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集运期货:EC主力盘整
Jin Tou Wang·2025-08-05 02:04

Pricing Information - As of August 4, the spot prices for container shipping are as follows: Maersk: $1705-$1846/TEU, $2850-$3102/TEU; CMA: $1935-$2635/TEU, $3445-$4345/TEU; MSC: $2000-$2163/TEU, $3340-$3646/TEU; ONE: $2194/TEU, $2943/TEU; EMC: $2355-$2455/TEU, $3560-$3760/TEU [1] Shipping Index - As of August 4, the SCFIS European line index is reported at 2297.86 points, a decrease of 0.81% month-on-month; the US West Coast index decreased by 11.99% to 1130.12 points. The SCFI composite index as of August 1 is 1550.74 points, down 2.63%. The Shanghai-Europe freight rate decreased by 1.87% to $2051/TEU; Shanghai-US West freight rate is $2021/FEU, down 2.23% from last week; Shanghai-US East freight rate is $3126/FEU, down 7.46% from last week [2] Market Fundamentals - As of August 4, the global container shipping capacity exceeds 32.7 million TEU, representing a year-on-year growth of 7.9%. In terms of demand, the Eurozone's June composite PMI is 50.2, with manufacturing PMI at 49.4 and services PMI at 50.0; the US June manufacturing PMI is 49, with new orders index at 46.4. The OECD leading index for the G7 group recorded 100.40 in June [3] Market Logic - The futures market experienced fluctuations with the main contract closing at 1421.8 points, down 0.72%; the August contract closed at 2122.3, up 0.38%. The market is currently in a phase of slow decline in spot prices, lacking strong driving forces in the fundamentals. The short-term outlook for the main contract is expected to show a weak oscillating pattern [4]