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2月合约顺利交割,合约月份调整今日实施-20260210
Hua Tai Qi Huo· 2026-02-10 05:02
Report Industry Investment Rating No relevant content provided. Core Viewpoints - The pre - holiday freight rate drive is weak, and the recent EC2604 contract is expected to fluctuate. Attention should be paid to the implementation of shipping companies' price - holding measures in March after the holiday. The 04 contract's volatility is expected to increase, and investors are advised to participate with caution. In normal years, shipping companies issue price - increase letters in March and April to stabilize prices. Before the Spring Festival, the overall drive is estimated to be bearish, and the short - selling direction has an advantage [4][5]. - For far - month contracts, the game over the resumption time is intense, and the volatility is expected to remain high. The resumption of the Suez Canal is expected to be a gradual process. If it does not resume in the first half of 2026, the pressure on the capacity side is expected to be relatively controllable, and the freight rate may still reach a high level. Investors can pay attention to the arbitrage opportunity of going long on EC2606 and shorting on EC2610 [6]. Summary According to the Directory 1. Futures Price - As of February 9, 2026, the total open interest of all container shipping index European line futures contracts is 56,740.00 lots, and the single - day trading volume is 17,605.00 lots. The closing prices of EC2602, EC2604, EC2606, EC2608, EC2610, and EC2512 contracts are 1756.00, 1238.00, 1553.00, 1614.80, 1126.10, and 1425.50 respectively [7]. 2. Spot Price - On February 6, the SCFI (Shanghai - Europe route) price is 1403 US dollars/TEU, the SCFI (Shanghai - US West route) price is 1801 US dollars/FEU, and the SCFI (Shanghai - US East) price is 2530 US dollars/FEU. On February 9, the SCFIS (Shanghai - Europe) is 1657.94 points, and the SCFIS (Shanghai - US West) is 1155.66 points [7]. 3. Container Ship Capacity Supply - **Static Supply**: As of January 31, 2026, 6 container ships have been delivered in 2026, with a total capacity of 46,950 TEU. 2 ships with a capacity of 12,000 - 16,999 TEU and 1 ship with a capacity of over 17,000 TEU have been delivered. In terms of delivery expectations, for 12,000 - 16,999 TEU ships, 737,400 TEU (50 ships) will be delivered in the remaining months of 2026, 944,600 TEU (64 ships) in 2027, 1,212,000 TEU (82 ships) in 2028, and 415,400 TEU (29 ships) in 2029. For ships with a capacity of over 17,000 TEU, 192,900 TEU (8 ships) will be delivered in the remaining months of 2026, 862,800 TEU (40 ships) in 2027, 1,603,000 TEU (80 ships) in 2028, and 1,261,500 TEU (77 ships) in 2029. The delivery pressure of ultra - large ships in 2026 is relatively small [2][3]. - **Dynamic Supply**: In the remaining three weeks of February, the average weekly capacity is 271,600 TEU, with the capacities in WEEK7/8/9 being 366,600/259,800/188,300 TEU respectively. In March, the average weekly capacity is 288,400 TEU, and in April, it is 274,700 TEU. There are 13 blank sailings in February, 7 blank sailings and 3 TBNs in March, and 1 blank sailing and 4 TBNs in April [3]. 4. Supply Chain - The resumption of the Suez Canal is expected to be a gradual process. COSCO management points out that there is still no clear schedule for the full resumption of the Red Sea. The Red Sea resumption needs to meet multiple conditions. Since mid - February 2026, Maersk's ME11 route will implement structural adjustments through the Red Sea and the Suez Canal [6]. 5. Demand and European Economy - The cancellation of the VAT export tax rebate for products such as photovoltaics by the Ministry of Finance and the State Taxation Administration on January 8, 2026, may disrupt the shipping rhythm of relevant industries and further affect the pricing strategies of shipping companies. Attention should be paid to whether the freight volume from the Far East to Europe in February and March can increase significantly and whether the actual freight rate will be stronger than in normal years [4].
