集运早报-20250612

Report Summary 1. Report Industry Investment Rating No investment rating is provided in the report. 2. Core Viewpoints The report mainly presents the latest data and trends of the shipping industry, including EC futures contract prices, spot freight rates, and relevant news. It reflects the current market situation and potential influencing factors in the shipping market. 3. Summary by Related Catalogs EC Futures Contracts - Contract Prices and Changes: The EC2508 contract had a closing price of 2001.5 with a -1.99% change, while the EC2510 contract had a closing price of 1371.1 with a 1.42% change. Other contracts also showed different price movements [2]. - Volume and Open Interest: The EC2508 contract had a trading volume of 55132 and an open interest of 44603, with a decrease of 391 in open interest. The EC2510 contract had a volume of 12283 and an open interest of 25054, with an increase of 37 [2]. - Inter - month Spreads: The spread between EC2506 - 2508 was -75.5, with a month - on - month change of 34.6 and a week - on - week change of 50.2. Different contract spreads showed various changes [2]. Spot Freight Rates - Indices and Changes: The SCFI index on 2025/6/6 was $1667/TEU, with a 5.04% month - on - month increase and a 20.50% year - on - year increase. The CCFI index was 1397.02, with a 1.56% month - on - month increase and a -1.22% year - on - year decrease [2]. - Capacity Arrangement: The average weekly capacity in June and July (tentatively) 2025 is 297,000 and 314,000 TEU respectively. In the second half of June, the capacity in week 24 and 25 is 300,000 and 285,000 TEU respectively [2]. Recent European Line Quotations - Lower - half of June: The average price in the second week of June was about 1800 points. The current lowest price in the second half of June is 2800 US dollars from MSK, and the average price is about 2950 US dollars, with week 24 equivalent to about 2050 points on the futures market [3]. News - US Tariff Policy: US Treasury Secretary Besent indicated that the Trump administration may extend the 90 - day tariff suspension period if major trading partners show "sincerity" in negotiations [4]. - Middle East Situation: Israel responded to the Gaza cease - fire and personnel exchange agreement draft, showing some flexibility but still refusing to permanently end military operations in Gaza. Israel also informed the US that it is ready for actions against Iran, while the US envoy still plans to talk with Iran [5].