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集运早报-20251021
Yong An Qi Huo· 2025-10-21 01:14
1. Report Industry Investment Rating - No information provided 2. Core Viewpoints - The EC is currently in a contradiction between weak reality and strong expectations, and fluctuates greatly under the influence of the Middle - East geopolitics and Sino - US relations policies. With high capacity in week 44, the implementation of price increases in the first half of November is expected to be poor, but there are still upward drivers at multiple price - increase announcement nodes later. The current valuation of December is not low, and it has returned to the stage mainly driven by spot (price increase announcements & implementation). In the case of repeated geopolitical situations, the upward space of far - month contracts is larger [1]. 3. Summary According to Related Catalogs 3.1 Futures Market - **Futures Prices and Changes**: The closing prices of EC2510, EC2512, EC2602, EC2604, and EC2606 are 1100.1, 1682.0, 1522.0, 1155.1, and 1330.3 respectively, with daily increases of 0.29%, 1.65%, 3.40%, 2.77%, and 3.68%. The position of EC2510 decreased by 628, while that of EC2512 increased by 442 [1]. - **Month - to - Month Spreads**: The spreads of EC2510 - 2512, EC2512 - 2602 are - 581.9 and 160.0 respectively, with daily decreases of 24.1 and 22.7 [1]. 3.2 Shipping Indexes - **SCHIC**: Updated every Monday, the value on October 20, 2025, is 1140.38 points, with a 10.52% increase from the previous period [1]. - **SCFI (European Line)**: Updated every Friday, the value on October 17, 2025, is 1145 dollars/TEU, with a 7.21% increase from the previous period [1]. - **CCFI (European Line)**: Updated every Friday, the value on October 17, 2025, is 1267.91 points, with a 1.49% decrease from the previous period [1]. - **NCFI**: Updated every week, the value on October 17, 2025, is 803.21 points, with a 14.96% increase from the previous period [1]. 3.3 Shipping Supply and Demand - **Supply**: The average weekly capacities in October, November, and December are 269,000, 316,000, and 350,000 TEU respectively. After considering all TBN as suspended, they are 269,000, 300,000, and 330,000 TEU. The capacities in week 44 and 45 are 334,000 and 300,000 TEU respectively, indicating high supply pressure [1]. - **Demand**: Currently in the off - season, the cargo collection in week 42 was good, and that in week 43 of the OA alliance was good with a small amount of container use in the south. The cargo volume of PA and GEMINI was average. The supply - demand relationship maintained a weak balance. In week 44, with high capacity, the cargo - collection pressure increased significantly, especially for the PA alliance [1]. 3.4 Shipping Quotes - **Week 42**: The final offline prices of PA, GEMINI, and OA are 1500, 1600, and 1800 dollars respectively, with an average of 1640 dollars (equivalent to 1150 points on the futures market) [2]. - **Week 43**: The PA alliance continued to reduce the price by 100 dollars to 1400 dollars. The offline quotes of PA, GEMINI, and OA are 1400, 1600, and 1800 dollars respectively [8]. - **November Price Increase Announcements**: Shipping companies announced price increases mostly in the range of 2500 - 2700 dollars, with an average equivalent to about 1800 points on the futures market [8].