集运早报-20260210
Yong An Qi Huo· 2026-02-10 02:33
相关新闻 2/9 美国海事局告知本国船只远离伊朗水域。在霍尔木兹海峡上周发生一起事件之后,美国方面告知恩挂美国国旗的船只,在通过该航道时应尽 可能远离伊朗水域。美国运输部在一份海事通告中指出,伊朗部队在登船行动中历来会使用小型船只和直升机,并曾试图迫使商船进入伊朗领 海,最近一次发生在2026年2月3日。通告建议:"在霍尔木兹海峡向东航行时,建议船只贴近阿曼领海通过。"美国海事管理局表示,船舶应在 "不影响航行安全的前提下,尽可能远离伊朗领海"。 2/8 哈马斯高级官员:只要以方持续占领 巴方就不会停止抵抗。当地时间8日,哈马斯高级官员哈立德·迈沙阿勒围绕"巴勒斯坦问题与地区格局 "发表讲话,阐述了加沙局势、巴勒斯坦政治前景及抵抗理念等多项立场。迈沙阿勒表示,经历两年的灭绝性冲突后,加沙民众的苦难仍在持续 。他呼吁在打开拉法口岸后加大救援力度,推进安置工作,并制止以色列的持续侵犯。谈及未来阶段安排,迈沙阿勒指出,当前加沙地带停火协 议正进入涉及解除武装、国际部队部署、和平机制以及以色列撤出等重大议题的第二阶段。他强调,哈马斯及巴勒斯坦各派将共同推动政治努 力,在巴勒斯坦民族愿景框架下寻求务实方案,为加沙恢复正 ...
银河期货航运日报-20260209
Yin He Qi Huo· 2026-02-09 12:08
研究所 航运研发报告 航运日报 2026 年 2 月 9 日 航运日报 第一部分 集装箱航运——集运指数(欧线) 期货从业证号: F3084078 投资咨询证号: Z0018656 联系方式: :jiaruilin_qh@chinastock.com.cn | 银河期货集运指数 | | | | (欧线) 日报 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 期货盘面 | | | | | | | | | 期货合约 | 收盘价 | 涨跌 | 涨跌幅 | 成交量(手) | 增减幅 | 持仓量(手) | 增减幅 | | EC2602 | 1,756.0 | 16.1 | 0.93% | 124.0 | -44.39% | 1,437.0 | 0.56% | | EC2604 | 1,238.0 | 6.8 | 0.55% | 14,384.0 | -51.16% | 31,132.0 | -0.94% | | EC2606 | 1,553.0 | 22.0 | 1.44% | 2,206.0 | -54.98% | 14,726.0 | -0.5 ...
