Workflow
NCE指数
icon
Search documents
集运早报-20250801
Yong An Qi Huo· 2025-08-01 06:39
Group 1: Report Industry Investment Rating - No information provided Group 2: Core View of the Report - In the face of high capacity pressure and the approaching off - season of demand, freight rates will be under pressure in the future [1] Group 3: Summary of Key Information EC Futures Contracts and Forward Curve - EC futures contract prices show different trends, with varying degrees of decline and increase in different contract periods, such as EC2508 at 2121.6 with a decline of - 724, and EC2510 at 1425.1 with a decline of - 2.63 [1] - The monthly spread of EC contracts also shows different changes, for example, EC2508 - 2510 is - 267.2, with a day - on - day change of 2.1 [1] Freight Rate Indexes - SCFIS decreased by 3.50% compared with the previous period, and SCFI increased by 0.53%. CCFI (European route) increased by 4.46%, and NCE increased by 0.35%. TCI remained unchanged at 0.00% [1] European Route Capacity and Freight Volume - In August and September (temporarily), the average weekly capacity of the European - American route 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 330,000 TEU respectively. The overall capacity pressure is high, especially in the second half of August [1] - There is still some support for the basic cargo volume in the first half of August, but the freight forwarders' perception is poor [1] Recent European Route Quotations - Downstream is currently booking cabins for early August (weeks 31 - 32). The landing price in week 32 is about $3300 (equivalent to 2300 points on the disk), and the landing price in week 33 is about 2150 points. MSK's opening quotation for week 33 is $2800, and other shipping companies mainly follow the previous quotations [1] - Shipping companies have adjusted their quotations in the past few days. For example, HPL reduced the price by $200 to $3100 on Tuesday, and MSC reduced the price by $300 to $3340 on Wednesday [1] Seasonal Trends of Freight Rate Indexes - The report presents the seasonal trends of freight rate indexes for multiple routes, including European routes, TCI (East Mediterranean), TCI (West Mediterranean), TCI (East America), TCI (West America), TCI (South - West America), TCI (East Africa), TCI (Persian Gulf), TCI (South Africa), and TCI (West Africa) [1][5]