航运衍生品数据日报-20260106

Report Overview - The report is a shipping derivatives data daily report released by the Energy and Chemical Research Center of Guomao Futures Research Institute on January 6, 2026 [2][3] Industry Investment Rating - Not provided Core Viewpoints - The European line container shipping shows a trend of "simultaneous strengthening of futures and spot". Freight rates have rebounded for multiple consecutive weeks, with spot and futures prices rising steadily. Shipping companies have a strong willingness to control cabin space and support prices. The demand side benefits from pre - Spring Festival stocking and restocking needs, and the cabin loading rate has improved. On the supply side, empty sailings have decreased, and effective capacity has tightened. The Red Sea situation has marginally eased, and some airlines are tentatively resuming flights, but overall they remain cautious. The freight rate may peak in mid - January. The recommended strategy is to wait and see [5][6][7] Summary by Relevant Content Freight Index Data | Index | Present Value | Previous Value | Increase/Decrease Rate | | --- | --- | --- | --- | | SCFI (Shanghai Containerized Freight Index) | 1656 | 1553 | 6.66% | | CCFI (China Containerized Freight Index) | 1147 | 1125 | 1.95% | | SCFI - US West | 2188 | 1992 | 9.84% | | SCFIS - US West | 1250 | 1301 | - 3.92% | | SCFI - US East | 3033 | 2846 | 6.57% | | SCFI - Northwest Europe | 1690 | 1533 | 10.24% | | SCFIS - Northwest Europe | 1795 | 1742 | 3.04% | | SCFI - Mediterranean | 3143 | 2833 | 10.94% | [4] Spot Price of European Line Freight - GEMINI Alliance: In wk1 (December 29 - January 4), 20GP is 1585, 40GP is 2550; in wk2 (January 5 - January 12), it is the same as wk1; in wk3 (January 13 - January 20), 20GP is 1635, 40GP is 2650, up 50 and 100 respectively compared to wk1 [5] - OA Alliance: In wk1 (December 20 - January 4), 20GP is 1535, 40GP is 2631; in wk2 (January 5 - January 12), 20GP is 1824, 40GP is 3068, a significant increase compared to wk1; in wk3 (January 13 - January 20), it is the same as wk2 [6] - PA Alliance: In wk1 (December 29 - January 4), 20GP is 1603, 40GP is 2806; in wk2 (January 5 - January 12), 20GP is 1645, 40GP is 2600; in wk3 (January 13 - January 20), it is the same as wk2 [6] - MSC: In wk1 (December 20 - January 4), 20GP is 1700, 40GP is 2840; in wk2 (January 5 - January 12), it is the same as wk1; in wk3 (January 13 - January 20), 20GP is 1880, 40GP is 3140, up 180 and 300 respectively compared to wk1 [6]