集运欧线数据日报-20260313

Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Core View - The EC of the container shipping European line rose 3.07%. Maersk's new cabin in the 13th week maintained the price of 2200 US dollars for large containers to Rotterdam, indicating the difficulty of continuous price support for the European line without direct supply - chain impact during the traditional off - season. MSC slightly raised the price by 100 US dollars to 2740 US dollars for large containers in the second half of March. The average price of large containers of shipping companies in the 12th week was around 2600 US dollars, corresponding to an index of 1730 points. As the short - term geopolitical sentiment's impact on the market eases, the European line is expected to return to its seasonal pricing. Attention should be paid to the quotation of the OA and PA alliances [2]. 3. Summary by Relevant Catalogs 3.1 EC Contract Volume and Price | Contract | Latest Transaction Price (Points) | Latest Increase/Decrease (%) | Volume (Change) | Open Interest (Change) | Long Position (Top 20 Members) | Short Position (Top 20 Members) | Net Long Position (Top 20 Members) | | --- | --- | --- | --- | --- | --- | --- | --- | | EC2604 | 2020.1 | 3.07 | 61827 (-4380) | 27408 (-1194) | 14967 | 18217 | -3250 | | EC2606 | 2436.9 | 6.90 | 18920 (2275) | 14972 (-643) | | | | | EC2608 | 2379 | 4.85 | 2043 (388) | 3138 (6) | | | | | EC2610 | 1580.4 | 3.95 | 5339 (757) | 8688 (-456) | | | | | EC2612 | 1875 | 3.02 | 162 (-9) | 403 (17) | | | | | Total | - | - | 88291 | 54609 | 14967 | 18217 | -3250 | [3] 3.2 Latest Spot Freight Rates - European Routes | Spot Index | Indicator | Latest Period | Increase/Decrease (%) | Previous Period | Increase/Decrease (%) | Two Periods Ago | Increase/Decrease (%) | | --- | --- | --- | --- | --- | --- | --- | --- | | (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 Rate | TCI(20GP) $/TEU | 1841 | 0.0% | 1841 | 3.1% | 1785 | 10.0% | | (Daily) | TCI(40GP) $/FEU | 2991 | 0.0% | 2991 | 0.7% | 2969 | 10.0% | [5] 3.3 Basis Spread (Points) - The basis spread of the previous trading day was - 474.64, and that of the day before the previous trading day was - 447.24, with a change of - 27.4 [7]