集运早报-20251020
Yong An Qi Huo· 2025-10-20 05:38
Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Core Viewpoints - The EC is currently in a contradiction between weak reality and strong expectations, and fluctuates greatly under the influence of Middle - East geopolitics and Sino - US relations policies. With high shipping capacity in week 44, the implementation of price increases in the first half of November is expected to be poor, but there are still upward drivers from multiple price increase announcements later. The valuation of the December contract is not low, and it has entered a period of band trading mainly driven by spot prices (announcements and implementations of price increases). Geopolitical factors have a large impact on 2026 contracts [2] - The supply pressure is high, with the average weekly shipping capacity in October, November, and December at 269,000, 316,000, and 350,000 TEU respectively. After considering all TBN as suspended sailings, the capacities are 269,000, 300,000, and 330,000 TEU. The capacities in week 44 and 45 are 334,000 and 300,000 TEU respectively. The market is in the off - season, with a weak balance between supply and demand. In week 44, the shipping capacity is high, and the pressure on cargo collection has increased sharply, especially for the PA alliance [2] 3. Summary by Related Catalogs 3.1 Futures Contract Data - **Futures Prices and Changes**: The closing prices of EC2510, EC2512, EC2602, EC2604, and EC2606 are 1096.9, 1654.7, 1472.0, 1124.0, and 1283.1 respectively, with changes of - 0.36%, 0.22%, 2.99%, 0.37%, and 0.15% [2] - **Trading Volume and Open Interest**: The trading volumes of EC2510, EC2512, EC2602, EC2604, and EC2606 are 1580, 29837, 5161, 3030, and 172 respectively. The open interests are 9024, SERED, 9438, 13702, and 1545 respectively, with changes of - 1036, - 139, 79, - 257, and - 2 [2] - **Month - to - Month Spreads**: The spreads of EC2510 - 2512, EC2512 - 2602 are - 557.8 and 182.7 respectively, with month - on - month changes of - 7.6 and - 39.2, and week - on - week changes of - 124.7 and - 19.9 [2] 3.2 Freight Index Data - **TETANT Index**: Updated every Monday, the value on October 13, 2025, was 1031.80 points, a decrease of 1.40% from the previous period [2] - **SCFI (European Line)**: Updated every Friday, the value on October 17, 2025, was 1145 US dollars/TEU, an increase of 7.21% from the previous period [2] - **CCFI (European Line)**: The value on October 17, 2025, was 1267.91 points, a decrease of 1.49% from the previous period [2] - **NCFI**: Updated every week, the value on October 17, 2025, was 803.21 points, an increase of 14.96% from the previous period [2] 3.3 Recent European Line Quotation - **Week 42**: The final offline implementation prices of PA, GEMINI, and OA were 1500, 1600, and 1800 US dollars respectively, with an average of 1640 US dollars (equivalent to 1150 points on the futures market) [3] - **Week 43**: The PA alliance further reduced the price by 100 to 1400 US dollars. The announced price increase in November is to 2500 - 2700 US dollars, with an average equivalent to about 1800 points on the futures market [3] 3.4 Related News - On October 20, US President Trump stated that the cease - fire in the Gaza Strip was still in effect. Egyptian officials said that Israeli Prime Minister Netanyahu had no intention of reaching the second - stage agreement of the Gaza cease - fire [4] - On October 20, the Israeli military resumed implementing the Gaza cease - fire agreement after retaliatory air strikes. On October 19, Israeli National Security Minister Ben - Gvir called on Prime Minister Netanyahu to fully resume military operations in the Gaza Strip [5]
《金融》日报-20251020
Guang Fa Qi Huo· 2025-10-20 05:11
Report 1: Stock Index Futures Spread Daily Report Core View - Presents the latest values, changes from the previous day, 1 - year historical quantiles, and all - time historical quantiles of various stock index futures spreads and cross - variety ratios on October 20, 2025 [1]. Summary by Category - **Futures - Spot Spreads**: F futures - spot spread is - 29.03, down 0.61 from the previous day; H futures - spot spread is - 4.77, down 4.58; IC futures - spot spread is - 152.87, up 0.50%; IM futures - spot spread is 70.00% (the value seems to have a format issue in the original text) [1]. - **Inter - period Spreads**: For example, in F inter - period spreads, the spread between the next - month and the current - month is - 43.80, down 29.40 [1]. - **Cross - variety Ratios**: The ratio of CSI 500 to SSE 300 is - 0.0116, up 1.5542; the ratio of CSI 500 to SSE 50 is 2.3641, down 0.0311 [1]. Report 2: Bond Futures Price Spread Daily Report Core View - Provides the latest values, changes from the previous trading day, and historical quantiles since listing of various bond futures bases, inter - period spreads, and cross - variety spreads as of October 20, 2025 [2]. Summary by Category - **Bases**: TS base is 1.5643, down 0.0313; TF base is 1.7127, down 0.0348; T base is 1.7176; TL base is 1.7225, up 0.2457 [2]. - **Inter - period Spreads**: For TS inter - period spreads, the spread between the current - quarter and the next - quarter is 0.0850, down 0.0200 [2]. - **Cross - variety Spreads**: The spread between TS and TF is - 3.4020, down 0.0590; the spread between TS and T is - 5.9170, down 0.1140 [2]. Report 3: Precious Metals Futures - Spot Daily Report Core View - Displays the closing prices of domestic and foreign precious metals futures, spot prices, bases, ratios, interest rates, exchange rates, inventories, and positions on October 20, 2025 [3]. Summary by Category - **Futures Closing Prices**: The AU2512 contract closed at 999.80 yuan/gram on October 17, up 33.38 from the previous day; the COMEX gold主力 contract closed at 4267.90 dollars/ounce, down 76.40 [3]. - **Spot Prices**: London gold was at 4251.45 dollars/ounce on October 17, down 75.03; the Shanghai Gold Exchange's gold T + D was at 995.90 yuan/gram, up 28.61 [3]. - **Bases**: The base of gold TD - Shanghai gold主力 is - 3.90, down 4.77; the base of London gold - COMEX gold is - 16.45, up 1.37 [3]. - **Ratios**: The ratio of COMEX gold to silver is 84.30, up 3.00; the ratio of SHFE gold to silver is 81.62, up 1.20 [3]. - **Interest Rates and Exchange Rates**: The 10 - year US Treasury yield is 4.02%, up 0.03%; the US dollar index is 98.56, up 0.20 [3]. - **Inventories and Positions**: The SHFE gold inventory is 84606 kilograms, up 3645; the SPRD gold ETF position is 1047, up 12.59 [3]. Report 4: Container Shipping Industry Futures - Spot Daily Report Core View - Covers spot quotes, container shipping indices, futures prices, bases, and fundamental data of the container shipping industry on October 20, 2025 [5]. Summary by Category - **Spot Quotes**: MAERSK's Shanghai - Europe 6 - week future freight rate is 1900 dollars/FEU on October 20, up 15 from the previous day [5]. - **Container Shipping Indices**: The SCFIS (European route) settlement price index is 1031.80 on October 13, down 14.7 from October 6 [5]. - **Futures Prices and Bases**: The EC2602 contract is at 1472.0 on October 17, up 42.8; the base of the main contract is - 384.4, down 5.4 [5]. - **Fundamental Data**: The global container shipping capacity supply is 3321.84 million TEU on October 20, unchanged from the previous day; the port on - time rate in Shanghai in September is 42.77, up 24.46 from August [5].
国泰海通:重视航空长逻辑 对美反制或驱动油运价上升
智通财经网· 2025-10-19 23:31
Group 1: Aviation Industry - The aviation sector is focusing on the recovery of business travel, with a high passenger load factor maintained during the post-holiday off-peak season. Domestic ticket prices continue to rise year-on-year [1] - The Civil Aviation Administration is strictly controlling the growth of flight slots, with a projected 1.6% reduction in flight slots for the winter season of 2025/26 compared to 2024/25, aligning with expectations of continued slot control [1] - Domestic flight slots are reduced by 1.8%, while international slots decrease by 1.6%. Domestic airlines are increasing flights by 1.8%, while foreign airlines are reducing flights by 7.2% [1] Group 2: Oil Shipping Industry - The VLCC-TCE rate on the Middle East to China route remains above $80,000, with shipowners feeling optimistic. China's countermeasures against the U.S. may lead to a preference for non-U.S. vessels, potentially reducing effective shipping capacity and increasing freight rates [2] - The outlook for oil shipping remains positive, with expectations for supply and demand to continue improving over the next two years. Profits for oil tankers are projected to reach new highs in Q3 2025 [2] Group 3: China-U.S. Trade Relations - China's countermeasures against U.S. 301 investigations aim to maintain fair competition in the international shipping and shipbuilding markets, encouraging the U.S. to correct its discriminatory practices [3] - Exemptions for Chinese-built vessels in the countermeasures are expected to enhance long-term confidence among Chinese shipping owners, preserving China's competitive edge in shipbuilding [3] - The countermeasures will directly impact U.S. shipping companies, with potential short-term disruptions but no significant increase in industry costs anticipated. Compensation measures may be introduced to alleviate operational pressures on Chinese shipping companies [3]
日度策略参考-20251017
Guo Mao Qi Huo· 2025-10-17 06:36
Report Investment Rating - The report does not provide an overall industry investment rating. However, specific ratings for some commodities are as follows: - Crude oil: Bearish [1] - Fuel oil: Bearish [1] Core Viewpoints - Short - term stock index is expected to fluctuate strongly, and attention should be paid to the possible meeting between Chinese and US leaders during the APEC meeting in South Korea at the end of this month. Asset shortage and weak economy are beneficial to bond futures, but the central bank has recently reminded of interest - rate risks [1]. - Gold is supported to remain at a high level due to factors such as the US government shutdown, Sino - US trade uncertainty, and the Fed's expected rate cut in October, but short - term high - level volatility risks should be noted. Silver price has risen and then fallen again, with increased short - term high - level volatility risks [1]. - Although global trade frictions suppress copper prices, copper prices are expected to continue