瑞达期货集运指数（欧线）期货日报-20260205

Report Industry Investment Rating - Not provided in the content Core View of the Report - On Thursday, the futures prices of the container shipping index (European line) rose collectively. The improvement in macro and commodity sentiment drove up the futures prices. The latest SCFIS European line settlement freight rate index declined, and the cancellation of full tax - rebates for photovoltaic products may lead to a rush of shipments, boosting long - term contract cargo volume. China's foreign trade improved significantly in December, and it is expected to maintain a relatively high growth rate in 2026. Spot freight rates show a trend of price adjustment among shipping companies. Geopolitically, there are risks in the resumption of the Red Sea Canal route. The market is optimistic about the economic recovery in the euro - zone. The current freight market is greatly affected by seasonal demand, and investors are advised to exercise caution [1] Summary by Relevant Catalogs Futures Disk - EC main contract closing price is 47.1, up; EC sub - main contract closing price is 1268.2, up 53.9. The spread between EC2604 - EC2606 is - 13.6, down; the spread between EC2604 - EC2608 is - 300, down 5.3. EC contract basis is - 20.6, down. EC main contract open interest is 34661, up 1900 [1] Spot Price - SCFIS (European line) (weekly) is 1792.14, down 67.17; SCFIS (US West line) (weekly) is 1101.40, down 192.92. SCFI (composite index) (weekly) is down 141.11; CCFI (composite index) (weekly) is down 33.16; CCFI (European line) (weekly) is 1574.69, down 13.50. The Baltic Dry Index (daily) is 1955, up 73; the Panamax Freight Index (daily) is 1685, up 39. The average charter price of Panamax ships is 0, unchanged; the average charter price of Capesize ships is 20995, down 996 [1] Industry News - Iranian Foreign Minister Araghchi clarified the official position of Iran's talks with the US in Oman. The talks will be held in Muscat on February 6. The US previously rejected Iran's proposal to change the meeting location. The situation has caused concerns in the Middle East. US Senate Banking Committee Democrats asked to postpone the nomination process of Kevin Warsh until the criminal investigation of current Fed Chairman Powell is over, but Chairman Tim Scott said the probability of Warsh's nomination being confirmed is 100%. Chinese President Xi Jinping had a phone call with US President Trump, emphasizing the importance of the Taiwan issue and asking the US to handle arms sales to Taiwan carefully [1] Key Points of Attention - Key data to be released on February 6 include Germany's seasonally - adjusted industrial output monthly rate in December, the UK's Halifax seasonally - adjusted house price index monthly rate in January, France's trade balance in December, the US 1 - year inflation rate expectation preliminary value in February, and the US Michigan Consumer Confidence Index preliminary value in February [1]