MSCCMA发布3月份涨价函,聚焦3月份船司挺价成色
Hua Tai Qi Huo· 2026-02-06 05:08
Report Industry Investment Rating - Not provided in the content Core Viewpoints of the Report - The bottom of the February contract valuation is expected to be around 1700 points, and factors such as ship delays and the online cargo collection ratio of different alliances will affect the final settlement price [5] - The pre - holiday freight rate drive is weak, and the EC2604 contract is expected to fluctuate recently. Attention should be paid to the implementation of shipping companies' price support in March after the holiday [6] - For more distant contracts, there is intense speculation about the resumption time, and the volatility is expected to remain high. If the Suez Canal does not resume operation in the first half of 2026, the pressure on the capacity side is relatively controllable, and the freight rate may still be expected to rise. Investors can pay attention to the arbitrage opportunity of going long on EC2606 and short on EC2610 [7] Summary of Each Section According to the Table of Contents 1. Futures Price - As of February 5, 2026, the total open interest of all container shipping index (European line) futures contracts was 60,878 lots, and the single - day trading volume was 52,502 lots. The closing prices of EC2602, EC2604, EC2606, EC2608, EC2610, and EC2512 contracts were 1743.00, 1268.20, 1568.20, 1630.50, 1131.80, and 1420.20 respectively [8] 2. Spot Price - On February 1, the SCFI (Shanghai - Europe route) was 1418 US dollars/TEU, the SCFI (Shanghai - US West route) was 1867 US dollars/FEU, and the SCFI (Shanghai - US East) was 2605 US dollars/FEU. On February 2, the SCFIS (Shanghai - Europe) was 1792.14 points, and the SCFIS (Shanghai - US West) was 1101.40 points [8] 3. Container Ship Capacity Supply Static Supply - As of January 31, 2026, 6 container ships with a total capacity of 46,950 TEU were delivered in 2026. Among them, 2 ships with a capacity of 12,000 - 16,999 TEU (total 28,000 TEU) and 1 ship with a capacity of over 17,000 TEU (17,148 TEU) were delivered. In the future, the delivery volume of 12,000 - 16,999 TEU ships from 2026 - 2029 is 737,400 TEU (50 ships), 944,600 TEU (64 ships), 1,212,000 TEU (82 ships), and 415,400 TEU (29 ships) respectively; the delivery volume of over 17,000 TEU ships is 192,900 TEU (8 ships), 862,800 TEU (40 ships), 1,603,000 TEU (80 ships), and 1,261,500 TEU (77 ships) respectively. The delivery pressure of ultra - large ships in 2026 is relatively small, and only 4 ships over 17,000 TEU were delivered in the first half of 2026 [3] Dynamic Supply - The average weekly capacity in February was 263,100 TEU, with capacities of 300,400 TEU, 312,700 TEU, 271,300 TEU, and 168,200 TEU in weeks 6 - 9. The average weekly capacity in March was 313,400 TEU, with capacities of 245,200 TEU, 321,000 TEU, 365,000 TEU, 317,000 TEU, and 319,000 TEU in weeks 10 - 14. The average weekly capacity in April was 279,000 TEU, with capacities of 291,300 TEU, 317,700 TEU, 266,500 TEU, and 241,200 TEU in weeks 15 - 18. There were 12 blank sailings in February, and 6 blank sailings and 2 TBN in March [4] 4. Supply Chain - The resumption of the Suez Canal is expected to be a gradual process. The full resumption of the Red Sea has no clear schedule, and multiple conditions need to be met. Since mid - February 2026, Maersk's ME11 route has been adjusted, and subsequent adjustments to AE12 and AE15 services are also planned [7] 5. Demand and European Economy - The cancellation of VAT export tax rebates for products such as photovoltaics may disrupt the shipping rhythm of related industries and further affect the pricing strategies of shipping companies. Attention should be paid to whether the cargo volume from the Far East to Europe in February and March can increase significantly and whether the actual freight rate will be stronger than in normal years [6] Strategies Unilateral - The EC2604 contract is expected to fluctuate [9] Arbitrage - None at present [9]
航运衍生品数据日报-20260205
Guo Mao Qi Huo· 2026-02-05 03:12
投资咨询业务资格:证监许可【2012】31号 航运衍生品数据日报 国贸期货研究院 能源化工研究中心 卢钊毅 数据来源:Clarksons、Wind 投资咨询号: Z0021177 从业资格号: F03101843 2026/2/5 策略:短期做空性价比降低,关注低位做多06和反弹逢高做空淡季10。 免责 声明 本报告中的信息均源于公开可获得的资料, 国贸期货力求推确可靠,但不对上述信息的准确性及完整件做任何保证。 本报告不构成个人投资建议,也未针对个别投资者带殊的投资目标、财务状况或需要,投资看需自行判断本报告中的任何意见 或建议是否符合其特定状况,据此投资,责任自负。 本报告仅向特定客户推送,未经国贸期货授权许可,任何引用、转载以及向第三方传播的行为场构成对国贸联货的侵权,我 司将视情况追究法律责任。 ITG国贸期货 | | 运价指数 | 上海出口集装箱运价 综合指数SCFI | 中国出口集装箱运价 指数CCFI | SCFI-美西 | SCFIS-美西 | SCFI-美东 | SCFI-西北欧 | | --- | --- | --- | --- | --- | --- | --- | --- | | 集 ...
