集运早报-20250630

Report Summary 1. Report Industry Investment Rating No information provided in the given content. 2. Core Viewpoints The report presents the latest data on container shipping futures, freight rate indices, and shipping capacity arrangements, as well as recent shipping - related news. It also shows the seasonal trends of various freight rate indices for different routes [2]. 3. Summary by Relevant Catalogs Futures Data - Contract Prices and Changes: EC2506 closed at 1887.7 with a 0.10% increase, EC2508 at 1805.0 with a 2.56% increase, EC2510 at 1325.9 with a 0.02% increase, EC2512 at 1495.0 with a 0.40% increase, EC2602 at 1317.2 with a - 0.02% decrease, and EC2604 at 1170.6 with a 0.90% increase. The trading volumes and open interest for each contract are also provided, along with the changes in open interest [2]. - Month - to - Month Spreads: The spreads between different contract months are presented, such as EC2506 - 2508 was 82.7, EC2508 - 2510 was 479.1, etc., and their comparisons with previous periods are given [2]. Freight Rate Indices - SCFI 303 (Europe - America): Updated annually, on 2025/6/27, it was 2030 S/TEU, with a 10.63% increase from the previous period and a - 0.49% change from the period before that [2]. - CCFI: Updated weekly, on 2025/6/27, it was 1640.72, with a 3.94% increase from the previous period and a 6.03% increase from the period before that [2]. - NCFI: On 2025/6/27, it was 1442.95, with an 11.03% increase from the previous period and a - 0.64% change from the period before that [2]. - TCI: On 2025/6/26, it was 937.12, with a 0.00% change from the previous period and a - 2.60% change from the period before that [2]. Shipping Capacity Arrangements - In July and August 2025 (tentatively), the average weekly shipping capacities are 299,000 and 305,000 TEU respectively. The first week of July had good cargo receipts but no space shortages. The shipping capacity in the second and fourth weeks of July is neutral, while the third week is relatively high, which may suppress freight rates. In week 33, there is a new shipping service, and there are ship delays for PA&MSC [2]. European Line Quotation - Shipowners announced price increases for July. MSK opened at $3400, and others were mostly between $3500 - $4000. In the first week, some shipowners reduced prices, and MSK dropped to $3100, with the final average price at $3400 (equivalent to 2400 points on the disk). In the second week, MSK opened at $2900, and the current average quote from shipowners is $3400, equivalent to 2400 points on the disk [2]. Shipping - Related News - On 6/26, the defense minister of a certain country stated that Israel regularly takes actions to thwart relevant threats. On 6/29, the director - general of the International Atomic Energy Agency said that Iran may produce enriched uranium within a few months. On 6/30, Israeli forces attacked multiple areas in Gaza, killing at least 21 Palestinians [2]. Seasonal Trends of Freight Rate Indices - European Line: Seasonal trends of SCFIS, SCFI, TCI, CCFI, NCFI, XSI - C, FBX11, and WCl freight rate indices are presented, covering multiple years from 2014 - 2025 [5][7][9][11]. - Other Routes: Seasonal trends of TCI freight rate indices for routes such as the Eastern Mediterranean, Western Mediterranean, East America, West America, South - West America, Southeast Asia (Ho Chi Minh), Persian Gulf, East Africa, and India - Pakistan are shown, with data spanning from 2015 - 2025 [13].