集运指数（欧线）期货主力涨超3%，对于后市行情如何，相关机构该如何评价？ 机构 核心观点 目前各公司逐步公布9月初报价，已公布报价中枢约$2200/FEU，尤其是通常偏高的OA联盟也已降至 $2200-2300/FEU，加剧市场压力。尽管航司逐步放宽长协订舱限制，且9月上旬供应压力较8月底略有缓 解，跌势或阶段性放缓，但难改整体下行趋势。考虑到9月下旬运力仍维持高位，叠加月末黄金周前揽 收假期滚存货的压力，运价后续仍可能承压下行，继续施压盘面走势。节奏方面，目前各合约主要锚定 10合约估值，而10合约在逐渐贴近成本线后，预计将获得一定成本支撑，因此后续市场大概率延续跟随 现货震荡下行的走势。 8月25日盘中，集运指数（欧线）期货主力合约遭遇一波急速上涨，最高上探至1379.4点。截止发稿， 集运指数（欧线）主力合约报1365.5点，涨幅3.13%。 华联期货：现货运价暂未触底，EC盘面易跌难涨 国投安信期货 后续集运市场大概率延续震荡下行走势 华联期货 现货运价暂未触底，EC盘面易跌难涨 国投安信期货：后续集运市场大概率延续震荡下行走势 国内现货指数方面，最新SCFI综合指数环比下跌3.07%，跌幅有所收窄， ...

瑞达期货研究院 「2025.8.22」 集运指数（欧线）期货周报 关 注 我 们 获 取 更 多 资 讯 业务咨询 添加客服 周度要点总结 本周集运指数（欧线）期货价格多数下跌，主力合约EC2510收跌4.66%，远月合约收跌3-5%不等。最新SCFIS欧线 结算运价指数为2180.17，较上周回落55.31点，环比下行2.5%，现货指标持续回落。头部船司（如马士基、地中海航 运、赫伯罗特等）为争夺淡季货量开启"价格战"，大幅调降8月运价报价，上周五ONE亦调降8月底欧线现舱报价， 市场预期转冷。美国总统特朗普表示，计划在未来两周内宣布对钢铁、芯片和半导体加征关税，进一步加剧全球贸易 局势不确定性，推高市场对贸易冲突再度升级的预期。7月会议纪要显示，美联储上月维持利率不变的决定仍获广泛 支持，主要宏观变量仍围绕通胀和就业的风险，联储官员在降息观点上存在明显分歧，不过多数认为通胀反弹风险高 于失业率上行风险，市场预期9月降息预期转弱。此外，2025 Q2欧元区GDP增速略超市场预期，服务业和制造业活动 逐步回暖。通胀放缓叠加经济数据稳定给予欧央行利率政策弹性。 在需求未能显著改善的背景下，运力过剩仍是未来供给端 ...

Report Overview - Report Date: August 21, 2025 - Report Type: Freight Index (European Line) Futures Daily Report Key Data Futures Market - EC2510 (Main Contract) Closing Price: 1325.00, down 33.8 [1] - EC2512 Closing Price: 1721.4, down 48.2 [1] - EC2510-EC2512 Spread: -420.90, up 0.00 [1] - EC2510-EC2602 Spread: -177.00, up 0.00 [1] - EC Contract Basis: 825.17, up 0.00 [1] - EC Main Contract Open Interest: 54,293, up 2,566 [1] Spot Market - SCFIS (European Line) (Weekly): 2180.17, down 55.31 [1] - SCFIS (US West Coast Line) (Weekly): 1106.29, down 24.15 [1] - SCFI (Composite Index) (Weekly): 1460.19, down 29.49 [1] - CCFI (Composite Index) (Weekly): 1193.34, down 7.39 [1] - CCFI (European Line) (Weekly): 1790.47, down 8.58 [1] - Baltic Dry Index (Daily): 1927.00, up 37.00 [1] - Panamax Freight Index (Daily): 1665.00, down 28.00 [1] - Average Charter Price (Panamax Vessel): 13789.00, down 98.00 [1] - Average Charter Price (Cape Vessel): 21200.00, down 786.00 [1] Core View - On Thursday, the freight index (European line) futures prices fell collectively, with the main contract EC2510 down 2.49% and the far-month contracts down 1-3% [1] - The latest SCFIS European line settlement freight rate index was 2180.17, down 55.31 points from last week, a 2.5% week-on-week decline [1] - The top shipping companies launched a "price war" to compete for off-season cargo volume, and the market expectation turned cold [1] - US President Trump's plan to impose tariffs on steel, chips, and semiconductors increased the uncertainty of global trade [1] - The probability of the Fed cutting interest rates in September decreased marginally, while the ECB had more flexibility in its interest rate policy [1] - Overall, the uncertainty of the trade war remained, the demand expectation of the freight index (European line) was weak, and the futures price fluctuated greatly [1] Industry News - The Fed's July meeting minutes showed that almost all policymakers supported not cutting interest rates, and there were differences among Fed officials on inflation, employment risks, and the impact of tariffs on inflation [1] - US President Trump called on Fed Governor Cook to resign, and the FHFA Director accused Cook of mortgage fraud [1] - ECB President Lagarde said that the eurozone's economic growth might slow down this quarter, and the global trade situation remained unclear [1] - The Indonesian central bank unexpectedly cut interest rates by 25 basis points to 5% for the fourth time this year [1] Upcoming Data Releases - UK August Gfk Consumer Confidence Index on August 22 at 07:01 [1] - Japan July Core CPI Annual Rate on August 22 at 07:30 [1] - Germany Second Quarter Unadjusted GDP Annual Rate Final Value on August 22 at 14:00 [1]

