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集运早报-20250529
Yong An Qi Huo·2025-05-29 03:40

Report Summary 1. Report Industry Investment Rating No relevant information provided. 2. Core Viewpoints No explicit core viewpoints presented in the report. 3. Summary by Related Catalogs EC Futures and Index Data - EC futures contract prices showed declines across most contracts on May 29, 2025, with EC2508 dropping by 4.83% to 1949.5 [2]. - The month - to - month spreads of EC contracts also changed, for example, the spread between EC2506 - 2508 was - 176.5, an increase of 89.9 compared to the previous day [2]. - Various shipping indices showed different trends. The SCFI index on May 16, 2025, was 1154 $/TEU, a 0.60% decline from the previous period; the CCFI index was 1430.35, a 1.03% decline [2]. Shipping Capacity and Pricing - In May and June (tentatively) 2025, the average weekly shipping capacities were 303,000 and 306,000 TEU respectively. The capacity pressure was relatively small in the first half of June but larger in the second half [2]. - MSK's shipping price from Shanghai to Rotterdam increased from 2100 to 2285 US dollars. The average shipping price in the first half of June was estimated to be 2500 US dollars (equivalent to 1770 points) [2]. News and Events - On May 29, 2025, the "tariff suspension ruling" of the Trump administration faced challenges from the Liberty Justice Center and 13 small - business groups in US overseas territories, and the Trump administration could appeal to the federal court [3]. - On May 28, 2025, while Trump was seeking a nuclear agreement with Iran, Israel threatened to strike Iranian nuclear facilities. Trump said there might be "good results" in curbing Iran's nuclear program in the "next two days" [4]. - Also on May 28, 2025, Hamas reached an agreement on a cease - fire outline with the US Middle East envoy [4]. Seasonal Trends of Shipping Rates - The report presents the seasonal trends of various shipping rate indices, including SCFI (European line), TCI (in different regions such as the Mediterranean, Southeast Asia, etc.), CCFI, NCFI, FBX11, WCI, and XSI - C [10][12][14].