研究员：黄雯昕(国债集运) 021-60635739 huangwenxin@ccb.ccbfutures.com 期货从业资格号：F3051589 研究员：聂嘉怡(股指) 021-60635735 niejiayi@ccb.ccbfutures.com 期货从业资格号：F03124070 宏观金融团队 请阅读正文后的声明 行业 集运指数日报 日期 2025 年 6 月 17 日 研究员：何卓乔(宏观贵金属) 18665641296 hezhuoqiao@ccb.ccbfutures.com 期货从业资格号：F3008762 ＃summary＃ 每日报告 | | | 表1：集运欧线期货6月12日交易数据汇总 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 合约 | 前结算 价 | 开盘价 | 收盘价 | 结算价 | 涨跌 | 涨跌幅 （%） | 成交量 | 持仓量 | 仓差 | | EC2506 | 1,955.0 | 1,939.0 | 1,934.3 | 1,936.0 | -20.7 | -1 ...

Group 1 - The main contract of the container shipping index (European route) increased by 150.0 points, currently reported at 2208.0 points, with a growth rate of 7.29% [1]

Core Viewpoint - The shipping market shows stable pricing among major carriers, with fluctuations in various indices indicating mixed demand trends and potential adjustments ahead [1] Pricing Summary - Major carriers' pricing as of May 16: - Maersk: $888 - $902 per TEU, $1483 - $1510 per TEU - CMA: $1210 - $1710 per TEU, $1995 - $2995 per TEU - MSC: $1130 per TEU, $1890 per TEU - ONE: $1271 - $2381 per TEU, $1637 - $2437 per TEU - EMC: $1105 - $1855 per TEU, $1810 - $3060 per TEU [1] Index Performance - As of May 12, SCFIS European line index at 1302.62 points, down 5.54% week-on-week - The US West Coast index increased by 10.19% to 1455.31 points - SCFI composite index as of May 9 at 1345.17 points, up 0.321% from the previous period [1] Freight Rates - Shanghai to Europe freight rate decreased by 3.25% to $1161 per TEU - Shanghai to US West Coast freight rate at $2347 per FEU, up 3.3% from last week - Shanghai to US East Coast freight rate at $3335 per FEU, up 1.58% from last week [1] Capacity and Demand - Global container capacity at 32.22 million TEU, an increase of 8.7% year-on-year - Eurozone April composite PMI at 50.4, manufacturing PMI at 49, services PMI at 50.1 - US April manufacturing PMI at 48.7, new orders index at 47.2 - April OECD leading index for G7 at 100.35 [1] Market Outlook - Recent futures market showed volatility with main contracts closing higher - The sentiment from tariff-related price increases appears to have been fully released, indicating potential adjustments ahead - Future price movements in the spot market and carriers' pricing strategies will significantly influence market trends, with expectations of a fluctuating upward trend [1]

Core Viewpoint - The main contract of the container shipping index (European route) has seen a narrowing daily increase of 5% [1] Group 1 - The container shipping index reflects fluctuations in shipping costs and demand in the industry [1] - A 5% increase indicates a potential recovery or stabilization in shipping rates [1]

Group 1 - The main contract of the container shipping index (European route) has increased by 4.00% during the day, currently reported at 1547.6 points [1]