Group 1: Futures Contract Information - EC2508 yesterday's closing price was 2244.9, up 0.23%, with a basis of 155.6, trading volume of 3037, open interest of 9684, and a decrease of 1355 in open interest [2][21] - EC2510 yesterday's closing price was 1583.9, up 3.05%, with a basis of 816.6, trading volume of 65187, open interest of 50586, and an increase of 455 in open interest [2][21] - EC2512 yesterday's closing price was 1779.9, up 4.59%, with a basis of 620.6, trading volume of 8181, open interest of 8741, and an increase of 295 in open interest [2][21] - EC2602 yesterday's closing price was 1562.3, up 5.75%, with a basis of 838.2, trading volume of 2391, open interest of 4327, and an increase of 233 in open interest [2][21] - EC2604 yesterday's closing price was 1382.0, up 4.38%, with a basis of 1018.5, trading volume of 2581, open interest of 5513, and a decrease of 287 in open interest [2][21] - EC2606 yesterday's closing price was 1506.9, up 2.59%, with a basis of 893.6, trading volume of 301, open interest of 841, and an increase of 34 in open interest [2][21] Group 2: Month - to - Month Spread Information - The spread of EC2508 - 2510 was 661.0 the previous day, with a daily decrease of 41.7 and a weekly increase of 8.1 [2][21] - The spread of EC2510 - 2512 was - 196.0 the previous day, with a daily decrease of 31.2 and a weekly decrease of 18.0 [2][21] - The spread of EC2512 - 2602 was 217.6 the previous day, with a daily decrease of 6.9 and a weekly decrease of 78.3 [2][21] Group 3: Spot Index Information - The τcı index was updated every Monday, and on July 21, 2025, it was 2400.5 points, down 0.89% from the previous period and up 7.26% from the period before the previous one [2][21] - The SCFI (European line) was updated every ninth day of the week, and on July 18, 2025, it was 2079 dollars/TEU, down 0.95% from the previous period and down 0.10% from the period before the previous one [2][21] - The CCFI (European line) was updated every Friday, and on July 18, 2025, it was 1803.42 points, up 4.46% from the previous period and up 1.90% from the period before the previous one [2][21] - The NCFI was updated every ninth day of the week, and on July 18, 2025, it was 1440.25 points, up 0.35% from the previous period and down 0.50% from the period before the previous one [2][21] - The TCI was updated daily, and on July 18, 2025, it was 1054.56 points, down 0.75% from the previous period and unchanged from the period before the previous one [2][21] Group 4: Supply - Demand and Pricing Information - In August, the average weekly capacity of the European line was up to 320,000 TEU, an 8% increase from the previous month. The cargo volumes in week32, 33, 34, and 35 were 343,000, 305,000, 320,000, and 305,000 TEU respectively. The base cargo in week32 still had support, the loading rate was good, but the cargo volume showed marginal weakness [2][21] - Currently, downstream is booking spaces for early August (week31 - 32). In July, the prices remained stable at around 2400 points. In August, several shipping companies announced price increases (EMC up 100, CMA up 400, HPL up 200, MSC up 200), while MSK (shanghai - rotterdam) decreased the price by 100 to 2900 dollars [3][22]
永安期货集运早报-20250725
Yong An Qi Huo·2025-07-25 11:45