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集运早报-20250605
Yong An Qi Huo·2025-06-05 03:32

Report Summary 1. EC Futures Contract Price and Related Data - Contract Price and Change: The closing prices of EC2506, EC2508, EC2510, EC2512, EC2602, and EC2604 on the previous day were 1970.3, 2199.1, 1383.0, 1570.1, 1399.8, and 1239.2 respectively, with changes of 4.02%, 4.71%, 3.29%, 2.00%, 3.02%, and 4.85% [2]. - Volume and Open Interest: The previous - day trading volumes were 5349, 90432, 14412, 1833, 508, and 886 respectively, and the open interests were 9086, 47961, 23756, 4451, 2687, and 3323 respectively, with open - interest changes of - 1467, 2192, - 33, - 136, - 49, and - 82 [2]. - Month - to - Month Spread: The spreads of EC2506 - 2508, EC2508 - 2510, EC2506 - 2510, EC2510 - 2512, and EC2512 - 2602 were - 228.8, 816.1, 587.3, - 187.1, and 170.3 respectively, with month - on - month and week - on - week changes [2]. 2. Spot Freight Rate Index - SCFIS: On June 2, 2025, it was 1252.82 points, up 0.46% from the previous period and down 1.44% year - on - year [2]. - SCFI: On May 30, 2025, it was $1587/TEU, up 20.50% from the previous period and 14.12% year - on - year [2]. - CCFI: On May 30, 2025, it was 1375.62 points, down 1.22% from the previous period and 2.64% year - on - year [2]. - NCFI: On May 30, 2025, it was 1067.59 points, up 36.25% from the previous period and 4.35% year - on - year [2]. - TCI Daily: On June 4, 2025, it was 769.36 points, with no change from the previous period [2]. 3. Shipping Capacity Arrangement The average weekly shipping capacity in June and July 2025 is 30 and 31 TEU respectively [2]. 4. Recent European Line Quotation - Week 2 of June: COSCO&OOCL's offline price increased by $200, and MSK's online price rose from $2100 to $2400. The average of week 23 is about 1800 points [3]. - Second Half of June: COSCO, CMA, HPL, ONE, OOCL announced price increases of $4200, $4245, $3500, $2900, $2937 respectively. MSC's price - increase letter indicated a price increase to $3900 in the second half of the month, and MSK's opening price was $2800 [3]. 5. Middle East Situation News - On June 5, Israeli officials said the US would veto the UN Security Council's Gaza cease - fire resolution [4]. - On June 5, the Houthi armed forces claimed to have attacked Israel's Ben - Gurion International Airport [4]. 6. Other Information - The XSI - C index is delayed by three working days [5].