香港联交所最新数据显示，7月28日，CARAVEL MARITIME VENTURES INC.增持太平洋航运 (02343)303万股，每股作价2.2927港元，总金额约为694.69万港元。增持后最新持股数目约为8.36亿股， 持股比例为16%。 ...

智通财经APP获悉，香港联交所最新数据显示，7月28日，CARAVEL MARITIME VENTURES INC.增持 太平洋航运(02343)303万股，每股作价2.2927港元，总金额约为694.69万港元。增持后最新持股数目约 为8.36亿股，持股比例为16%。 ...

中新网上海7月29日电 (谢梦圆)为加速推进航运业数字化转型与智能化升级，29日，中国船东协会在上 海远洋宾馆召开中国船东协会数智航运专业委员会(以下简称"专委会")成立大会。本次大会以"推进智能 船舶协同平台、供应链数字平台、行业公共服务平台建设"为战略指引，汇聚行业顶尖智慧，共谋航运 数智化发展大计。 中国船东协会数智航运专业委员会的成立，是航运业积极拥抱数字化智能化浪潮的关键里程碑。专委会 将充分发挥桥梁纽带与平台枢纽作用，凝聚政府、企业、院校、科研机构的磅礴力量，聚焦核心平台建 设与关键技术攻关，深化产业协同与国际合作。 中国交通运输部海事局副局长陈德丽提出，专委会要推动成果转化应用，发挥协会优势，促进数智航运 技术转化和实践应用，推动行业共享数智航运发展成果，为中国智能航运发展培育更强内生动力。 中国交通运输部水运局副局长李清在致辞中说道，智能化、数字化是航运高质量发展的重要特征，当前 中国智能航运实践已经全面铺开、取得丰硕成果。中国船东协会在凝聚行业共识、推动技术交流等方面 做了大量工作，成立数智航运专业委员会恰逢其时，必将为航运高质量发展注入新动能。 中国远洋海运集团有限公司董事长、中国船东协会 ...

| | | 集运指数（欧线）期货日报 | 2025/7/30 | | --- | --- | --- | --- | | 项目类别 | 数据指标 最新 环比 数据指标 最新 | | 环比 | | EC主力收盘价 | 1468.700 -6.7↓ EC次主力收盘价 1738 | | +3.50↑ | | 期货盘面 | EC2510-EC2512价差 -269.30 -63.30 | | +5.70↑ EC2510-EC2602价差 -2.00↓ | | EC合约基差 | 847.86 -8.70↓ | | | | 期货持仓头寸（手） EC主力持仓量 | 54874 4148↑ | | | | SCFIS（欧线）（周） | 2316.56 1,284.01 -83.94↓ SCFIS（美西线）（周） | | -17.80↓ | | SCFI（综合指数）（周） | 1592.59 -54.31↓ 集装箱船运力（万标准箱） 1,227.97 | | -0.02↓ | | 现货价格 | CCFI（综合指数）（周） 1261.35 -42.19↓ CCFI（欧线）（周） 1,787.24 | | -16.18↓ | | ...

从沪深300运输业指数持仓的市场板块来看，上海证券交易所占比81.19%、深圳证券交易所占比 18.81%。 从沪深300运输业指数持仓样本的行业来看，铁路运输占比37.59%、快递占比21.94%、航运占比 20.99%、航空运输占比19.48%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。遇临时调整时，当沪深300指数调整样本时，沪深300行业指数样本 随之进行相应调整。在样本公司有特殊事件发生，导致其行业归属发生变更时，将对沪深300行业指数 样本进行相应调整。当样本退市时，将其从指数样本中剔除。样本公司发生收购、合并、分拆等情形的 处理，参照计算与维护细则处理。 金融界7月30日消息，A股三大指数收盘涨跌不一，沪深300运输业指数 (300运输业，L11618)报3806.99 点。 数据统计显示，沪深300运输业指数近一个月下跌1.40%，近三个月上涨2.14%，年至今下跌1.91%。 据了解，为反映沪深300指数样本中不同行 ...