to run strongly due to ongoing disturbances in copper mine supply and improved domestic and foreign macro - liquidity [1]. - The fundamentals of electrolytic aluminum are mixed, and its price is expected to fluctuate. Alumina production and inventory are increasing, and its fundamentals are weak, pressuring the spot price [1]. - The non - ferrous sector faces correction risks due to Sino - US trade frictions. Zinc prices are under short - term pressure, nickel prices are affected by macro factors in the short term, and stainless steel futures are expected to fluctuate in the short term [1]. - Agricultural product prices are affected by various factors such as trade frictions, policies, and supply - demand relationships, showing different trends of fluctuation [1]. - Energy and chemical product prices are also affected by multiple factors including production, trade policies, and market demand, with different price trends [1]. Summary by Commodity Categories Macro - finance - Stock index: Short - term strong - side fluctuation, beware of tariff policy changes, focus on the possible Sino - US leaders' meeting at the end of the month [1] - Bond futures: Asset shortage and weak economy are beneficial, but the central bank reminds of interest - rate risks [1] - Gold: Supported at a high level, short - term high - level volatility risks [1] - Silver: Short - term high - level volatility risks increased, expected to fluctuate [1] Non - ferrous metals - Copper: Expected to run strongly due to supply disturbances and improved liquidity [1] - Electrolytic aluminum: Mixed fundamentals, price to fluctuate [1] - Alumina: Weak fundamentals, price under pressure, focus on cost support [1] - Zinc: Short - term pressure, support if export window opens [1] - Nickel: Short - term macro - driven fluctuation, high - inventory suppression exists [1] - Stainless steel: Short - term fluctuation, pay attention to supply and macro changes [1] - Tin: Long - term low - buying opportunities, short - term facing callback risks [1] - Industrial silicon: Southwest in the wet season, northwest resuming production [1] - Polysilicon: Production increase in October, supply - demand imbalance [1] - Lithium carbonate: High demand in new energy fields [1] Black metals - Rebar: Lack of clear industrial drivers, low valuation, not recommended for directional trading [1] - Iron ore: Near - month contracts restricted by production cuts, far - month contracts have upward potential [1] - Glass: Supply surplus, price under pressure [1] - Soda ash: Follow glass, price under pressure [1] - Coking coal: Price bottom - finding not over, temporarily wait and see [1] - Coke: Similar logic to coking coal [1] Agricultural products - Palm oil: Near - month contracts lack new drivers, wait for production - reduction and inventory - clearance cycle [1] - Soybean oil: Cost pressure and de - inventory expectation coexist, wait and see [1] - Rapeseed oil: Possible negative speculation, unilateral wait - and - see, inter - month positive spread expected to rise [1] - Cotton: Short - term wide - range fluctuation, long - term pressure with new cotton listing [1] - Sugar: High sugar - making ratio may be adjusted, limited upside space [1] - Corn: Short - term limited rebound, pay attention to grain sales [1] - Ethanol: Tax - included ethanol close to raw sugar price, sugar - making advantage weakened [1] - Logs: Fundamentals declined, wait and see [1] - Live pigs: Supply increase, price outlook weak [1] Energy and chemicals - Crude oil: Bearish due to factors such as OPEC+ production increase and demand decline [1] - Fuel oil: Bearish, follow crude oil in the short term [1] - Asphalt: Supply is sufficient, demand may be over - estimated [1] - Natural rubber: Affected by trade policies and supply increase [1] - BR rubber: Supply is loose, downstream demand is weak [1] - PTA: Production decline due to plant maintenance [1] - Ethylene glycol: Low port inventory, but price under pressure [1] - Short - fiber: Factory devices returning, price - related changes in delivery willingness [1] - Urea: Limited upside space, cost - end support [1] - PVC: Supply pressure, price to fluctuate weakly [1] - Alumina: Short - term price bearish, medium - term bullish [1] - LPG: Suppressed by supply and demand factors [1] - Container shipping: Possible low - level rebound [1]
10月16日复盘:集运、生猪、贵金属行情回顾
Sou Hu Cai Jing· 2025-10-16 11:47
Core Viewpoint - The article discusses the recent performance of three markets: container shipping, live pig futures, and precious metals, highlighting the need for attention to specific factors influencing these sectors [1]. Group 1: Container Shipping - The container shipping market has experienced fluctuations, with institutions indicating that attention should be paid to whether airlines will adjust capacity in conjunction with price support in early November [1]. Group 2: Live Pig Futures - Live pig futures are showing a sluggish trend, with supply and demand remaining in a loose balance, making it difficult to reverse this situation in the short term [1]. Group 3: Precious Metals - Precious metals saw a decline in the afternoon trading session, reflecting a high level of market uncertainty [1].
