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瑞达期货集运指数(欧线)期货日报-20250910
Rui Da Qi Huo·2025-09-10 09:05

Report Industry Investment Rating - Not provided Core View of the Report - On Wednesday, the freight index (European Line) futures prices showed mixed trends. The main contract EC2510 closed down 0.42%, and the far - month contracts declined between 1%. The spot indicators continued to fall with a wider decline, weakening the support for futures prices. The "price war" in the shipping market has put continuous pressure on the fundamentals. The US labor market is weakening, increasing the market's expectation of an interest rate cut this month. The internal demand in the eurozone remains weak. Overall, due to the uncertainty of the trade war and weak demand expectations for the freight index (European Line), the futures prices fluctuate greatly. Investors are advised to be cautious and control risks, and track geopolitical, shipping capacity, and cargo volume data [1] Summary by Relevant Content Futures Market Data - EC main contract closing price: 1267.400, down 5.4; EC second - main contract closing price: 1674, down 0.40 - EC2510 - EC2512 spread: - 406.60, up 7.60; EC2510 - EC2602 spread: - 256.60, up 2.10 - EC contract basis: 299.06, up 1.30 - EC main contract open interest: 47320, up 114 [1] Spot Market Data - SCFIS (European Line) (weekly): 1566.46, down 207.14; SCFIS (US West Coast Line) (weekly): 980.48, down 33.42 - SCFI (composite index) (weekly): 1444.44, down 0.62; container ship capacity: 1227.97 (ten thousand TEUs), up 0.04 - CCFI (composite index) (weekly): 1149.14, down 7.18; CCFI (European Line) (weekly): 1638.77, down 47.03 - Baltic Dry Index (daily): 2079.00, down 60.00; Panamax Freight Index (daily): 1923.00, down 77.00 - Average charter price (Panamax): 13741.00, up 493.00; Average charter price (Capesize): 27780.00, up 980.00 [1] Industry News - The State Council Information Office held a press conference on the high - quality completion of the "14th Five - Year Plan" series of themes. The Ministry of Industry and Information Technology released the achievements of the industry and telecommunications industry in the past five years and responded to topics such as irrational competition in the industry, AI - empowered new industrialization, 5G new infrastructure progress, and optimizing the development environment for small and medium - sized enterprises - The State Council Information Office held a policy briefing. Relevant officials from the General Administration of Sport, the National Development and Reform Commission, the Ministry of Industry and Information Technology, and the Ministry of Commerce introduced the "Opinions on Releasing the Potential of Sports Consumption and Further Promoting the High - quality Development of the Sports Industry". The opinions put forward 20 measures with three prominent features: clear overall development goals (by 2030, the total scale of the sports industry will exceed 7 trillion yuan and a number of world - influential sports enterprises and events will be cultivated), a determination to strengthen the sports consumption market, and a solid foundation for industrial development - The US government released preliminary benchmark revision data. In the year ending March this year, the number of non - farm payrolls in the US was revised down by 911,000, equivalent to an average monthly decrease of nearly 76,000. This is the largest downward revision since 2000, worse than market expectations. More signs of a weakening labor market may lay the foundation for a series of interest rate cuts by the Federal Reserve starting as early as next week - Japan's Minister of Economic Revitalization, Akazawa Ryosei, said that the special measures of the Trump administration to lower auto tariffs on Japan and reduce the "reciprocal tariff" burden are expected to be implemented before the 16th [1] Key Data to Watch - September 11, 20:15: Eurozone ECB deposit facility rate as of September 11 - September 11, 20:30: US unadjusted CPI annual rate in August - September 11, 20:30: US initial jobless claims (in ten thousand) for the week ending September 6 - September 11, 20:30: US unadjusted core CPI annual rate in August [1]