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建信期货集运指数日报-20250625
Jian Xin Qi Huo·2025-06-25 01:30

Report Information - Report Title: Container Shipping Index Daily Report [1] - Date: June 25, 2025 [2] - Researcher: He Zhuoqiao, Huang Wenxin, Nie Jiayi [3] Core Viewpoints - Spot market: Shipping companies have announced price increases for early July, with quotes ranging from $3,860 to $4,535, but Maersk and CMA CGM have lowered their prices. The market has weak expectations for price increases, but considering the strong demand and stable supply, the price increases may be supported by fundamentals. The 08 contract may be undervalued, while the 10 - month contract is suitable for short - selling opportunities [8]. - Industry news: International oil prices dropped about 9% and the US stock market rose after Iran's missile strike on a US military base. China's export container shipping market is in adjustment, with the comprehensive index falling. European economic recovery is slow, and the US economic recovery is not optimistic. Tensions in the Middle East have increased [9][10]. Market Data 1. Container Shipping Futures Trading Data on June 24 | Contract | Previous Settlement Price | Opening Price | Closing Price | Settlement Price | Change | Change Rate (%) | Volume | Open Interest | Position Change | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | EC2506 | 1,892.8 | 1,875.0 | 1,883.0 | 1,885.1 | - 9.8 | - 0.52 | 491 | 3,361 | - 172 | | EC2508 | 1,966.9 | 1,950.0 | 1,875.0 | 1,905.3 | - 91.9 | - 4.67 | 70,521 | 47,053 | 1,085 | | EC2510 | 1,383.6 | 1,400.0 | 1,370.0 | 1,380.9 | - 13.6 | - 0.98 | 15,474 | 31,514 | 1,729 | | EC2512 | 1,564.0 | 1,575.0 | 1,530.1 | 1,536.6 | - 33.9 | - 2.17 | 2,667 | 6,656 | 460 | | EC2602 | 1,404.5 | 1,402.0 | 1,372.1 | 1,384.3 | - 32.4 | - 2.31 | 599 | 2,939 | - 39 | | EC2604 | 1,213.8 | 1,220.1 | 1,209.8 | 1,209.8 | - 4.0 | - 0.33 | 797 | 4,156 | 169 | [6] 2. Shanghai Export Container Settlement Freight Index | Date | SCFIS: European Route (Base Ports) | SCFIS: US West Route (Base Ports) | Change | Change Rate (%) | | --- | --- | --- | --- | --- | | June 23, 2025 | 1,937.14 | 2,083.46 | 239.51 | 14.1 | | June 16, 2025 | 1,697.63 | 2,908.68 | - 825.22 | - 28.4 | [12]