Yongan Futures(SH:600927) Yong An Qi Huo·2025-08-28 07:36Report Summary 1. Report Industry Investment Rating No information provided in the given content. 2. Core Viewpoints of the Report - Currently, downstream businesses are booking shipping space for the end of August and early September (week 35 - 36). The average final potential price in week 35 is $2,550 (1,800 points), and the current average quote in week 36 is $2,300. Most shipping companies face pressure to accept cargo at the end of the month. [1][5] - The overall shipping capacity in September has been adjusted downward, but on August 26th, the cancelled sailings of PA Alliance's FE4 route in week 38 of September were filled by HMM AOUAMARINE, increasing the average weekly shipping capacity in September to 305,000 TEU. [1][5] - Fundamentally, the shipping capacity in September is generally ample, and the subsequent market drivers remain weak. However, the valuation in October has gradually approached the annual low (1,250 - 1,300), with limited downward space. Investors can focus on long - position opportunities in the December contract. [1][5] 3. Summary by Relevant Catalogs Futures Contract Information | Contract | Yesterday's Closing Price | Change (%) | Yesterday's Trading Volume | Yesterday's Open Interest | | ---- | ---- | ---- | ---- | ---- | | EC2510 | 1,316.0 | -0.22 | 674.2 | 18,011 | | EC2512 | 1,620.5 | -1.94 | 5,472 | - | | EC2602 | 1,440.8 | - | 549.4 | 4,558 | | EC2604 | 1,248.8 | -1.91 | 974 | 6,242 | | EC2606 | 1,405.7 | -0.77 | 584.5 | 88 | [1][5] Spot Index Information | Index | Update Frequency | Current Value | Previous Value | Previous Two - Period Value | Current Change | Previous Change | | ---- | ---- | ---- | ---- | ---- | ---- | ---- | | SCEIS | Weekly | 2,180.17 | 2,235.48 | - | -8.71% | -2.47% | | SCEI (European Line) | Every Friday | 1,668 | 1,820 | 1,961 | -8.35% | -7.19% | | CCFI | Weekly | 1,757.74 | 1,790.47 | 1,799.05 | -1.83% | -0.48% | | NCFI | Every Friday | 1,083.74 | 1,257.71 | 1,188.69 | -8.83% | -5.49% | [1][5] Recent European Line Quote Information - Week 36: The latest quotes from shipping companies range from $2,120 to $2,420, with an average of $2,250 (1,550 points). PA Alliance quotes $2,200 - $2,300, MSK initially quoted $2,100 (later increased to $2,200), and OA Alliance quotes $2,300 - $2,400. [1][5] - Week 37: The current average quote is $2,200 (1,500 points). MSK opened with a quote of $1,900 (1,300 points), most of PA Alliance and OA Alliance have not adjusted their prices, and OOCL has lowered its quote to $2,100. [1][5] News - On August 23rd, US President Trump announced a major tariff investigation on imported furniture, to be completed within the next 50 days, with the tariff rate yet to be determined. [1][5] - On August 26th, Trump threatened to impose up to 200% tariffs on Chinese goods exported to the US if the export of rare - earth magnets is restricted. [1][5] - On August 28th, the Israeli military chief of staff stated that the Israeli army is advancing ground operations in Gaza City. [1][5]