集运早报-20250506

Report Summary 1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints No clear core viewpoints are presented in the given documents. The reports mainly provide data on shipping futures, spot rates, and related news. 3. Summary by Related Catalogs Futures Data - EC Futures Contracts: The report shows the prices, price changes, bases, trading volumes, open interests, and open interest changes of multiple EC futures contracts (EC2506 - EC2604) as of May 6, 2025. For example, EC2506 closed at 1324.3 with a 3.82% increase, and its trading volume was 54,878 with an open interest of 33,250 and a decrease of 4,385 in open interest [2]. - Futures Month - to - Month Spreads: It also presents the month - to - month spreads of different EC futures contracts, such as EC2506 - 2508, EC2508 - 2510, etc., along with their comparisons to previous periods [2]. Shipping Indexes - Index Data: Various shipping indexes are updated at different frequencies. For instance, the SCHI2 index was 1379.07 on May 5, 2025, with a - 3.52% change from the previous period. The SCFI index was $1260/TEU on April 25, 2025, down 4.26% from the previous period [2]. Shipping News - Shipping Company News: MSC added a sail - stop in week 20 and 25, causing the average weekly shipping capacity in May - June to contract slightly to 300,000 and 330,000 TEU, with a - 2% and + 9% change respectively [2]. - European Line Quotes: The European line market remains weak. CMA and EMC lowered their quotes in the 19th and 20th weeks, with the May quote center continuing to decline. The average quote for wk20 was $1800 (equivalent to about 1250 points on the futures market) [3]. International News - Trade News: On April 29, sources said that Trump is working on larger - scale trade agreements with multiple countries, including Japan, Vietnam, etc. The White House's trade team received 18 written proposals [4]. - Middle - East Tension News: On May 6, Israeli Prime Minister Netanyahu announced a "high - intensity" military expansion in the Gaza Strip, aiming to defeat Hamas and secure the release of hostages. Israeli officials also reported air - strikes on Yemen in retaliation for Houthi missile attacks [5].