集运早报-20250710

Group 1: EC Futures Contract Price and Related Data - EC2508 had a closing price of 2012.5 with a 0.31% increase, a base difference of 245.5, trading volume of 25398, and an open interest of 31348 with a decrease of 3709 [1] - EC2510 had a closing price of 1390.0 with a -0.34% decrease, a base difference of 868.0, trading volume of 10290, and an open interest of 29642 with a decrease of 786 [1] - EC2512 had a closing price of 1553.7 with a -1.37% decrease, a base difference of 704.3, trading volume of 2082, and an open interest of 1001 with a decrease of 78 [1] - EC2602 had a closing price of 1353.4 with a -0.38% decrease, a base difference of 904.6, trading volume of 313, and an open interest of 3775 with a decrease of 51 [1] - EC2604 had a closing price of 1190.8 with a 0.40% increase, a base difference of 1067.2, trading volume of 657, and an open interest decrease of 164 [1] - EC2606 had a closing price of 1332.5 with a -0.19% decrease, a base difference of 925.5, trading volume of 100, and an open interest of 430 with a decrease of 6 [1] Group 2: Month - to - Month Spread - The spread of EC2508 - 2510 was 622.5 on the day, compared to 611.5 the previous day [1] - The spread of EC2510 - 2512 was - 163.7 on the day, compared to - 180.6 the previous day [1] - The spread of EC2512 - 2602 was 200.3 on the day, compared to 216.7 the previous day [1] Group 3: Spot and Index Data - The TEDA index on 2025/7/7 was 2258.04 points, with a 6.35% increase from the previous period and a 9.61% increase the period before that [1] - The SCFI (European Line) on 2025/7/4 was 2101 dollars/TEU, with a 3.50% increase from the previous period and a 10.63% increase the period before that [1] - The CCFI (European Line) on 2025/7/4 was 1694.3 points, with a 3.27% increase from the previous period and a 3.94% increase the period before that [1] - The NCFI on 2025/7/4 was 1442.46, with a - 0.03% decrease from the previous period and an 11.03% increase the period before that [1] - The TCI on 2025/7/9 was 1019.55, with no change from the previous period and the period before that [1] Group 4: Capacity Arrangement - In July and August 2025, the weekly average capacity was 295,000 and 313,000 TEU respectively [1] - The second - week receiving in July was neutral, with some routes over - booked; the third - week capacity was 320,000 TEU, the fourth - week capacity was 290,000 TEU, and the first - week capacity in August reached 340,000 TEU. The decreasing cargo volume is expected to put pressure on subsequent freight rates [1] Group 5: Recent European Line Quotation - On Wednesday, MSK's European Line quotation was flat at 2900 US dollars, and MSC's online quotation dropped from 3600 to 3400 US dollars [2] - Downstream is currently booking space for the second half of July (week 29 - 30) [2] - The freight rate in the first half of July (week 27 - 28) was around 3380 US dollars (equivalent to 2350 points on the futures market) [2] - Shipping companies' quotations in the second half of July are generally stable. MSK's third - week quotation was flat at 2950 US dollars, and the current quotation range is 2900 - 3500 US dollars, with an average of 3400 US dollars (equivalent to 2400 points on the futures market) [2] Group 6: News - According to British media on 7/8, there is only one issue remaining in the Gaza cease - fire negotiation. Israel and Hamas still have differences on the status and presence of the Israeli Defense Forces in Gaza, while they have bridged major differences on several other issues [3]