瑞达期货集运指数（欧线）期货日报-20250903

Report Industry Investment Rating - No information provided on the report industry investment rating Core View of the Report - The freight futures prices of the container shipping index (European Line) declined collectively on Wednesday. The main contract EC2510 closed down 3.04%, and the far - month contracts fell between 1 - 3%. The spot indicators continued to decline. The "price war" has put continuous pressure on the fundamentals. With uncertainties in the trade war, weak demand expectations for the container shipping index (European Line), and large fluctuations in futures prices, investors are advised to 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] Summary by Relevant Catalogs Futures Market Data - EC main contract closing price: 1323.000, down 41.5; EC secondary main contract closing price: 1701.2, down 53.9 - EC2510 - EC2512 spread: +14.60 up; EC2510 - EC2602 spread: -211.00, down 1.60 - EC contract basis: +17.70 up, 450.60 - EC main contract open interest: 51946, down 2211 [1] Spot Market Data - SCFIS (European Line) (weekly): 1773.60, down 216.60; SCFIS (US West Coast Line) (weekly): 1013.90, down 27.48 - SCFI (composite index) (weekly): 1445.06, up 29.70; container ship capacity (10,000 TEUs): 1227.97, unchanged - CCFI (composite index) (weekly): 1156.32, down 18.55; CCFI (European Line) (weekly): 1685.80, down 71.94 - Baltic Dry Index (daily): 1986.00, up 38.00; Panamax Freight Index (daily): 1764.00, up 49.00 - Average charter price (Panamax ship): 14170.00, up 274.00; average charter price (Capesize ship): 26105.00, down 359.00 [1] Industry News - China's Ministry of Finance and the State Taxation Administration issued a notice clarifying 4 tax - exemption measures to support the operation and management of state - owned equity and cash proceeds transferred to enrich the social security fund. These measures have been in effect since April 1, 2024, and eligible paid taxes can be refunded, which directly boosts the investment return of the social security fund [1] - US President Trump said he would appeal the global tariff case ruling to the US Supreme Court. He believes that uncertainty causes the stock market to fall. Winning or losing the tariff case will have a significant impact on the stock market, and canceling tariffs may make the US a third - world country [1] - Bank of Japan Deputy Governor Hino Ryozo said that based on the improvement of the economy and prices, it is appropriate to continue to raise interest rates. Despite three rate hikes, Japan's real interest rate remains at a significantly low level due to persistent inflation, and there is still room for monetary policy normalization [1] Key Data to Focus On - September 4, 17:00, Eurozone retail sales month - on - month rate for July - September 4, 20:15, US ADP employment change (in ten thousand people) for August - September 4, 20:30, US initial jobless claims (in ten thousand people) for the week ended August 30 - September 4, 20:30, US trade balance (in billion US dollars) for July [1]