瑞达期货集运指数（欧线）期货日报-20250911

Report Industry Investment Rating No relevant content provided. Core View of the Report - The freight index (European line) futures prices dropped significantly on Thursday, with the main contract EC2510 down 5.28% and the far - month contracts down 1 - 4%. The spot indicators continued to decline with a widening decline, further weakening the support for futures prices. The "price war" in the shipping market has put continuous pressure on the fundamentals. The U.S. labor market is weakening, increasing the market's expectation of an interest rate cut this month. The eurozone's internal demand is still weak. Overall, due to the uncertainty of the trade war, the demand expectation for the freight index (European line) is weak, and the futures price fluctuates greatly. 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: 1203.800, down 67.1; EC second - main contract closing price: 1609.1, down 68.2 - EC2510 - EC2512 spread: - 405.30, up 1.30; EC2510 - EC2602 spread: - 293.60, down 37.00 - EC contract basis: 362.66, up 63.60 - EC main contract open interest: 49507, up 2187 [1] Spot Market Data - SCFIS (European line) (weekly): 1566.46, down 207.14; SCFIS (U.S. West Coast line) (weekly): 980.48, down 33.42 - SCFI (composite index) (weekly): 1444.44, down 0.62; Container ship capacity (10,000 TEUs): 1227.97, up 1.75 - CCFI (composite index) (weekly): 1149.14, down 7.18; CCFI (European line) (weekly): 1638.77, down 47.03 - Baltic Dry Index (daily): 2112.00, down 33.00; Panama freight index (daily): 1975.00, down 52.00 - Average charter price (Panamax ship): 14227.00, up 486.00; Average charter price (Capesize ship): 28045.00, up 265.00 [1] Industry News - China's National Development and Reform Commission Director reported on the implementation of the national economic and social development plan, emphasizing the need to balance various aspects of economic work to achieve the annual economic and social development goals - U.S. President Trump criticized the Fed Chairman and urged a significant interest rate cut. The U.S. Treasury Secretary also called on the Fed to re - evaluate its policy stance - The U.S. August PPI inflation unexpectedly declined, with a month - on - month decrease of 0.1% (first negative in four months, expected to rise 0.3%) and a year - on - year increase of 2.6% (expected to be flat at 3.3%) [1] Key Events to Watch - September 12, 14:00: Germany's August CPI monthly rate final value - September 12, 14:00: UK's July three - month GDP monthly rate - September 12, 14:00: UK's July manufacturing output monthly rate - September 12, 14:00: UK's July industrial output monthly rate - September 12, 14:45: France's August CPI monthly rate final value - September 12, 22:00: U.S. September one - year inflation rate expectation initial value - September 12, 22:00: U.S. September University of Michigan consumer confidence index initial value [1]