Group 1: Report Investment Rating - The investment rating for the container shipping index (European routes) is a volatile market. It is recommended to gradually reduce positions in the short orders of EC2604 and hold the short orders of EC2610 at discretion [2] Group 2: Core Viewpoints - The report presents the latest market data of the container shipping index (European routes), including futures prices, trading volumes, open interests, freight rate indices, and spot freight rates, and also provides macro - news and trend strength information to help investors understand the market situation [2][3][13][14] Group 3: Summary by Directory 1. Fundamental Tracking - Futures Data: For EC2602, the closing price was 1,717.7, with a daily increase of 0.61%, trading volume of 532, open interest of 4,401, and a decrease of 280 in open interest; for EC2604, the closing price was 1,138.3, with a daily decrease of 0.10%, trading volume of 30,781, open interest of 41,149, and an increase of 379 in open interest. The trading - to - open - interest ratio of EC2602 decreased from 0.16 to 0.12, while that of EC2604 increased from 0.48 to 0.75 [3] - Freight Rate Index: The SCFIS for European routes was 1,956.39 points, with a weekly increase of 8.9%; for US - West routes, it was 1,323.98 points, with a weekly increase of 5.9%. The SCFI for European routes was $1,719/TEU, with a bi - weekly increase of 1.7%; for US - West routes, it was $2,218/FEU, with a bi - weekly increase of 1.4% [3] - Spot Freight Rates: Different carriers' spot freight rates for the Shanghai - Rotterdam route vary. For example, Maersk's price for a 40'GP is $2,030 and for a 20'GP is $1,275, with a voyage of 38 days [3] - Exchange Rates: The US dollar index was 97.50, and the US dollar against the offshore RMB was 6.95 [3] 2. Macro News - Hamas said it has handed over the detained persons and remains of the Israeli side and urged the Israeli side to fulfill its commitments. - US President Trump and Israeli Prime Minister Netanyahu had a constructive and positive talk about Gaza. - A US aircraft - carrier strike group has reached the Indian Ocean. - Iranian military is ready to deal with the worst - case scenario. - The Israeli Prime Minister's Office will reopen the Rafah crossing after the search for the last Israeli hostage's remains in northern Gaza. - Russia invited US President Trump to visit, but the proposal of the next Russia - US summit in Moscow has not made progress [13] 3. Trend Strength - The trend strength of the container shipping index (European routes) is 0, indicating a neutral trend [14]
集运指数(欧线):震荡市;04 空单逐步减仓观望、10 空单酌情持有
Guo Tai Jun An Qi Huo·2026-01-26 02:04