建信期货集运指数日报-20260115

Report Information - Report Title: Container Shipping Index Daily Report [1] - Date: January 15, 2026 [2] - Researcher: He Zhuoqiao, Huang Wenxin, Nie Jiayi [3] Core Viewpoints - The spot price of container shipping in early January increased well, with the SCFIS index rising 8.9% to 1956.39 points. However, shipping companies recently lowered their quotes for late January, and the peak of spot prices may be approaching [8]. - The market sentiment may support the container shipping index (European line) futures contracts to remain strong in the short term due to the tense situation in the Red Sea [8]. Market Review and Operation Suggestions - Spot Market: In early January, the price increase was well - implemented, and the SCFIS index rebounded above 1900 points, rising 8.9% to 1956.39 points. Shipping companies are likely to cut prices to attract cargo after the peak shipping season, and the peak of spot prices may appear [8]. - Futures Market: The index fluctuated greatly this week. The 04 contract in the off - season rebounded significantly due to the tense Red Sea situation. The short - term bullish factors may be difficult to disprove, and market sentiment may support the contracts to run strongly [8]. Industry News - From January 5th to 9th, the overall market of China's export container shipping was stable, with different routes showing differentiated trends. China's official comprehensive PMI in December 2025 was 50.7, up 1 percentage point month - on - month [9]. - On January 9th, the Shanghai Export Containerized Freight Index was 1647.39 points, down 0.5% from the previous period. The employment data in the eurozone and the US showed positive signals, and the shipping prices of various routes increased to varying degrees [9][10]. - On January 12th, the US and the UK launched a large - scale military strike against the Houthi rebels in Yemen. The Houthi rebels issued a warning, and the Yemen Presidential Leadership Council announced the establishment of a supreme military council [10]. - In December 2025, multiple shipping companies such as MSC and CMA CGM announced price increases for multiple international routes. The Suez Canal Authority and Maersk had different statements about the resumption of Red Sea - Suez Canal navigation [10]. Data Overview Container Shipping Spot Prices | Route | 2026/1/12 | 2026/1/5 | Change | MoM (%) | | --- | --- | --- | --- | --- | | SCFIS: European Route (Basic Ports) | 1956.39 | 1795.83 | 160.56 | 8.9% | | SCFIS: US West Route (Basic Ports) | 1323.98 | 1250.12 | 73.86 | 5.9% | [12] Container Shipping Index (European Line) Futures Market - The report provides the trading data of container shipping European line futures on January 14th, including contract, previous settlement price, opening price, closing price, settlement price, change, change rate, trading volume, open interest, and change in open interest [6]. Shipping - Related Data Charts - The report includes multiple charts related to shipping data, such as container ship capacity in Europe, global container ship orders, Shanghai - European basic port freight rates, and Shanghai - Rotterdam spot freight rates [18][21]