集运早报-20250723

Group 1: EC Futures Contract Information - EC2508 had a closing price of 2468.7 with a 4.28% increase, a volume of 14033, and an open interest of 11574 with a decrease of 1671 [2] - EC2510 had a closing price of 1676.4 with a 1.93% increase, a volume of 76841, and an open interest of 54063 with an increase of 1346 [2] - EC2512 had a closing price of 1860.4 with a 1.90% increase, a volume of 9640, and an open interest of 8392 with an increase of 169 [2] - EC2602 had a closing price of 1513.9 with a 0.62% increase, a volume of 1336, and an open interest of 3867 with a decrease of 8 [2] - EC2604 had a closing price of 1370.2 with a 1.51% increase, a volume of 2779, and an open interest decrease of 45 [2] - EC2606 had a closing price of 1465.7 with a 0.77% increase, a volume of 104, and an open interest of 742 with an increase of 25 [2] Group 2: Month - Spread Information - The spread of EC2508 - 2510 was 69.7 on the reporting day, compared to 792.3 the previous day, 722.6 two days ago, and 652.9 three days ago, with a weekly change of 237.4 [2] - The spread of EC2510 - 2512 was - 3.0 on the reporting day, compared to - 184.0 the previous day, - 181.0 two days ago, and - 178.0 three days ago, with a weekly change of - 23.1 [2] - The spread of EC2512 - 2602 was 25.3 on the reporting day, compared to 346.5 the previous day, 321.2 two days ago, and 295.9 three days ago, with a weekly change of 50.9 [2] Group 3: Index Information - The SCHS index was 2400.5 on 2025/7/21, with a - 0.89% change from the previous period and a 7.26% expected change in the next period, updated weekly on Mondays [2] - The SCFI index was 2079 dollars/TEU on 2025/7/18, with a - 0.95% change from the previous period and a - 0.10% expected change in the next period, updated weekly [2] - The CCFI (European line) index was 1803.42 on 2025/7/18, with a 4.46% change from the previous period and a 1.90% expected change in the next period, updated every Friday [2] - The NCFI index was 1440.25 on 2025/7/18, with a 0.35% change from the previous period and a - 0.50% expected change in the next period, updated on Fridays [2] - The TCI index was 1054.56 on 2025/7/18, with a - 0.75% change from the previous period and no expected change in the next period, updated daily [2] Group 4: Capacity and Price Information - In August, the weekly average capacity is 320,000 TEU, an 8% increase from the previous period, and the market may remain stable or see some shipping companies' quotes decline slightly in the next half - month [2] - In July, the overall price remained stable at around 2400 points, and in the fifth week (week 31) of July, the quote was 3400 dollars, equivalent to around 2400 points on the futures market [3] - In August, multiple shipping companies announced price adjustments: EMC increased by 100, CMA increased by 400, HPL increased by 200, MSC increased by 200, MSK (Shanghai - Rotterdam) decreased by 100 to 2900 dollars, and MSK (Shanghai - Antwerp) remained stable at 2900 dollars [3] Group 5: Related News - On 7/23, Trump announced a trade agreement with Japan, including a 15% tariff and a 550 billion - dollar investment in the US [4] - On 7/23, it was reported that the cease - fire negotiation in Gaza had made significant progress, and relevant parties were discussing the deployment scale and location of Israeli troops in certain areas, with an expected agreement [4] Group 6: Index Delay Note - The XSI - C index is delayed by three working days [5]