瑞达期货集运指数（欧线）期货日报-20251028

Report Industry Investment Rating - Not provided Core View of the Report - On Tuesday, the futures prices of the container shipping index (European line) fell collectively. The spot index rose, which may support the short - term upward movement of freight rates. The mainstream shipping companies issued price increase letters for November, and Maersk's successful price - holding in mid - to - late October increased market confidence in the November price increase. The easing signals of the trade war, the substantial easing of the geopolitical conflict, and the arrival of the shipping peak season in the fourth quarter contributed to the rapid recovery of futures prices. The current freight market is greatly affected by news, and futures prices are expected to fluctuate more sharply. Investors are advised to be cautious, pay attention to the operation rhythm and risk control, and track geopolitical, capacity, and cargo volume data in a timely manner [2] Summary According to Relevant Catalogs Futures Disk - EC main contract closing price was 1788.300, down 11.9; EC second - main contract closing price was 1548.7, down 38.8. EC2512 - EC2604 spread was 239.60, up 36.2; EC2512 - EC2602 spread was 625.60, up 29.4. EC contract basis was - 475.59, down 13.3. The main contract's open interest was 28,900, up 905 [2] Spot Price - SCFIS (European line) (weekly) was 1312.71, up 172.33; SCFIS (US West line) (weekly) was 863.46, down 14.34. SCFI (composite index) (weekly) was 1403.46, up 93.14; container ship capacity was 1,227.97 (in ten thousand TEUs), up 0.15. CCFI (composite index) (weekly) was 992.74, up 19.63; CCFI (European line) (weekly) was 1,293.12, up 25.21. The Baltic Dry Index (daily) was 1991.00, down 15.00; the Panamax Freight Index (daily) was 1,924.00, down 3.00. The average charter price of Panamax ships was 16,692.00, unchanged; the average charter price of Capesize ships was 25,382.00, down 3,377.00 [2] Industry News - Diplomatic Minister Wang Yi had a phone call with US Secretary of State Rubio, expressing the hope that both sides would work together for high - level exchanges. Spokesperson Guo Jiakun responded to multiple hot issues, saying that the two sides were in close communication about the leaders' meeting. The State Administration of Foreign Exchange will introduce 9 policy measures focusing on trade facilitation, and will also release policies on multinational company's currency - integrated fund pool and domestic enterprises' overseas listing fund management. The 2025 Financial Street Forum Annual Conference opened, and central bank governor Pan Gongsheng, Financial Regulatory Administration head Li Yunze, and CSRC chair Wu Qing made important statements [2] Key Points to Follow - At 22:00 on October 29th, the monthly rate of the US September pending home sales index [2]