Group 1: Report Industry Investment Rating - No information provided Group 2: Core Viewpoints of the Report - On Tuesday, the freight index (European line) futures prices showed mixed trends. The main contract EC2510 closed down 1.02%, and the far - month contracts declined between -1% and -11%. The latest SCFIS European line settlement freight rate index dropped 134.43 points from last week, a 10.7% week - on - week decline. Spot indicators continued to fall, and the futures prices lacked support. [1] - Maersk's spot cabin quotes for European lines stopped falling and rebounded in mid - October, and MSC's quotes followed with a small increase later, leading to a recovery in futures price valuation. Geopolitical conflicts supported the futures prices, but before the National Day holiday, shipping companies lowered freight rates to increase cargo volume, and the supply - demand pattern remained unchanged, with significant freight rate pressure. [1] - The recent economic data in the Eurozone fluctuated, with business sentiment indices weaker than expected. The ECB indicated a slower pace of interest rate cuts due to improved economic expectations and easing inflation. Overall, there is uncertainty in the trade war, the demand for the freight index (European line) is weak, and the futures prices fluctuate greatly. Investors are advised to be cautious, pay attention to operation rhythm and risk control, and track geopolitical, shipping capacity, and cargo volume data. [1] Group 3: Summary by Relevant Catalogs 1. Futures Market Data - EC main contract closing price: 1110.600, down 11.4; EC second - main contract closing price: 1731.9, down 3.10. [1] - EC2510 - EC2512 spread: -621.30, up 20.00; EC2510 - EC2602 spread: -532.20, up 19.80. [1] - EC contract basis: 9.89, up 4.40. [1] - EC main contract position: 24782 hands, down 4532. [1] 2. Spot Market Data - SCFIS (European line) (weekly): 1120.49, down 134.43; SCFIS (US West Coast line) (weekly): 921.25, down 272.39. [1] - SCFI (composite index) (weekly): 1114.52, down 83.69; spot price: 1087.41, down 69.06. [1] - CCFI (composite index) (weekly): down 32.82; CCFI (European line) (weekly): down 39.00. [1] - Baltic Dry Index (daily): 2259.00, down 400.00; Panama Freight Index (daily): 1832.00, down 14.00. [1] - Average charter price (Panamax): 14769.00, unchanged; average charter price (Capesize): 30090.00. [1] 3. Industry News - The US Department of Commerce issued export control penetration rules, and China's Ministry of Commerce responded firmly against it. [1] - US President Trump and Israeli Prime Minister Netanyahu held a bilateral meeting, and a Gaza peace plan was proposed. [1] - The National Development and Reform Commission announced that the new policy - based financial instruments totaling 500 billion yuan will be used to supplement project capital, and efforts are being made to allocate the funds to specific projects. [1] 4. Key Data to Watch - September manufacturing PMI final values in France, Germany, the Eurozone, and the UK on October 1st. [1] - Eurozone September CPI annual rate preliminary value on October 1st. [1] - US September ADP employment figures (in ten thousands) on October 1st. [1] - US September ISM manufacturing PMI on October 1st. [1]
瑞达期货集运指数(欧线)期货日报-20250930
Rui Da Qi Huo·2025-09-30 09:07