航运衍生品数据日报-20250711

Group 1: Shipping Derivatives Data - Shanghai Export Container Freight Index (SCFI) has a current value of 1763, down 5.27% from the previous value of 1862 [2] - China Export Container Freight Index (CCFI) has a current value of 1343, down 1.92% from the previous value of 1369 [2] - SCFI - US West has a current value of 2089, down 18.97% from the previous value of 2578 [2] - SCFIS - US West has a current value of 1557, down 3.83% from the previous value of 1619 [2] - SCFI - US East has a current value of 4124, down 12.57% from the previous value of 4717 [2] - SCFI - Northwest Europe has a current value of 2101, up 3.50% from the previous value of 2030 [2] - SCFIS - Northwest Europe has a current value of 2258, up 6.36% from the previous value of 2123 [2] - SCFI - Mediterranean has a current value of 2869, down 3.89% from the previous value of 2985 [2] Group 2: Shipping Contracts Data - For contracts like EC2506, EC2508 etc, their current values, previous values, and corresponding price changes are presented. For example, EC2506 has a current value of 1342.1, up 0.72% from the previous value of 1332.5 [2] - Regarding contract positions, such as EC2606 position, EC2508 position etc, their current values, previous values, and corresponding changes in quantity are provided. For instance, EC2606 position has a current value of 471, up from the previous value of 430 [2] - For month - spreads like 10 - 12, 12 - 2, 12 - 4, their current values, previous values, and corresponding changes are given. For example, the 10 - 12 month - spread has a current value of 621.4, down 1.1 from the previous value of 622.5 [2] Group 3: Industry News - A vessel was attacked off the Red Sea coast of Yemen on Sunday, with characteristics typical of Houthi militants. The vessel was hit by a maritime drone and also attacked by small boats [2] - Some EU car manufacturers and governments are seeking a tariff - reduction agreement with the US. If no deal is reached by July 9, EU exports to the US may face a 50% tariff increase [6] - Israel - Hamas indirect cease - fire talks in Qatar ended without results [7] - CMA added an overtime ship on the 11th and still has available space [7] - MSK added a new overtime ship MAERSK FREEPORT (5920TEU) in wk31 [8] - There is congestion at East China ports, and MSC adjusted its port calls [9] - Loading rates on European routes were good in early July, and some shipowners' ships were fully booked [10] - The OA Alliance's CES route suspended two sailings, leading to a reduction in shipping capacity [11] Group 4: Market Analysis and Strategy - The shipping market showed a strong - side oscillation. The recent strength was due to tariff extension and Maersk's better - than - expected cabin opening. Forwarding of goods from the Far East to the US will continue for some time, which is positive for August [12] - The central price in the second week of July was about 3200 (ranging from 2900 - 3600). Maersk's quotes increased slightly, and the 08 contract performed strongly [12] - The market is in a state of stable reality and weak expectations. The shipping volume during the previous peak season was mostly consumed during the tariff suspension period, and the effect of price increases in August may not be optimistic [12] - The strategy is to hold the 12 - 4 calendar spread and consider the 8 - 10 calendar spread. The 08 contract may be stronger than the 10 contract due to less shipping capacity in wk28 and 30, Maersk's strong cabin opening in wk1 of July, and expected congestion in Europe [12]