Core Insights - The recent ESG Annual Forum and the "ESG New Benchmark Enterprise Award" ceremony recognized Guohang Ocean for its outstanding practices in carbon reduction, awarding it the "Carbon Path Practitioner Award" [1] - Guohang Ocean has positioned green low-carbon development as its core strategic direction for 2024, focusing on sustainable development driven by new energy technologies [4] Group 1: Awards and Recognition - Guohang Ocean was awarded the "Carbon Path Practitioner Award" for its exemplary practices in environmental dimensions, aimed at integrating economic efficiency with social responsibility [1] - The award is established by Securities Star in collaboration with professional institutions to highlight companies excelling in ESG practices [1] Group 2: Environmental Initiatives - In 2024, Guohang Ocean delivered 6 green low-carbon vessels, with an additional 12 vessels achieving a CII rating of B or above, forming a core engine for reducing carbon emissions [4] - The total greenhouse gas emissions for the company decreased by 30.09% year-on-year, while the emission intensity (calculated by revenue) dropped by 33.42% [4] Group 3: Technological Advancements - The company is enhancing its energy-saving potential through technology and management, accelerating its digital transformation with 8 projects, including smart vessel data integration and crew behavior recognition management [4] - The smart vessel technology has been demonstratively applied in vessels like "Guoyuan 703," contributing to a vessel operation rate of 99.20% in 2024 [4] Group 4: Business Strategy and Performance - Guohang Ocean's focus on green vessels and deep application of smart technologies outlines a clear "carbon path" trajectory for 2024, emphasizing practical innovation in emission reduction [4] - The non-coal cargo ratio (by turnover) reached 32%, with a year-on-year increase of 47.62% in non-coal cargo ratio (by deadweight) [4]

Group 1 - The China Shipowners Association's Digital Shipping Professional Committee was officially established in Shanghai, with over 200 representatives from shipping companies, technology firms, universities, and research institutions attending the event [2] - The establishment of the committee is seen as a timely initiative to provide new momentum for the high-quality development of the shipping industry, emphasizing the importance of digitalization and intelligence in this process [3] - The committee aims to leverage its platform advantages to promote deep integration of shipping and digital technology, positioning digitalization as a new engine for high-quality industry development [3][4] Group 2 - Keynote speeches highlighted the current state of digital shipping technology, with insights on smart vessels evolving into data hubs and energy platforms, integral to global logistics [4] - Discussions focused on accelerating digital transformation in shipping, addressing external challenges, and enhancing efficiency in transportation logistics through digitalization [4][6] - The committee will act as a bridge to gather various stakeholders, focusing on platform construction and key technology breakthroughs to drive the industry towards a smarter, greener, and more efficient future [6]

Group 1: Geopolitical and Economic Context - The U.S. aims to disrupt the energy cooperation between China, Russia, and Iran, as these countries account for approximately 30% of China's crude oil imports [3] - The U.S. is using tariffs as a negotiation tool, with a proposed 500% tariff on goods from China if it continues to purchase oil from Russia and Iran, which exceeds WTO rules [3][4] - The U.S. is also attempting to shift China's energy purchases from non-Western countries to U.S.-led high-priced energy sources [3] Group 2: China's Response and Strategic Position - China has diversified its crude oil import sources, covering 15 countries, with over 60% of imports coming from the Middle East, Africa, and South America, making it less reliant on Russian and Iranian oil [4] - China controls 60% of global rare earth mining and 90% of deep processing capabilities, which could impact U.S. military technology if trade tensions escalate [4] - The Chinese government has initiated a "trade war emergency plan" with a $50 billion fund to support affected enterprises and is expanding procurement in ASEAN and Middle Eastern markets [9] Group 3: Global Market Implications - The ongoing negotiations have caused significant volatility in global financial markets, with the MSCI global index experiencing notable fluctuations and oil futures rising by 4.5% in a single day [8] - There is a trend of companies like Apple relocating production to countries like India and Vietnam, although these regions face challenges in supply chain efficiency [8] - OPEC+ countries are exploring pricing oil in renminbi, indicating a potential shift away from the "petrodollar" system [8] Group 4: Future Outlook and Recommendations - The U.S. faces internal contradictions, as a 500% tariff could lead to gasoline prices reaching $8 per gallon, potentially increasing inflation and affecting political support for the current administration [8] - The United Nations Conference on Trade and Development has called for a "tariff fluctuation stabilization mechanism," highlighting the need for a multilateral approach to trade disputes [12] - The emphasis on cooperation over confrontation is seen as essential for global economic stability, suggesting that both nations should seek non-zero-sum solutions [12]

