建信期货集运指数日报-20251013

Report Information - Report Type: Daily Report on Container Shipping Index [18] - Date: October 13, 2025 [2] - Researchers: He Zhuoqiao, Huang Wenxin, Nie Jiayi [3] Industry Investment Rating - No information provided Core Viewpoints - The 9 - 10 month period is a traditional off - season, with limited capacity regulation and persistent supply pressure, leading to a continuous decline in spot freight rates. However, shipping companies are raising freight rates for the second half of October in preparation for the year - end long - term contract season, and a bottoming - out and recovery trend is likely to form. The cease - fire agreement between Israel and Hamas has impacted the market, but there is uncertainty about its implementation and whether it can promote the resumption of Red Sea shipping, presenting potential opportunities for an oversold rebound [8] Summary by Directory 1. Market Review and Operation Suggestions - The current freight rate spot is continuously falling due to the traditional off - season and supply pressure. Shipping companies are raising rates for the second half of October, and a recovery trend may form. The cease - fire agreement between Israel and Hamas impacts the market, with uncertainty about its implementation and Red Sea resumption, and there may be oversold repair opportunities [8] 2. Industry News - From September 22 to 26, China's export container transport demand weakened, and the comprehensive index continued to decline. European, Mediterranean, and North American routes all saw a decline in freight rates. A cease - fire agreement was announced by Hamas, but there are contradictions in reports, and there are still major differences between Israel and Hamas. Negotiations are ongoing, and the Houthi armed forces launched suicide drones at Israel [9][10] 3. Data Overview 3.1 Container Shipping Spot Prices - From September 29 to October 6, 2025, the SCFIS for the European route decreased from 1120.49 to 1046.5, a decline of 6.6%. The SCFIS for the US West route decreased from 921.25 to 876.82, a decline of 4.8% [12] 3.2 Container Shipping Index (European Line) Futures Market - The report provides the trading data of container shipping European line futures on October 10, including the opening price, closing price, settlement price, price change, trading volume, open interest, etc. of different contracts such as EC2510, EC2512 [6] 3.3 Shipping - Related Data Charts - The report includes charts of European container ship capacity, global container ship order backlog, Shanghai - European basic port freight rates, and Shanghai - Rotterdam spot freight rates [17][19]