金十期货7月25日讯，上海航运交易所数据显示，截至7月25日，上海出口集装箱运价指数（综合指数）报1592.59点，与上期相 比跌54.31点。中国出口集装箱运价综合指数报1261.35点，与上期相比跌3.2%。 ...

智通财经7月18日电，上海航运交易所数据显示，截至7月18日，上海出口集装箱运价指数（综合指数） 报1646.9点，与上期相比跌86.39点。中国出口集装箱运价综合指数报1303.54点，与上期相比跌0.8%。 ...

智通财经7月11日电，上海航运交易所数据显示，截至7月11日，上海出口集装箱运价指数（综合指数） 报1733.29点，与上期相比跌30.2点。中国出口集装箱运价综合指数报1313.7点，与上期相比跌2.2%。 ...

Core Insights - The Shanghai Export Container Freight Index has decreased by 8.08 points compared to the previous period, now standing at 1861.51 points [1] - The China Export Container Freight Index has increased by 2% compared to the previous period, currently at 1369.34 points [1] Industry Summary - The Shanghai Export Container Freight Index reflects a decline in shipping rates, indicating potential challenges in the export shipping sector [1] - The increase in the China Export Container Freight Index suggests a contrasting trend, possibly indicating stronger demand for exports or improved shipping conditions [1]

Group 1 - The Shanghai Export Container Freight Index (composite index) reported at 2088.24 points as of June 13, reflecting a decrease of 152.11 points compared to the previous period [1] - The China Export Container Freight Index reported at 1243.05 points, showing an increase of 7.6% compared to the previous period [1]

Report Summary 1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - The EC market shows a volatile trend with near - term strength and long - term weakness [8]. - Due to the news of Sino - US tariff negotiations and the recovery of demand on the US route, airlines are trying to raise the freight rates on the European route in June. The 6 - month - end quotes from major companies indicate a willingness to increase prices [9]. - Some macro data this week show that the rush - shipping on the US route is less than expected. The change in the long - position logic of the main contract leads to a significant decline in the main - contract price, with the 6 - 8 spread and monthly spread narrowing. The price fluctuates under the influence of news about the US trade court's decision on Trump's trade policy [9]. 3. Summary by Related Catalogs 3.1 Shipping Derivatives Data - **Freight Rate Index**: The Shanghai Export Container Freight Index (SCFI) has a current value of 2073, up 30.68% from the previous value; the China Export Container Freight Index (CCFI) is 1118, up 0.92%. Rates on various routes such as SCFI - US West, SCFI - US East, and SCFI - Northwest Europe have also changed significantly [5]. - **EC Contracts**: For EC contracts like EC2506, EC2508, etc., their current values, previous values, and changes are presented. For example, EC2506 has a current value of 1834.8, up 1.48% [5]. - **Contract Positions**: Positions of different EC contracts (e.g., EC2506, EC2508) and their changes are provided. For instance, the EC2506 position is currently 11037, down 1679 from the previous value [5]. - **Monthly Spread**: The current values, previous values, and changes of monthly spreads (e.g., 10 - 12, 12 - 2) are given. For example, the 10 - 12 monthly spread is currently 728.9, down 9.7 from the previous value [5]. 3.2 Trade Friction News - **Sino - US Trade**: China will reduce tariffs on US goods from 125% to 10% for 90 days, and the US will cut tariffs on Chinese goods from 145% to 30% for 190 days. However, there are signs of a resurgence of Sino - US trade frictions, and the US plans more sanctions on Chinese technology [6]. - **US - EU Trade**: The EU is "strongly regretful" about the US raising steel tariffs to 50% and is preparing "counter - measures" [7]. - **US Court Decision**: The US International Trade Court has stopped most of the tariffs imposed since Trump's second term, except for those on specific industries like automobiles, steel, and aluminum [7]. 3.3 Market Conditions - **Spot Market**: Affected by Sino - US tariff negotiations and demand recovery on the US route, airlines are trying to raise European - route freight rates in June. Quotes for late June also show an upward trend [9]. - **Futures Market**: The main - contract price shows a volatile downward trend due to the change in the long - position logic and the influence of news about the US trade court's decision on Trump's trade policy [9].

Group 1 - As of April 25, 2025, the Shanghai Export Container Freight Index reported 1347.84 points, a decrease of 22.74 points from the previous period; the China Export Container Freight Index was at 1122.40 points, reflecting a 1% increase [1] - In the Xingtai market, plans to raise coke prices have been announced, with wet quenching coke up by 50 yuan/ton and dry quenching coke up by 55 yuan/ton, effective from April 27 [1] - Vale's CFO indicated that iron ore prices are expected to stabilize around $100 per ton, but it is too early to assess the impact of trade wars on iron ore prices [1] Group 2 - Malaysia's palm oil export volume from April 1-25 reached 923,893 tons, a 14.75% increase compared to 805,130 tons in the same period last month; SGS estimates the export volume at 703,169 tons, a 3.6% increase from 678,698 tons [2] - As of April 24, methanol inventory at East China ports was 22.92 million tons, down from 29.90 million tons on April 17, a decrease of 6.98 million tons [2] - A company responded to inquiries regarding its low-cost soda ash production, stating there are no planned maintenance schedules for the Alashan natural soda project and that it has not received notifications about any price increase meetings [2]