建信期货集运指数日报-20251014

Report Information - Report Name: Container Shipping Index Daily Report [1] - Date: October 14, 2025 [2] - Research Team: Macro Financial Research Team [4] Report Industry Investment Rating - Not provided Core Viewpoints - 9 - 10 months are traditional off - seasons, and with limited capacity control and supply pressure, spot freight rates are currently falling. However, shipping companies are raising rates for the second half of October for the year - end long - term contract season, likely to form a bottom - up trend. The Israel - Hamas cease - fire agreement impacts the market, but there may be an opportunity for a rebound due to uncertainties [8]. Summary by Directory 1. Market Review and Operation Suggestion - Current Situation: 9 - 10 months are off - seasons, with supply pressure and falling spot freight rates. Shipping companies are raising rates, and the cease - fire agreement has an uncertain impact on the market [8]. 2. Industry News - China's export container shipping market is stable after the National Day holiday. The comprehensive index rises due to the rebound of ocean - going routes. China's September official manufacturing PMI rises to 49.8 [9]. - On October 10, the Shanghai Export Containerized Freight Index is 1160.42 points, up 4.1% from the previous period. European route: Eurozone's September composite PMI is 51.2. Shanghai - to - Europe freight rate is $1068/TEU, up 10.0% [9]. - Mediterranean route: The market is in sync with the European route. Shanghai - to - Mediterranean freight rate is $1558/TEU, up 4.9% on October 10 [9]. - North American route: US September ISM manufacturing PMI is 49.1. The US imposes additional fees on Chinese ships, and China counter - measures. Shanghai - to - US West and East freight rates rise slightly [9][10]. - Hamas and Israel reach a cease - fire agreement, and the release of detainees begins. Israel allows Turkish aid to Gaza. Trump will visit, and the US plans to send up to 200 soldiers to assist [10]. 3. Data Overview 3.1 Container Shipping Spot Prices | Route | 2025/10/13 | 2025/10/6 | Change | YoY | | --- | --- | --- | --- | --- | | SCFIS: Europe (Basic Ports) | 1031.8 | 1046.5 | - 14.7 | - 1.4% | | SCFIS: US West (Basic Ports) | 862.48 | 876.82 | - 14.34 | - 1.6% | [12] 3.2 Container Shipping Index (European Line) Futures Market - The report provides the trading data of container shipping European line futures on October 13, including contract details such as EC2510, EC2512, etc., with information on opening price, closing price, settlement price, change, and trading volume [6]. 3.3 Shipping - Related Data Charts - The report presents multiple shipping - related data charts, including container ship capacity in Europe, global container ship orders, Shanghai - Europe freight rates, etc. [17][18][21]