航运衍生品数据日报-20250604

Group 1: Report Overview - The report is a shipping derivatives data daily report [4] Group 2: Freight Index Data - The current values of Shanghai Export Container Freight Index (SCFI), China Export Container Freight Index (CCFI), SCFI - US West, SCFIS - US West, SCFI - US East, SCFI - Northwest Europe are 2073, 1118, 5172, 1718, 6243, 1587 respectively, with corresponding increases of 30.68%, 0.92%, 57.92%, -0.12%, 45.73%, 20.50% [5] - The current values of SCFIS - Northwest Europe and SCFI - Mediterranean are 1252 and 3061 respectively, with increases of 0.40% and 31.49% [5] Group 3: Freight Futures Data - For freight futures contracts like EC2506, EC2508 etc., the current values, previous values, and their corresponding increases or decreases are presented. For example, EC2506 has a current value of 1894.1, a previous value of 1834.8, and an increase of 3.23% [5] - The current positions and their changes of these contracts are also provided. For instance, EC2506's current position is 10553, with a decrease of 484 from the previous value [5] - The current values of month - spreads (10 - 12, 12 - 2, 12 - 4) are 761.2, -200.3, 357.4 respectively, with changes of 32.3, -19.1, 29.8 [5] Group 4: Trade Friction Information - China will reduce tariffs on US goods from 125% to 10% for 90 days, and the US will reduce tariffs on Chinese goods from 145% to 30% for 190 days [6] - There are signs of a resurgence in Sino - US trade frictions, with Trump accusing China of violating the agreement, and the US planning more sanctions on Chinese technology [6] - The EU is preparing "counter - measures" due to the US increasing steel tariffs to 50% [7] - The US International Trade Court has stopped most of the tariffs imposed by Trump since his second term [7] Group 5: Market Analysis - The market shows a trend of being volatile and stronger in the near - term and weaker in the long - term [8] - Spot prices: Affected by Sino - US tariff negotiations and demand recovery on US routes, airlines are trying to raise freight rates in June. Quotes for late June also show an eagerness to increase prices [8] - Futures prices: The main contract has a significant decline due to the change in the expectation of US - line rush shipments. It shows a volatile downward trend affected by news about Trump's trade policy [8] Group 6: Strategy - Hold the 12 - 4 calendar spread [9]