集运欧线数据日报-20260213

Group 1: Report's Core View - The spot freight rate for large containers in the European container shipping line is expected to remain around $2,080 at the end of February, corresponding to about 1,400 points, and the actual discount margin has narrowed. The spot market has limited drivers for speculation due to the expected off - season. Maersk's cabin opening for the first week of March at a flat price of $1,900 may indicate the falsification of price - support efforts, but the market is expected to be volatile before the holiday. After the holiday, it will be the verification period for the rush - export of photovoltaic products and the actual implementation of the March price increase letters. Pay attention to the potential falsification of expectations from the spot market after the holiday [1] Group 2: EC Contract Volume and Price - EC2604: The latest transaction price is 1,258.9 points, with a daily increase of 6.4%. The trading volume is 36,394 (a change of 19,190 from the previous period), and the open interest is 31,021 (a decrease of 2,006 from the previous period). The net long position of the top 20 members is - 2,767 [2] - EC2606: The latest transaction price is 1,566.1 points, with a daily increase of 4.78%. The trading volume is 4,232 (an increase of 577 from the previous period), and the open interest is 13,387 (a decrease of 798 from the previous period) [2] - EC2608: The latest transaction price is 1,632 points, with a daily increase of 3.11%. The trading volume is 452 (an increase of 189 from the previous period), and the open interest is 1,402 (an increase of 31 from the previous period) [2] - EC2610: The latest transaction price is 1,131.1 points, with a daily increase of 1.69%. The trading volume is 1,230 (an increase of 276 from the previous period), and the open interest is 8,090 (a decrease of 218 from the previous period) [2] - EC2612: The latest transaction price is 1,425.4 points, with a daily increase of 2.89%. The trading volume is 15 (an increase of 6 from the previous period), and the open interest is 122 (a decrease of 3 from the previous period) [2] - Total: The total trading volume is 42,323, and the total open interest is 54,022. The net long position of the top 20 members is - 2,767 [2] Group 3: Latest Spot Freight Rates - European Routes - Weekly Spot Index: SCFIS is 1,657.94 points, with a week - on - week decrease of 7.5%; SCFI is $1,403/TEU, with a week - on - week decrease of 1.1% [4] - Daily Spot Freight Rates: TCI(20GP) is $1,568/TEU, with no change; TCI(40GP) is $2,630/FEU, with no change [4] - Basis Spread: The basis spread of the previous trading day is 399.04 points, a decrease of 81 points from the day before the previous trading day [4]