集运指数（欧线）：弱势震荡，10空单持有，08多单止损

Group 1: Report Industry Investment Rating - The trend strength of the Container Shipping Index (European Line) is -1, indicating a bearish outlook [17] Group 2: Core Views of the Report - The Container Shipping Index (European Line) showed a weak and volatile trend. The 2508 contract is expected to face downward pressure in the next 2 - 3 weeks, and the 2510 contract may reach the lowest price of the year. It is recommended to hold short positions for the 10 contract and reduce or stop losses for long positions of the 08 contract [13][16] - The short - term market pessimism has deepened. The market's FAK average price is expected to be around 3300 US dollars/FEU, corresponding to about 2300 points of the SCIFS index [14] - In July, there is a situation of both supply and demand increasing. The impact of the US line on the European line is relatively small in July but may be greater in August [15] Group 3: Summary by Related Catalogs 1. Futures Market Conditions - The closing price of the EC2506 contract was 1,891.5, with a daily decline of 0.67%, trading volume of 743, and an open interest of 3,840, a decrease of 393. The EC2508 contract closed at 2,022.2, down 4.01% daily, with a trading volume of 49,426 and an open interest of 42,575, a decrease of 192. The EC2510 contract closed at 1,406.1, down 2.21% daily, with a trading volume of 10,374 and an open interest of 28,919, a decrease of 203 [1] 2. Freight Rate Index - The SCFIS European route index was 1,697.63 points, with a weekly increase of 4.6%; the SCFIS US - West route index was 2,908.68 points, with a weekly increase of 33.1%. The SCFI European route index was 1,844 US dollars/TEU, with a bi - weekly increase of 10.6%; the SCFI US - West route index was 4,120 US dollars/FEU, with a bi - weekly decrease of 26.5% [1] 3. Spot Freight Rates - The spot freight rates of different carriers from Shanghai to Rotterdam vary. For example, Maersk's price for a 40'GP is 3110 US dollars and 1865 US dollars for a 20'GP, with an ETD of July 3, 2025, and an ETA of August 11, 2025 [1] 4. Market Sentiment and Price Trends - The MSC's shipping price on the e - commerce platform decreased from 3240 to 2640 US dollars/FEU in the last week of June and then recovered to 3240 US dollars/FEU. Maersk's second - opening price in the first week of July was 3100 US dollars/FEU. The PA Alliance's price in the first half of July is between 3300 - 3400 US dollars/FEU, and the OA Alliance's FAK list price is expected to be between 3400 - 3500 US dollars/FEU [14] 5. Supply and Demand Fundamentals - In July, the weekly average capacity is 30.6 million TEU/week, a 1.8% increase compared to June. In August, if undetermined voyages are not considered, the weekly average capacity is 29.8 million TEU/week; if considered, it rises to 31.3 million TEU/week. The US - line freight rates will continue to decline in late June, and the decline in the US - West route is more significant [15]