建信期货集运指数日报-20260130

Report Information - Report Title: Container Shipping Index Daily Report [1] - Date: January 30, 2026 [2] - Research Team: Macro Financial Team [4] - Researchers: He Zhuoqiao, Huang Wenxin, Nie Jiayi [3] Core Viewpoints - The spot price of container shipping to Europe shows signs of peaking and falling, with the Shanghai Port to European base port freight rate dropping for the second consecutive week, and the SCFIS index also falling in sync. Multiple shipping companies have lowered their quotes for late January, indicating that the inflection point of the spot price high has appeared. However, the sudden change in the Red Sea re - navigation situation may boost far - month contracts. [8] - The overall situation of the China's export container transportation market from January 19th to 23rd was weak, with freight rates on long - distance routes falling, dragging down the comprehensive index. The future economic prospects of Europe, the United States, and other regions are not optimistic, which may affect the container shipping market. [9][10] Content Summary by Section 1. Market Review and Operation Suggestions - Spot Market: The Shanghai Port to European base port freight rate dropped by 4.8% to $1595/TEU last weekend, and the SCFIS index fell by 4.9% to 1859.31 points on Monday. Multiple shipping companies, including Maersk and OOCL, have lowered their quotes for late January. [8] - Red Sea Situation: After Maersk announced the rerouting of some routes back to the Red Sea, it changed its plan due to the complex international situation. The continuous frictions in the Red Sea region and the intensifying US - Iran situation may affect market sentiment and boost far - month contracts. [8] 2. Industry News - China's Export Container Transportation Market: From January 19th to 23rd, the market was weak, with freight rates on long - distance routes falling, and the comprehensive index dropping by 7.4% to 1457.86 points on January 23rd. [9] - Economic Situation: China's industrial added value in December 2025 increased by 5.2% year - on - year. The future of the Chinese economy is expected to remain stable. However, the economic prospects of Europe, the United States, and other regions are not optimistic. [9][10] - Regional Situations: In the European route, geopolitical risks have increased due to the US's proposal to acquire Greenland and Trump's tariff threats. In the North American route, US government actions have increased market uncertainty, and the US economy faces challenges such as a weak labor market and inflation pressure. [9][10] - International Events: The second - stage plan for the Gaza cease - fire has faced some problems, and there are differences between Netanyahu and Trump. Tensions between the Houthi rebels and the Saudi - backed Yemeni government have resurfaced. [10] 3. Data Overview - Container Shipping Spot Prices: The SCFIS European route index on January 26th was 1859.31 points, down 4.9% from January 19th. The SCFIS US - West route index was 1294.32 points, down 0.8% from January 19th. [12] - Container Shipping Index (European Route) Futures: The trading data of multiple contracts on January 29th are provided, including EC2602, EC2604, etc., with different price changes, trading volumes, and open interests. [6] - Shipping - Related Data: Multiple charts show data such as European container ship capacity, global container ship orders, and Shanghai - Europe freight rates. [18][21]