Report Industry Investment Rating No relevant content provided. Core Viewpoints of the Report - The spot market for container shipping is in a downward trend, and the EC futures market is expected to remain weakly volatile. The dry bulk shipping market has seen a decline in the Baltic Dry Index due to falling freight rates for Capesize vessels, while the tanker market shows a divergence between the crude oil and refined oil sectors [6][14][22]. Summary by Directory Part I: Container Shipping - Container Freight Index (Europe Line) Market Analysis and Strategy Recommendation - **Market Performance**: On August 20, the EC2510 contract closed at 2123 points, down 0.2% from the previous day. The SCFI Europe Line reported on August 15 was $1820/TEU, down 7.2% month-on-month. The second-phase settlement index of EC2508 reported on Monday was 2180.17 points, down 2.5% month-on-month, slightly exceeding market expectations [6]. - **Logic Analysis**: With the decline in cargo volume and sufficient capacity supply, spot freight rates are accelerating their decline. The tariff policy has put pressure on the market, and geopolitical factors such as the Israel-Palestine ceasefire negotiations may affect the far - month contracts [7]. - **Trading Strategy**: Unilateral trading should expect a weak and volatile market. For arbitrage, consider rolling operations on the 10 - 12 reverse spread at low levels [8][9]. Industry News - Trump believes there is a good chance to stop the Russia-Ukraine conflict. The US added 407 product categories to the steel and aluminum tariff list. Korea's KMTC ordered 4 container ships and returned to the Trans - Pacific route [11]. Part II: Dry Bulk Shipping Market Analysis and Outlook - **Market Performance**: The Baltic Dry Index fell to a two - week low on Tuesday due to falling Capesize vessel freight rates. The Capesize vessel freight index and daily earnings decreased, while the Panamax vessel freight index and daily earnings increased slightly [14]. - **Spot Rates**: On August 19, the Capesize vessel iron ore route rates from Tubarao, Brazil to Qingdao and from Western Australia to Qingdao decreased. Weekly data showed mixed trends for different routes [15]. - **Shipping Data**: From August 11 - 17, the global iron ore shipment volume increased, and Brazilian soybean and corn shipments showed certain growth compared to the same period last year [17]. - **Logic Analysis**: The Capesize vessel market has few cargoes and weak market sentiment, while the Panamax vessel market has limited coal and grain cargoes. The short - term freight rates of large - sized vessels are under pressure, and the support for medium - sized vessel freight rates from coal transportation demand is expected to weaken [18]. Industry News - The iron ore inventory at seven major ports in Australia and Brazil decreased slightly. The US added product categories to the steel and aluminum tariff list. A coal - laden bulk carrier explosion closed the main channel of the Baltimore Port [19]. Part III: Tanker Transportation Market Analysis and Outlook - **Market Performance**: On August 19, the BDTI was 999, down 1.58% month - on - month and up 8.0% year - on - year. On August 18, the BCTI was 612, up 1.16% month - on - month and down 4.38% year - on - year [22]. - **Logic Analysis**: The crude oil market is stable, with VLCC and Aframax vessel freight rates supported by tight capacity. The refined oil market has an imbalance between supply and demand, and short - term and long - term factors need to be monitored [22]. Industry News - The refined oil inventory at the Fujairah Port in the UAE decreased. India's imports of Russian crude oil decreased in July, and state - owned refineries will seek alternative sources in August and September [23][24]. Part IV: Related Attachments - The report provides multiple charts showing the trends of container shipping, dry bulk shipping, and tanker transportation indices and freight rates over different time periods [26][37][43].

