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永安期货集运早报-20250801
Yong An Qi Huo·2025-08-01 07:08

Group 1: Report Industry Investment Rating - No relevant content found Group 2: Core View of the Report - In the context of high - capacity suppression, as demand gradually enters the off - season, freight rates will face pressure in the future [2][20] Group 3: Summary of Related Catalogs EC Futures Contracts - EC2508 had a change of - 0.81 in price and - 724 in position change, with a closing price of 2121.6, trading volume of 195.0, and open interest of 4873 [2][20] - EC2510 had a price change of - 2.97, position change of - 3056, closing price of 1425.1, trading volume of 46302, and open interest of 51818 [2][20] Freight Rate Indexes - SCFIS had a change of - 3.50% compared to the previous period and - 0.89% compared to the two - period ago, with a current value of 2421.94 on July 28, 2025 [2][20] - SCFI had a change of 0.53% compared to the previous period and - 0.95% compared to the two - period ago, with a current value of 2099 dollars/TEU on July 25, 2025 [2][20] European Line Supply and Demand - The average weekly capacity in August and September (tentatively) is 325,000 and 324,000 TEU respectively. The capacity in week32/33/34/35 is 330,000, 305,000, 350,000, and 330,000 TEU respectively [2][20] - Overall, the capacity pressure is high, especially in the second half of August. The overall cargo volume is gradually weakening and entering the off - season [2][20] European Line Quotations - Currently, downstream is booking spaces for early August (week31 - 32). Week32 in August is expected to land at about 3300 dollars (equivalent to 2300 points on the disk) [2][20] - MSK's opening quotation for week33 is 2800 dollars, and most other shipping companies follow the previous quotations [2][20] Related News - On August 1, Trump increased the tariff on Canada from 25% to 35% and agreed to extend the temporary agreement with Mexico for 90 days, and Mexico agreed to terminate major non - tariff trade barriers [2][20] - On August 1, Hamas stated that the resistance will not stop until the end of the Israeli occupation [2][20]