集装箱运输市场日报：期价短期仍以偏弱震荡为主-20250829

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - The futures prices of the container shipping index (European routes) are expected to remain weak and volatile in the short term, with a relatively high possibility of a continued oscillating and declining trend, but be aware of the risk of a low - level rebound in some contracts [1]. - The continued reduction of the spot cabin quotes for European routes in early September by MSC and CMA CGM is negative for the futures price trend, and geopolitical risks may also decline [1]. 3. Summary by Relevant Catalogs EC Risk Management Strategy Recommendation - For position management, if one has already obtained positions but the shipping capacity is full or the booked cargo volume is poor, and there are concerns about falling freight rates, one can short the container shipping index futures (EC2510) at 1350 - 1450 to lock in profits [1]. - For cost management, if the shipping companies increase the frequency of blank sailings or the peak season is approaching, and one hopes to book cabins according to the order situation, one can buy the container shipping index futures (EC2510) at 1150 - 1250 to determine the booking cost in advance [1]. Market Data EC Contract Data - As of August 29, 2025, the closing prices of EC contracts all declined. For example, EC2510 closed at 1285.0, down 2.36% daily and 3.02% weekly [4]. - In terms of the long - short positions of the EC2510 contract, the long positions increased by 643 to 28949, the short positions decreased by 1003 to 30997, and the trading volume increased by 8352 to 28093 (bilateral) [1]. Spot Cabin Quotes - On September 11, Maersk's 20GP and 40GP total quotes from Shanghai to Rotterdam remained the same as the previous period. In early September, MSC's 20GP and 40GP total quotes decreased by $50 compared to the previous period, and CMA CGM's 20GP and 40GP total quotes decreased by $100 and $200 respectively [6]. Global Freight Rate Index - Most global freight rate indices declined, such as the SCFIS European route index, which dropped 189.97 points to 1990.2, a decrease of 8.71% [6]. Port Waiting Time - On August 28, 2025, the waiting times of some ports changed compared to the previous day. For example, the waiting time at Hong Kong Port increased by 0.071 days to 0.542 days, while that at Shanghai Port decreased by 0.035 days to 1.646 days [13]. Ship Speed and Waiting Ship Quantity - On August 28, 2025, the speeds of some container ships increased slightly, such as the 8000 + container ship with a speed of 15.911 knots, up 0.092 knots from the previous day. The number of container ships waiting at the Suez Canal port anchor decreased by 1 to 0 [21]. News and Events - The Chinese Ministry of Commerce's delegation visited Canada and will go to the US. China is willing to work with the US to maintain the healthy and stable development of Sino - US economic and trade relations [2]. - US President Trump held a meeting to break the negotiation deadlock between Israel and Hamas and formulate a post - Gaza war plan [3].