南华航运（集运）周报：欧线运价终于回升

20231015 − Z0003508 F03100647 1. 2. 3. 4. 5. 1 1 SCFIS CCFI SCFINCFI SEAFINCFI8 11FAK 10 48 2 109 0.11% SCFIS -10.79% 3.54% 1011 -8.20% CICFI 1013 CCFI SEAFI SCFI 6.24% NCFI NCFI -0.31% NCFI 22.31% 8.05% 2 4.32% 0.59% NCFI 0.05% -2.10% SEAFI 0.09% -3.06% NCFI 12.32% -1.02% NCFI 3 2 EC2404 9.05% 781.8 6.89% 782.0 58328 EC2404 EC2406 EC2408 EC2410 EC2412 716.9 748.2 837.0 807.2 839.9 781.8 814.5 895.4 841.4 874.9 9.05% 8.86% 6.98% 4.24% 4.17% 731.6 770.4 835.9 799.3 829.7 782.0 823.7 898.9 846.4 878.6 6.89% 6.92% 7.54% 5.89% 5.89% 58328 20875 2483 2445 495 - 4 2 15 3500TEU ONE 10 13000TEU √ ⭐⭐⭐⭐ MSC —— ⭐⭐⭐⭐ 2023 √ ⭐⭐⭐⭐ √ ⭐⭐⭐⭐ 10 16 - √ ⭐⭐⭐ 5 2015-12-04 2016-05-04 2016-10-04 2017-03-04 2017-08-04 2018-01-04 2018-06-04 2018-11-04 2019-04-04 2019-09-04 2020-02-04 2020-07-04 2020-12-04 2021-05-04 2021-10-04 2022-03-04 2022-08-04 2023-01-04 2023-06-04 2022-09-30 2022-10-21 2022-11-11 2022-12-02 2022-12-23 2023-01-13 2023-02-03 2023-02-24 2023-03-17 2023-04-07 2023-04-28 2023-05-19 2023-06-09 2023-06-30 2023-07-21 2023-08-11 2023-09-01 2023-09-22 3 9,000.0 2,500.0 2,300.0 2,100.0 1,900.0 1,700.0 1,500.0 1,300.0 1,100.0 900.0 700.0 500.0 300.0 8,000.0 7,000.0 6,000.0 5,000.0 4,000.0 3,000.0 2,000.0 1,000.0 0.0 #REF! #REF! #REF! #REF! #REF! #REF! #REF! #REF! iFinD 6 20.0% 15.0% 10.0% 5.0% 0.0% -5.0% -10.0% 0.00% -0.50% -1.00% -1.50% -2.00% -2.50% -3.00% -3.50% -4.00% SCFI SEAFI NCFI CCFI 2023-09-15 2023-09-18 2023-09-21 2023-09-24 2023-09-27 2023-09-30 2023-10-03 2023-10-06 2023-10-09 2023-10-12 3 iFinD 7 2022-04-25 2022-05-25 2022-06-25 2022-07-25 2022-08-25 2022-09-25 2022-10-25 2022-11-25 2022-12-25 2023-01-25 2023-02-25 2023-03-25 2023-04-25 2023-05-25 2023-06-25 2023-07-25 2023-08-25 2023-09-25 2022-05-23 2022-07-07 2022-08-21 2022-10-05 2022-11-19 2023-01-03 2023-02-17 2023-04-03 2023-05-18 2023-07-02 2023-08-16 2023-09-30 3 40.0% 30.0% 25.0% 20.0% 15.0% 10.0% 5.0% 0.0% -5.0% -10.0% -15.0% -20.0% -25.0% 9,000.0 8,000.0 6,000.0 30.0% 5,000.0 7,000.0 20.0% 6,000.0 4,000.0 10.0% 5,000.0 3,000.0 4,000.0 3,000.0 2,000.0 1,000.0 0.0 0.0% 2,000.0 -10.0% 1,000.0 -20.0% -30.0% 0.0 SCFIS SCFIS SCFIS SCFIS iFinD 8 2012-08-24 2013-03-24 2013-10-24 2014-05-24 2014-12-24 2015-07-24 2016-02-24 2016-09-24 2017-04-24 2017-11-24 2018-06-24 2019-01-24 2019-08-24 2020-03-24 2020-10-24 2021-05-24 2021-12-24 2022-07-24 2023-02-24 2023-09-24 2022-10-14 2022-11-04 2022-11-25 2022-12-16 2023-01-06 2023-01-27 2023-02-17 2023-03-10 2023-03-31 2023-04-21 