集装箱运输市场日报：SCFI欧线小幅回落，基本符合市场预期-20250801

1. Report Industry Investment Rating - Not provided in the given content 2. Core View of the Report - On August 1, 2025, the prices of various monthly contracts of the container shipping index (European route) futures showed a slight fluctuation. Except for the relatively stable EC2508 contract entering the delivery month, the prices of other monthly contracts declined slightly. The overall futures price trend was still affected by the spot cabin quotes on the European route and trended slightly downward. The bearish sentiment in the commodity market also had a certain negative impact on the EC. For the future, it is expected that the EC is more likely to return to a volatile state, and some contracts may slightly rebound after reaching short - term lows. In the medium term, without sudden event factors, the overall futures price trend may still slightly decline [1]. 3. Summary by Relevant Catalogs EC Risk Management Strategy Suggestions - For those with positions in cabin management but with full capacity or poor booking volume and worried about falling freight rates, they can short the container shipping index futures (EC2510) to lock in profits at the entry range of 1700 - 1800 [1]. - For those in cost management who expect to book cabins according to order situations due to increased blank sailings by shipping companies or approaching the peak season, they can buy the container shipping index futures (EC2510) at the entry range of 1300 - 1400 to determine the cabin - booking cost in advance [1]. Market Information 利多解读 - The Israeli side responded to Hamas' counter - proposal on Tuesday evening, but it is expected that Hamas will not accept the terms. The Doha talks have been in a stagnant state since Israeli Prime Minister Netanyahu recalled the negotiation team earlier this month [2]. 利空解读 - ONE lowered the spot cabin quotes on the European route in mid - August. The daily changes in the EC basis showed different trends for different contracts [3]. EC Price and Spread - On August 1, 2025, the closing prices of different EC contracts had different daily and weekly changes. For example, the EC2508 contract had a closing price of 2126.5, a daily increase of 0.23%, and a weekly decrease of 3.89%. The spreads between different contracts also changed accordingly [5]. Shipping Quotes - On August 14, for the Maersk shipping schedule from Shanghai to Rotterdam, the total quote for 20GP increased by $5 to $1735, and for 40GP it increased by $10 to $2910. For the ONE shipping schedule, the total quote for 20GP decreased by $130 to $2194, and for 40GP it decreased by $200 to $2943 [7]. - The latest values of global freight rate indices showed different changes. For example, the SCFIS European route index was 2316.56, a decrease of 3.50% compared to the previous value; the SCFI European route was $2090 per TEU, an increase of 0.53% [8]. Port Waiting Time - The waiting times at major global ports on July 31, 2025, showed different changes compared to the previous day and the same period last year. For example, the waiting time at Hong Kong Port decreased by 0.859 days to 0.880 days compared to July 30, 2025 [13]. Ship Speed and Waiting Ships - On July 31, 2025, the speeds of different types of container ships showed different changes compared to the previous day and the same period last year. The number of ships waiting at the Suez Canal port anchor remained unchanged at 9 compared to the previous day [23].