集运欧线数据日报-20260203

Report Summary 1. Industry Investment Rating - No investment rating information is provided in the report. 2. Core View - The spot freight rate for the European container shipping line is expected to continue to decline before the holiday. The average price of 40 - foot containers in the third week of February will drop to around $2,080. There is still a discount of about 200 - 300 points in the market. The real - level game space is relatively small, and the game is more concentrated on the expectation level. The cooling of the commodity market will suppress market sentiment. The pre - export rush of products such as photovoltaic before April 1 may bring cargo volume equivalent to about 2 container ships of 18,000 - 23,000 TEU, which may lead to price increases by shipping companies, price stabilization or a slight increase, and attention should be paid to the expected falsification caused by the release of shipping companies' price increase letters [1]. 3. Summary by Directory EC Contract Volume and Price | Contract | Latest Transaction Price (Points) | Latest Increase/Decrease (%) | Trading Volume (Change) | Open Interest (Change) | Long Position (Top 20 Members) | Short Position (Top 20 Members) | Net Long Position (Top 20 Members) | | --- | --- | --- | --- | --- | --- | --- | --- | | EC2602 | 1720 | 0.22 | 294 (-159) | 2339 (-212) | 1779 | 1975 | -196 | | EC2604 | 1184.6 | -3.06 | 32818 (7581) | 33806 (-2075) | 19798 | 21616 | -1818 | | EC2606 | 1513.1 | -2.62 | 5944 (338) | 12598 (295) | 0 | 0 | 0 | | EC2608 | 1607.9 | -0.54 | 1131 (437) | 1450 (-144) | | | | | EC2610 | 1130 | 0.78 | 2504 (-170) | 7884 (-250) | | | | | EC2612 | 1405 | -0.99 | 40 (22) | 121 (-16) | | | | | Total | - | - | 42731 | 58198 | 21577 | 23591 | -2014 | [2] Latest Spot Freight Rates - European Routes | Spot Index | Indicator | Latest Period | MoM Increase/Decrease | Previous Period | MoM Increase/Decrease | Two Periods Ago | MoM Increase/Decrease | | --- | --- | --- | --- | --- | --- | --- | --- | | (Weekly) | SCFIS - Points | 1792.14 | -3.6% | 1859.31 | -4.9% | 1954.19 | -0.1% | | | SCFI - $/TEU | 1418 | -4.8% | 1595 | -2.5% | 1676 | 1.7% | | Spot Freight Rate | TCI(20GP) $/TEU | 1660 | 0.0% | 1660 | 0.0% | 1660 | -1.3% | | (Daily) | TCI(40GP) $/FEU | 2793 | 0.0% | 2793 | 0.0% | 2793 | -1.6% | [4] Basis Spread - The basis of the previous trading day was 674.71 points, and the basis of the day before the previous trading day was 632.31 points, with a change of 42.4 points. There are also trend charts of the basis of the main futures contract of the European container shipping line and the spreads between different contracts [6].