集运早报-20250606

Report Industry Investment Rating - No relevant content provided 2. Core Viewpoints of the Report - No clear - cut core viewpoints are presented in the given content 3. Summary by Related Catalogs EC Futures Contracts - EC2506, EC2508, EC2510, EC2512, EC2602, and EC2604 contracts' yesterday's closing prices were 1971.1, 2146.3, 1356.0, 1542.0, 1377.0, and 1205.7 respectively, with price changes of 0.04%, - 2.40%, - 1.95%, - 1.79%, - 1.63%, and - 2.70% [2]. - Their corresponding bases were - 718.3, - 893.5, - 103.2, - 289.2, - 124.2, and 47.1; yesterday's trading volumes were 5610, 73378, 12963, 1222, 430, and 443; yesterday's open interests were 8760, 47254, 24021, 4394, 2720, and 3365; and open - interest changes were - 326, - 707, 255, - 57, 33, and 42 respectively [2]. EC Futures Contract Month - to - Month Spreads - Month - to - month spreads like EC2506 - 2508, EC2508 - 2510, EC2506 - 2510, EC2510 - 2512, and EC2512 - 2602 had values, and their day - on - day and week - on - week changes are presented in the report [2]. Spot Freight Rate Indexes - SCFIS (updated weekly on Mondays, announced on 2025/6/2) was 1252.82 points, up 0.46% from the previous period and down 1.44% compared to the same period last year [2]. - SCFI (updated hourly, announced on 2025/5/30) was $1587/TEU, up 20.50% from the previous period [2]. - CCFI (updated weekly, announced on 2025/5/30) was 1375.62 points, down 1.22% from the previous period and down 2.64% compared to the same period last year [2]. - NCFI (updated hourly, announced on 2025/5/30) was 1067.59 points, up 36.25% from the previous period and up 4.35% compared to the same period last year [2]. - TCI (updated daily, announced on 2025/6/4) was 769.36 points, with no change from the previous period [2]. Capacity Arrangement - In June and July 2025, the weekly average capacity will be 297,000 and 314,000 TEU respectively [2]. Recent European Line Quotations - For the second week of June, COSCO&OOΩ's offline price increased by $200, and MSK's online price rose from $2100 to $2400. The average of week 23 converted to the futures price was about 1800 points [3]. - For the second half of June, multiple shipping companies announced price increases. After some price adjustments on June 5, the average freight was about $3000, converting to about 2100 points on the futures market [3]. News - On 6/5, the European Central Bank cut interest rates by 25 basis points as expected, with the deposit mechanism rate dropping to 2%, the main refinancing rate dropping to 2.15%, and the marginal lending rate dropping to 2.4% [4]. - On 6/6, the Israeli military said Hezbollah's air force was operating and producing thousands of drones, which was a "flagrant violation" of the understanding with Lebanon [4]. - On 6/6, sources said the Israeli army had controlled about 50% of the Gaza Strip [4].