瑞达期货集运指数（欧线）期货日报-20251224

1. Report Industry Investment Rating - No information provided 2. Core Viewpoints of the Report - On Wednesday, the freight index (European line) futures prices fluctuated slightly, with the main contract EC2602 closing down 1.63% and the far - month contracts closing down between -1% and -1%. The latest SCFIS European line settlement freight index was 1589.20, up 78.64 points from last week, a 5.2% week - on - week increase. The SCFI rebounded for the second consecutive week, rising 46.46 points to 1552.92 points, a 3.08% increase. The full - load of shipping companies drove the futures price up. The new export order index in November rose to 47.9, indicating a pre - Christmas recovery in terminal transportation demand. The 52 - week average spot freight quote was $2450 for large containers, and some voyages were over - booked. The Red Sea resumption of navigation expectation improved, and the euro - zone economy continued to recover. Trade war situation improvement and the shipping peak season are conducive to the futures price recovery, while the short - term impact of geopolitical situation on freight rates has weakened. The freight market is mainly affected by seasonal demand. It is recommended that investors be cautious, pay attention to operation rhythm and risk control, and track geopolitical, shipping capacity and cargo volume data [1] 3. Summary by Relevant Catalogs 3.1 Futures Market Data - EC main contract closing price: 1795.80, down 29.8; EC sub - main contract closing price: 1165, down 0.8. EC2602 - EC2604 spread: 630.80, down 17.80; EC2602 - EC2606 spread: 476.80, up 1.90. EC contract basis: - 206.60, up 10.80. EC main contract open interest: 34316, down 688 [1] 3.2 Spot Market Data - SCFIS (European line) (weekly): 1589.20, up 78.64; SCFIS (US West Coast line) (weekly): 962.10, up 37.74. SCFI (composite index) (weekly): 1552.92, up 46.46. Container ship capacity: 1227.97 (ten thousand TEUs), unchanged. CCFI (composite index) (weekly): 1124.73, up 6.66; CCFI (European line) (weekly): 1473.90, up 3.35. Baltic Dry Index (daily): 1889.00, up 90.00; Panamax Freight Index (daily): 1266.00, up 16.00. Average charter price of Panamax ships: 0.00, unchanged; Average charter price of Capesize ships: 22120.00, down 4660.00 [1] 3.3 Industry News - Chinese President Xi Jinping emphasized that central enterprises should focus on their main responsibilities, optimize the layout of the state - owned economy, strengthen core functions and competitiveness, focus on the real economy, strengthen key core technology research, and deepen reforms. US President Trump posted that he hopes the next Fed chair will cut interest rates when the economy and the market are performing well, and criticized the current market logic. He said low - interest rates can boost the stock market, the economy and improve the housing burden, and a rising stock market may increase the US GDP by 10, 15, 20 or more percentage points [1] 3.4 Key Points to Follow - Multiple regions will have Christmas holidays on December 25th [1]