集运指数(欧线):EC主力下行
Jin Tou Wang·2025-11-07 02:13

Freight Rates - As of November 4, the freight rates for Shanghai-Europe range from $1,320 to $3,360 per FEU, with Maersk at $1,320-$2,065 per FEU and CMA at $1,460-$4,008 per FEU [1] Shipping Index - As of November 3, the SCFIS European line index is reported at 1,208.71 points, a decrease of 7.92% week-on-week; the West Coast of the US line index is at 1,267.15 points, an increase of 14.43% [2] - The SCFI composite index as of October 31 is at 1,550.7 points, up 10% week-on-week; Shanghai-Europe freight rates increased by 8% to $1,344 per TEU [2] Market Fundamentals - As of November 4, the global container shipping capacity exceeds 33.35 million TEU, reflecting a year-on-year growth of 7.34% [3] - The Eurozone's composite PMI for October is at 52.2, while the US manufacturing PMI for October is at 48.7, below the neutral 50 mark [3] Market Logic - The futures market has seen a decline, with the main contract closing at 1,848.2 points, down 5%; current spot market conditions remain weak, making it difficult for the main contract to sustain upward momentum [4] Trading Recommendations - Short-term market is expected to fluctuate; a strategy of buying on dips for the main contract is suggested [5]