Report Industry Investment Rating - No specific industry investment rating is provided in the report. Core View of the Report - Trade war uncertainties remain, the demand outlook for the Container Shipping Index (European Line) is weak, and the futures price fluctuates significantly. Investors are advised to be cautious, pay attention to the operation rhythm and risk control, and track geopolitical, shipping capacity, and cargo volume data in a timely manner [1]. Summary According to Relevant Catalogs Futures Market Data - EC main contract closing price is 1355.000, down 18.2; EC second main contract closing price has a +6.20 increase [1]. - The spread between EC2510 - EC2512 is -420.90, down 16.20; the spread between EC2510 - EC2602 is -177.00, down 11.90 [1]. - EC contract basis is 825.17, up 15.30 [1]. - EC main contract open interest is 51727, down 1072 [1]. Spot Market Data - SCFIS (European Line) (weekly) is 2180.17, down 55.31; SCFIS (US West Line) (weekly) is 1,106.29, down 24.15 [1]. - SCFI (composite index) (weekly) is 1460.19, down 29.49; container ship capacity is 1,227.97 (in ten - thousand TEUs), with no change [1]. - CCFI (composite index) (weekly) is 1193.34, down 7.39; CCFI (European Line) (weekly) is 1,790.47, down 8.58 [1]. - Baltic Dry Index (daily) is 1964.00, up 58.00; Panama - type freight index (daily) is 1,637.00, down 7.00 [1]. - Average charter price for Panama - type ships is 13887.00, down 113.00; average charter price for Cape - type ships is 21,986.00, down 2887.00 [1]. Industry News - Five departments including the Ministry of Human Resources and Social Security jointly issued a notice, adding three withdrawal conditions for personal pensions from September 1st [1]. - The US Department of Commerce added 407 product categories to the steel and aluminum tariff list, with a 50% tax rate [1]. - US President Trump said the US will help Ukraine defend but will not send ground troops, and Ukraine will not be allowed to join NATO. The White House is planning a tri - lateral meeting in Budapest [1]. Market Analysis - On Wednesday, most Container Shipping Index (European Line) futures prices fell, with the main contract EC2510 down 1.33%, and far - month contracts down between -1% and -1% [1]. - The latest SCFIS European Line settlement freight rate index is 2180.17, down 55.31 points from last week, a 2.5% week - on - week decline, and spot indicators continue to fall [1]. - Leading shipping companies launched a "price war" to compete for off - season cargo volume, and ONE also lowered its European Line spot cabin quotes at the end of August, leading to a cold market expectation [1]. - Trump plans to announce additional tariffs on steel, chips, and semiconductors in the next two weeks, increasing global trade uncertainties [1]. - US July CPI and non - farm data slowed, boosting the probability of a Fed rate cut in September, but PPI showed an unexpected rebound in producer inflation, and the probability of a Fed rate cut in September has marginally declined [1]. - In Q2 2025, the eurozone GDP growth slightly exceeded market expectations, and service and manufacturing activities gradually recovered. Inflation slowdown and stable economic data give the ECB interest rate policy flexibility [1]. Key Data to Watch - France's August manufacturing PMI preliminary value on August 21 at 15:15 [1]. - Germany's August manufacturing PMI preliminary value on August 21 at 15:30 [1]. - Eurozone's August manufacturing PMI preliminary value on August 21 at 16:00 [1]. - UK's August manufacturing PMI preliminary value on August 21 at 16:30 [1]. - US initial jobless claims for the week ending August 16 (in ten thousand people) on August 21 at 20:30 [1]. - US August S&P Global manufacturing PMI preliminary value on August 21 at 21:45 [1].