集运指数(欧线):震荡市,关注中东地缘谈判及船司复航进度
Guo Tai Jun An Qi Huo· 2026-02-04 01:45
2026 年 2 月 4 日 集运指数(欧线):震荡市,关注中东地缘谈判及 船司复航进度 表 1:集运指数(欧线)基本面数据 | | | 昨日收盘价 | 日涨跌 | 昨日成交 | 昨日持仓 | 持仓变动 | 昨日成交/持仓 | 前日成交/持仓 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 期 货 | EC2602 | 1,737.8 | 1.15% | 612 | 1,883 | -456 | 0.33 | 0.13 | | | EC2604 | 1,237.9 | 5.22% | 29,296 | 34,229 | 423 | 0.86 | 0.97 | | | EC2606 | 1,533.7 | 2.57% | 3,147 | 13,458 | 860 | 0.23 | 0.47 | | | | 本 期 | | 2026/2/2 | | 单 位 | 周涨幅 | | | | SCFIS: 欧洲航线 | | 1,792.14 | | | 点 | -3.6% | | | 运 价 | 美西航线 SCFIS: | | 1,101.40 | ...
航运衍生品数据日报-20260203
Guo Mao Qi Huo· 2026-02-03 05:17
Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Core Viewpoints - The EC market this week shows a "divergent pattern under the game of expectations and reality", with futures and spot prices showing different trends. Futures are supported by multiple expectations and rise, while the spot market remains weak. In the long - term, there is a risk of over - capacity, and strategies should be cautious [7]. - The short - term cost - effectiveness of short - selling decreases. Attention should be paid to going long on the 06 contract at low levels and short - selling the 10 - month off - season contract on rebounds [8]. 3. Summary by Relevant Catalog 3.1 Shipping Derivatives Data - **Freight Index**: The current values of the Shanghai Export Container Freight Index (SCFI) and the China Export Container Freight Index (CCFI) are 1317 and 1176 respectively, with declines of - 9.68% and - 2.74% compared to the previous values. The SCFI for US West, US East, Northwest Europe, and Mediterranean also show significant declines, with drops of - 10.41%, - 10.05%, - 11.10%, and - 12.05% respectively [4]. 3.2 Geopolitical Situation - The US and Iran are still sending mixed signals, and the market's collective prediction probability of a military strike has slightly decreased. Iran's senior officials say efforts to start negotiations with the US are progressing, and the US is unlikely to launch an air strike on Iran in the near term. The "Lincoln" aircraft carrier has left the Oman Sea and entered the Indian Ocean [5]. 3.3 EC Market - **Price Trend**: The cut - off price shows a pre - holiday decline, with different adjustments among alliances. For example, in the GEMINI alliance, Maersk's opening price in WK6 dropped to $2000 - 2100/FEU and further to $1995/FEU in WK7, while Hapag - Lloyd maintained its price. All alliances' quotes are on a downward trend due to the pre - holiday cargo volume vacuum period [6]. - **Market Pattern**: Futures are supported by multiple expectations such as the rush - shipping expectation caused by the cancellation of photovoltaic tax rebates, geopolitical conflict escalation, and weather fluctuations. The spot market is weak due to the pre - holiday cargo volume vacuum, with shipping companies reducing prices to grab cargo. In the long - term, there is a risk of over - capacity [7].
