瑞达期货集运指数（欧线）期货日报-20251023

Report Industry Investment Rating - Not provided Core View of the Report - Recently, there are a mix of long and short factors. The trade war situation is unclear, the "peace plan" in the Middle East is advancing steadily, improving the expectation of Red Sea re - navigation, and the oversupply pattern is stable. The futures price is expected to fluctuate widely. The current freight rate market is greatly affected by news, and the futures price is expected to fluctuate more sharply. It is recommended that investors be cautious, pay attention to the operation rhythm and risk control, and track geopolitical, capacity and cargo volume data in a timely manner [1] Summary by Relevant Catalogs Futures Market Data - EC main contract closing price is 1793.100, up 18.9; EC second - main contract closing price is up 17.80. The spread of EC2512 - EC2602 is 211.10, up 5.70; the spread of EC2512 - EC2604 is 621.30, up 4.40. EC contract basis is - 652.72, down 4.80. The main contract holding volume is 28914, down 94 [1] Spot Market Data - SCFIS (European Line) (weekly) is 1140.38, up 108.58; SCFIS (US West Line) (weekly) is 863.46, down 14.34. SCFI (composite index) (weekly) is 1310.32, up 149.90. Container ship capacity is 1227.97 (ten thousand TEUs), unchanged. CCFI (composite index) (weekly) is 973.11, down 41.67; CCFI (European Line) (weekly) is 1267.91, down 19.24. The Baltic Dry Index (daily) is 2092.00, up 2.00; the Panamax Freight Index (daily) is 1904.00, down 46.00. The average charter price of Panamax ships is 16692.00, unchanged; the average charter price of Capesize ships is 29809.00, up 1286.00 [1] Industry News - Chinese Minister of Commerce Wang Wentao met with Airbus CEO Guillaume Faury and emphasized continued cooperation. US President Trump mentioned a possible trade agreement with China at the APEC meeting, and the Chinese Foreign Ministry responded. The EU approved the 19th round of sanctions against Russia, including a ban on importing Russian LNG. The strike at Rotterdam Port was extended indefinitely, causing port operations to stagnate and increasing regional supply - chain uncertainty [1] Market Analysis - On Thursday, most futures prices of the container shipping index (European Line) rose. The latest SCFIS European Line settlement freight rate index rose 10.5% week - on - week. The strike at Rotterdam Port and a price increase notice from CMA CGM boosted the futures price. The easing of the trade war and the improvement of the Red Sea re - navigation expectation due to the "peace plan" in the Middle East affected the price. The eurozone's economic data fluctuated, and China's September export data supported the container shipping industry [1] Key Events to Watch - From October 24th, there are a series of important economic data releases, including Japan's September core CPI annual rate, UK's September retail sales monthly rate, and various countries' October manufacturing PMI preliminary values, as well as US September CPI and core CPI annual rates and October consumer confidence index final value [1]