每经AI快讯，9月29日，集运指数欧线期货连续主力合约日内跌4%，现报1104.60元/吨。 ...

新华社报道，中国商务部国际贸易谈判代表兼副部长李成钢15日傍晚表示，中美双方就以合作方式妥善 解决TikTok问题、减少投资障碍、促进有关经贸合作等达成了基本框架共识。 当地时间9月14日至15日，中美双方经贸团队在西班牙马德里举行会谈。李成钢在会谈结束后中方代表 团举行的新闻发布会上说，过去两天，中美双方积极落实两国元首通话重要共识，充分发挥中美经贸磋 商机制作用，在相互尊重、平等协商的基础上，就TikTok等双方关注的经贸问题进行了坦诚、深入、建 设性的沟通。 关于TikTok问题，李成钢表示，中国一贯反对将科技和经贸问题政治化、工具化、武器化，绝不会以牺 牲原则立场、企业利益和国际公平正义为代价，寻求达成任何协议。中方将坚决维护国家利益和中资企 业合法权益，依法依规开展技术出口审批。同时，中国政府充分尊重企业意愿，支持企业在符合市场原 则基础上，开展平等商业谈判。 中美就妥善解决TikTok问题达成基本框架共识 发布会上，中国国家互联网信息办公室副主任王京涛在回答媒体提问时指出，中美双方在充分尊重企业 意愿和市场规律的基础上，就通过TikTok美国用户数据和内容安全业务委托运营、算法等知识产权使用 权授 ...

近期，集运指数欧线期货主力合约EC2510延续下跌表现，上周累计跌幅为11.5%，本周一低开于1150的 低点位置，收盘有所回升。周一盘后，上海航交所最新公布的SCFIS欧线指数续降8.1%至1440.24点，创 3个多月来新低。 方正中期资深海运和宏观分析师陈臻刚向期货日报记者表示，集运期货主力合约的疲软主要受即期市场 影响：9月底运价中枢已跌至1600美元/FEU左右，其中，Gemini联盟月底报价1500~1550美元/FEU， OCEAN联盟报价1600~1750美元/FEU，Premier联盟报价1600~1700美元/FEU，地中海航运报价1590美 元/FEU。 "我们认为市场在交易弱现实，叠加关税政策对预期形成压制，因此主力合约创下4个月新低。"中信期 货航运研究员武嘉璐表示，从弱现实角度看，8月中旬以来，现货市场运价"跌跌不休"。9月12日，SCFI 北欧航线报价为1154美元/TEU，环比下跌12.2%，跌幅扩大1个百分点。从宏观看，上周美国要求欧盟 对印度、中国等商品加征关税，这对后续市场需求形成一定抑制。 记者注意到，相较于主力合约明显的疲弱表现，中远期合约尤其是远月合约的跌幅则相对有 ...

（责任编辑：王治强 HF013） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 每经AI快讯，9月12日，集运指数欧线期货主力合约跌超4%，报1172点。 每日经济新闻 ...

航运日报 | 2025-09-02 揽货压力仍存，关注马士基9月下半月第一周开价 市场分析 线上报价方面。 Gemini Cooperation：马士基上海-鹿特丹36周价格1315/2210，37周价格开出为1140/1900（目前已经涨至 1170/1960）；HPL -SPOT 9月上半月船期报价1135/1835，9月下半月价格1135/1835。马士基远东-北欧地区PSS降为 50/100. MSC+Premier Alliance：MSC 9月上半月船期报价1280/2140，9月下半月船期报价1280/2140；ONE9月上半月船期 报价1674/2143，9月下半月船期报价1704/2643；HMM上海-鹿特丹9月上半月船期报价1265/2100; YML9月上半月 报价1200/2000。 2025年期货市场研究报告 第1页 请仔细阅读本报告最后一页的免责声明 航运日报 | 2025-09-02 EC2510合约逢高布空较为安全，不可过分追空。 12月合约:淡旺季规律仍在，风险在于此轮运价下行底部。四季度西方节假日密集来袭，万圣节、"黑色星期五"、 圣诞节等接踵而来，商家通常提前进行采购补库 ...

每经AI快讯，9月2日，集运指数欧线期货主力合约涨幅达9%，报1415点。 每日经济新闻 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com （责任编辑：张晓波 ） ...

