集运欧线数据日报-20260304

1. Report Industry Investment Rating - Not provided in the given content 2. Core Viewpoint of the Report - The EC of container shipping to Europe has hit the daily limit again. The joint strike by the US and Israel against Iran affects the resumption progress and expectations of shipping lines. The possibility of full - scale resumption during the peak season from June to August this year has further decreased, and the plan for container shipping to Europe to return to the Red Sea in stages and on a large scale in 2026 will be further postponed. The short - term market is expected to be dominated by the events and will have an emotional rebound, especially in the far - month contracts [1]. - The impact on linked routes and the uncertainty of the supply chain have increased. Shipping lines on the Middle East route have started to levy emergency surcharges of $1000 - 2000, and MSC has announced the suspension of Middle East freight. The short - term supply chain uncertainty on the Middle East route has risen. If the geopolitical conflict intensifies, the EC may continue to be dominated by emotional trading, with the price rising or even hitting a new high [1]. - In the next 3 - 4 months, it is the seasonal off - season. Shipping lines can hold up prices, but the actual volume of goods is limited, so the price increase will be limited. However, if the blockade of the Strait of Hormuz continues, the resulting supply chain chaos may largely spread to the European route [1]. 3. Summary by Relevant Catalogs EC Contract Volume and Price | Contract | Latest Transaction Price (points) | Latest Increase/Decrease (%) | Trading Volume (Change) | Open Interest (Change) | Long Position (Top 20 Members) | Short Position (Top 20 Members) | Net Long Position (Top 20 Members) | | --- | --- | --- | --- | --- | --- | --- | --- | | EC2604 | 1644.8 | 18.00 | 17836 (-63473) | 44074 (-2169) | 23822 | 29179 | -5357 | | EC2606 | 2181.7 | 18.00 | 3269 (-12905) | 20446 (-321) | | | | | EC2608 | 2277.6 | 18.00 | 844 (-1766) | 2141 (39) | | | | | EC2610 | 1469.8 | 15.00 | 7755 (-6567) | 12564 (-1147) | | | | | EC2612 | 1913.4 | 17.99 | 197 (-29) | 330 (74) | | | | | Total | - | - | 29901 | 79555 | 23822 | 29179 | -5357 | [2] Latest Spot Freight Rates - European Routes | Indicator | Latest Period | Month - on - Month Increase/Decrease | Previous Period | Month - on - Month Increase/Decrease | Two Periods Ago | Month - on - Month Increase/Decrease | | --- | --- | --- | --- | --- | --- | --- | | Spot Index (Weekly) - SCFIS (points) | 1463.4 | -7.0% | 1573.51 | -2.1% | 1607.27 | -3.1% | | Spot Index (Weekly) - SCFI ($/TEU) | 1420 | 4.3% | 1361 | -3.0% | 1403 | -1.1% | | Spot Freight Rate (Daily) - TCI(20GP) ($/TEU) | 1489 | 0.6% | 1480 | 0.0% | 1480 | -0.6% | | Spot Freight Rate (Daily) - TCI(40GP) ($/FEU) | 2510 | 0.0% | 2510 | 0.0% | 2510 | -1.2% | [4] Basis Spread (points) - The basis spread of the previous trading day was - 215.6, and that of the day before the previous trading day was - 181.4, with a change of 34.2 [6]