集运指数欧线周报(EC):目前交投冷清,低估值下驱动有限-20260202
Guo Mao Qi Huo· 2026-02-02 08:06
1. Report Industry Investment Rating - The investment view of the report is "volatile", and the trading strategy is "bearish on rallies in the off - season", with a 6 - 10 positive spread arbitrage [3] 2. Core View of the Report - The current trading in the container shipping index is sluggish, and there is limited driving force under low valuations. The spot freight rate is affected by the pre - holiday decline and the differentiation adjustment of each alliance, showing a downward trend. Political and economic factors are neutral. The supply of shipping capacity shows a certain change trend, and the demand is bearish in the short and long term. The container shipping index shows a "differentiated pattern under the game between expectations and reality" this week, with the futures and spot markets showing different performances. In the medium and long term, the risk of over - capacity needs to be vigilant [3] 3. Summary According to Relevant Catalogs 3.1 Main Views and Strategy Overview - **Spot Freight Rate**: It is in a pre - holiday decline, with each alliance making differentiated adjustments. For example, in the GEMINI alliance, Maersk's opening price in WK6 dropped to $2000 - 2100/FEU, and further decreased to $1995/FEU in WK7; Hapag - Lloyd maintained at $2300 - 2500/FEU in WK6 and remained stable in WK7. In the OA alliance, the price in WK6 dropped slightly to around $2500/FEU, and in WK7, COSCO Shipping in North China ports adjusted to $2200 - 2300/FEU. In the PA alliance, the price fluctuated between $2200 - 2400/FEU in WK6, and in WK7, affected by ONE's WK8 list price of $2000/FEU, the average price approached $2000/FEU, and some special prices for bulk cargo were $1800/FEU. MSC also slightly lowered its price following the market rhythm. Overall, affected by the pre - holiday cargo volume vacuum period, the quotes of each alliance showed a downward trend [3] - **Political and Economic Factors**: They are neutral. The US and Iran are still sending mixed signals, and the market's probability of predicting military strikes has slightly decreased. The Wall Street Journal reported that the possibility of the US launching an air strike on Iran in the near future is low, and the "Lincoln" aircraft carrier has left the Oman Sea and entered the Indian Ocean [3] - **Shipping Capacity Supply**: It shows different levels in different months. In November 2025, the weekly average shipping capacity was about 270,000 TEU; in December 2025, it was about 300,000 TEU; in January 2026, it was 313,000 - 321,000 TEU; in February 2026, it was 255,000 TEU; in March 2026, it was 280,000 TEU [3] - **Demand**: In the short term, approaching the Spring Festival, shippers have stocked up in advance, but there is no traditional pre - holiday small peak season. In the next two weeks (WK6 - WK7), the cargo volume will enter a pre - holiday vacuum period, and the pressure on shipping companies to attract cargo will increase. Only the rush - export of photovoltaic and other categories in the first quarter will provide a slight support for the cargo volume, mainly for pre - holiday replenishment. In the long term, in 2026, the demand in Europe and the US will be differentiated. European infrastructure and reconstruction may moderately boost the cargo volume, while the US inventory replenishment is delayed and has limited elasticity. Coupled with policy pressures such as the EU's anti - subsidy investigation, the global demand growth rate will slow down, and the growth rate of shipping capacity is higher than that of demand, resulting in an expanding supply - demand gap, and the demand side will continue to be under pressure to support freight rates [3] - **Summary**: This week, the EC shows a "differentiated pattern under the game between expectations and reality", with the futures and spot markets showing different performances. The futures market is supported by multiple expectations and has increased. The core logic lies in the rush - shipping expectation caused by the cancellation of photovoltaic tax