华东地区集运欧线市场调研:周期拐点已至,还是昙花一现?
对冲研投· 2025-10-16 10:48
Core Viewpoint - The article discusses the fluctuations in shipping rates and trade dynamics between Asia and Europe, highlighting the impact of geopolitical events and economic conditions on the supply and demand in the shipping industry [3][5][11]. Demand Side: Resilience Expected but Growth May Slow - The shipping trade volume from Asia to Europe has seen a year-on-year growth of approximately 10%, which is historically high, but the price elasticity of shipping rates is lower than last year [5][11]. - Different freight forwarding companies report varying experiences regarding cargo volume, with most indicating an increase, but the perception of growth differs based on customer structure and product types [5][7]. - Factors driving significant growth in imports from China to Europe include cost advantages of Chinese products, shifts in export destinations due to tariffs, policy-driven stockpiling behaviors, and environmental factors such as high summer temperatures in Europe [7][10]. - The demand for certain categories, particularly textiles, machinery, and electric vehicles, remains strong, although the overall growth rate is expected to slow in the coming year [11]. Supply Side: Continued Loose Supply Conditions - The restructuring of shipping alliances has led to an increase in overall market capacity and the introduction of new shipping routes, affecting pricing dynamics and cargo strategies [13]. - The market is experiencing a loosening of supply as the benefits from the additional shipping routes due to geopolitical tensions diminish, leading to more scheduled repairs and maintenance of vessels [16][19]. - The delivery of new ships is expected to slow down next year, but some companies still face significant delivery pressures, which may contribute to ongoing supply looseness [19]. - The introduction of more car carriers is expected to divert container shipping volumes, particularly for electric vehicles, thereby reducing demand on container shipping routes to Europe [22].
涨逾4%,集运的利多还能持续多久?
对冲研投· 2025-10-15 11:02
Core Viewpoint - The article discusses three main factors driving the recent increase in shipping rates, including proactive price increases by shipping companies, geopolitical tensions boosting market sentiment, and strikes at key European ports disrupting supply chains [4]. Group 1: Price Increases by Shipping Companies - Major shipping companies such as Mediterranean Shipping Company, Maersk, CMA CGM, and Hapag-Lloyd have announced price increases for November, with rates for a 20-foot container rising to the range of $1,500 to $1,700 and for a 40-foot container to $2,500 to $2,700, reflecting an increase of nearly 30% compared to the end of October [8]. Group 2: Geopolitical Factors - China's response to the U.S. 301 investigation, which includes imposing special port fees on U.S. vessels, has significantly boosted market sentiment. The Chinese Ministry of Transport announced the implementation of these fees starting October 14, while also launching an investigation into the impact on the shipping and shipbuilding industries [10][11]. Group 3: Supply Chain Disruptions - Strikes at key European ports, specifically Rotterdam and Antwerp, have led to cargo delays and operational disruptions, resulting in capacity losses for shipping companies [13]. Group 4: Market Outlook - In the short term, current prices reflect some expectations of price increases, but further upward movement will require new catalysts, with a forecast of wide fluctuations. In the medium to long term, expectations of the Red Sea reopening may suppress the valuation of long-term contracts, maintaining a bearish outlook [5][15]. - The strategy suggests capturing structural opportunities in the market, particularly focusing on the spread between contracts 2512 and 2606 [5].
