航运衍生品数据日报-20250718

Group 1: Shipping Derivatives Data - Current value of Shanghai Export Containerized Freight Index (SCFI) is 1733, previous value was 1763, with a decline of -1.71% [4] - Current value of China Containerized Freight Index (CCFI) is 1314, previous value was 1343, with a decline of -2.18% [4] - Current value of SCFI - US West is 2194, previous value was 2089, with an increase of 5.03% [4] - Current value of SCFIS - US West is 1266, previous value was 1557, with a decline of -18.69% [4] - Current value of SCFI - US East is 4172, previous value was 4124, with an increase of 1.16% [4] - Current value of SCFI - Northwest Europe is 2099, previous value was 2101, with a decline of -0.10% [4] - Current value of SCFIS - Northwest Europe is 2421, previous value was 2258, with an increase of 7.22% [4] - Current value of SCFI - Mediterranean is 2667, previous value was 2869, with a decline of -7.04% [4] - Current value of EC2506 is 1432.1, previous value was 1421.6, with an increase of 0.74% [4] - Current value of EC2508 is 2164.5, previous value was 2153.0, with an increase of 0.53% [4] - Current value of EC2510 is 1581.3, previous value was 1598.1, with a decline of -1.05% [4] - Current value of EC2512 is 1756.3, previous value was 1759.0, with a decline of -0.15% [4] - Current value of EC2602 is 1485.7, previous value was 1463.4, with an increase of 1.52% [4] - Current value of EC2604 is 1309.0, previous value was 1280.8, with an increase of 2.20% [4] - Current value of EC2606持仓 is 667, previous value was 637, with an increase of 30 [4] - Current value of EC2508持仓 is 16587, previous value was 18747, with a decline of 2160 [4] - Current value of EC2410持仓 is 50025, previous value was 50478, with a decline of 453 [4] - Current value of EC2412持仓 is 7885, previous value was 7652, with an increase of 233 [4] - Current value of EC2602持仓 is 3693, previous value was 3573, with an increase of 120 [4] - Current value of EC2604持仓 is 5234, previous value was 5200, with an increase of 34 [4] - Current value of 10 - 12 month difference is 583.2, previous value was 554.9, with an increase of 28.3 [4] - Current value of 12 - 2 month difference is -175.0, previous value was -160.9, with a decline of 14.1 [4] - Current value of 12 - 4 month difference is 447.3, previous value was 478.2, with a decline of 30.9 [4] Group 2: Market News - Protests erupted in Israel, demanding a hostage agreement. Israel accepted a 60 - day cease - fire and hostage release draft proposed by Qatar, but Hamas rejected it. The core of the deadlock is the map parameters for the Israeli army's withdrawal from Gaza. Israel will present a new map plan next Monday [5] - MSK opened bookings in wk31 at a flat price of 3000 [6][7] - Some offline sailings of 0A ships can guarantee cabins, are free of long - term validity, and the destination port can approve off - site container returns [7] - MSK has some single - point cabin space on European routes [8] - For PA in late July, some special - price cabins for matching goods still need to be booked in advance, and the overall cabin space at the end of the month is abundant [9] - European port congestion persists due to labor shortages, a strike at the Port of Antwerp, low Rhine River water levels, and rising Red Sea route risks [9] Group 3: EC Market Analysis - The EC market has declined recently, but EC2510 and far - month contracts have risen significantly [10] - Reasons for the sharp rise in 10 and far - month contracts: the change of the main contract from 2508 to 2510, better - than - expected spot market with European port congestion, and some assistance from geopolitical factors [11][12] - In the future, there may be a rush to ship in July. The current situation of European routes is stable reality and weak expectation. Spot prices are expected to enter an arc - top trend from late July to early August. After the deep discount on the futures market is repaired, investors should not chase high prices [12] - Strategy: short 10 contracts on rallies and hold 12 - 4 calendar spreads [13]