集运欧线数据日报-20250509

Report Summary 1. Investment Rating - No investment rating for the industry is provided in the report. 2. Core View - The European container shipping line (EC) opened low and then fluctuated upwards. The 06 contract closed at 1283 points, down 3.64%. Some shipping companies slightly reduced their freight rates for the second half of May, and the average online price for 40 - foot containers dropped to around $1750, close to the cost price, which may increase the shipping companies' willingness to suspend voyages. Although the expected peak season for the European line has not been completely falsified, the supply - surplus situation in the European line has been exacerbated by the overflow of capacity from the US line. After the previous decline, the market lacks upward drivers, and the peak - season space is also cautiously viewed. It is expected that the overall situation will continue to fluctuate in the short term [1]. 3. Summary by Directory EC Contract Volume and Price - EC2506: The latest transaction price was 1283 points, down 3.64%. The trading volume was 45,529, and the open interest on one side was 38,142. The net long position of the top 20 members was - 408 [1]. - EC2508: The latest transaction price was 1556.4 points, down 2.45%. The trading volume was 28,090, and the open interest on one side was 36,029. The net long position of the top 20 members was - 910 [1]. - EC2510: The latest transaction price was 1273.2 points, down 2.94%. The trading volume was 6765, and the open interest on one side was 16,670. The net long position of the top 20 members was 0 [1]. - EC2512: The latest transaction price was 1458.6 points, down 1.54%. The trading volume was 1379, and the open interest on one side was 3986 [1]. - EC2602: The latest transaction price was 1286.8 points, down 2.31%. The trading volume was 667, and the open interest on one side was 2736 [1]. - EC2604: The latest transaction price was 1173 points, down 1.76%. The trading volume was 360, and the open interest on one side was 1122 [1]. - Total: The total trading volume was 82,790, and the total open interest on one side was 98,685. The net long position of the top 20 members was - 1318 [1]. Latest Spot Freight Rates - European Routes - SCFIS (weekly): The latest index was 1379.07 points, down 3.5% from the previous period [1]. - SCFI ($/TEU): The latest price was $1200, down 4.8% from the previous period [1]. - TCI (20GP) spot freight rate ($/TEU): The latest price was $1340, with no change from the previous period [1]. - TCI (40GP) ($/FEU): The latest price was $2112, with no change from the previous period [1]. - Basis spread: The basis spread on the previous trading day was 96.07 points, up 5.2 points from the day before [1]. Spot Market Data - Capacity: The capacity of the Asia - Europe route was 514,749 TEU, a decrease of 456 TEU. The idle capacity ratio was 1.6% [4]. - Average speed: The average speed of container ships was 13.88 knots. The average speed of container ships over 17,000 TEU was 15.55 knots, and that of 12,000 - 16,999 TEU container ships was 15.01 knots [4]. - In - port capacity: The in - port capacity in Rotterdam was 219,600 TEU, in Hamburg was 94,600 TEU, and in Singapore was 355,300 TEU [4]. - Routing situation: The number of ships passing through the Gulf of Aden was 11, the north - bound traffic volume through the Suez Canal was 1, and the south - bound traffic volume was 2 [4]. - Time charter rates: The 6 - 12 - month time charter rate for 9000 TEU ships was $105,000 per day, for 6500 TEU ships was $72,000 per day, and for 2500 TEU ships was $33,750 per day [4].