集运早报-20260313

Report Industry Investment Rating - Not provided in the given content 2. Core View of the Report - The current 04 contract corresponds to a freight rate of $2885, with a basis of -$300, which has priced in short - term risk premiums mainly due to rising fuel costs, and the valuation is relatively reasonable. Shipping companies may issue price increase notices for April. Due to the repeated geopolitical sentiment, the short - term market is expected to remain strong but with large fluctuations. A 6 - 7 reverse spread can be arranged, but attention should be paid to the poor liquidity of the 07 contract [2] 3. Summary by Relevant Catalogs Contract Information - EC2604: Yesterday's closing price was 2020.1, up 1.38%, with a basis of -474.6, trading volume of 61827, and open interest of 27408 with a change of -1194 [2] - EC2605: Yesterday's closing price was 2206.4, up 7.63%, with a basis of -660.9, trading volume of 2824, and open interest of 2247 with a change of 24 [2] - EC2606: Yesterday's closing price was 2436.9, up 4.61%, with a basis of -891.4, trading volume of 18920, and open interest of 14972 with a change of -643 [2] - EC2607: Yesterday's closing price was 2506.0, up 2.92%, with a basis of -960.5, trading volume of 496, and open interest of 806 with a change of 1 [2] - EC2608: Yesterday's closing price was 2379.0, up 3.64%, with a basis of -833.5, trading volume of 2043, and open interest of 3138 with a change of 6 [2] - EC2609: Yesterday's closing price was 1760.0, up 4.51%, with a basis of -214.5, trading volume of 254, and open interest of ୧୦୫ with a change of 26 [2] - EC2610: Yesterday's closing price was 1580.4, up 2.89%, with a basis of -34.9, trading volume of 2339, and open interest of 8688 with a change of -456 [2] - EC2612: Yesterday's closing price was 1875.0, up 1.99%, with a basis of -329.5, trading volume of 162, and open interest of 403 with a change of 17 [2] Month - spread Information - EC2604 - 2606: The previous day's value was -416.8, with a daily change of -80.1 and a weekly change of -147.6 [2] - EC2604 - 2605: The previous day's value was -186.3, with a daily change of -129.0 and a weekly change of -0.2 [2] - EC2606 - 2610: The previous day's value was 856.5, with a daily change of 63.1 and a weekly change of 154.1 [2] Spot Index Information - Spot (European Line): On March 9, 2026, the value was 1545.46 points, up 5.61% from the previous period [2] - SCFI (European Line): On March 6, 2026, it was $1452/TEU, up 2.25% from the previous period [2] European Line Spot Situation - ONE adjusted prices. Week 12 was reported at $2400 (equivalent to 1680 points on the disk), and week 13 was $2700 (equivalent to 1890 points on the disk). YML's week 13 price was adjusted to $2700 due to rising fuel costs. The expected trading center in the second half of the month is $2400, and the FAK quote (the part included in the index) is expected to be around $2600, equivalent to 1820 points on the disk [3] Related News - CMA CGM reopened all import bookings to Iraq, Kuwait, Qatar, Bahrain, Saudi Arabia, and the UAE [4]