集运早报 研究中心能化团队 2025/12/26 କିଲ୍ଲି 昨日收盘价 涨跌 其我 昨日成交昼 昨日持仓昼 待仓变动 EC2512 0.13% -18.8 112 1714 -76 1608.0 EC2602 1799.7 0.22% -210.5 28762 34250 -66 EC2604 1164.5 -0 04% 424.7 6267 21254 264 EC2606 1320.0 0 08% 269.2 258 2126 -19 FC2608 1496 7 1.06% 92 5 112 1181 -12 期货 0.75% 277 EC2610 5941 1059.0 530.2 811 日环比 周环比 月姜 前两日 前- -B 前三日 2.6 -64.4 EC2512-2504 443.5 448.0 440.9 -123.9 -191.7 -1.8 EC2512-2602 -189.9 -200.6 4.4 59.5 EC2502-2604 630.8 648.6 635.2 本期涨跌 更新频率 公布日期 क्र (2) 本期 前- 一期 前两期 上期涨跌 指惋 SCFIS 每周 2025/1 ...

集运星报 | | | | | | | 研究中心能化团队 | | | 2025/12/25 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | ਵਾਲੇ EC2512 | | 昨日收盘价 1605.9 | 涨跌 -0.01 % | 基差 -16.7 | 昨日成交昼 139 | | 昨日持仓昼 1790 | 持仓变动 -100 | | | EC2602 EC2604 | | 1795.8 1165.0 | -0.60% 0.60% | -206.6 424.2 | 23706 5133 | | 34316 20990 | -688 123 | | | EC2606 | | 1319.0 | -0.95% | 270.2 | 200 | | 2145 | -4.2 | | | EC2608 | | 1481.0 | 0.07% | 108.2 | 124 | | 1193 | -6 | | 期货 | EC2610 | | 1051.1 | -0.09% | 538.1 | 651 | | 5664 | 61 | | | 月差 | | ...

Report Summary 1. Industry Investment Rating No industry investment rating is provided in the report. 2. Core View The significant rebound of the container shipping index contracts on the day is mainly due to the better - than - expected Sino - US talks over the weekend. The short - term trade prospects have improved, and the supply concerns brought by the US line to the European line have been alleviated, which significantly boosts market expectations. However, the progress in the later stage is still uncertain, and the supply - demand fundamentals of the European line are weak. In the long term, container shipping prices may still be more likely to fall than rise. It is recommended to participate mainly from the perspective of short - term oversold rebound [8]. 3. Summary by Section 3.1行情回顾与操作建议 (Market Review and Operation Suggestions) - The spot market changed little. The online quotes in the second half of May were basically the same as those in the first half. The significant rebound of the container shipping index contracts was caused by the Sino - US talks. According to the Geneva Economic and Trade Talks Joint Statement, both China and the US suspended the tariff measures upgraded after April 2, and the short - term trade prospects improved. But the long - term container shipping prices may be weak, and short - term oversold rebound is recommended [8]. 3.2行业要闻 (Industry News) - From May 6th to 9th, the China Export Container Transport Market was generally stable after the holiday, with different routes showing different trends. The comprehensive index rose slightly. In April, China's exports increased by 8.1% year - on - year. - On May 9th, the Shanghai Export Container Comprehensive Freight Index rose 0.3% from the previous period. In the European route, due to weak consumption and slow progress in US - EU trade negotiations, the transport demand was stable, and the spot market booking price fell slightly. The Mediterranean route's supply - demand fundamentals were better, and the market price was flat. In the North American route, China's exports to the US decreased in April, but the market price rose slightly [9][10]. - From May 10th to 11th, Sino - US economic and trade high - level talks were held in Geneva. On May 12th, the "Sino - US Geneva Economic and Trade Talks Joint Statement" was released. The US will cancel 91% of the tariffs on Chinese goods and modify the 34% "reciprocal tariff", suspending 24% of it for 90 days and retaining 10%. China will also take corresponding measures [10]. 3.3数据概览 (Data Overview) - **Container Shipping Spot Prices**: On May 12th, the SCFIS for the European route decreased by 5.5% compared to May 4th, while that for the US West route increased by 10.2% [13]. - **Container Shipping Index (European Line) Futures Quotes**: The report provides the trading data of container shipping European line futures contracts on May 12th, including opening price, closing price, settlement price, etc. All contracts rebounded significantly, with a maximum increase of 16% [6]. - **Shipping - Related Data Charts**: The report presents multiple charts, including global container shipping capacity, global container ship orders, Shanghai - European basic port freight rates, etc. [20][23]