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瑞达期货集运指数(欧线)期货日报-20250827

Group 1: Report Industry Investment Rating - No relevant content found Group 2: Core View of the Report - On Wednesday, the futures prices of the Container Shipping Index (European Line) declined collectively. The spot indicators continued to fall, which is expected to drive down the futures prices. The "price war" among leading shipping companies and Trump's plan to impose tariffs have increased the uncertainty of global trade, and the market's expectation of a rate cut in September has weakened. The GDP growth rate of the eurozone in Q2 2025 slightly exceeded market expectations, and the inflation slowdown gives the ECB flexibility in interest - rate policy. Overall, due to the uncertainty of the trade war and weak demand expectations, the futures prices fluctuate greatly, and investors are advised to be cautious and control risks [2] Group 3: Summary by Relevant Catalogs Futures Disk - EC main contract closing price was 1316.000, down 11.8; EC second - main contract closing price was 1620.5, down 42.60. EC2510 - EC2512 spread increased by 20.50 to - 304.50; EC2510 - EC2602 spread increased by 25.60 to - 124.80. EC contract basis increased by 2.90 to 674.20. EC main contract open interest decreased by 684 to 53725 [2] Spot Price - SCFIS (European Line) (weekly) was 1990.20, down 189.97; SCFIS (US West Coast Line) (weekly) was 1041.38, down 64.91. SCFI (Composite Index) (weekly) was 1415.36, down 44.83. Container ship capacity was 1.22797 million TEUs, up 0.20. CCFI (Composite Index) (weekly) was 1174.87, down 18.47; CCFI (European Line) (weekly) was 1770.00, up 48.00. Baltic Dry Index (daily) increased by 97.00; Panamax Freight Index (daily) data not shown in a clear increase/decrease way. Average charter price of Panamax ships was 14120.00, down 282.00; average charter price of Capesize ships was 22168.00, down 5900.00 [2] Industry News - Trump said that the US has completed trade agreements with the EU, Japan, and South Korea, and will soon impose "high" tariffs on imported furniture, possibly up to 200%. Trump announced the immediate dismissal of Fed Governor Lisa Cook, but Cook said Trump has no right to do so, and the Fed spokesman said the president can only remove a governor for "good cause". The State Council issued an opinion on in - depth implementation of the "Artificial Intelligence +" action, with goals for 2027 and 2030 [2] Key Points to Watch - On August 28 at 17:00, the eurozone's August industrial sentiment index and economic sentiment index will be released. At 20:30 on the same day, the US initial jobless claims for the week ending August 23 (in ten thousand people) and the revised annualized quarterly rate of real GDP in the second quarter will be released [2]