集运早报-2025-04-03

Group 1: Futures Market Data - EC2504 closed at 1524.0 with a -0.49% change and a volume of 864, while its open interest decreased by 382 to 3000 [2] - EC2506 closed at 2148.0 with a -3.68% change and a volume of 40737, and its open interest increased by 341 to 32973 [2] - EC2508 closed at 2327.0 with a -2.31% change and a volume of 12255, and its open interest increased by 218 to 28906 [2] - EC2510 closed at 1605.0 with a -2.22% change and a volume of 4754, and its open interest increased by 273 to 16077 [2] - EC2512 closed at 1780.0 with a -1.72% change and a volume of 584, and its open interest increased by 32 to 3440 [2] - EC2602 closed at 1566.6 with a -2.09% change, and its open interest increased by 38 to 1896 [2] Group 2: Index Data - SCHIS was at 1473.56 with a -2.17% change from the previous period, and the previous period's change was -6.55% [2] - SCFI was at $1318/TEU with a 0.92% change from the previous period, and the previous period's change was -2.68% [2] - CCFI was at 1526.99 points with a -3.76% change from the previous period, and the previous period's change was -2.22% [2] - NCFI was at 866.25 with a -0.65% change from the previous period, and the previous period's change was 0.62% [2] - TCI (European Line) was at N/A, and the previous value was 706.69 with a 0.00% change [2] - FBX11 was at $2512/FEU with a -2.07% change from the previous period, and the previous period's change was -6.39% [2] - WCI was at $2370/FEU with a -3.78% change from the previous period, and the previous period's change was -1.95% [2] - XSI - C was at $2213/FEU with a 0.00% change from the previous period, and the previous period's change was -0.85% [2] Group 3: Capacity Arrangement - The average weekly capacity in March, April, and May 2025 was 277,000 TEU, 307,000 TEU, and 314,000 TEU respectively, with month - on - month increases of 23%, 10%, and 2% [2] - The capacity in the last week of March was 320,000 TEU. The average weekly capacity in the first half of April was 280,000 TEU, and in the second half of April, it was over 330,000 TEU [2] Group 4: European Line Quotation - Currently, the second - week of April cabins are mainly being booked. PA, MSC, and GEMIN alliances still quote between $1700 - 2200, while the OA alliance's quote has increased [3] - Shipping companies still plan to increase prices in the second half of April. MSK quoted $1800 yesterday, and OOCL dropped from $3500 to $2400 [3] - For May cabins, CMA quoted $4500 for the Tianjin - Rotterdam route, and ONE still quoted $2030, but there may be many variables [3] Group 5: Recent News - On April 3, Trump signed two executive orders on so - called "reciprocal tariffs", setting a 10% "minimum benchmark tariff" on trading partners and higher tariffs on some. The 10% tariff will take effect on April 5, and reciprocal tariffs on April 9 [4] - On April 3, Hamas officials said the organization believed Israel had rejected the cease - fire proposal. Israeli Prime Minister said they would create a second "Philadelphia Corridor" to divide the Gaza Strip [5]