集运欧线数据日报-20260202

Group 1: Report's Core View - The spot freight rate for the European container shipping line will continue to decline before the holiday, with limited room for actual trading and more potential for trading based on expectations [1]. - The pre - April 1 export rush of products like photovoltaics may lead to an increase in the listed price of shipping companies, a stable or slightly rising freight rate, and bring real - world drivers to the market. Attention should be paid to the announcement of shipping companies' price increase letters [1]. Group 2: EC Contract Volume and Price - EC2602 has a latest成交价 of 1716.7 points, a latest涨跌幅 of - 0.02%, with a trading volume of 453 and a unilateral open interest of 2551. The net long position of the top 20 members is - 185 [2]. - EC2604 has a latest成交价 of 1227 points, a latest涨跌幅 of - 1.55%, with a trading volume of 25237 and a unilateral open interest of 35881. The net long position of the top 20 members is - 2200 [2]. - EC2606 has a latest成交价 of 1542.8 points, a latest涨跌幅 of - 0.57%, with a trading volume of 5606 and a unilateral open interest of 12303. The net long position of the top 20 members is 0 [2]. - EC2608 has a latest成交价 of 1607 points, a latest涨跌幅 of - 1.54%, with a trading volume of 694 and a unilateral open interest of 1594 [2]. - EC2610 has a latest成交价 of 1122.5 points, a latest涨跌幅 of - 2.21%, with a trading volume of 2674 and a unilateral open interest of 8134 [2]. - EC2612 has a latest成交价 of 1435 points, a latest涨跌幅 of 0.61%, with a trading volume of 18 and a unilateral open interest of 137 [2]. - The total trading volume of all contracts is 34682, and the total unilateral open interest is 60600. The net long position of the top 20 members is - 2385 [2]. Group 3: Latest Spot Freight Rates - European Routes - The weekly SCFIS is 1859.31 points, with a环比涨跌幅 of - 4.9%. The SCFI is 1418 $/TEU, with a环比涨跌幅 of - 4.8% [4]. - The daily TCI(20GP) is 1682 $/TEU, with a环比涨跌幅 of 0.3%. The TCI(40GP) is 2837 $/FEU, with a环比涨跌幅 of 0.4% [4]. Group 4: Basis and Spread - The basis for the previous trading day was 632.31 points, and for the day before the previous trading day was 609.61 points, with a环比变化 of 22.7 [6]. - The spread between different contracts (EC2604 - EC2602, EC2606 - EC2604, etc.) has different trends [6].