集运欧线数据日报-20260323

Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Core View of the Report - The European container shipping line has passed the first stage after the US - Iran conflict, with the main logic gradually returning to supply - demand pricing, though sentiment is still affected by geopolitical changes [1] - In April, cargo volume is expected to gradually increase as work resumes, but there may be cargo volume pressure due to the end of rush - exports of products like photovoltaic, along with potential downward pressure on freight rates [1] - With the geopolitical conflict not cooling down, shipping companies are more likely to raise and maintain prices, and the subsequent quotation of other shipping companies should be monitored [1] 3. Summary by Relevant Catalogs EC Contract Volume and Price - EC2604: Latest成交价 is 1944 points, with a latest涨跌幅 of - 0.64%,成交量 is 27497 (a 3062 increase),持仓量单边 is 17770 (a 2145 decrease),多单持仓 is 10876,空单持仓 is 11883, and净多持仓 is - 1007 [2] - EC2606: Latest成交价 is 2422.3 points, with a latest涨跌幅 of 0.55%,成交量 is 11230 (a 2239 increase), and持仓量单边 is 13836 (a 245 increase) [2] - EC2608: Latest成交价 is 2377 points, with a latest涨跌幅 of - 0.97%,成交量 is 956 (a 401 increase), and持仓量单边 is 2814 (a 74 increase) [2] - EC2610: Latest成交价 is 1569.8 points, with a latest涨跌幅 of - 0.46%,成交量 is 2498 (a 502 increase), and持仓量单边 is 7521 (a 112 decrease) [2] - EC2612: Latest成交价 is 1758.7 points, with a latest涨跌幅 of 0.30%,成交量 is 146 (an 83 increase), and持仓量单边 is 436 (a 22 increase) [2] - Total成交量 is 42327, and total持仓量单边 is 42377, with a net long position of - 1007 [2] Latest Spot Freight Rates - European Routes - SCFIS (weekly): The latest value is 1556.49 points, with a环比涨跌幅 of 0.7%, the previous value was 1545.46 points (a 5.6% increase), and the value before that was 1463.4 points (a - 7.0% decrease) [4] - SCFI ($/TEU, weekly): The latest value is $1636, with a环比涨跌幅 of 1.1%, the previous value was $1618 (an 11.4% increase), and the value before that was $1452 (a 2.3% increase) [4] - TCI (20GP, daily): The latest value is $1925, with a环比涨跌幅 of 0.0%, the previous value was $1925 (a 3.0% increase), and the value before that was $1869 (a - 5.3% decrease) [4] - TCI (40GP, daily): The latest value is $3241, with a环比涨跌幅 of 0.0%, the previous value was $3241 (a 3.5% increase), and the value before that was $3133 (a - 4.1% decrease) [4] Basis Spread - The previous trading day's basis was - 387.51 points, and the day before that was - 358.51 points, with a环比变化 of - 29 points [6]