集运早报-20250806

Group 1: Futures Contract Information - EC2508 yesterday's closing price was 2088.8, down 1.58%, with a basis of 209.1, trading volume of 704, and open interest of 3946, a decrease of 42 [2] - EC2510 yesterday's closing price was 1413.0, down 0.62%, with a basis of 884.9, trading volume of 30602, and open interest of 52108, an increase of 105 [2] - EC2512 yesterday's closing price was 1690.5, up 0.79%, with a basis of 607.4, trading volume of 2776, and open interest of 8208, a decrease of 179 [2] - EC2602 yesterday's closing price was 1492.4, up 1.51%, with a basis of 805.5, trading volume of 718, and open interest of 4116, a decrease of 23 [2] - EC2604 yesterday's closing price was 1331.0, up 1.21%, with a basis of 966.9, trading volume of 754, and open interest of 5195, an increase of 49 [2] - EC2606 yesterday's closing price was 1471.6, up 1.27%, with a basis of 826.3, trading volume of 83, and open interest of 789, a decrease of 6 [2] Group 2: Month - Spread Information - EC2508 - 2510 month - spread was 675.8, down 24.7 from the previous day and up 5.5 week - on - week [2] - EC2510 - 2512 month - spread was - 277.5, down 22.1 from the previous day and down 8.2 week - on - week [2] - EC2512 - 2602 month - spread was 198.1, down 8.9 from the previous day and down 7.9 week - on - week [2] Group 3: Spot Index Information - SCHIS on August 4, 2025, was 2297.86 points, down 0.81% from the previous period and down 3.50% from two periods ago [2] - SCFI (European Line) on August 1, 2025, was 2051 dollars/TEU, down 1.87% from the previous period and up 0.3% from two periods ago [2] - CCFI (European Line) on August 1, 2025, was 1789.5, up 0.13% from the previous period and down 0.90% from two periods ago [2] - NCFI on August 1, 2025, was 1372.7 points, down 3.55% from the previous period and down 1.20% from two periods ago [2] Group 4: European Line Supply and Demand and Pricing - In the first week of August (week 32), the European Line had good cargo collection but few available containers. In week 33, the cargo collection situation of each alliance varied, with MSK improving, OA average, and PA poor. MSK's price dropped by 100 dollars, and OA and PA shipping companies gradually reduced prices by about 200 dollars [2] - Starting from late August, the supply pressure on the European Line is very high. The capacity in week 34/35 is 340,000 TEU. The average fixed capacity in September 2025 (tentatively) is 343,000 FEU, and 33,000 TEU after excluding TBN [2] - Currently, downstream is booking space for the second and third weeks of August (week 33 - 34). The week 33 quote dropped to 2800 - 3200 dollars, with an average of 3000 dollars (equivalent to about 2100 points on the disk). On Monday, CMA dropped 200 to 3245 dollars, HPL dropped 300 to 2835 dollars, MSC dropped 300 to 3040 dollars, and OOCL dropped 100 to 3100 dollars. MSK opened the week 34 booking at 2600 dollars, a weekly decline of 200 dollars, and then rose to 2640 dollars after opening. The current average quote for week 34 is equivalent to about 2050 points on the disk [3] Group 5: News - On August 4, the EU Commission spokesperson said that the EU would suspend two sets of counter - measures against US tariffs for six months after reaching an agreement with US President Trump. These counter - measures are divided into two parts, targeting US tariffs on steel and aluminum products, as well as the Trump administration's benchmark tariffs and auto tariffs [3] - On August 6, it was reported that Israeli Prime Minister Netanyahu decided to fully occupy Gaza, and the plan will be submitted for a vote on August 7. As of August 5, the Israeli military has controlled about 75% of the Gaza Strip, and the new plan will advance the occupation of the remaining area [4]