集运早报-20250707

Report Industry Investment Rating - No relevant content provided 2. Core View of the Report - The shipping market, especially the European route, is being closely monitored with details on EC futures contracts, spot prices, and shipping rates. The increasing weekly average shipping capacity from July to August is expected to put significant downward pressure on subsequent freight rates [2] 3. Summary by Related Catalogs EC Futures Contracts - The closing prices of various EC futures contracts on July 7, 2025, showed declines, with EC2508 at 1849.9 (down 2.48%), EC2510 at 1341.9 (down 1.61%), etc [2] - The volume and open interest of different contracts also varied, with EC2508 having a volume of 47769 and an open interest of 36378 (up 431) [2] - The month - spreads between different contracts, such as EC2508 - 2510 at 508.0, showed changes compared to previous days [2] Spot and Index Data - The spot price on June 30, 2025, was 2123.24, with a 9.61% increase from the previous period [2] - SCFI (European route) on July 4, 2025, was 2101 dollars/TEU, up 3.50% from the previous period [2] - CCFI (European route) on July 4, 2025, was 1694.3, up 3.27% from the previous period [2] Shipping Capacity and Rates - The weekly average shipping capacity in July and August 2025 is 295,000 and 313,000 TEU respectively. The shipping capacity in the third week of July is 320,000 TEU, and the first week of August is 340,000 TEU [2] - The freight rates in the first half of July landed at around 3380 US dollars (equivalent to 2350 points). The shipping company quotes in the second half of July are generally stable, with an average of 3500 US dollars (equivalent to 2500 points) [3] Related News - On July 7, indirect cease - fire negotiations in Gaza restarted in Doha, Qatar. Trump will meet with Netanyahu on Monday to discuss details of the Gaza cease - fire agreement [4]