Report Summary 1. Report Industry Investment Rating No industry investment rating is provided in the report. 2. Core Viewpoints The report analyzes the container shipping, dry bulk shipping, and oil tanker transportation markets. It suggests that the container shipping market (EC) will experience weak and volatile trends, and recommends a 10 - 12 reverse arbitrage strategy with low - level rolling operations. The dry bulk shipping market is expected to see short - term pressure on large - vessel freight rates and a gradual weakening of medium - vessel freight rate support. The oil tanker transportation market shows a divergence between the crude oil and refined oil markets, with the crude oil market remaining stable and the refined oil market facing supply - demand imbalances [6][19][23]. 3. Summary by Directory Container Shipping - Container Freight Index (Europe Line) - **Market Analysis and Strategy Recommendation**: On August 19, EC2510 closed at 1370.3 points, down 0.2% from the previous day. The SCFI Europe Line on August 15 was $1820/TEU, down 7.2% month - on - month. The second - phase settlement index of EC2508 released after Monday's trading was 2180.17 points, down 2.5% month - on - month, expected to decline further. Spot freight rates are falling due to reduced cargo volume and sufficient capacity. The market is expected to be weak and volatile, and a 10 - 12 reverse arbitrage strategy can be used for low - level rolling operations [6][7][8]. - **Industry News**: There are various geopolitical news such as statements from Zelensky and Trump regarding the Russia - Ukraine war, and news about the Israel - Hamas cease - fire negotiation [11][12][13]. Dry Bulk Shipping - **Market Analysis and Outlook**: The Baltic Dry Bulk Freight Index declined on Monday. The Capesize vessel freight index decreased, while the Panamax vessel freight index increased slightly. The spot freight rates of Capesize vessels for iron ore routes decreased on August 18, and the weekly freight rates of some coal and bauxite routes also changed. The iron ore and grain shipment data showed different trends. The large - vessel market may see relatively good but declining transportation demand in early - mid September, and the medium - vessel market's freight rate support from coal and grain transportation is expected to weaken [16][17][19]. - **Industry News**: The iron ore inventory at seven major ports in Australia and Brazil decreased slightly, and the iron ore inventory at Chinese ports increased [20]. Oil Tanker Transportation - **Market Analysis and Outlook**: On August 18, the Baltic Crude Oil Transportation Index BDTI was 1015, down 0.1% month - on - month and up 8.09% year - on - year. The Baltic Product Oil Transportation Index BCTI was 605, unchanged month - on - month and down 2.89% year - on - year. The crude oil market is stable, while the refined oil market has supply - demand imbalances. Short - term attention should be paid to the impact of concentrated bookings on Middle - East routes in September, and long - term attention to factors like environmental elimination and supply - demand reshaping [23]. - **Industry News**: The US may impose additional tariffs on Indian goods due to its import of Russian oil, and there was a statement from Trump about not currently planning to impose tariffs on Chinese goods for buying Russian oil [24]. Related Attachments The report includes various charts related to container shipping, dry bulk shipping, and oil tanker transportation, such as SCFIS and SCFI indices, freight rate indices, and vessel earnings charts [27][29][32].

