集运欧线数据日报-20250416

Group 1: Investment Rating - No investment rating is provided in the report. Group 2: Core View - The European container shipping line (EC) weakened during intraday trading, with the 06 contract closing at 1600.1 points, a decline of 7.72%. After the fermentation of the global trade demand recession expectation under the influence of Trump's tariff policy, the expected node of the traditional seasonal peak season for the European line has been postponed, and the upside space is limited. Maersk's cabin opening in the first week of May continued with a quote of $1800 per 40 - foot container, the same as the end - of - April quote, and it is less likely to see a peak - season inflection point in early May. The market is skeptical about whether there will be a peak season in June. After an emotional recovery, the 06 contract has weakened continuously. Currently, the export of goods on the US line has dropped sharply, and some shipping capacity may be redeployed to the European line, exacerbating the oversupply situation on the European line. Since the festival stocking season on the European line has not started yet, the EC may continue to fluctuate at a low level in the short term. Attention should be paid to the shipping companies' regulation of shipping capacity and the progress of price increases by shipping companies in May. [1] Group 3: Summary by Relevant Catalogs EC Contract Volume and Price - EC2504: The latest成交价 is 1439.3 points, with a decline of 2.94%. The trading volume is 251, and the open interest on a single - side basis is 1216. The net long position of the top 20 members is - 129. [1] - EC2506: The latest成交价 is 1600.1 points, with a decline of 7.72%. The trading volume is 55474, and the open interest on a single - side basis is 35437. The net long position of the top 20 members is - 1239. [1] - EC2508: The latest成交价 is 1695 points, with a decline of 2.69%. The trading volume is 19883, and the open interest on a single - side basis is 30439. The net long position of the top 20 members is - 656. [1] - EC2510: The latest成交价 is 1305.8 points, with a decline of 0.14%. The trading volume is 10037, and the open interest on a single - side basis is 16064. [1] - EC2512: The latest成交价 is 1488 points, with a decline of 1.05%. The trading volume is 1462, and the open interest on a single - side basis is 3829. [1] - EC2602: The latest成交价 is 1314.4 points, with a decline of 1.08%. The trading volume is 712, and the open interest on a single - side basis is 2667. [1] - Total: The total trading volume is 87819, and the total open interest on a single - side basis is 89652. The net long position of the top 20 members is - 2024. [1] Latest Spot Freight Rates - European Routes - Weekly Spot Index: The SCFIS is 1402.35 points, a decline of 1.4%; the SCFI is $1356 per TEU, an increase of 1.5%. [1] - Daily Spot Freight Rates: The TCI (20GP) is $1591 per TEU, a decline of 3.2%; the TCI (40GP) is $2649 per FEU, a decline of 2.1%. [1] - Basis Spread: The previous trading day's basis spread was - 197.75 points, with a change of 96.9 points compared to the day before. [1] Spot Market Data - Shipping Capacity and Related Information - Shipping Capacity: The shipping capacity on the Asia - Europe route is 491601 TEU, with no change. The idle shipping capacity ratio for global container ships is 2.0%, 1.3% for ships over 17000 TEU, 0.2% for ships between 12000 - 16999 TEU, and 2.4% for ships between 8000 - 11999 TEU. [4] - Average Speed: The average speed of container ships is 14.01 knots, 15.65 knots for ships over 17000 TEU, and 15.41 knots for ships between 12000 - 16999 TEU. [4] - Shipping Capacity at Ports: The shipping capacity at Rotterdam Port is 24.59 million TEU, at Hamburg Port is 9.87 million TEU, and at Singapore Port is 34.75 million TEU. [4] - Route - Bypassing Situation: The number of ships passing through the Gulf of Aden is 7, the north - bound traffic volume through the Suez Canal is 4, and the south - bound traffic volume through the Suez Canal is 3. [4] - Time - Charter Rates: The 6 - 12 - month time - charter rate is $106000 per day for 9000 - TEU ships, $73500 per day for 6500 - TEU ships, and $33750 per day for 2500 - TEU ships. [4]