集运欧线数据日报-20260310

Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Core View of the Report - Since the escalation of the Middle - East geopolitical conflict, the market is dominated by strong expectations. The focus is on the increased supply - chain uncertainty after the blockade of the Strait of Hormuz. The chaotic supply chain in the Middle - East routes may spill over to the European routes. Three shipping companies on the European routes have announced a price increase to $4000 per 40 - foot container in the second half of March [1]. - After the son of Khamenei officially took over as the new supreme leader of Iran on the early morning of March 9, the market's expectation that the short - term Middle - East conflict may not end has further increased, leading to a linear extrapolation of subsequent freight rate increases. The strong expectation is gradually being transmitted to the spot market, and Maersk has started to raise its opening prices [1]. - Currently, major shipping companies have suspended bookings on Middle - East routes, and some airlines have redeployed their original Middle - East capacity to other routes. If the shipping companies' route arrangements are in a chaotic pattern, it may lead to a structural shortage of capacity, which may cause a chain reaction in the global container shipping supply chain and make freight rates enter a period of amplified fluctuations [1]. 3. Summary by Relevant Catalogs EC Contract Volume and Price | Contract | Latest Transaction Price (Points) | Latest Percentage Change (%) | Trading Volume (Change) | Open Interest (Change) | Long Positions (Top 20 Members) | Short Positions (Top 20 Members) | Net Long Positions (Top 20 Members) | | --- | --- | --- | --- | --- | --- | --- | --- | | EC2604 | 2236.4 | 20.00 | 62636 (-22534) | 31202 (-2793) | 17099 | 20589 | -3490 | | EC2606 | 2494 | 19.07 | 19008 (1927) | 19423 (-896) | - | - | - | | EC2608 | 2422.6 | 14.61 | 3608 (1081) | 3078 (63) | - | - | - | | EC2610 | 1617.2 | 12.07 | 10794 (3842) | 10068 (-949) | - | - | - | | EC2612 | 1861 | 10.06 | 1652 (1471) | 527 (193) | - | - | - | | Total | - | - | 97698 | 64298 | 17099 | 20589 | -3490 | [2] Latest Spot Freight Rates - European Routes | Spot Index | Indicator | Latest Period | Percentage Change | Previous Period | Percentage Change | Two Periods Ago | Percentage Change | | --- | --- | --- | --- | --- | --- | --- | --- | | (Weekly) | SCFIS - Points | 1545.46 | 5.6% | 1463.4 | -7.0% | 1573.51 | -2.1% | | | SCFI - $/TEU | 1420 | 4.3% | 1361 | -3.0% | 1403 | -1.1% | | Spot Freight Rates | TCI(20GP) $/TEU | 1623 | 0.0% | 1623 | 0.0% | 1623 | 9.0% | | (Daily) | TCI(40GP) $/FEU | 2699 | 0.0% | 2699 | 0.0% | 2699 | 7.5% | [4] Basis Spread (Points) - The basis spread of the previous trading day was - 690.94, and the basis spread of the day before the previous trading day was - 428.8, with a change of - 262.14 [6]