瑞达期货集运指数（欧线）期货日报-20250805

Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Report's Core View - On Tuesday, most prices of the Container Shipping Index (Europe Line) futures rose, with the main contract EC2510 up 0.63% and the far - month contracts up about 1%. The latest SCFIS Europe Line settlement freight rate index dropped 18.7 points from last week, down 0.8% month - on - month, and the spot indicators continued to decline. A series of tariff measures have increased the uncertainty of the global trade situation and raised the market's expectation of a new round of trade conflicts. Although the US consumer side shows resilience, inflation still has an upward risk, and China's counter - measures have further intensified the Sino - EU trade tension. Against this background, the demand expectation of the Container Shipping Index (Europe Line) is weak, the futures price fluctuates greatly, but the rapid recovery of spot - end price indicators may drive the futures price to rise in the short term. Investors are advised to be cautious, pay attention to the operation rhythm and risk control, and track geopolitical, shipping capacity and cargo volume data in a timely manner [1] 3. Summary by Relevant Catalogs 3.1 Futures Data - EC main contract closing price: 1413.000, up 8.8; EC second - main contract closing price: 1690.5, up 20.20 - EC2510 - EC2512 spread: - 255.40, unchanged; EC2510 - EC2602 spread: - 48.40, unchanged - EC contract basis: 876.06, unchanged - EC main contract open interest: 52108, up 1055 [1] 3.2 Spot Data - SCFIS (Europe Line) (weekly): 2297.86, down 18.70; SCFIS (US West Line) (weekly): 1130.42, down 153.39 - SCFI (composite index) (weekly): 1550.74, down 41.85; Container ship capacity (10,000 TEUs): 1227.97, unchanged - CCFI (composite index) (weekly): 1232.29, down 29.06; CCFI (Europe Line) (weekly): 1789.50, up 2.26 - Baltic Dry Index (daily): 2018.00, down 48.00; Panamax Freight Index (daily): 1644.00, down 11.00 - Average charter price (Panamax ship): 12235.00, up 50.00; Average charter price (Cape - size ship): 27300.00, up 2705.00 [1] 3.3 Industry News - The central bank, the financial regulatory administration and the CSRC plan to further clarify the specific requirements for risk - based customer due diligence of financial institutions. For financial institutions and exchange - business institutions, when the amount of funds remitted abroad by customers is more than RMB 5000 or the foreign - currency equivalent of $1000 in a single transaction, they should verify the remitter's identity. - US President Trump said that India is not only buying a large amount of Russian oil but also reselling a large part of it on the open market for huge profits, and will significantly increase the tariffs paid by India to the US. - The EU Commission spokesman said that the EU will suspend the implementation of the tariff counter - measures originally scheduled to take effect against the US on August 7 within six months and continue to cooperate with the US to finalize a joint statement on trade [1] 3.4 Key Data to Focus On - Eurozone June retail sales month - on - month rate at 17:00 on August 6 - US July global supply chain pressure index at 22:00 on August 6 [1]