集运欧线数据日报-20260209

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core Viewpoints - The spot freight rates in February continued to decline. The average price of 40 - foot containers during the Spring Festival week was around $2050, and the current market high is basically the same as the spot price, with the discount narrowing. There is relatively limited driving force for the spot market in February [1]. - The freight rates in the first week of March are crucial. On one hand, after MSC took the lead in raising prices, whether other shipping companies will follow up will largely reflect their willingness to support prices after the Spring Festival and whether the freight rates in March will fall below $2000 for 40 - foot containers. On the other hand, whether the rush - export of products such as photovoltaic will bring non - dull post - festival cargo volume and support the shipping companies' confidence in price support. Attention should be paid to the subsequent release of shipping companies' price increase letters [1]. 3. Summary by Relevant Catalogs EC Contract Volume and Price | Contract | Latest Transaction Price (Points) | Latest Change Rate (%) | Trading Volume (Change) | Open Interest (Change) | Long Positions (Top 20 Members) | Short Positions (Top 20 Members) | Net Long Positions (Top 20 Members) | | --- | --- | --- | --- | --- | --- | --- | --- | | EC2602 | 1739.9 | - 0.14 | 223 (- 57) | 1429 (- 173) | 1160 | 1275 | - 115 | | EC2604 | 1231.2 | - 2.85 | 29451 (- 14543) | 31427 (- 3234) | 17917 | 21762 | - 3845 | | EC2606 | 1531 | - 1.63 | 4900 (- 966) | 14812 (- 76) | 0 | 0 | 0 | | EC2608 | 1613.2 | - 0.36 | 482 (- 106) | 1387 (- 53) | | | | | EC2610 | 1119 | - 1.31 | 1114 (- 646) | 7878 (- 272) | | | | | EC2612 | 1415 | - 0.69 | 12 (- 2) | 139 (2) | | | | | Total | - | - | 36182 | 57072 | 19077 | 23037 | - 3960 | [2] Latest Spot Freight Rates - European Routes | Spot Index | Indicator | Latest Period | Change Rate (%) | Previous Period | Change Rate (%) | Two Periods Ago | Change Rate (%) | | --- | --- | --- | --- | --- | --- | --- | --- | | (Weekly) | SCFIS - Points | 1792.14 | - 3.6 | 1859.31 | - 4.9 | 1954.19 | - 0.1 | | | SCFI - $/TEU | 1403 | - 1.1 | 1418 | - 11.1 | 1595 | - 4.8 | | Spot Freight Rates | TCI(20GP) $/TEU | 1551 | 0.0 | 1551 | 0.0 | 1551 | - 3.3 | | (Daily) | TCI(40GP) $/FEU | 2636 | 0.0 | 2636 | 0.0 | 2636 | - 3.3 | [4] Basis Spread The basis of the previous trading day was 560.94 points, and that of the day before the previous trading day was 523.94 points, with a change of 37 points. There are also trend charts of the basis of the main contract of container shipping European line futures and the spreads between different contracts [6].