Group 1: EC Futures Contracts - EC2508 had a closing price of 1896.9 with a 0.71% increase, a volume of 28512, and an open interest of 35947 with a decrease of 388 [2] - EC2510 had a closing price of 1363.9 with a 0.29% decrease, a volume of 8414, and an open interest of 31361 [2] - EC2512 had a closing price of 1538.7 with a 0.70% increase, a volume of 1250, and an open interest of 8 with a decrease of 173 [2] - EC2602 had a closing price of 1338.7 with a 1.02% increase, a volume of 228, and an open interest of 3781 with a decrease of 31 [2] - EC2604 had a closing price of 1172.9 with a 0.11% decrease, a volume of 708, and an open interest of 5782 with an increase of 100 [2] - EC2606 had a closing price of 1319.9 with a 0.76% increase, and an open interest of 371 with an increase of 19 [2] Group 2: Month Spreads - EC2508 - 2510 month spread was 533.0, with a week - on - week increase of 53.9 [2] - EC2510 - 2512 month spread was - 174.8, with a week - on - week decrease of 5.7 [2] - EC2512 - 2602 month spread was 200.0, with a week - on - week increase of 22.2 [2] Group 3: Shipping Freight Indexes - SCHIS updated on Mondays, with a value of 2123.24 on 2025/6/30, a 9.61% increase from the previous period and a 14.11% increase from two periods ago [2] - SCFI (European Line) updated on Fridays, with a value of 2030 USD/TEU on 2025/6/27, a 10.63% increase from the previous period and a 0.49% decrease from two periods ago [2] - CCFI (European Line) updated on Fridays, with a value of 1640.72 on 2025/6/27, a 3.94% increase from the previous period and a 6.03% increase from two periods ago [2] - NCFI updated on Fridays, with a value of 1442.95 on 2025/6/27, a 11.03% increase from the previous period and a 0.64% decrease from two periods ago [2] - TCI updated daily, with a value of 957.21 on 2025/6/30, a 2.14% increase from the previous period and no change from two periods ago [2] Group 4: Capacity Arrangement - The average weekly capacity in July and August 2025 (tentatively) is 299,000 and 305,000 TEU respectively. The first week of July had good cargo receipts but no congestion. The second and fourth weeks had neutral capacity, while the third week had high capacity, which may suppress freight rates. There was one new sailing cancellation in week 33, and PA&MSC had ship delays [2] Group 5: European Line Quotations - Some shipping companies announced price increases in July. MSK opened at 3400 USD, and others were mostly between 3500 - 4000 USD. In the first half of July, some shipping companies cut prices. MSK dropped to 3100 and 2900 USD in the first and second weeks respectively, and the final average price was 3400 USD (equivalent to 2400 points on the disk). In the third week of July, MSK opened at 2900 USD [3] - HPL kept its August quotation at 3640 USD, while CMA announced an increase to 4745 USD [11]
集运早报-20250704
Yong An Qi Huo·2025-07-04 06:30