瑞达期货集运指数（欧线）期货日报-20250512

Report Industry Investment Rating - No relevant information provided Core Viewpoints - The freight futures price of the container shipping index (European line) rose significantly on Monday, with most contracts closing up 16.0%. The improvement in the trade war situation drove the futures price to rise rapidly. Although the trade war situation and geopolitical situation are fluctuating, they are gradually improving, and the expectation of the demand recovery of the container shipping index (European line) will also improve. If the US tariff increase on Europe is better than expected, the performance of the far - month futures price may be better than that of the near - month contracts. Investors are advised to be cautious, pay attention to the operation rhythm and risk control, and closely monitor the US policies towards Europe and China - EU foreign trade data [1] Summary by Relevant Catalogs Futures Market Data - EC main contract closing price: 202.2 (up), EC sub - main contract closing price: 1466.200, with a increase of 247.40 [1] - EC2506 - EC2508 spread: - 48.80 (down), EC2506 - EC2510 spread: - 327.80, with a decrease of 4.40 [1] - EC contract basis: - 87.13, with a decrease of 216.40 [1] - EC main contract open interest: 37399, unchanged [1] Spot Market Data - SCFIS (European line) (weekly): 1302.62, down 76.45 points from last week, a 5.5% week - on - week decline; SCFIS (US West line) (weekly): 1455.31, up 134.62 [1] - SCFI (composite index) (weekly): 1340.93, down 4.24; container ship capacity: 1227.97 (ten thousand TEUs), up 0.13 [1] - CCFI (composite index) (weekly): 1121.08, up 14.70; CCFI (European line) (weekly): 1497.15, up 51.91 [1] - Baltic Dry Index (daily): 1299.00, up 17.00; Panamax Freight Index (daily): 1353.00, up 10.00 [1] - Average charter price (Panamax ship): 9963.00, down 99.00; average charter price (Capesize ship): 13668.00, down 691.00 [1] Industry News - The US will adjust the tariff rate on Chinese goods, suspending the collection of 24 percentage points for 90 days, and canceling the additional tariffs imposed on these goods according to relevant executive orders [1] - The China - US high - level economic and trade talks from May 10th to 11th in Geneva were candid, in - depth, and constructive, reaching important consensus and making substantial progress. The two sides agreed to establish a China - US economic and trade consultation mechanism [1] - Japanese Prime Minister Ishiba Shigeru plans to reach a trade agreement with the US around the July Senate election. He hopes to revoke the additional tariffs on Japanese cars rather than just reducing them [1] Key Data to Watch - UK unemployment rate in April on May 13th at 14:00 [1] - German ZEW Economic Sentiment Index in May on May 13th at 17:00 [1] - Eurozone ZEW Economic Sentiment Index in May on May 13th at 17:00 [1] - US unadjusted core CPI annual rate in April on May 13th at 20:30 [1] - US unadjusted CPI annual rate in April on May 13th at 20:30 [1]