瑞达期货集运指数（欧线）期货日报-20250806

Report Summary 1. Investment Rating - No investment rating for the industry is provided in the report. 2. Core View - Wednesday saw most prices of the container shipping index (European line) futures rise, with the main contract EC2510 up 0.64% and far - month contracts up 1 - 4%. The latest SCFIS European line settlement freight rate index dropped 18.7 points from last week, down 0.8% month - on - month, and the spot index continued to fall. A series of tariff measures have increased global trade uncertainty and the expectation of trade conflict escalation. Despite the resilience of the US consumer end, there is an upward risk of inflation and potential impact on future retail data. China's counter - measures have intensified Sino - European trade tensions. Against this backdrop, the demand expectation for the container shipping index (European line) is weak, and the futures price fluctuates greatly, but the rapid recovery of spot - end price indicators may drive the futures price up in the short term. Investors are advised to be cautious and control risks [1]. 3. Summary by Directory 3.1 Futures Market Data - EC main contract closing price: 1420.100, up 9.0; EC second - main contract closing price: 1751.4, up 69.3. EC2510 - EC2512 spread: - 53.80 (down); EC2510 - EC2602 spread: - 331.30; EC2510 - EC2602 spread (another value): - 89.20, down 9.80. EC contract basis: 877.76, down 7.10. EC main contract open interest: 54361, up 2253 [1]. 3.2 Spot Market Data - SCFIS (European line) (weekly): 2297.86, down 18.7; SCFIS (US West line) (weekly): 1130.42, down 153.39. SCFI (composite index) (weekly): 1550.74, down 41.85; container ship capacity (in 10,000 TEUs): 1227.97, unchanged. CCFI (composite index) (weekly): 1232.29, down 29.06; CCFI (European line) (weekly): 1789.50, up 2.26. Baltic Dry Index (daily): up 49.00; Panama Freight Index (daily): 1921.00; Panama Freight Index (daily, another value): 1625.00, up 8.00. Average charter price (Panamax): 12308.00, up 123.00; average charter price (Capesize): 23286.00, down 1309.00 [1]. 3.3 Industry News - Seven Chinese departments jointly issued guidelines on financial support for new industrialization, aiming to build a mature financial system by 2027. US President Trump criticized Powell for late interest - rate cuts, may announce a new Fed chair soon, will "significantly" raise tariffs on India in 24 hours and announce drug and chip tariffs within a week, with drug tariffs potentially up to 250%. The Bank of Japan may further raise interest rates if economic growth and inflation develop as expected [1]. 3.4 Key Data to Watch - August 7, 00:00: China's July export year - on - year rate in US dollars; China's July import year - on - year rate in US dollars. August 7, 14:00: Germany's June seasonally - adjusted industrial output monthly rate. August 7, 14:45: France's June trade balance (in billion euros). August 7, 19:00: UK's central bank interest - rate decision as of August 7. August 7, 20:30: US initial jobless claims for the week ending August 2 (in 10,000 people). August 7, 22:00: US June wholesale sales monthly rate [1].