Ruida Futures(SZ:002961) Rui Da Qi Huo·2026-01-21 09:35Report Industry Investment Rating - Not provided Core View of the Report - On Wednesday, most futures prices of the container shipping index (European line) rose, with the main contract EC2604 down 0.04% and the far - month contracts up 1 - 3%. The full - refund cancellation of photovoltaic products may lead to a rush of shipments, boosting long - term contract cargo volume, but weakening the support on the spot side. The manufacturing PMI data in China in December showed a slight recovery, and the new export order index rose to 49, indicating a significant recovery in terminal transportation demand. Spot freight rates increased in the fourth week. Geopolitical factors suggest that the expectation of resuming navigation in the Red Sea has improved, and the inflation pressure in the eurozone has eased. Currently, the freight rate increase has not been implemented, many shipping companies have successively lowered prices, and the futures price support has weakened. The freight rate market is greatly affected by seasonal demand, and investors are advised to be cautious and track relevant data [1] Summary by Related Catalogs Futures Market Data - EC main contract closing price: 1378, down 0.5; EC sub - main contract closing price: 1129.700, up 40.30. EC2604 - EC2606 spread: - 43.50, down; EC2604 - EC2608 spread: - 248.30, down 1.10. EC contract basis: 824.49, down 17.10. EC main contract open interest: 41299, down 512 [1] Spot Market Data - SCFIS (European line) (weekly): 1954.19, down 2.10; SCFIS (US West line) (weekly): 1305.27, down 18.71. SCFI (composite index) (weekly): 1574.12, down 73.27; container ship capacity (10,000 TEUs): 1227.97, unchanged. CCFI (composite index) (weekly): 14.96, up; CCFI (European line) (weekly): 1582.60, up 14.85 [1] Shipping - related Indexes - Baltic Dry Index (daily): 1570.00, down 79.00; Panamax Freight Index (daily): 1729.00, down 49.00. Average charter price (Panamax ship): unchanged; average charter price (Capesize ship): 17000.00, down 2627.00 [1] Industry News - A package of policies for fiscal - financial coordination to boost domestic demand was released, including a 500 - billion - yuan special guarantee plan for private investment, guiding banks to increase loans to small and medium - sized private enterprises by 500 billion yuan, and implementing loan interest subsidies for small and medium - sized enterprises in 14 key industrial chains and related fields. Trump said he could use alternative means if the current tariff tools are restricted, and the US Supreme Court has not ruled on Trump's tariff - related matters. The European Parliament froze the approval process of the trade agreement with the US, which is a response to Trump's threat to impose tariffs on eight European countries [1] Key Data to Watch - January 22, 21:30: US initial jobless claims for the week ended January 17 (in ten thousands), US core PCE price index annual rate in November, US real GDP annualized quarterly rate final value in the third quarter, US real personal consumption expenditure quarterly rate final value in the third quarter. January 22, 23:00: Eurozone consumer confidence index preliminary value in January [1]