瑞达期货集运指数（欧线）期货日报-20251217

1. Report Industry Investment Rating - No relevant content provided 2. Core View of the Report - On Wednesday, the futures prices of the container shipping index (European route) declined collectively. The main contract EC2602 closed down 0.68%, and the far - month contracts closed down between 1% - 2%. The latest SCFIS European route settlement freight rate index rebounded 1.46 points from last week, up 0.1% month - on - month. The improvement in the trade war situation and the arrival of the shipping peak season are beneficial to the recovery of futures prices. The geopolitical situation has reached a stalemate, and its impact on freight rates has weakened in the short term. The current freight rate market is mainly affected by seasonal demand. It is recommended that investors be cautious, pay attention to the operation rhythm and risk control, and track geopolitical, shipping capacity and cargo volume data in a timely manner [1] 3. Summary by Relevant Catalogs 3.1 Futures Market Data - EC main contract closing price: 1699.800, down 11.7; EC second - main contract closing price: 1124.1, down 6.3. EC2602 - EC2606 spread: 416.10, up 19.3; EC2602 - EC2604 spread: not provided; EC contract basis: - 189.34, down 13.00. EC main contract open interest: 31971, down 512 [1] 3.2 Spot Market Data - SCFIS (US West Line) (weekly): 924.34, down 36.15; SCFIS (European Line) (weekly): 1510.56, up 1.46. SCFI (composite index) (weekly): 1506.46, up 108.83; CCFI (composite index) (weekly): 1118.07, up 3.18; CCFI (European Line) (weekly): 1470.55, up 22.99. Baltic Dry Bulk Index (daily): 2204.00, down 11.00; Panama - type freight index (daily): 1577.00, up 67.00. Average charter price (Cape - size ship): 30050.00, down 1393.00; average charter price (Panama - type ship): not provided. Container ship capacity (10,000 TEUs): 1227.97, up 0.07 [1] 3.3 Industry News - The central economic work conference in 2025 aims to expand domestic demand as the top priority next year, and boost consumption from both supply and demand sides. It also plans to stabilize the real estate market from both ends. The Trump administration threatens to take retaliatory measures against the EU for taxing US technology companies. The eurozone's December manufacturing PMI preliminary value is 49.2, a new low in 8 months; Germany's December manufacturing PMI preliminary value is 47.7, the worst in 10 months; France's manufacturing PMI rises to 50.6, a 40 - month high [1] 3.4 Spot Freight Quotes - Maersk's 52 - week 40 - foot container quote is 2300 US dollars, PA Alliance maintains 2800 - 3000 US dollars, MSC's spot quote is 2640 US dollars, and OA's quote is 2400 - 2700 US dollars. All shipping companies' quotes have increased compared with early December. Maersk plans to raise the 40 - foot container price to 3500 US dollars in January, and MSC plans to raise it to 3700 US dollars [1] 3.5 Geopolitical Situation - The Russia - Ukraine conflict has entered its 4th year, with battlefield confrontations and negotiation games proceeding simultaneously. Western aid to Ukraine has decreased, and the counter - offensive has not made breakthrough progress. The geopolitical conflict remains in a stalemate [1] 3.6 Economic Situation in the Eurozone - The economic climate in the eurozone continues to recover. With the boost of large - scale fiscal stimulus policies, Germany's service industry continues to recover strongly, the composite PMI runs stably above 50, and the inflation sub - item continues the downward trend, creating conditions for the European Central Bank to maintain a "patient wait - and - see" stance [1] 3.7 Key Data to Be Released - UK central bank interest rate decision as of December 18; Eurozone European Central Bank deposit mechanism interest rate as of December 18; US November unadjusted CPI annual rate; US initial jobless claims (in 10,000 people) for the week ending December 13 [1]