| | | | 301911-12 1 21171 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | 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SCFT | 指数CCFI | | | | | | 集 | 现值 | 1445 | 1156 | 1923 | 1013 | 2866 | 1481 | | | 前值 | 1415 | 1175 | 1644 | 1041 | 2613 | 1668 | | 运 | 涨跌幅 | 2.10% | -1.58% | 16.97% | -2.69% | 9.68% | -11.21% | | 指 | | SCFIS-西北欧 | SCFI-地中海 | | | | | | 数 | 现值 | 1773 | 2145 | | | | | | | 前值 | 1990 | 2225 | | | | | | | 涨跌幅 | -10.90% | -3.60% | | | | | | | 导科 ...

Group 1: Shipping Derivatives Data - Present values and previous values of various shipping freight rate indices (SCFI, CCFI, etc.) and their percentage changes are provided, such as SCFI with a present value of 1460, a previous value of 1490, and a decline of 1.98% [5] - Present values, previous values, and changes in contract prices (EC2506, EC2508, etc.), positions, and month - spreads are also presented [5] Group 2: Market News - Hamas has accepted a Gaza cease - fire and hostage agreement proposed by Qatar and Egypt mediators [6] - Trump called Putin during the Ukraine summit at the White House [6] - The US imposed a 50% import tariff on 407 steel and aluminum commodities on August 18 [6] - Asia - Europe route freight rates continue to decline despite "robust" bookings, with available container ship capacity at 30 TBU, about 29% of active capacity [6] - The spill - over effect of US tariff hikes is spreading, hitting Indian exporters with a 50% tariff [6] Group 3: EC Market Analysis - The EC market shows a volatile trend. Maersk's lower quotes and market reactions lead to a short - term price increase, and the 08 contract is strong due to delay - supported slower decline of freight rates [7] - Airlines are accelerating price cuts to maintain market share, and the overall downward trend of spot freight rates is established. The odds of shorting the 10 - contract are relatively low [7] Group 4: Strategy - The strategy is to short the 10 - contract on rallies and conduct a rolling 10 - 12 reverse spread [8]