瑞达期货集运指数（欧线）期货日报-20250916

Group 1 - The investment rating of the shipping industry is not mentioned in the report [1] Group 2 - The core view of the report is that the freight index (European line) futures prices showed mixed trends on Tuesday, with the main contract EC2510 closing down 0.1% and the far - month contracts rising between 1 - 4%. The spot index continued to decline with a widening decline, weakening the support for futures prices. Geopolitical conflicts, price wars, weak labor markets, and sluggish internal demand in the eurozone all affect the market. Overall, there is uncertainty in the trade war, weak demand expectations for the shipping index (European line), large fluctuations in futures prices, and investors are advised to be cautious [1] Group 3 Futures Market Data - EC main contract closing price was 1169.700, down 1.2; EC second - main contract closing price was 1673.8, up 33.5. The spread between EC2510 - EC2512 was - 504.10, down 11.00; the spread between EC2510 - EC2602 was - 402.40, down 48.60. EC contract basis was 270.54, down 6.60. EC main contract open interest was 47517, down 255 [1] Spot Market Data - SCFIS (European line) (weekly) was 1440.24, down 126.22; SCFIS (US West line) (weekly) was 1349.84, up 369.36. SCFI (composite index) (weekly) was 1398.11, down 46.33; container ship capacity was 1227.97 (in ten thousand TEUs), up 0.33. CCFI (composite index) (weekly) was 1125.30, down 23.84; CCFI (European line) (weekly) was 1537.28, down 101.49. Baltic Dry Index (daily) was 2126.00, up 27.00; Panamax Freight Index (daily) was 2006.00, down 3.00. Average charter price for Panamax ships was 14523.00, down 136.00; average charter price for Capesize ships was 26669.00, down 1816.00 [1] Industry News - China's Ministry of Commerce opposes politicizing, weaponizing, and instrumentalizing technology and economic and trade issues regarding TikTok and will safeguard national interests and the legitimate rights and interests of Chinese - funded enterprises. The State Administration for Market Regulation will investigate NVIDIA for antitrust violations. The European Central Bank should maintain the current interest rate level, and interest rates are expected to remain unchanged for some time [1] Key Points - The freight index (European line) futures prices showed mixed trends, with the main contract down and the far - month contracts up. The spot index continued to decline, weakening the support for futures prices. Geopolitical conflicts, price wars, weak labor markets, and sluggish internal demand in the eurozone all affect the market. Overall, there is uncertainty in the trade war, weak demand expectations for the shipping index (European line), large fluctuations in futures prices, and investors are advised to be cautious [1] Key Data to Watch - UK's August CPI monthly rate, UK's August retail price index monthly rate, and eurozone's August CPI annual rate final value [1]