银河期货航运日报-20251124

Group 1: Report Summary - The report focuses on the container shipping industry, specifically the Container Shipping Index (European Line) [3] - It provides data on futures contracts, container freight rates, fuel costs, and offers market analysis, trading strategies, and industry news [5][7][9] Group 2: Futures Contract Data - Futures contracts such as EC2512, EC2602, etc., are presented with details on closing prices, price changes, price change percentages, trading volumes, and open interest [5] - For example, EC2512 closed at 1,779.7, up 5.8 points (0.33%) on November 24, 2025, with a trading volume of 1,541.0 hands (down 22.83%) and open interest of 6,862.0 hands (down 6.30%) [5] Group 3: Container Freight Rate Data - Various container freight rates are reported, including SCFIS and SCFI indices for different routes such as Europe, the US West Coast, etc. [5] - SCFIS European Line was at 1639.37 points, up 20.75% week - on - week but down 42.71% year - on - year; SCFI: Shanghai - Europe was at 1367 USD/TEU, down 3.53% week - on - week and 45.58% year - on - year [5] Group 4: Fuel Cost Data - WTI crude oil near - month price was 57.73 dollars per barrel, down 1.32% week - on - week and 18.39% year - on - year; Brent crude oil near - month price was 61.89 dollars per barrel, down 1.01% week - on - week and 17.2% year - on - year [5] Group 5: Market Analysis and Strategy - The market is in a state of continuous game over the December freight rate level, and the EC market maintains a volatile trend [7] - For trading strategies, it is recommended to wait and see for both single - side and arbitrage trades due to the divergence in the expected implementation of price increases [9] Group 6: Industry News - A container ship "ONE HENRY HUDSON" had an electrical fire on November 21, 2025, causing the suspension of operations at multiple container terminals in the Port of Los Angeles [9][10] - Italy will hold a national strike on November 28, 2025, which is expected to disrupt the logistics industry [10] - Canada will resume trade negotiations with the US at an "appropriate time" [10] - India has fully resumed issuing tourist visas to Chinese citizens [11] - A senior leader of Lebanon's Hezbollah was killed in an Israeli air strike, and Hamas held talks on the Gaza cease - fire agreement [12]