建信期货集运指数日报-20260127

Report Information - Report Title: Container Shipping Index Daily Report [1] - Date: January 27, 2026 [2] - Researchers: He Zhuoqiao, Huang Wenxin, Nie Jiayi [3] Industry Investment Rating - Not provided Core Viewpoints - The spot market of container shipping to Europe shows signs of peaking and falling. The freight rate from Shanghai Port to European basic ports has declined for two consecutive weeks, and the SCFIS index has also dropped. Multiple shipping companies have lowered their quotes for late January. However, the sudden change in the resumption of shipping in the Red Sea may boost far - month contracts [8]. Summary by Directory 1. Market Review and Operation Suggestions - Spot Market: The spot market shows signs of peaking and falling. The freight rate from Shanghai Port to European basic ports dropped 4.8% to $1595/TEU last weekend, and the SCFIS index dropped 4.9% to 1859.31 points on Monday. Many shipping companies have lowered their quotes for late January [8]. - Red Sea Situation: The resumption of shipping in the Red Sea has changed suddenly. Maersk redirected some ships via the Cape of Good Hope instead of the Suez Canal. Tensions in the Red Sea region may boost far - month contracts [8]. 2. Industry News - Market Conditions: From January 19 to 23, the container shipping market from China was weak. The freight rates of long - haul routes declined, dragging down the comprehensive index. The Shanghai Export Containerized Freight Index dropped 7.4% to 1457.86 points on January 23 [9]. - Regional Situations: In the European route, geopolitical risks have increased, and the European economy is not optimistic. In the Mediterranean route, the market freight rate continued to fall. In the North American route, the US economy faces challenges, and the market freight rate has adjusted [9][10]. - Other News: The US announced the second - stage plan for the Gaza cease - fire. There are differences between Netanyahu and Trump on this plan. Tensions between the Houthi rebels and Saudi Arabia in Yemen have escalated [10]. 3. Data Overview 1. Container Shipping Spot Prices - The SCFIS for the European route dropped 4.9% from January 19 to January 26, and the SCFIS for the US West route dropped 0.8% [12]. 2. Container Shipping Index (European Route) Futures Market - The trading data of container shipping futures to Europe on January 26 is provided, including the opening price, closing price, settlement price, etc. of different contracts [6].