| | | | | | | 研究中心能化团队 | | 2025/6/5 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | हिल्ये | | 昨日收盘价 | 涨跌 (%) | 基美 | 昨日成交量 | 昨日持仓量 | 持仓变动 | | | EC2506 | | 1970.3 | 4.02 | -717.5 | 5349 | 9086 | -1467 | | | EC2508 | | 2199.1 | 4.71 | -946.3 | 90432 | 47961 | 2192 | | | EC2510 | | 1383.0 | 3.29 | -130.2 | 14412 | 23756 | -33 | | | EC2512 | | 1570.1 | 2.00 | -317.3 | 1833 | 4451 | -136 | | | EC2602 | | 1399.8 | 3.02 | -147.0 | 508 | 2687 | -49 | | 用品 | EC2604 | | 1239.2 | 4.85 | 13.6 | 886 | 3323 ...

随着中美贸易谈判达成共识，双方同意暂停额外加征24%的关税90天，这让贸易商纷纷抓住这一"窗口 期"加快向美国发货，以规避未来关税可能再次上升的风险，从而导致美线运输需求激增。 中粮期货分析认为，未来集运远东至欧美航线可能呈现"弱现实修复与预期强化"的市场格局，由负反馈进 入正反馈阶段：预期增强带动市场供需的现实层面改善，形成相互促进。美线方面，由于货量集中发运、 对未来的担忧引发的抢运、旺季到来的季节性需求增加以及美国整体的补库需求叠加，市场将面临供不应 求的局面，运力紧张（船公司调回美线运力需时间）。欧线则因美线分流，运力压力有所缓解，中欧经济 需求的边际修复及旺季预期逐步回升。 根据上海航运交易所数据显示，截至5月30日，中国至美国西海岸和东海岸的运价分别达到5172美 元/FEU和6243美元/FEU，较前一周分别上涨57.9%和45.7%。宁波航运交易所的数据显示，截至5月30 日，中国至美西航线运价涨幅高达89.23%，至美东航线上涨69.7%。 上海航运交易所指出，北美航线运价的飙升，主要受"抢出口"推动，运输需求持续高位，总体运力规模基 本恢复到关税战前水平，但舱位供给依然紧张，部分港口甚至出 ...

Core Points - The Shanghai Composite Index rose by 0.43%, while the Shenzhen Component Index increased by 0.91%, and the ChiNext Index saw a rise of 1.22% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 727 billion yuan, a decrease of 23.4 billion yuan compared to the previous trading day [1] - Over 3,900 stocks in the market experienced gains, indicating a broad-based rally [1] Sector Performance - The beer concept, copper cable high-speed connection, and rare earth permanent magnet sectors showed the highest gains [1] - Conversely, the airport shipping, logistics, and digital currency sectors were among the few that experienced declines [1] Individual Stock Highlights - Stocks such as Xiangpiaopiao, Jiamei Packaging, Lehui International, and Longpan Technology hit the daily limit up [1] - Computing power concept stocks rebounded, with Taicheng Technology rising over 10% [1]

Group 1 - The global oil transportation market has been significantly impacted by the actions of the Houthi forces, with approximately 10% of oil transport disrupted since November 2023 [1] - The Red Sea is a critical trade route connecting Europe, Asia, and Africa, with the Suez Canal being a key hub for oil, gas, and other goods [3] - The attacks have led to ships rerouting around the Cape of Good Hope, increasing transportation time by about 9 days and raising costs by at least 15% [3] Group 2 - Following airstrikes by the US and UK against the Houthis, crude oil prices rose by approximately 4% [3] - The ongoing tensions in the Red Sea pose significant risks to oil and gas supply chains, with market sensitivity leading to potential price volatility that could affect global economic stability [3] - The international community, including the US and UK, has taken military action to protect shipping interests in the Red Sea, while the UN has called for restraint and adherence to international law [5]

波罗的海干散货运价指数连续第五日上涨 智通财经6月3日电，波罗的海干散货运价指数连续第五个交易日上涨，受海岬型船和巴拿马型船运费上 涨支撑。波罗的海干散货运价指数上涨8点或0.6%，至1430点，为4月4日以来最高水平。海岬型船运价 指数上涨33点或1.4%，至2333点，为4月3日以来最高水平。海岬型船日均获利上涨279美元，至19350 美元。巴拿马型船运价指数上涨1点或0.1%，至1108点，终止八连跌。巴拿马型船日均获利增加6美 元，至9973美元。超灵便型散货船运价指数下滑6点至942点，创4月15日以来最低水平。 ...

Group 1: Forum Overview - The World Mayors Dialogue and the 2025 Shanghai International Friendly Cities Cooperation Forum took place in Shanghai from May 28 to 30, focusing on themes of "green, low-carbon, development, and innovation" [1] - Representatives from 26 friendly cities across 22 countries gathered to discuss topics such as green initiatives, low-carbon strategies, youth engagement, and innovation [1] Group 2: International Cooperation - Shanghai has established friendly relations with 95 cities in 59 countries, showcasing its global network and commitment to international collaboration [1] - The forum highlighted practical measures to enhance cooperation among international friendly cities, reflecting China's proactive role in promoting a community with a shared future for mankind [1] Group 3: Green Development Initiatives - Representatives from various cities, including Mexico City and Los Angeles, expressed interest in learning from China's experience in developing green and low-carbon vehicles [2] - The establishment of a green shipping corridor between Shanghai and Los Angeles was noted as a significant achievement in promoting sustainable shipping practices [2] Group 4: Youth Engagement and Innovation - The forum emphasized the importance of youth in shaping the future of cities, with discussions on initiatives to retain young talent and foster innovation [4] - Suggestions were made to form an "Innovation City Alliance" to develop low-carbon logistics infrastructure among key port cities [3] Group 5: Healthcare and Public Services - The forum showcased Shanghai's advancements in healthcare, including comprehensive community health services and the use of digital technology in medical management [6] - International representatives praised Shanghai's public service efficiency and its role as a model for global public service standards [7]