2023-05-12 2023-06-02 2023-06-23 2023-07-14 2023-08-04 2023-08-25 2023-09-15 2023-10-06 3 7,000.0 1,800.0 1,600.0 6,000.0 1,400.0 5,000.0 1,200.0 4,000.0 1,000.0 800.0 3,000.0 600.0 2,000.0 400.0 1,000.0 200.0 0.0 0.0 iFinD 9 2022-10-14 2022-10-28 2022-11-11 2022-11-25 2022-12-09 2022-12-23 2023-01-06 2023-01-20 2023-02-03 2023-02-17 2023-03-03 2023-03-17 2023-03-31 2023-04-14 2023-04-28 2023-05-12 2023-05-26 2023-06-09 2023-06-23 2023-07-07 2023-07-21 2023-08-04 2023-08-18 2023-09-01 2023-09-15 2023-09-29 2023-10-13 3 NCFI 70.0% 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% -10.0% -20.0% -30.0% iFinD 10 2012-08-24 2013-03-24 2013-10-24 2014-05-24 2014-12-24 2015-07-24 2016-02-24 2016-09-24 2017-04-24 2017-11-24 2018-06-24 2019-01-24 2019-08-24 2020-03-24 2020-10-24 2021-05-24 2021-12-24 2022-07-24 2023-02-24 2023-09-24 2022-10-14 2022-11-04 2022-11-25 2022-12-16 2023-01-06 2023-01-27 2023-02-17 2023-03-10 2023-03-31 2023-04-21 2023-05-12 2023-06-02 2023-06-23 2023-07-14 2023-08-04 2023-08-25 2023-09-15 2023-10-06 3 6,000.0 3,000.0 5,000.0 2,500.0 4,000.0 2,000.0 3,000.0 1,500.0 2,000.0 1,000.0 1,000.0 500.0 0.0 NCFI NCFI NCFI NCFI iFinD 11 2022-10-14 2022-10-28 2022-11-11 2022-11-25 2022-12-09 2022-12-23 2023-01-06 2023-01-20 2023-02-03 2023-02-17 2023-03-03 2023-03-17 2023-03-31 2023-04-14 2023-04-28 2023-05-12 2023-05-26 2023-06-09 2023-06-23 2023-07-07 2023-07-21 2023-08-04 2023-08-18 2023-09-01 2023-09-15 2023-09-29 2023-10-13 3 40.0% 30.0% 20.0% 10.0% 0.0% -10.0% -20.0% NCFI NCFI iFinD 12 2012-08-24 2013-02-24 2013-08-24 2014-02-24 2014-08-24 2015-02-24 2015-08-24 2016-02-24 2016-08-24 2017-02-24 2017-08-24 2018-02-24 2018-08-24 2019-02-24 2019-08-24 2020-02-24 2020-08-24 2021-02-24 2021-08-24 2022-02-24 2022-08-24 2023-02-24 2023-08-24 2022-10-14 2022-11-03 2022-11-23 2022-12-13 2023-01-02 2023-01-22 2023-02-11 2023-03-03 2023-03-23 2023-04-12 2023-05-02 2023-05-22 2023-06-11 2023-07-01 2023-07-21 2023-08-10 2023-08-30 2023-09-19 2023-10-09 3 2023 9,000.0 8,000.0 7,000.0 6,000.0 5,000.0 4,000.0 3,000.0 2,000.0 1,000.0 0.0 2,000.0 1,800.0 1,600.0 1,400.0 1,200.0 1,000.0 800.0 600.0 400.0 200.0 0.0 1,200.0 1,000.0 800.0 600.0 400.0 200.0 0.0 NCFI NCFI NCFI NCFI iFinD 13 2022-10-14 2022-10-28 2022-11-11 2022-11-25 2022-12-09 2022-12-23 2023-01-06 2023-01-20 2023-02-03 2023-02-17 2023-03-03 2023-03-17 2023-03-31 2023-04-14 2023-04-28 2023-05-12 2023-05-26 2023-06-09 2023-06-23 2023-07-07 2023-07-21 2023-08-04 2023-08-18 2023-09-