refunds, which supports the contracts after April. Coupled with the escalation of geopolitical conflicts and the disturbance of extreme weather in Northwest Europe, it temporarily boosts the market sentiment. The spot market continues to be weak. The pre - holiday cargo volume enters a vacuum period, and shipping companies continue to reduce prices to attract cargo, resulting in an overall decline in freight rates. The SCFIS European line settlement index also decreased month - on - month. The weak supply - demand reality suppresses the near - month contracts. In the medium and long term, the risk of over - capacity needs to be vigilant. The concentrated delivery of new ships in 2026 and the resumption of the Red Sea route will release hidden shipping capacity and continuously suppress the freight rate center. The strategy should be cautious, not chasing high prices. Hedging should be held, and arbitrage positions can be gradually reduced. Key points to track include the implementation of shipping companies' price increase announcements, signals of the Red Sea route resumption, and cargo volume data, and control the operation rhythm and risks [3] 3.2 Price - The report provides line charts of multiple shipping route indexes, including the European line index, the US West line index, the US East line index, etc., but no specific analysis content is provided [6] 3.3 Static Shipping Capacity - **Order Volume**: The report shows the order volume of container ships in different loading capacities over the years, including different loading capacity ranges such as 100 - 2999 TEU, 3000 - 7999 TEU, 8000+ TEU, etc. [11] - **Delivery Volume**: It shows the delivery volume of container ships in different loading capacities over the years, including different loading capacity ranges such as 100 - 2999 TEU, 3000 - 5999 TEU, 6000 - 7999 TEU, 8000+ TEU, etc. [14] - **Demolition Volume**: It shows the demolition volume of container ships in different loading capacities over the years, including different loading capacity ranges such as 100 - 2999 TEU, 3000 - 5999 TEU, 6000 - 7999 TEU, 8000+ TEU, etc. [14][15] - **Future Delivery**: It shows the future delivery volume of container ships in different loading capacities, including different loading capacity ranges such as 0 - 3000 TEU, 3000 - 6000 TEU, 6000 - 8000 TEU, 8000 - 12000 TEU, 12000 - 16999 TEU, >17000 TEU, etc., and also shows the quarterly seasonal chart of future delivery [20][22][23] - **Scrap Price**: It shows the scrap prices of container ships in different loading capacities, including different loading capacity ranges such as about 1000 TEU, about 1700 TEU, about 2000 TEU, etc., and also shows the new - building price index and second - hand price index of container ships [27][33] - **Existing Shipping Capacity**: It shows the existing shipping capacity of container ships in different loading capacities, including the total shipping capacity, the shipping capacity of different age groups, the proportion of idle and retrofitted ships, the average age, and the average age of scrapped ships [42][45][49] 3.4 Dynamic Shipping Capacity - **Shipping Schedule**: It shows the shipping capacity deployment of different alliances (PA + MSC, GEMINI, OCEAN, etc.) on the Shanghai - European base port route from week 13 to week 28 [57][59][61] - **Desulfurization Tower Installation**: It shows the situation of container ships with desulfurization towers installed, being installed, the average age and duration of desulfurization tower installation, and the average speed of container ships [67][70][72] - **Idle Shipping Capacity**: It shows the idle shipping capacity of container ships, including the total idle shipping capacity, the idle shipping capacity in different loading capacity ranges, the proportion of idle shipping capacity, and the hot - idle shipping capacity [75][76][77]
2月份价格逐步下修,节前运价驱动偏弱
Hua Tai Qi Huo· 2026-01-30 05:38