Core Viewpoint - The Civil Aviation Administration of China (CAAC) is enhancing the management and sharing of civil aviation operational data to support the development of a smart civil aviation system, emphasizing collaboration among various units and the importance of data governance and application scenarios [4][5]. Group 1: Data Management and Sharing - The CAAC's operational monitoring center conducted a research meeting in Chengdu to discuss the management of civil aviation operational data and gather suggestions for improving data sharing mechanisms and utilization [1]. - The meeting included a report on the revisions of the "Civil Aviation Operational Data Sharing Research Application Agreement" and the "Civil Aviation Operational Data Sharing Decision-Making Mechanism Charter," aimed at ensuring data security and maximizing data value [4]. - The CAAC introduced plans to include flight operation data in the first batch of the "Civil Aviation Public Data Resource Directory" and the "Civil Aviation Shared Data Resource Directory" [4]. Group 2: Strategic Initiatives - The CAAC emphasized the need for close cooperation among civil aviation units to innovate management and mechanisms, leveraging public data to enhance operational efficiency [5]. - Key initiatives discussed included strengthening data governance, expanding public data supply, and driving scenario-based applications to improve quality, reduce costs, and support research innovation in civil aviation [5]. - The meeting highlighted the importance of preparing for the fifth joint meeting on civil aviation operational data sharing and the third meeting of the management committee [5].

航运衍生品数据日报 | | | | 二人八人 人 / / 0 / 0 / / 0 卢钊毅 | | 投资咨询号: Z0021177 从业资格号:F03101843 | | 2025/5/30 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 数据来源：Clarksons、Wind | | | | | | | 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 | | | | | | 블 | 现值 | 1586 | 1107 | 3275 | 1720 | 4284 | 1317 | | | 前值 | 1479 | 1105 | 3091 | 1446 | 4069 | 1154 | | 运 | 涨跌幅 | 7.21% | 0.23% | 5.95% | 18.92% | 5.28% | 14.12% | | ਵਿ | | SCFIS-西北欧 | SCFI-地中海 | | | | | | 数 | 现值 | ...

走进企业制造中心，智能化生产线正高速运转。制造中心总经理胡传林透露，团队从原料熔炼工艺着手 研发，让铜、镍等原料的用量、配比成为"独家秘方"，产品抗拉、屈服、延伸等关键指标在同类产品中 位居前列。智能化数字化技术的加持，让工艺流程不断优化，"能够保证产品的机械性能优于行业规范 10%—15%。"胡传林说。 目前，企业在土耳其、阿联酋、越南、新加坡等国广泛开展业务，并多次参加德国、希腊、挪威等国的 航运海事业展览会，"预计未来3年，售后服务端的业务年均增长将会超过100%。"王通说。 据镇江市商务局外贸处处长吴凌云介绍，船舶海工装备产业链是镇江重点打造的"四群八链"之一，政府 持续支持企业参加境外海事展、投保出口信用保险，推动"保单+金融"合作，帮助企业争取船舶出口保 函资源储备。镇江海关数据显示，1—4月全市船舶累计出口11.2亿元，同比增长131.3%。 "全球海事工业界正掀起一场前所未有的绿色技术革命。"江苏科技大学船舶与海洋工程学院教师、南京 普宁船舶设计有限公司科技副总刘闽东认为，在航运业净零排放框架下，节能装置研发、全流程解决方 案等"中国智慧"，正重新定义全球海事竞争规则。 本报讯(记者薛诚陆威) ...

新华财经杭州5月29日电（记者吕昂）航运承担着80%以上的国际贸易运输量，是推动经济全球化的重 要纽带，同时也是碳排放的重要来源。面对气候变化加剧等挑战，绿色转型当前已成为全球港口与航运 发展的核心命题。在浙江宁波举行的2025海丝港口合作论坛期间，业界人士普遍认为，全球港航业"绿 色变革"迫在眉睫，亟待通过基础设施绿色升级、能源结构优化、智能应用等举措来促进全行业加速脱 碳进程，以绿色实践推进可持续发展。 全球航运确立净零排放目标港口将发挥关键推动作用 当前，全球航运业正在经历深刻的绿色变革。今年4月，国际海事组织海上环境保护委员会第83届会议 达成重要协议，通过"J9"碳信用交易和燃料标准两级机制，设立了全球首个单一行业碳价机制，这项具 有里程碑意义的协议将使全球航运业有望在2050年实现净零排放。 据业界不完全统计，若不采取有效减排措施，到2050年航运业碳排放量较2008年可能增加50%至 250%。"绿色转型已经是非转不可的必答题。"中国科协决策咨询首席专家徐祖远表示，港航业如不加 速转型，将会面临重大经济责任和社会责任，正如欧盟碳边界调节机制已将航运纳入全覆盖范围，未来 绿色通行证将成为国际航运准 ...