航运衍生品数据日报-20251128

Report Overview - The report is a shipping derivatives data daily report focusing on shipping-related indices, futures contracts, and market analysis [4]. Key Data Points Freight Rate Index - SCFI Composite Index: Present value is 1394, previous value was 1451, with a decline of -3.98% [4]. - CCFI Index: Present value is 1123, previous value was 1094, with an increase of 2.63% [4]. - SCFI - US West: Present value is 1645, previous value was 1823, with a decline of -9.76% [4]. - SCFIS - US West: Present value is 1107, previous value was 1238, with a decline of -10.58% [4]. - SCFI - US East: Present value is 2384, previous value was 2600, with a decline of -8.31% [4]. - SCFI - Northwest Europe: Present value is 1367, previous value was 1417, with a decline of -3.53% [4]. - SCFIS - Northwest Europe: Present value is 1357, previous value was 1504, with a decline of -9.77% [4]. - SCFI - Mediterranean: Present value is 2055, previous value was 2029, with an increase of 1.28% [4]. Futures Contracts - Contract Prices: For example, EC2506 present value is 1190.1, previous value was 1252.0, with a decline of -4.94% [4]. - Contract Holdings: EC2606 present holding is 2186, previous holding was 1986, an increase of 200 [4]. - Monthly Spreads: For 12 - 02, present value is 225.2, previous value was 235.0, a decline of -9.8 [4]. Market Analysis EC Market - Market Condition: The market is oscillating weakly. Rumors suggest Maersk's vessels will partially resume sailing through the Suez Canal in early December 2025, and CMA CGM plans full navigation in December [5]. - Spot Prices: In early December, MSK quoted 2500, HPL 2350, OOCL 2300, CMA 3550, EMC 3100, ONE 2450, and MSC 2450 [5]. - Logic: The future market will be oscillating weakly. Key factors include the implementation of December freight rates, the execution of January price increase letters, and seasonal changes in cargo volume [5]. Strategy - The recommended strategy is to wait and see as the 12 - contract is gradually losing trading value [6].