Report Industry Investment Rating - Not provided in the given content Core Viewpoints of the Report - In February, prices gradually declined, and the pre - holiday freight rate drive was weak. The market is gambling on the price - holding expectation of relatively low capacity pressure in March. The near - term 04 contract is expected to fluctuate. The cancellation of VAT export tax rebates for products like photovoltaics may disrupt shipping schedules and shipping company pricing strategies. The 04 contract's volatility is expected to increase, and the short - selling direction has an advantage before the Spring Festival. The delivery of ultra - large ships in 2026 is relatively small, and the far - month contracts are expected to fluctuate greatly due to the uncertainty of the Suez Canal's reopening time [1][4][5][6] Summary by Relevant Catalogs 1. Futures Price - As of January 29, 2026, the total open interest of all contracts of the container shipping index (European line) futures was 64,530.00 lots, and the single - day trading volume was 37,978.00 lots. The closing prices of EC2602, EC2604, EC2606, EC2608, EC2610, and EC2612 contracts were 1717.50, 1249.70, 1576.00, 1645.40, 1151.20, and 1413.70 respectively [6] 2. Spot Price - On January 23, 2026, the SCFI prices were 1595 US dollars/TEU for Shanghai - Europe route, 2084 US dollars/FEU for Shanghai - US West route, and 2896 US dollars/FEU for Shanghai - US East route. On January 26, 2026, the SCFIS was 1859.31 points for Shanghai - Europe and 1294.32 points for Shanghai - US West [6] 3. Container Ship Capacity Supply - **Static Supply**: As of December 31, 2025, 268 container ships with a total capacity of 2.155 million TEU were delivered in 2025. For ships of 12,000 - 16,999 TEU, 80 ships with a total capacity of 1.213 million TEU were delivered, and for ships over 17,000 TEU, 13 ships with a total capacity of 277,672 TEU were delivered. In terms of delivery expectations, for 12,000 - 16,999 TEU ships, 781,200 TEU (53 ships) are expected to be delivered in 2026, 944,500 TEU (64 ships) in 2027, 1.212 million TEU (82 ships) in 2028, and 415,400 TEU (29 ships) in 2029. For ships over 17,000 TEU, 210,400 TEU (9 ships) are expected to be delivered in 2026, 862,800 TEU (40 ships) in 2027, 1.5734 million TEU (78 ships) in 2028, and 1.3755 million TEU (67 ships) in 2029. The delivery pressure of ultra - large ships in 2026 is relatively small [2][3] - **Dynamic Supply**: The average weekly capacity in February was 283,000 TEU, and the capacities in weeks 6, 7, 8, and 9 were 340,000, 342,000, 261,100, and 188,300 TEU respectively. The average weekly capacity in March was 295,800 TEU, and the capacities in weeks 10 - 14 were 252,400, 338,600, 348,700, 285,200, and 254,500 TEU respectively. There were 13 blank sailings in February and 5 blank sailings and 3 TBNs in March [3] 4. Supply Chain - Geopolitical factors affect shipping routes. Maersk announced on January 15 that it would resume the Suez Canal route for its MECL service as the stability in the Red Sea improved. CMA has decided to divert ships on FAL 1, FAL 3, and MEX routes via the Cape of Good Hope instead of the Suez Canal due to the complex international situation [2][6] 5. Demand and European Economy - The cancellation of VAT export tax rebates for photovoltaics and other products by the Ministry of Finance and the State Taxation Administration on January 8, 2026, may disrupt the shipping schedules of related industries and further affect shipping companies' pricing strategies. It is necessary to monitor whether the freight volume from the Far East to Europe in February and March can increase significantly and whether the actual freight rates will be stronger than in normal years [5]
航运衍生品数据日报-20260130
Guo Mao Qi Huo· 2026-01-30 04:08
投资咨询业务资格:证监许可【2012】31号 II GER期货 航运衍生品数据日报 国贸期货研究院 能源化工研究中心 卢钉毅 数据来源:Clarksons、Wind 投资咨询号: Z0021177 从业资格号: F03101843 2026/1/30 | | 运价指数 | 上海出口集装箱运价 | 中国出口集装箱运价 | SCFI-美西 | SCFIS-美西 | SCFI-美东 | SCFI-西北欧 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 综合指数SCFI | 指数CCFI | | | | | | 業 | 现值 | 1458 | 1209 | 2084 | 1294 | 2896 | 1595 | | | 前値 | 1574 | 1210 | 2194 | 1305 | 3163 | 1676 | | 运 | 涨跌幅 | -7.39% | -0.09% | -5.01% | -0.84% | -8.44% | -4.83% | | HS te | | SCFIS-西北欧 | SCFI-地中海 | | | | | | 数 | | | | ...