集运早报-20250626

Group 1: EC Futures Contract Information - EC2506 had a closing price of 1885.3 with a change of -0.15, a trading volume of 1178, an open interest change of -285, and a percentage change of 51.8 [2] - EC2508 had a closing price of 1740.2 with a change of 196.9, a trading volume of 50789, an open interest change of -1263, and a percentage change of -1.79 [2] - EC2510 had a closing price of 1292.8 with a change of -0.90, a trading volume of 644.3, an open interest change of 31546, and a percentage change of -75 [2] - EC2512 had a closing price of 1435.7 with a change of -1.50, a trading volume of 3222, an open interest change of 300, and a percentage change of 501.4 [2] - EC2602 had a closing price of 1275.7 with a change of -2.36, a trading volume of 661.4, and an open interest change of 3916 [2] - EC2604 had a closing price of 2276 with a change of 449, a trading volume of 1132.0, an open interest change of 2550, and a percentage change of -1.65 [2] Group 2: Month - to - Month Spread Information - The spread between EC2506 - 2508 was 145.1, with previous spreads of 29.0 and 275.8, and a weekly opening of 116.1 [2] - The spread between EC2508 - 2510 was -20.0, with previous spreads of -168.7 and 447.4, and a weekly opening of 467.4 [2] - The spread between EC2506 - 2510 was 592.5, with previous spreads of 583.5 and 513.0 [2] - The spread between EC2510 - 2512 was -142.9, with previous spreads of -152.9 and 10.0 [2] - The spread between EC2512 - 2602 was 160.0, with previous spreads of 150.9 and 158.0 [2] Group 3: Shipping Index Information - SCEIS was 1937.14 with a previous value of 1697.63, a percentage change of 14.11%, and was updated on 2025/6/23 [2] - SCFI was 1835 $/TEU with a previous value of 1844, a percentage change of -10.62%, and was updated on 2025/6/20 [2] - CCFI was 1578.6 with previous values of 1488.87 and 1397.02, percentage changes of 6.03% and 6.57%, and was updated on 2025/6/20 [2] - NCFI was 1299.58 with a previous value of 1307.92, a percentage change of -0.64%, and was updated on 2025/6/20 [2] - TCI was 937.12 with a previous value of 962.14, a percentage change of -1.40%, and was updated on 2025/6/25 [2] Group 4: Capacity Arrangement - In July and August 2025, the average weekly capacity was 29.3 and 30.4 million TEU respectively. The OA Alliance's FAL7 route added a new service in week 28. The supply pressure was neutral in the first week of July, low in the third week, and high in the second and fourth weeks [2] Group 5: Recent European Line Quotation - For July, MSK initially opened at 3400 USD, then dropped to 3100 USD. Other carriers were mostly between 3500 - 4000 USD and then around 3500 USD. The average in the first week was 3400 USD, equivalent to 2400 points on the futures [3] - In the second week, MSK opened at 2900 USD, and the average among carriers was 3400 USD, equivalent to 2400 points on the futures. On 6/25, HPL lowered its rate from 3400 to 3200 USD [3] Group 6: News - On 6/26, the US Defense Intelligence Agency stated that its assessment of the Iranian nuclear facilities being attacked by the US military was preliminary and of low credibility. It was collaborating with other agencies to investigate the leak of the assessment [3] - On 6/26, Trump said that the US would talk with Iran next week. He believed the war between Iran and Israel was over, but would not lift sanctions on Iran. He also thought the conflict might break out again [3] - The UK Central Intelligence Agency claimed that several key Iranian nuclear facilities had been destroyed [3]