瑞达期货集运指数（欧线）期货日报-20251223

Group 1: Report Investment Rating - No information provided on the industry investment rating Group 2: Core Viewpoints - On Tuesday, the freight index (European line) futures prices fluctuated slightly. The main contract EC2602 closed down 0.86%, while the far - month contracts rose between 1 - 2%. The latest SCFIS European line settlement freight rate index was 1589.20, rising 78.64 points from last week, a 5.2% increase. The SCFI rebounded for the second consecutive week, rising 46.46 points to 1552.92, a 3.08% increase. The full - load of shipping companies drove the futures prices up. The manufacturing PMI data in November showed a slight recovery, and the new export order index rose to 47.9, indicating a pre - Christmas recovery of terminal transportation demand. The 52 - week average spot freight rate for large containers was 2450 US dollars, and some voyages were over - booked. The "peace plan" between the US and Ukraine was initially completed, improving the Red Sea re - navigation expectation. The euro - zone economy continued to recover. Overall, the improvement of the trade - war situation and the arrival of the shipping peak season are favorable for the futures price recovery, while the short - term impact of the geopolitical situation on freight rates has weakened. The freight rate market is mainly affected by seasonal demand, so investors should be cautious, pay attention to operation rhythm and risk control, and track geopolitical, shipping capacity and cargo volume data [1] Group 3: Summary by Relevant Catalogs Futures Market Data - EC main contract closing price: 1806.600, - 15.7↓; EC second - main contract closing price: 1158, + 3.40↑ - EC2602 - EC2604 spread: 648.60, - 56.40↓; EC2602 - EC2606 spread: 474.90, - 76.90↓ - EC contract basis: - 217.40, + 65.20↑ - EC main contract open interest: 35004, - 1506↓ [1] Spot Market Data - SCFIS (European line) (weekly): 1589.20, 78.64↑; SCFIS (US West Coast line) (weekly): 962.10, 37.74↑ - SCFI (composite index) (weekly): 1552.92, 46.46↑ - CCFI (composite index) (weekly): 1124.73, 6.66↑; CCFI (European line) (weekly): 1473.90, 3.35↑ - Baltic Dry Index (daily): 2023.00, - 44.00↓; Panamax Freight Index (daily): 1323.00, - 41.00↓ - Average charter price (Panamax ship): 0.00, 0.00↑; Average charter price (Capesize ship): 28125.00, 1345.00↑ - Container ship capacity (10,000 TEUs): 1227.97, 0.00↑ [1] Industry News - Premier Li Qiang chaired a meeting on the preparation of the "15th Five - Year" Plan Outline Draft, emphasizing the planning of major projects - The Ukrainian delegation completed negotiations with the US in Miami, and the 20 - point "peace plan" was initially completed - The EU extended economic sanctions against Russia for 6 months until July 31, 2026, and introduced anti - circumvention measures [1] Key Data to Watch - US initial jobless claims for the week ending December 20, to be released on December 24 at 21:30 [1]