCFI (综合指数) 1023.16点,较上期下跌6.83% | | 上海出口集装箱结算运价指数SCFIS（美西航线）980.48点，较上期下跌3.3% | 宁波出口集装箱运价指数NCFI (欧洲航线) 855.93点, 较上期下跌7.92% | | 9月5日 | 宁波出口集装箱运价指数NCFI (美西航线) 1338.34点, 较上期下跌4.19% | | | 9月5日 | | 上海出口集装箱运价指数SCFl公布价格1444.44 点，较上期下跌0.62点 | 中国出口集装箱运价指数CCFI（综合指数) 1149.14点，较上期下跌0.6% | | 上海出口集装箱运价指数SCFl欧线价格1315USD/TEU,较上期下跌11.21% | | | ...

交易提示 交易咨询：0571-85165192，85058093 2025 年 9 月 10 日星期三 16519 新世纪期货交易提示（2025-9-10） | | | | 铁矿：几内亚政府要求当地矿山开发商在下游附属配套建设对应的深加工 | | --- | --- | --- | --- | | | | | 厂和冶炼厂有关，情绪受到提振。铁矿基本面矛盾不突出，上周京津冀区 | | | | | 域内钢厂"限产"结束，日均铁水产量高位大幅回落，本周有望逐步恢复。 | | | 铁矿石 | 高位震荡 | 产业层面，本期全球铁矿发运大幅回落，全球铁矿石发运总量 2756.2 万 | | | | | 吨，环比减少 800.6 万吨。近两周巴西发运量的大幅下滑是全球总量回落 | | | | | 的主因，但目前疏港尚可的情况下亦无明显累库压力。终端需求偏弱，钢 | | | | | 厂盈利比例高位回落，现阶段钢厂主动减产动力依然不足，不排除后续旺 | | | | | 季不旺，从而导致负反馈可能。短期铁矿石基本面矛盾有限，铁矿 2601 | | | | | 合约关注前高一线能否站稳。 | | | 煤焦 | 震荡偏弱 | 煤焦： ...

2025年9月8日 集运日报 墨西哥迫于压力计划增加对华关税,南美航线或受影响,盘面或受消息影响,不建议继续加仓,设置好止损. | | | | 9月1日 | 9月5日 | | --- | --- | | 上海出口集装箱结算运价指数SCFIS（欧洲航线）1773.60点，较上期下跌10.9% | 宁波出口集装箱运价指数NCFI（综合指数）1023.16点，较上期下跌6.83% | | 上海出口集装箱结算运价指数SCFIS（美西航线）1013.90 点，较上期下跌2.6% | 宁波出口集装箱运价指数NCFI（欧洲航线）855.93点，较上期下跌7.92% | | 9月5日 | 宁波出口集装箱运价指数NCFI（美西航线）1338.34点，较上期下跌4.19% | | 上海出口集装箱运价指数SCFI公布价格1444.44 点，较上期下跌0.62点 | 9月5日 | | 上海出口集装箱运价指数SCFI欧线价格1315USD/TEU, 较上期下跌11.21% | 中国出口集装箱运价指数CCFI（综合指数）1149.14点，较上期下跌0.6% | | 上海出口集装箱运价指数SCFI美西航线2189USD/FEU, 较上期上 ...