集运早报-20250807

Group 1: Report Industry Investment Rating - No relevant content found Group 2: Core Viewpoints of the Report - No clear core viewpoints are presented in the report Group 3: Summary Based on Related Catalogs Futures - EC2508 closed at 2071.3 with a -0.84% change, EC2510 at 1420.1 with a 0.50% change, EC2512 at 1751.4, EC2602 at 1509.3 with a 1.13% change, EC2604 at 1341.6 with a 0.80% change, and EC2606 at 1499.6 with a 1.90% change [2] - The month - spread of EC2508 - 2510 was 651.2, EC2510 - 2512 was - 331.3, and EC2512 - 2602 was 242.1 [2] Spot - SCEIS on 2025/8/4 was 2297.86 points, down 0.81% from the previous period [2] - SCFI on 2025/8/1 was 2051 dollars/TEU, down 1.87% from the previous period [2] - CCFI on 2025/8/1 was 1789.5 points, up 0.13% from the previous period [2] - NCFI on 2025/8/1 was 1372.7 points, down 3.53% from the previous period [2] Market Situation - In the first week of August (week32), the cargo collection in the European line was good but there were few container usages. In week33, the cargo collection situation of each alliance varied, with MSK improving, OA average, and PA poor. MSK's price dropped by 100 dollars [2] - Starting from late August, the supply pressure in the European line is very high, with the weekly capacity in week34/35 at 340,000 TEU. The average weekly capacity in September 2025 (tentative) is 340,000 TEU, and 320,000 TEU after excluding TBN [2] - Currently, downstream is booking space for the second and third weeks of August (week33 - 34). The week33 quotation dropped to 2800 - 3200 dollars with an average of 3000 dollars (equivalent to about 2100 points on the disk), and the week34 quotation is currently averaging 2930 dollars, equivalent to about 2000 points on the disk [2] - On Tuesday, MSK opened week34 at 2600 dollars, a 200 - dollar drop from the previous week, and then rose to 2640 dollars. On Wednesday, CMA and COSCO/OOCL lowered their freight rates to 2920 and 3000 dollars respectively [2] News - On August 6, 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 army has controlled about 75% of the Gaza Strip [2] - On August 6, the US Ambassador to Israel said that after the failure of the cease - fire negotiations, Trump supported Israel's actions in Gaza and "lost patience" with Hamas' cease - fire [3]