广发期货日评-20251015
Guang Fa Qi Huo· 2025-10-15 07:15
1. Report Industry Investment Ratings - No specific industry investment ratings are provided in the report. 2. Core Views - The market risk preference may be suppressed in the short - term due to Trump's statement on tariff hikes, causing A - shares to decline, but the stock index is expected to fall first and then rebound, with an upward long - term trend [3]. - The bond market warms up due to stock market adjustments and loose liquidity, and short - term treasury bond futures are expected to continue to fluctuate within a range [3]. - Gold has large market fluctuations before the APEC meeting in South Korea at the end of October, and silver maintains a strong trend [3]. - Steel products' hot - rolled coils have accumulated inventory, and attention should be paid to post - holiday demand recovery; the iron ore market has weakened [3]. - The price of crude oil is under pressure due to Sino - US trade tensions and a pessimistic IEA report; most chemical products have weak supply - demand expectations [3]. - Agricultural products such as soybeans, corn, and palm oil are affected by various factors and show different trends, with some under pressure and some in a weak pattern [3]. - Special commodities like soda ash and glass are in a situation of oversupply and weak operation; industrial silicon prices are weakly fluctuating [3]. - New energy products such as polysilicon and lithium carbonate have different trends, with polysilicon having a late - session rebound and lithium carbonate having a tight - balance fundamental situation [3]. 3. Summary by Related Catalogs Financial Index Futures - The stock index rises and then falls, with a style switch on the market. Due to the tariff conflict, the stock index is expected to fall first and then rebound in the short - term, and the long - term upward trend remains unchanged. Conservative investors can wait for the volatility to converge and then enter the market at low prices [3]. Treasury Bonds - The stock market adjustment and loose liquidity promote the bond market to warm up. Short - term treasury bond futures are expected to continue to fluctuate within a range. For example, T2512 may fluctuate between 107.4 - 108.3, and it is recommended to wait and see for over - adjustment opportunities [3]. Precious Metals - Gold has large fluctuations before the APEC meeting in South Korea at the end of October. One can choose to buy lightly above 910 yuan and set stop - loss and take - profit. Silver maintains a strong trend above 50 dollars [3]. Shipping Index (European Line) - From the perspective of macro - uncertainty factors, it is recommended to be cautious and wait and see [3]. Black Steel - Hot - rolled coils have accumulated a lot of inventory, and attention should be paid to post - holiday demand recovery. The profit of the coil - screw spread converges [3]. Iron Ore - Supply - side disturbances weaken, shipments decline, arrivals increase, and the iron ore market weakens. It is recommended to wait and see for the time being, with a reference range of 750 - 830 [3]. Coking Coal - After the holiday, coal prices in coal - producing areas are weak, downstream replenishment demand weakens, and there are concerns about reduced Mongolian coal supply. It is recommended to go long on JM2601 at low prices, with a reference range of 1080 - 1200 [3]. Coke - The first round of price increases was implemented before the holiday, and there is not much room for further increases. It is recommended to go long on J2601 at low prices, with a reference range of 1550 - 1700 [3]. Non - ferrous - Copper prices fluctuate, and it is recommended to take profit on long positions at high prices. Aluminum, zinc, nickel, stainless steel, etc. all have corresponding price reference ranges and operation suggestions [3]. - Tin can be bought when the macro - sentiment drops. Energy and Chemical Crude Oil - Sino - US trade tensions and a pessimistic IEA report suppress oil prices. It is recommended to maintain a short - selling strategy on the single side, with support levels for different benchmarks provided [3]. Chemical Products - Most chemical products such as urea, PX, PTA, etc. have weak supply - demand expectations, and corresponding operation suggestions such as short - selling on rebounds and month - spread reverse arbitrage are given [3]. Agricultural Products - Different agricultural products such as soybeans, corn, palm oil, sugar, cotton, eggs, apples, and dates are affected by various factors and show different trends and price ranges, with corresponding operation suggestions [3]. Special Commodities - Soda ash and glass are in a situation of oversupply and weak operation, and it is recommended to hold short positions. Rubber can be observed during the peak - production period, and industrial silicon prices fluctuate within a range [3]. New Energy - Polysilicon rebounds in the late session, and it is recommended to hold long positions. Lithium carbonate has a tight - balance fundamental situation, with a price - center reference range of 70,000 - 75,000 yuan [3].
建信期货集运指数日报-20251014
Jian Xin Qi Huo· 2025-10-14 02:09
行业 集运指数日报 日期 2025 年 10 月 14 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 当日行情: 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 #summary# 每日报告 | | | 表1:集运欧线期货10月13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 | | EC2510 | 1,125.5 | 1,129.9 | 1,129.4 | 1,133.1 | 3. ...