集运早报-20250523

Group 1: EC Futures Market Data - EC2506 had a closing price of 1768.0 with a 5.41% increase, volume of 31117, and an open interest of 22184 with a decrease of 3723 [2] - EC2508 had a closing price of 2206.0 with a 4.00% increase, volume of 91292, and an open interest of 51631 with a decrease of 1405 [2] - EC2510 had a closing price of 1451.9 with a 2.28% increase, volume of 13997, and an open interest of 22549 with a decrease of 1372 [2] - EC2512 had a closing price of 1617.3 with a 2.78% increase, volume of 2266, and an open interest of 4693 with a decrease of 185 [2] - EC2602 had a closing price of 1450.2 with a 2.36% increase, volume of 532, and an open interest of 2799 with a decrease of 111 [2] - EC2604 had a closing price of 1266.0 with a 1.44% increase, volume of 648, and an open interest of 3151 with a decrease of 148 [2] - The month - spread of EC2506 - 2508 had a previous day value of - 438.0, a month - on - month increase of 5.9, and a week - on - week increase of 157.0 [2] - The month - spread of EC2508 - 2510 had a previous day value of 754.1, a month - on - month increase of 52.6, and a week - on - week decrease of 80.9 [2] - The month - spread of EC2506 - 2510 had a previous day value of 316.1, a month - on - month increase of 58.5, and a week - on - week increase of 76.1 [2] - The month - spread of EC2510 - 2512 had a previous day value of - 165.4, a month - on - month decrease of 11.4, and a week - on - week decrease of 15.4 [2] - The month - spread of EC2512 - 2602 had a previous day value of 167.1, a month - on - month increase of 10.3, and a week - on - week decrease of 8.4 [2] Group 2: Shipping Index Data - SCHIS was 1265.3 on 2025/5/19, down 2.86% from the previous period and 5.54% from two periods ago [2] - SCFI was 1154 $/TEU on 2025/5/16, down 0.60% from the previous period [2] - CCFI was 1430.35 points on 2025/5/16, down 1.03% from the previous period [2] - NCFI was 750.91 points on 2025/5/16, down 0.78% from the previous period and 0.94% from two periods ago [2] - TCI (European line) was 646.15 points on 2025/5/22, unchanged from the previous periods [2] - FBX11 was 2459 $/FEU on 2025/5/16, up 2.57% from the previous period and 6.05% from two periods ago [2] - WCI was 2035 $/FEU on 2025/5/15, down 0.54% from the previous period and 7.08% from two periods ago [2] - XSI - C was 1909 $/FEU on 2025/5/19, down 0.42% from the previous period and 0.98% from two periods ago [2] Group 3: Shipping Capacity and Price Information - In May and June 2025 (tentatively), the weekly average shipping capacities were 30.3 and 30.5 million TEU respectively. OA added two sailings cancellations in week 23, and PA added one in week 24 [2] - In the second half of May, the European line quotes decreased month - on - month, reaching around 1200 - 1250 points at the end of May [3] - For June, shipping companies except MSK planned to raise prices by an average of 3000 US dollars (equivalent to 2050 points on the disk), and MSK planned to raise prices by 2200 US dollars, lower than market expectations. HMM lowered prices to 2500 US dollars, and the average price of shipping companies on the disk was 2000 points [3] Group 4: Shipping News - On 5/21, the EU was considering modifying the tax - free policy for small packages under 150 euros entering its territory and planned to impose a unified tariff. France was actively promoting additional fees for such packages, and the UK and Japan were considering similar measures [4] - On 5/21, G7 members began discussing imposing tariffs on low - value, oversupplied goods from China [4] Group 5: Middle East Situation News - On 5/22, Hamas stated that it would not give up armed resistance and denied that its military leader was killed. It also rejected Israel's cease - fire preconditions and arrangements for Gaza's future [5] - On 5/22, according to US media, Israel was preparing to quickly strike Iran's nuclear facilities if the US - Iran negotiations broke down [6]