集运早报-20250829

Group 1: Report Industry Investment Rating - No information provided Group 2: Core Viewpoints of the Report - Currently, downstream customers are booking shipping space for the end of August and early September (week35 - 36). Week35's final average price is $2550 (1800 points), and week36's current average quoted price is $2300 (1600 points). Most shipping companies face cargo - receiving pressure at the end of the month, and the shipping capacity in September is generally reduced. The overall situation in September is loose, and the subsequent driving force remains weak. However, the valuation in October is approaching the annual low (1250 - 1300), with limited downside space. Attention can be paid to the long - allocation opportunity of the 12 - contract [2] Group 3: Summary by Related Catalogs EC Futures Contract Information - For EC2510, the closing price is 1285.0, with a decline of 2.36%, the base bond is 705.2, the trading volume is 25330, the open interest is 54248, and the open interest change is 523. Similar data is provided for other contracts such as EC2512, EC2602, etc [2] - The month - spread of EC2510 - 2512 is - 286.0, with a daily increase of 18.5 and a weekly increase of 66.2. The month - spread of EC2512 - 2602 is 171.0, with a daily decrease of 8.7 and a weekly decrease of 25.2 [2] Spot Rate Index Information - The SCFIS (European line) index on August 25, 2025, is 1990.2, with a decline of 8.35% compared to the previous period. The CCFI on August 22, 2025, is 1757.74, with a decline of 1.83% compared to the previous period. The NCFI on August 22, 2025, is 1083.74, with a decline of 8.83% compared to the previous period [2] Recent European Line Quotation Information - For week36, the latest quoted price of shipping companies ranges from $2120 to $2420, with an average of $2250 (1550 points). For week37, the latest average quoted price is $2200 (1500 points) [3] Shipping Capacity Information - The weekly average shipping capacity in September and October 2025 is 300,000 and 320,000 TEU respectively. After considering all TBN as suspended sailings, it is 290,000 and 290,000 TEU respectively. On August 26, the suspension of the FE4 route of the PA Alliance in week38 of September was filled by HMM AOUAMARINE, increasing the weekly average shipping capacity in September to 305,000 TEU [2] Related News - On August 29, the Israeli military stated that it was preparing to expand military operations against Hamas in Gaza City. The Houthi armed leader accused Israel of carrying out large - scale massacres against Palestine [4]