航运衍生品数据日报-20251212

Group 1: Shipping Derivatives Data - Current values of Shanghai export container freight rate indices include 1398 for the comprehensive index SCFI, 1115 for the index CCFI, etc. [5] - The percentage changes of the indices range from -5.02% (SCFI - West US) to 3.05% (SCFI - Mediterranean) [5] - For contracts like EC2506, EC2608, etc., the current values, previous values, and percentage changes are presented, with changes ranging from -0.33% (EC2610) to 1.43% (EC5602) [5] - The current and previous values of contract positions and their changes are also provided, such as a 22 - unit increase in EC2606 position [5] - The current and previous values of month - spreads and their changes are given, e.g., a 11.8 - unit increase in the 02 - 04 month - spread [5] Group 2: Market News and Impact - CMA CGM's decision to change the INDAMEX route to pass through the Suez Canal is a significant development signal for container ships to return to the Red Sea route [6] - The traffic volume through the Bab el Mande Strait has reached the highest level since January 2024 [6] - In the FEWB route, the shipping companies strictly control capacity in December, with a blank - sailing rate of only 0.9%, and other factors lead to high freight rates during Christmas and New Year [6] - In the TAWB route, ports in Northern Europe and the Mediterranean are severely congested due to labor disputes, and there are shortages of containers and trailers in many European countries [6] Group 3: EC Market - The EC market is in a volatile state. The spot prices in early and late December are provided, and MSK plans to raise the price to 3500 in January [7] - The recent market is mainly affected by index fluctuations, long - short gaming, and the transition of the main contract. It shows a volatile pattern and is sensitive to short - term factors [9] - Future focus should be on the actual freight rates in late December and the forward rates in early January. The short - term bearish and long - term bullish expectations are in a game [9] - The short - term strategy is to wait and see [10]