Report Summary 1. Report Industry Investment Rating - Not provided in the content 2. Core View of the Report - Under high - capacity pressure and with demand entering the off - season, freight rates will face downward pressure in the future [2] 3. Summary by Relevant Catalogs EC Futures Contracts - EC2508 closed at 2111.0, down 3.31%; EC2510 closed at 1460.0, down 2.85%; EC2512 closed at 1735.0, down 0.16%; EC2602 closed at 1521.3, down 1.28%; EC2604 closed at 1370.0, unchanged; EC2606 closed at 1504.9, up 0.76% [2] - For the month - to - month spreads, EC2508 - 2510 was 651.0, with a daily decrease of 29.4 and a weekly decrease of 51.7; EC2510 - 2512 was - 275.0, with a daily decrease of 40.0 and a weekly decrease of 110.2; EC2512 - 2602 was 213.7, with a daily increase of 16.9 and a weekly decrease of 10.8 [2] Spot Indices - SCFIS on July 28, 2025, was 2316.56 points, down 3.50% from the previous period [2] - SCFI on July 25, 2025, was 2090 dollars/TEU, up 0.53% from the previous period [2] - CCFI on July 25, 2025, was 1787.24 points, down 0.90% from the previous period [2] - NCFI on July 25, 2025, was 1422.9 points, down 1.20% from the previous period [2] - TCI on July 18, 2025, was 1054.56 points, down 0.75% from the previous period [2] European Line Supply and Demand - In August and September (tentatively), the average weekly capacity is 325,000 and 324,000 TEU respectively. The capacity in weeks 32, 33, 34, and 35 is 330,000, 305,000, 350,000, and 316,000 TEU respectively, with high capacity pressure especially in the second half of August [2] - Supported by the base cargo of shipping companies, the loading rate of shipping companies in late July was not under great pressure. In early August, the base cargo still provided some support, but the cargo volume declined marginally and gradually entered the off - season [2] Recent European Line Quotations - In July, the quotations remained stable at around 2400 points. In August, the PA Alliance dropped 200 - 300 to 3100 dollars; MSK's initial quotation decreased slightly (2900 - 3000 dollars) and then increased slightly; OA continued to use 3400 - 3500 dollars. The quotation in week 31 was about 3300 dollars (equivalent to 2300 points on the futures market). On Tuesday, HPL cut the price by 200 to 3100 dollars [3] News - On July 29, China and the US reached a consensus in the Stockholm talks to extend the previously suspended 24% reciprocal tariffs and China's counter - measures for 90 days. The final agreement needs to be approved by President Trump [4] - On July 29, Israel was considering a full - scale military occupation of the Gaza Strip [4] - On July 29, the US State Department refused to hold a "two - state solution" meeting on the Gaza issue [4] - On July 29, German government sources said that the German government would approve the 2026 budget draft on Wednesday, including a record 126.7 billion euro investment [5]

2025年7月30日 集运日报 (航运研究小组) 部分班轮公司小幅下调运价,多空博弈下盘面涨跌互现,不建议继续加仓,设置好止损。 | SCFIS、NCFI运价指数 | | | --- | --- | | 7月28日 | 7月25日 | | 上海出口集装箱结算运价指数SCFIS（欧洲航线）2400.50点，较上期下跌0.9% | 宁波出口集装箱运价指数NCFI（综合指数）1110.57点，较上期下跌3.26% | | 上海出口集装箱结算运价指数SCFIS（美西航线）1301.81点，较上期上涨2.8% | 宁波出口集装箱运价指数NCFI（欧洲航线）1422.9点，较上期下跌1.20% | | 7月25日 | 宁波出口集装箱运价指数NCFI（美西航线）1120.51点，较上期下跌5.19% 7月25日 | | 上海出口集装箱运价指数SCFI公布价格1592.59点，较上期下跌54.31点 | 中国出口集装箱运价指数CCFI（综合指数）1261.35点，较上期下跌3.2% | | 上海出口集装箱运价指数SCFI欧线价格2090USD/TEU, 较上期上涨0.53% | | | 上海出口集装箱运价指数SCFI美西航线 ...