Report Summary 1. Report Industry Investment Rating No relevant information provided. 2. Report's Core View - Trade war uncertainties remain, demand for the Container Shipping Index (European Line) is weak, and the futures price fluctuates significantly. Investors are advised to be cautious, pay attention to operation rhythm and risk control, and track geopolitical, shipping capacity, and cargo volume data in a timely manner [1]. 3. Summary by Relevant Catalogs 3.1 Futures Market Data - EC主力收盘价为1370.300，较前值下降11.1；EC次主力收盘价为1775，较前值下降7.3 [1]. - EC2510 - EC2512价差为 -404.70，较前值上升11.90；EC2510 - EC2602价差为 -165.10，较前值下降0.30 [1]. - EC合约基差为809.87，较前值下降52.51 [1]. - EC主力持仓量为52799手，较前值下降383手 [1]. 3.2 Spot Market Data - SCFIS（欧线）（周）为2180.17，较前值下降55.31，环比下降2.5%；SCFIS（美西线）（周）为1106.29，较前值下降24.15 [1]. - SCFI（综合指数）（周）为1460.19，较前值下降29.49；集装箱船运力为1227.97万标准箱，较前值下降0.04 [1]. - CCFI（综合指数）（周）为1193.34，较前值下降7.39；CCFI（欧线）（周）为1790.47，较前值下降8.58 [1]. - 波罗的海干散货指数（日）为2044.00，较前值下降22.00；巴拿马型运费指数（日）为1622.00，较前值上升8.00 [1]. - 平均租船价格（巴拿马型船）为13956.00，较前值下降44.00；平均租船价格（好望角型船）为25535.00，较前值上升662.00 [1]. 3.3 Industry News - 国务院总理李强强调提升宏观政策效能，稳定市场预期，激发消费潜力，扩大有效投资，巩固房地产市场止跌回稳态势 [1]. - 全球金融市场关注杰克逊霍尔全球央行年会，野村、美银、大摩对美联储主席鲍威尔讲话有不同预期 [1]. - 面对特朗普威胁对印商品加征50%关税，印度总理莫迪拟进行商品及服务税改革 [1]. - 德国政府发言人表示美国需降低对欧汽车关税才能敲定贸易协定书面文本 [1]. 3.4 Key Points to Follow - 8月20日09:00公布中国至8月20日一年期贷款市场报价利率 [1]. - 8月20日14:00公布德国7月PPI月率、英国7月CPI月率、英国7月零售物价指数月率 [1]. - 8月20日17:00公布欧元区7月CPI年率终值 [1].

Report Summary 1. Report Industry Investment Rating No specific industry investment rating is provided in the report 2. Core View The uncertainty of the trade war still exists the demand expectation of the Container Shipping Index (European Line) is weak and the futures price fluctuates greatly investors are advised to be cautious pay attention to the operation rhythm and risk control and track geopolitical capacity and cargo volume data in a timely manner [1] 3. Summary by Relevant Catalogs Market Data - EC主力收盘价1373.100环比上涨0.1 EC次主力收盘价1789.7环比上涨40.30 [1] - EC2510 - EC2512价差 -416.60环比下降27.20 EC2510 - EC2602价差 -164.80环比下降8.30 [1] - EC合约基差807.07环比下降54.81 [1] - EC主力持仓量53182手环比下降1677手 [1] - SCFIS（欧线）周数据2180.17环比下降55.31 SCFIS（美西线）周数据1106.29环比下降24.15 [1] - SCFI（综合指数）周数据1460.19环比下降29.49 集装箱船运力1227.97万标准箱环比持平 [1] - CCFI（综合指数）周数据1193.34环比下降7.39 CCFI（欧线）周数据1790.47环比下降8.58 [1] - 波罗的海干散货指数日数据2044.00环比下降5.00 巴拿马型运费指数日数据1622.00环比下降19.00 [1] - 巴拿马型船平均租船价格13956.00环比上涨120.00 好望角型船平均租船价格25535.00环比下降1183.00 [1] Industry News - 央行发布第二季度货币政策执行报告提出落实落细适度宽松的货币政策保持流动性充裕促进物价合理回升发挥货币政策工具总量和结构双重功能支持科技创新等领域 [1] - 美国特朗普政府宣布扩大对钢铁和铝进口征收50%关税的范围将数百种衍生产品纳入加征关税清单8月18日正式生效 [1] - 美国中东问题特使表示美俄领导人8月15日会晤取得重大进展促使特朗普放弃俄乌立即停火诉求致力于推进更广泛和平协议俄罗斯在涉及五个乌克兰地区问题上作出"一些让步"普京同意在未来和平协议中纳入"类北约第五条款"安全保障条款 [1] Market Analysis - 周四集运指数（欧线）期货价格多数上涨主力合约EC2510收涨0.01%远月合约收涨1 - 2%不等 [1] - 最新SCFIS欧线结算运价指数为2180.17较上周回落55.31点环比下行2.5%现货指标持续回落 [1] - 头部船司为争夺淡季货量开启"价格战"大幅调降8月运价报价ONE亦调降8月底欧线现舱报价市场预期转冷 [1] - 美国特朗普计划在未来两周内宣布对钢铁芯片和半导体加征关税加剧全球贸易局势不确定性 [1] - 美国7月CPI与非农数据放缓提振联储9月降息概率但PPI指标显示生产者通胀超预期反弹或转嫁成本抬升CPI消费者通胀数据申领失业金人数延续韧性美联储9月降息概率边际下滑 [1] - 2025 Q2欧元区GDP增速略超市场预期服务业和制造业活动逐步回暖通胀放缓叠加经济数据稳定给予欧央行利率政策弹性 [1] Key Points to Watch - 8月19日16:00关注欧元区6月季调后经常帐(亿欧元) 8月19日20:30关注美国7月新屋开工总数年化(万户) [1]

