集运早报-20250808

Group 1: Report Summary - The report focuses on the European line shipping market, including futures data, supply - demand situation, and price trends [2][3][4] Group 2: Futures Data - Futures contract data shows that on August 8, 2025, the closing price of EC2508 was 2072.7 with a 0.07% increase, and there were different prices, price changes, and trading volumes for other contracts like EC2510, EC2512, etc [2] - The month - to - month spreads of different futures contracts also had various changes, such as EC2508 - 2510 with a 1.1 increase in the day - on - day comparison [2] Group 3: Index Data - SCHIE was updated weekly and on August 4, 2025, it was 2297.86 points, a 0.81% decrease from the previous period [2] - SCFI (European line) was updated on August 1, 2025, at 2051 dollars/TEU, a 1.87% decrease from the previous period [2] - CCFI was at 1789.5 points on August 1, 2025, a 0.13% increase from the previous period [2] - NCFI was 1372.7 points on August 1, 2025, a 3.53% decrease from the previous period [2] Group 4: Supply - Demand and Price Trends - In the first week of August (week 32), the European line had good cargo collection with few skipped containers. In week 33, the cargo collection situation varied among different alliances, with MSK performing better, OA average, and PA poor. MSK's price dropped by 100 dollars, and OA and PA's shipping companies dropped prices by about 200 dollars [2] - Starting from late August, the European line will face great supply pressure. Week 34's capacity is 340,000 TEU, and week 35's is revised down to 330,000 TEU [3] - The average weekly capacity in September 2025 (tentatively) is 340,000 TEU, and 320,000 TEU without considering TBN [3] - Currently, downstream is booking space for week 33 - 34 in August. The average quote for week 33 dropped to 3000 dollars (equivalent to about 2100 points on the disk), and the average quote for week 34 is currently 2900 dollars (equivalent to about 2000 points on the disk) [4] - On Tuesday, MSK opened the week 34 space at 2600 dollars, a 200 - dollar decrease from the previous week, and then the price rose to 2640 dollars. On Wednesday, CMA and COSCO/OOCL lowered their prices by 200 dollars to 2920 and 3000 dollars respectively. On Thursday, HMM lowered its price by 200 dollars to 2700 dollars [14]