集运欧线数据日报-20260326

Group 1: Report Industry Investment Rating - Not provided Group 2: Core View of the Report - The EC of the container shipping European line dropped 6.04%. The potential negotiation between the US and Iran and the consideration of a one - month cease - fire by the US led to a geopolitical cooling and a synchronous callback of EC. MSC's new weekly cabin in the 15th week had a large - container quote of $2300, a $300 decrease from the previous week. Its online quote for the first half of April was $2852, basically the same as that in late March. In April, cargo volume usually increases with the completion of resumption of work, but this year, the end of the rush - export of products like photovoltaic may bring pressure on cargo volume and freight rates. With the geopolitical conflict not cooling down, shipping companies tend to raise and maintain prices. The short - term trend is expected to be volatile, and the quotes of other shipping companies should be monitored [1] Group 3: Summary According to Related Catalogs EC Contract Volume and Price - The latest transaction price, latest increase/decrease, trading volume, and other data of different EC contracts (such as EC2604, EC2606, etc.) are presented. For example, EC2604 had a latest transaction price of 1803 points, a latest increase of 3.00%, a trading volume of 27497 (with a 3062 increase from the previous period), and a net long - position of - 1007. The total trading volume was 42327, and the total open interest was 42377 [2] Latest Spot Freight Rates - European Routes - The latest spot freight rate data for European routes are provided. The SCFIS index was 1693.26 points, with an 8.8% week - on - week increase; SCFI was $1636/TEU, with a 1.1% increase. The TCI (20GP) was $1866/TEU with no change, and TCI (40GP) was $3128/FEU with no change [4] Basis Spread - The basis spread of the container shipping European line futures main contract showed a certain trend. The basis spread on the previous trading day was - 109.74, and on the day before the previous trading day was - 205.64, with a change of 95.9 [6]