集运早报-20250514

Group 1: Report Industry Investment Rating - No information provided Group 2: Core Viewpoints of the Report - No clear core viewpoints are presented in the given content Group 3: Summary by Related Catalogs Futures Market - EC2506 had a yesterday's charge price of 1465.2, a change of -0.07%, a basis of -162.6, a yesterday's trading volume of 81997, a yesterday's open interest of 36838, and an open interest change of -561[2] - EC2508 had a yesterday's charge price of 1896.0, a change of 5.69%, a basis of -593.4, a yesterday's trading volume of ୧୧୦୧୫, a yesterday's open interest of 40901, and an open interest change of 1438[2] - EC2510 had a yesterday's charge price of 1410.3, a change of -4.81%, a basis of -107.7, a yesterday's trading volume of 25388, a yesterday's open interest of 19695, and an open interest change of 1875[2] - EC2512 had a yesterday's charge price of 1603.0, a change of -4.75%, a basis of -300.4, a yesterday's trading volume of 4425, a yesterday's open interest of 4438, and an open interest change of -113[2] - EC2602 had a yesterday's charge price of 1414.5, a change of -5.71%, a basis of -111.9, a yesterday's trading volume of 2517, a yesterday's open interest of 2953, and an open interest change of 9[2] - EC2604 had a yesterday's charge price of 1269.2, a change of -6.68%, a basis of 33.4, a yesterday's trading volume of 2609, a yesterday's open interest of 2096, and an open interest change of 578[2] Month - to - Month Spreads - EC2506 - 2508: The previous day's month - to - month spread was -279.0, the previous two days' was -430.8, the previous three days' was -327.8, and the differences were -103.0 and -159.4[2] - EC2508 - 2510: The previous day's month - to - month spread was 485.7, the previous two days' was 268.0, the previous three days' was 214.0, and the differences were 173.3 and 312.4[2] - EC2506 - 2510: The previous day's month - to - month spread was 54.9, the previous two days' was -11.0, the previous three days' was 54.6, and the differences were 70.3 and -15.4[2] - EC2510 - 2512: The previous day's month - to - month spread was -192.7, the previous two days' was -185.0, the previous three days' was -19.9, and the differences were 8.7 and -201.4[2] - EC2512 - 2602: The previous day's month - to - month spread was 163.8, the previous two days' was 188.5, the previous three days' was 182.8, and the differences were 5.7 and 19.2[2] Shipping Indexes - CCFI (European Line) on May 9, 2025, was 1445.24 points, down from 1499.5 points, a decrease of -0.94%[2] - NCFI (European Line) had a -0.94% change[2] - FBX11 had a -2.34% change[2] - WCI had a -4.76% change[2] - SCEI on May 9, 2025, was $1161/TEU, compared to the previous value of $1260/TEU[2] - XSI - C (European Line) on May 9, 2025, was $2033/FEU, up 0.05% from the previous value, and down -1.17% compared to an earlier period[2] - TCI (European Line) on May 9, 2025, was 756.79 points, down -4.04% from the previous value; on May 13, 2025, it was 594.23 points, with no change from the previous value and a -0.85% change compared to an earlier period[2] Shipping News and Quotes - On May 12, 2025, the US and China adjusted tariffs. The US - China tariff rate dropped from 145% to 30%, the China - US tariff rate dropped from 125% to 10%, and 24% of the reciprocal tariffs were exempted for 90 days. The US also adjusted the ad - valorem tariff rate for small packages under $800 from 120% to 54% and maintained the $100 per - piece specific tariff for small postal items, canceling the planned increase to $200 on June 1[2] - On May 13, 2025, HPL adjusted its May announced price increase from $3000 to $3200. For June, HPL's announced price increase reached $3200, ONE's reached $2437, and CMA's reached $2995[2] - In the first half of May, shipping companies initially mostly continued the previous prices, then the quotes gradually decreased, with week 18/19 ending at 1350 and 1300 points respectively. In the second half of May, the quotes continued to decline, with week 20 ending at 1200 - 1250 points, and week 21 continuing the price, with the current average converted to the futures price being 1230 points[2] Middle East Situation - On May 12, 2025, the Houthi rebels claimed to have used missiles to attack an Israeli airport and hit the target accurately[3] - On May 13, 2025, Israeli Prime Minister Netanyahu stated that Israel would fully commit to advancing into the Gaza Strip in the coming days[3]