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - The freight rate center is continuously being revised downward, with the 10 - month contract mainly for short - allocation and the freight rate center moving down. The 12 - month contract still follows the pattern of off - peak and peak seasons, but the risk lies in the bottom of this round of freight rate decline. The main contract shows a weakening trend in shock, and it is advisable to short the 10 - month contract on rallies [1][6][7]. - The strategy is to go short on the main contract on a single - sided basis and short the 10 - month contract on rallies for arbitrage [10]. 3. Summary According to the Directory 3.1 Futures Prices - As of August 28, 2025, the total open interest of all container shipping index European line futures contracts was 82,878 lots, and the single - day trading volume was 36,721 lots. The closing prices of EC2602, EC2604, EC2606, EC2508, EC2510, and EC2512 contracts were 1400.00, 1216.00, 1374.00, 1577.20, 1285.00, and 1571.00 respectively [9]. 3.2 Spot Prices - Online quotes: For example, Maersk's Shanghai - Rotterdam price in week 36 was 1315/2210, and in week 37 it was 1140/1900 (currently up to 1155/1930). Different shipping companies have different price quotes for different routes and time periods. The 8 - month contract's final delivery settlement price was 2135.28 points. The 10 - month contract is a quarterly contract, mainly for short - allocation, and the delivery settlement price is the arithmetic average of SCFIS on October 13th, 20th, and 27th [2][5][6]. - Geopolitical situation: The Israeli military is preparing to expand military operations in Gaza City against Hamas, and the Houthi armed forces' leader has made relevant statements [4]. - Shipping capacity: The average weekly shipping capacity from China to European base ports in September was 313,900 TEU, and in October it was 282,100 TEU. There were three blank sailings in September, and HPL announced two additional ships for October [4]. 3.3 Container Ship Capacity Supply - 2025 is still a big year for container ship deliveries. As of August 22, 2025, 177 container ships had been delivered with a total capacity of 1.432 million TEU. Among them, 57 ships with a capacity of 12,000 - 16,999 TEU were delivered with a total capacity of 859,000 TEU, and 8 ships with a capacity of over 17,000 TEU were delivered with a total capacity of 176,880 TEU [10]. 3.4 Supply Chain No specific content for in - depth analysis is provided in the text, only some chart names are given. 3.5 Demand and European Economy No specific content for in - depth analysis is provided in the text, only some chart names are given.

(*文中全合约指交易所公布持仓成交数据的所有合约) 根据合并数据显示，多头前三席位为国泰君安，总持仓3953、中信期货，总持仓3571、东证期货，总持仓2816；空头前三席位为 国泰君安，总持仓5353、中信期货，总持仓4126、一德期货，总持仓2814； 主力合约前20席位中，多头增仓前三名分别是：国泰君安、持仓2981、增仓144，申万期货、持仓867、增仓96，宝城期货、持仓 1249、增仓75；多头减仓前三名分别是：永安期货、持仓786、减仓-216，中辉期货、持仓791、减仓-151，中信期货、持仓 3183、减仓-138； 新浪合作大平台期货开户 安全快捷有保障 主力合约前20席位中，空头增仓前三名分别是：中信期货、持仓3317、增仓207，五矿期货、持仓911、增仓121，乾坤期货、持仓 725、增仓98；空头减仓前三名分别是：东吴期货、持仓2004、减仓-426，国泰君安、持仓4273、减仓-274，方正中期、持仓 1872、减仓-262。 文章来源:新浪期货 新浪期货 根据交易所数据，截至7月23日收盘主力合约集运指数欧线期货2510,涨跌-2.72%,成交量5.95万手，持仓数据显示前20 ...

Core Insights - The main contract for the European shipping index futures closed at 2510, with a decrease of 4.28% and a trading volume of 64,600 contracts as of July 17 [1][3] - The total trading volume for all contracts was 80,500, down by 41,900 contracts from the previous day [1][4] - The top 20 positions showed a net short position with a difference of 5,530 contracts [1] Position Data Summary - The top three long positions were held by Guotai Junan (3,957 contracts), CITIC Futures (3,135 contracts), and Dongzheng Futures (3,014 contracts) [1][4] - The top three short positions were also held by Guotai Junan (5,998 contracts), CITIC Futures (3,707 contracts), and Dongzheng Futures (2,923 contracts) [1][4] - The top three long position increases were from CITIC Futures (2,718 contracts, up by 147), Everbright Futures (917 contracts, up by 131), and Zheshang Futures (710 contracts, up by 127) [1][3] - The top three long position decreases were from Guotai Junan (2,764 contracts, down by 514), GF Futures (1,563 contracts, down by 132), and Baocheng Futures (1,259 contracts, down by 65) [1][3] - The top three short position increases were from Fangzheng Zhongqi (1,890 contracts, up by 524), CITIC Futures (2,853 contracts, up by 245), and Dongzheng Futures (2,342 contracts, up by 182) [1][3] - The top three short position decreases were from GF Futures (1,333 contracts, down by 285), Dongwu Futures (1,790 contracts, down by 214), and Donghai Futures (988 contracts, down by 172) [1][3]

Core Viewpoint - The main focus of the article is the significant decline in the European shipping index futures, which dropped over 4% to 1585 points [1] Group 1 - The European shipping index futures experienced a decline of more than 4% [1] - The current value of the index is reported at 1585 points [1]