集运欧线数据日报-20260122

1. Report's Industry Investment Rating - No information provided 2. Core View of the Report - The EC of container shipping to European lines dropped 0.04%. Maersk opened new shipping spaces in the first week of February, with the price of 40 - foot containers on the AE1 route to Rotterdam at $2000, a $400 decrease from the previous period. The prices of 40 - foot containers on AE2 and AE3 routes are $2100, indicating that Maersk is accelerating price cuts to attract cargo before the Spring Festival. With the approaching Spring Festival, the pressure to attract cargo will increase, and pre - festival freight rates are expected to enter an accelerated downward channel. Due to the adjustment of export tax rebate policies for products like photovoltaics, there may be a rush to export relevant products before April 1st, bringing relative resilience to off - season cargo volume. Considering last year's experience of the impact of the rush to export on freight rates and the relatively abundant capacity supply from mid - January to the pre - festival period, the market may operate weakly before the Spring Festival. Attention should be paid to the subsequent export rush and the price - cutting actions of the PA and OA alliances [1] 3. Summary by Relevant Catalogs 3.1 EC Contract Volume and Price - EC2602: The latest trading price is 1707.2 points, down 0.60%. The trading volume is 778, a decrease of 932 from the previous period, and the open interest is 5106, a decrease of 469. The net long position of the top 20 members is - 237 [2] - EC2604: The latest trading price is 1129.7 points, down 0.04%. The trading volume is 22099, a decrease of 8487, and the open interest is 41299, a decrease of 512. The net long position of the top 20 members is - 1456 [2] - EC2606: The latest trading price is 1378 points, up 3.01%. The trading volume is 3489, an increase of 766, and the open interest is 4057, an increase of 130. The net long position of the top 20 members is 0 [2] - EC2608: The latest trading price is 1486.1 points, up 0.94%. The trading volume is 161, an increase of 49, and the open interest is 1347, a decrease of 4 [2] - EC2610: The latest trading price is 1074.7 points, up 0.98%. The trading volume is 1473, a decrease of 671, and the open interest is 8347, a decrease of 205. [2] - EC2612: The latest trading price is 1326.7 points, up 0.58%. The trading volume is 32, a decrease of 8, and the open interest is 130, unchanged from the previous period [2] - Total: The total trading volume is 28032, and the total open interest is 60286. The total net long position of the top 20 members is - 1693 [2] 3.2 Latest Spot Freight Rates - European Routes - Weekly Spot Index: The SCFIS is 1954.19 points, down 0.1%; the SCFI is $1676/TEU, down 2.5% [4] - Daily Spot Freight Rates: The TCI (20GP) is $1749/TEU, unchanged; the TCI (40GP) is $2943/FEU, unchanged [4] 3.3 Basis Spread and Contract Spread - The basis of the previous trading day is 824.49 points, and that of the day before the previous trading day is 841.59 points, with a decrease of 17.1 points. The report also presents the basis trend of the main container shipping to European lines futures contract and the spread between different contracts [6]