Ruida Futures(SZ:002961) Rui Da Qi Huo·2025-10-30 11:33Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Core View of the Report - The prices of the container shipping index (European line) futures mostly declined on Thursday, with the main contract EC2512 rising 0.15% and the far - month contracts falling between 1% - 2%. The latest SCFIS European line settlement freight rate index increased by 172.33 points from last week, a 15.1% week - on - week increase. Spot index gains may support short - term freight rate increases. Trade war situation improvement, geopolitical conflict reaching a substantial easing inflection point, and leading shipping companies announcing November freight rate increases have led to a rapid recovery in futures prices. The fourth - quarter shipping peak season also has an impact. The current freight rate market is highly influenced by news, and futures prices are expected to fluctuate more. Investors are advised to be cautious, pay attention to operation rhythm and risk control, and track geopolitical, shipping capacity, and cargo volume data [1] 3. Summary by Relevant Catalogs 3.1 Futures Market Data - EC main contract closing price: 1843.800, EC secondary main contract closing price: 1583, a 15.60 decline; EC2512 - EC2602 spread: 260.80, a 4.20 decline; EC2512 - EC2604 spread: 667.90, an 8.70 decline; EC contract basis: - 531.09, a 27.20 increase; EC main contract open interest: 30114, a 1792 decline [1] 3.2 Spot Market Data - SCFIS (European line) (weekly): 1312.71, a 172.33 increase; SCFIS (US West line) (weekly): 863.46, a 14.34 decline; SCFI (composite index) (weekly): 1403.46, a 93.14 increase; container ship capacity (10,000 TEUs): 1227.97, no change; CCFI (composite index) (weekly): 992.74, a 19.63 increase; CCFI (European line) (weekly): 1293.12, a 25.21 increase; Baltic Dry Index (daily): 1961.00, an 11.00 decline; Panama - type freight index (daily): 1885.00, a 19.00 increase; average charter price (Panama - type ship): 17564.00, no change; average charter price (Cape - type ship): 23582.00, a 103.00 increase [1] 3.3 Industry News - Chinese President Xi Jinping will meet with US President Trump in Busan, South Korea on October 30 to exchange views on China - US relations and common concerns. The Fed cut interest rates by 25 basis points to 3.75% - 4.00% early today, the second cut this year, and will end balance - sheet reduction from December 1. The US Senate passed a bill to end the national emergency used by the Trump administration to impose a 50% tariff on Brazilian goods, but the House Republican leadership has blocked a vote on overturning the tariff until next March [1] 3.4 Key Data to Watch - October 31: US September core PCE price index annual rate (TBD), Japan September unemployment rate (07:30), China October official manufacturing PMI (09:30), France October CPI monthly rate preliminary value (15:45), Eurozone October CPI annual rate preliminary value (18:00) [1]