集运欧线数据日报-20260311

Report Summary 1. Report Industry Investment Rating - Not provided 2. Core View - The EC of container shipping to Europe decreased by 13.92%. The easing of geopolitical tensions led to a market correction. As the short - term geopolitical impact on European line freight rates eases, European lines are expected to return to seasonal pricing, and attention should be paid to the quotes of the OA and PA alliances [2]. 3. Summary by Relevant Catalogs EC Contract Volume and Price | Contract | Latest Transaction Price (points) | Latest Change Rate (%) | Volume (Change) | Open Interest (Change) | Long Position (Top 20 Members) | Short Position (Top 20 Members) | Net Long Position (Top 20 Members) | | --- | --- | --- | --- | --- | --- | --- | --- | | EC2604 | 1848.9 | -13.92 | 60726 (-1910) | 27805 (-3397) | 15742 | 18266 | -2524 | | EC2606 | 2170 | -10.89 | 17369 (-1639) | 15447 (-3976) | | | | | EC2608 | 2157.6 | -10.81 | 2079 (-1529) | 2879 (-199) | | | | | EC2610 | 1459.2 | -10.15 | 7544 (-3250) | 9546 (-522) | | | | | EC2612 | 1782.9 | -8.02 | 347 (-1305) | 422 (-105) | | | | | Total | - | - | 88065 | 56099 | 15742 | 18266 | -2524 | [3] 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 | 1545.46 | 5.6 | 1463.4 | -7.0 | 1573.51 | -2.1 | | | SCFI - $/TEU | 1452 | 2.3 | 1420 | 4.3 | 1361 | -3.0 | | Spot Freight Rates | TCI(20GP) $/TEU | 1785 | 10.0 | 1623 | 0.0 | 1623 | 0.0 | | (Daily) | TCI(40GP) $/FEU | 2969 | 10.0 | 2699 | 0.0 | 2699 | 0.0 | [5] Basis Spread (points) - The basis spread of the previous trading day was -303.44, and the basis spread of the day before the previous trading day was 387.5, with a change of -690.94 [7]