Core Insights - The launch of the container shipping index (European route) futures has provided a powerful tool for managing price risks in the shipping and trade export sectors, especially amid high volatility in freight rates [1][2] Group 1: Market Performance - As of August 15, 2025, the container shipping index (European route) futures have recorded a total of 483 trading days, with a cumulative trading volume of 61.0491 million contracts and a cumulative trading value of 5.28 trillion yuan [1] - The average daily trading volume stands at 126,400 contracts, with an average daily trading value of 10.942 billion yuan, and the end-of-period open interest is 79,500 contracts [1] Group 2: Industry Participation - The participation of shipping industry chain enterprises in the futures market has gradually increased, with stakeholders including shippers and logistics companies actively engaging in hedging activities [2][3] - Freight forwarding companies are particularly active in using the futures for risk management, as they face significant uncertainties in pricing for long-term contracts [3] Group 3: Challenges in Participation - Shipping industry clients face several challenges in participating in the futures market, including a lack of understanding of financial instruments and the complexities of price fluctuations driven by both supply-demand fundamentals and macroeconomic events [4][5] - There is a need for futures companies to provide more training and educational resources to help shipping enterprises build a solid understanding of hedging strategies [4] Group 4: Future Outlook - The futures market for the container shipping index (European route) is expected to see a diversification of hedging participants and the development of new hedging models, including non-traditional over-the-counter hedging options [6] - Increased participation from shipowners and the potential for shipping companies to engage in futures for price risk management is anticipated as awareness of the futures market grows [6][7]

1. Report Industry Investment Rating No information provided in the content. 2. Core Views of the Report - The futures prices of each contract of the Container Shipping Index (European Line) continued to fluctuate. As of the close, except for a slight decline in the EC2604 contract, the prices of the remaining contracts slightly rebounded. Some contracts have reached short - term lows, some short - sellers took profits and left the market, and the trading sentiment was relatively calm. Affected by geopolitical risks, the futures prices continued a slight upward trend. The decline of the SCFI European Line has widened, and it is expected that the EC will generally continue to fluctuate or return to a fluctuating trend. In the medium term, without sudden events, based on fundamental considerations, the overall futures price trend may still be slightly downward [1]. 3. Summary by Related Catalogs EC Risk Management Strategy Suggestions - For position management, if one has obtained positions but the shipping capacity is full or the booking volume is poor, and is worried about the decline in freight rates, with a long spot position, one can short the container shipping index futures (EC2510) at 1450 - 1550 to lock in profits [1]. - For cost management, if shipping companies increase the intensity of blank sailings or the market is about to enter the peak season, and they want to book cabins