Report Summary 1. Report Industry Investment Rating No relevant information provided. 2. Core View of the Report - The EC market showed a slight rebound, mainly following the strong overall commodity sentiment. The 12 - contract was supported by factors such as the suspension of China - Europe freight trains, the expectation of National Day sailings suspension, and price - holding. [8][9] - In the European shipping market, based on EPMI data, the cargo volume is expected to bottom out in October and turn around in November. From late September to late October, shipping companies will "compete for cargo", but the "ROLLINGPOOL" strategy in the off - season may intensify the decline in freight rates. It is expected that the offline freight rates will fall back to the May low in late October, and shipping companies will start to hold prices through contracts after the cargo volume recovers in November. The suspension of some shipping capacity during the National Day will not be restored after the festival, but the reduction of ships in the off - season has limited impact on the market. [9] 3. Summary by Related Catalogs 3.1 Freight Index | Index | Present Value | Previous Value | Change Rate | | --- | --- | --- | --- | | SCFI (Comprehensive) | 1398 | 1444 | - 3.21% | | CCFI | 1125 | 1149 | - 2.07% | | SCFI - US West | 2370 | 2189 | 8.27% | | SCFIS - US West | 1349 | 980 | 37.65% | | SCFI - US East | 3307 | 3073 | 7.61% | | SCFI - Northwest Europe | 1154 | 1315 | - 12.24% | | SCFIS - Northwest Europe | 1440 | 1566 | - 8.05% | | SCFI - Mediterranean | 1738 | 1971 | - 11.82% | [6] 3.2 Contract Information | Contract | Present Value | Previous Value | Change Rate | | --- | --- | --- | --- | | EC2506 | 1471.6 | 1431.9 | 2.77% | | EC2608 | 1625.9 | 1603.7 | 1.38% | | EC2510 | 1169.7 | 1163.1 | 0.57% | | EC2512 | 1673.8 | 1656.2 | 1.06% | | EC5602 | 1572.1 | 1516.9 | 3.64% | | EC2604 | 1283.7 | 1253.9 | 2.38% | [6] 3.3 Position Information | Position | Present Value | Previous Value | Change Value | | --- | --- | --- | --- | | EC2606 | 957 | - | (37) | | EC2608 | 444 | 429 | 15 | | EC2410 | 47517 | 47772 | (255) | | EC2412 | 19759 | 19598 | 161 | | EC2602 | 6719 | 6330 | 389 | | EC2604 | 8233 | 8066 | 167 | [6] 3.4 Month - spread Information | Month - spread | Present Value | Previous Value | Change Value | | --- | --- | --- | --- | | 10 - 12 | - 504.1 | - 493.1 | (11.0) | | 12 - 2 | 101.7 | 139.3 | (37.6) | | 12 - 4 | 390.1 | 402.3 | (12.2) | [6] 3.5 Spot Price Information - GEMINI: The average price in September dropped to 1600. Maersk's wk38 opening price was 1700, HPL - QQ was 1750 in late September, and HPL - SPOT was 1550. - 04: The average price of the alliance was 1800, CMA was 2000, OOCL was 1650, and EMC was 1900. - PA: The average price of the alliance was 1700, ONE was 1800, and HMN was 1600. - MSC: The reported price in late September was 1750. The freight rate center of PAK in the market in late September was 1750. [9]
航运衍生品数据日报-20250917
Guo Mao Qi Huo·2025-09-17 07:15