集运欧线数据日报-20260316

Report Summary 1. Core View - The European line of container shipping saw a 7.08% decline in EC last Friday. The SCFI European line price announced after the market closed was $1,618/TEU, a week-on-week increase of $166/TEU, reflecting the price increase by shipping companies in the second half of March. As the short-term impact of geopolitics on European line freight rates eases, the European line is expected to return to its seasonal pricing. Attention should be paid to the release of shipping companies' price increase letters in April and the actual implementation of freight rates [2]. 2. EC Contract Volume and Price | Contract | Latest Transaction Price (Points) | Latest Increase/Decrease (%) | Trading Volume | Open Interest (One-Side) | Long Positions (Top 20 Members) | Short Positions (Top 20 Members) | Net Long Positions (Top 20 Members) | | --- | --- | --- | --- | --- | --- | --- | --- | | EC2604 | 1970.1 | -7.08 | 42,818
(-19,009) | 25,041
(-2,367) | 13,775 | 17,036 | -3,261 | | EC2606 | 2440 | -2.49 | 13,707
(-5,213) | 14,285
(-687) | - | - | - | | EC2608 | 2368 | -3.39 | 1,740
(-303) | 3,048
(-90) | - | - | - | | EC2610 | 1581 | -1.13 | 3,681
(-1,658) | 8,565
(-123) | - | - | - | | EC2612 | 1868.2 | -1.00 | 72
(-90) | 403
(0) | - | - | - | | Total | - | - | 62,018 | 51,342 | 13,775 | 17,036 | -3,261 | [3] 3. Latest Spot Freight Rates - European Routes | Spot Index | Indicator | Latest Period | Week-on-Week Increase/Decrease | Previous Period | Week-on-Week Increase/Decrease | Two Periods Ago | Week-on-Week Increase/Decrease | | --- | --- | --- | --- | --- | --- | --- | --- | | (Weekly) | SCFIS - Points | 1545.46 | 5.6% | 1463.4 | -7.0% | 1573.51 | -2.1% | | | SCFI - $/TEU | 1618 | 11.4% | 1452 | 2.3% | 1420 | 4.3% | | Spot Freight Rates | TCI(20GP) $/TEU | 1767 | -4.0% | 1841 | 0.0% | 1841 | 3.1% | | (Daily) | TCI(40GP) $/FEU | 2877 | -3.8% | 2991 | 0.0% | 2991 | 0.7% | [5] 4. Basis Spread (Points) - The basis on the previous trading day was -424.64 points, and the basis on the day before the previous trading day was -474.64 points, with a week-on-week change of 50 points [7].