according to order situations, with a short spot position, they can buy the container shipping index futures (EC2510) at 1200 - 1300 to determine the booking cost in advance [1]. EC Basis Daily Changes | Contract | Basis (Points) | Daily Change (Points) | Weekly Change (Points) | | --- | --- | --- | --- | | EC2508 | 151.68 | 0.10 | - 12.80 | | EC2510 | 861.88 | - 14.10 | 62.40 | | EC2512 | 472.48 | - 39.70 | - 3.00 | | EC2602 | 705.38 | - 8.70 | 0.30 | | EC2604 | 903.48 | 3.00 | 21.00 | | EC2606 | 747.98 | 7.50 | - 59.38 | [4][6] EC Price and Spread | Contract | Closing Price (Points) | Daily Change Rate | Weekly Change Rate | | --- | --- | --- | --- | | EC2508 | 2083.8 | 0.00% | 0.62% | | EC2510 | 1373.6 | 1.04% | - 4.35% | | EC2512 | 1763.0 | 2.30% | 0.17% | | EC2602 | 1530.1 | 0.57% | - 0.02% | | EC2604 | 1332.0 | - 0.69% | - 1.55% | | EC2606 | 1487.5 | - 0.50% | - 0.20% | [6] | Spread | Closing Price (Points) | Daily Change | Weekly Change | | --- | --- | --- | --- | | EC2508 - 2512 | 320.8 | - 39.8 | 9.8 | | EC2512 - 2604 | 431.0 | 42.7 | 21.2 | | EC2604 - 2508 | - 751.8 | - 2.9 | - 22.1 | | EC2508 - 2510 | 710.2 | - 39.8 | 75.2 | | EC2510 - 2512 | - 389.4 | - 25.6 | - 65.4 | | EC2512 - 2602 | 232.9 | 31 | - 9.2 | [6] Container Shipping Spot Cabin Quotes - On August 28, for Maersk's ships departing from Shanghai to Rotterdam, the total quote for 20GP was $1405, an increase of $15 compared to the previous period, and the total quote for 40GP was $2370, an increase of $30 compared to the previous period [8]. - In mid - to late August, for some sailings of ONE's ships departing from Shanghai to Rotterdam, the opening quote for 20GP was $1634, a decrease of $130 compared to the previous period, and the total quote for 40GP was $2543, a decrease of $200 compared to the previous period [8]. Global Freight Rate Index | Index | Latest Value | Previous Value | Change | Change Rate | | --- | --- | --- | --- | --- | | SCFIS: European Route (Points) | 2235.48 | 2297.86 | - 62.38 | - 2.71% | | SCFIS: US West Route (Points) | 1082.14 | 1130.12 | - 47.98 | - 4.25% | | SCFI: European Route ($/TEU) | 1820 | 1961 | - 141 | - 7.19% | | SCFI: US West Route ($/FEU) | 1759 | 1823 | - 64 | - 3.51% | | XSI: European Line ($/FEU) | 3181 | 3202 | - 21 | - 0.66% | | XSI: US West Line ($/FEU) | 1913 | 1931 | - 18 | - 0.9% | | FBX Comprehensive Freight Rate Index ($/FEU) | 2135 | 2141 | - 6 | - 0.28% | [9] Global Major Port Waiting Times | Port | August 14, 2025 | August 13, 2025 | Daily Change | Same Period Last Year | | --- | --- | --- | --- | --- | | Hong Kong Port | 0.538 | 0.486 | 0.052 | 0.437 | | Shanghai Port | 1.780 | 1.386 | 0.394 | 1.365 | | Yantian Port | 0.921 | 1.034 | - 0.113 | 0.869 | | Singapore Port | 1.158 | 0.620 | 0.538 | 0.535 | | Jakarta Port | 1.684 | 1.533 | 0.151 | 2.645 | | Long Beach Port | 1.551 | 1.829 | - 0.278 | 1.562 | | Savannah Port | 1.606 | 1.267 | 0.339 | 1.365 | [16] Speed and Number of Container Ships Waiting at Suez Canal Ports | Ship Type | August 14, 2025 | August 13, 2025 | Daily Change | Same Period Last Year | | --- | --- | --- | --- | --- | | 8000 + | 15.916 | 15.952 | - 0.036 | 15.988 | | 3000 + | 15.018 | 15.031 | - 0.013 | 15.106 | | 1000 + | 13.37 | 13.295 | 0.075 | 13.59 | | Ships waiting at Suez Canal ports | 13 | 8 | 5 | 7 | [25]