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瑞达期货集运指数(欧线)期货日报-20250901
Rui Da Qi Huo·2025-09-01 11:21

Report Summary 1) Report Industry Investment Rating No information provided. 2) Core View of the Report The trade war uncertainty remains, the demand expectation for the container shipping index (European route) is weak, and the futures price fluctuates greatly. It is recommended that investors be cautious, pay attention to the operation rhythm and risk control, and track geopolitical, shipping capacity, and cargo volume data in a timely manner [1]. 3) Summary by Relevant Catalogs Futures Market - EC2510 (main contract) closed at 1291.4, up 19.4; EC2511 (sub - main contract) closed at 1640.9, up 78.3. The main contract increased by 1.53%, and the far - month contracts increased by 1 - 5% [1]. - The spread between EC2510 and EC2512 was +15.7 higher; the spread between EC2510 and EC2602 was - 115, up 32.1 [1]. - The EC contract basis was 488.6, down 240.6 [1]. - The main contract's open interest was 52271 lots, down 989 [1]. Spot Market - SCFIS (European route) was 1773.6, down 216.6 week - on - week, a 10.9% decline; SCFIS (US West Coast route) was 1013.9, down 27.48 [1]. - SCFI (composite index) was 1445.06, up 29.7 week - on - week; container ship capacity was 1227.97 (ten thousand TEUs), up 0.07 [1]. - CCFI (composite index) was 1156.32, down 18.55 week - on - week; CCFI (European route) was 1685.8, down 71.94 [1]. - The Baltic Dry Index was 2025, down 8; the Panamax Freight Index was 1847, up 27. The average charter price of Panamax ships was 14170, down 224; that of Capesize ships was 26105, up 782 [1]. Industry News - Chinese official Li Chenggang visited the US to discuss Sino - US economic and trade relations [1]. - Trump's global tariff policy and the prosecution of dismissing Fed Governor Cook are facing a final ruling by the US Supreme Court [1]. - Japan and the US are discussing measures such as reducing tariffs and a joint document on a $550 billion investment in the US [1]. Market Analysis - The "price war" in the container shipping industry has put continuous pressure on the fundamentals. The US employment data in July was far below expectations, and the expectation of interest rate cuts has soared. The internal demand in the eurozone is still weak [1]. Key Data to Focus On - Eurozone's preliminary August CPI annual rate at 17:00 on September 2nd - US August S&P Global Manufacturing PMI final value at 21:45 on September 2nd - US August ISM Manufacturing PMI at 22:00 on September 2nd [1]