南华航运（集运）周报：班轮公司提涨运价终落地

20231105 — Z0003508 F03100647 1. 2. 3. 4. 5. 6. 1 1 CCFI8 SCFIS SCFINCFISEAFI SEAFINCFI4.69%516.60 FAK 2 60% 2 √⭐⭐⭐⭐ Matson——⭐⭐⭐ - ONE √⭐⭐⭐⭐ PMI 46.8%1.0%√⭐⭐⭐⭐ 1,745.575.82%√⭐⭐⭐⭐ 3 2 10 768.1 EC2404 0.79% 1.22% 756.0 66783 EC2404 EC2406 EC2408 EC2410 EC2412 762.1 786.0 866.9 805.5 828.5 768.1 789.0 869.7 804.9 839.5 0.79% 0.38% 0.32% -0.07% 1.33% 756.0 782.4 863.8 801.3 828.4 765.2 784.0 864.0 801.2 836.5 1.22% 0.20% 0.02% -0.01% 0.98% 66783 24129 3157 3140 531 - 4 1030 0.43% SCFIS 1.65% 5.86% CCFI 11 1 CICFI SCFI 8.33% 4.69% -0.54% 11 NCFINCFI 3 8 SEAFI SEAFI 9.68% NCFI 10.71%SEAFI 1.38% NCFI 8.28% 7.41% NCFI 3.47% 40.57% 9.09% 2.09% NCFI 12.47% 2 5 2023-08-18 2023-08-25 2023-09-01 2023-09-08 2023-09-15 2023-09-22 2023-09-29 2023-10-06 2023-10-13 2023-10-20 2023-10-27 2023-08-18 2023-08-25 2023-09-01 2023-09-08 2023-09-15 2023-09-22 2023-09-29 2023-10-06 2023-10-13 2023-10-20 2023-10-27 3 1,150.0 1,110.0 1,100.0 1,050.0 1,060.0 1,010.0 1,000.0 960.0 950.0 900.0 910.0 860.0 850.0 810.0 800.0 760.0 750.0 700.0 710.0 EC2404 EC2406 EC2408 EC2410 EC2412 EC2404 EC2406 EC2408 EC2410 EC2412 iFinD 6 2023-08-18 2023-08-25 2023-09-01 2023-09-08 2023-09-15 2023-09-22 2023-09-29 2023-10-06 2023-10-13 2023-10-20 2023-10-27 2023-08-18 2023-08-25 2023-09-01 2023-09-08 2023-09-15 2023-09-22 2023-09-29 2023-10-06 2023-10-13 2023-10-20 2023-10-27 3 110,000.0 100,000.0 90,000.0 80,000.0 70,000.0 60,000.0 50,000.0 40,000.0 30,000.0 20,000.0 10,000.0 610,000.0 510,000.0 410,000.0 310,000.0 210,000.0 110,000.0 10,000.0 EC2404 EC2404 iFinD 7 2021-12-06 2022-02-06 2022-04-06 2022-06-06 2022-08-06 2022-10-06 2022-12-06 2023-02-06 2023-04-06 2023-06-06 2023-08-06 2023-10-06 2021-12-13 2022-01-27 2022-03-13 2022-04-27 2022-06-11 2022-07-26 2022-09-09 2022-10-24 2022-12-08 2023-01-22 2023-03-08 2023-04-22 2023-06-06 2023-07-21 2023-09-04 2023-10-19 4 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% 12,000.0 6,000.0 30.0% 10,000.0 5,000.0 20.0% 8,000.0 4,000.0 10.0% 6,000.0 3,000.0 0.0% 4,000.0 2,000.0 -10.0% 2,000.0 1,000.0 -20.0% -30.0% 0.0 0.0 SCFIS SCFIS SCFIS SCFIS iFinD 8 2015-12-31 2016-05-31 2016-10-31 2017-03-31 2017-08-31 2018-01-31 2018-06-30 2018-11-30 2019-04-30 2019-09-30 2020-02-29 2020-07-31 2020-12-31 2021-05-31 2021-10-31 2022-03-31 2022-08-31 2023-01-31 2023-06-30 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 2023-10-27 4 9,000.0 2,000.0 8,000.0 1,800.0 7,000.0 1,600.0 6,000.0 1,400.0 5,000.0 1,200.0 4,000.0 1,000.0 3,000.0 800.0 2,000.0 600.0 1,000.0 400.0 0.0 SCFI CCFI SEAFI NCFI SCFI CCFI SEAFI NCFI iFinD 9 20.0% 15.0% 10.0% 5.0% 0.0% -5.0% 3.00% 2.00% 1.00% 0.00% -1.00% -2.00% -3.00% -4.00% -5.00% SCFI SEAFI NCFI CCFI 2023-10-06 2023-10-09 2023-10-12 2023-10-15 2023-10-18 2023-10-21 2023-10-24 2023-10-27 2023-10-30 2023-11-02 4 iFinD 10 2012-09-14 2013-04-14 2013-11-14 2014-06-14 2015-01-14 2015-08-14 2016-03-14 2016-10-14 2017-05-14 2017-12-14 2018-07-14 2019-02-14 2019-09-14 2020-04-14 2020-11-14 2021-06-14 2022-01-14 2022-08-14 2023-03-14 2023-10-14 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 2023-10-27 4 8 7,000.0 1,150.0 NCFI NCFI 1,050.0 6,000.0 950.0 5,000.0 850.0 4,000.0 750.0 650.0 3,000.0 550.0 2,000.0 450.0 1,000.0 350.0 0.0 250.0 iFinD 11 2022-11-04 2022-11-18 2022-12-02 2022-12-16 2022-12-30 2023-01-13 2023-01-27 2023-02-10 2023-02-24 2023-03-10 2023-03-24 2023-04-07 2023-04-21 2023-05-05 2023-05-19 2023-06-02 2023-06-16 2023-06-30 2023-07-14 2023-07-28 2023-08-11 2023-08-25 2023-09-08 2023-09-22 2023-10-06 2023-10-20 2023-11-03 4 8 NCFI 70.0% 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% -10.0% -20.0% -30.0% iFinD 12 2012-09-14 2013-04-14 2013-11-14 2014-06-14 2015-01-14 2015-08-14 2016-03-14 2016-10-14 2017-05-14 2017-12-14 2018-07-14 2019-02-14 2019-09-14 2020-04-14 2020-11-14 2021-06-14 2022-01-14 2022-08-14 2023-03-14 2023-10-14 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 2023-10-27 4 1,700.0 6,000.0 1,500.0 5,000.0 1,300.0 4,000.0 1,100.0 3,000.0 900.0 2,000.0 700.0 1,000.0 500.0 0.0 NCFI NCFI NCFI NCFI iFinD 13 2022-11-04 2022-11-18 2022-12-02 2022-12-16 2022-12-30 2023-01-13 2023-01-27 2023-02-10 2023-02-24 2023-03-10 2023-03-24 2023-04-07 2023-04-21 2023-05-05 2023-05-19 2023-06-02 2023-06-16 2023-06-30 2023-07-14 2023-07-28 2023-08-11 2023-08-25 2023-09-08 2023-09-22 2023-10-06 2023-10-20 2023-11-03 4 40.0% 30.0% 20.0% 10.0% 0.0% -10.0% -20.0% NCFI NCFI iFinD 14 2012-09-14 2013-03-14 2013-09-14 2014-03-14 2014-09-14 2015-03-14 2015-09-14 2016-03-14 2016-09-14 2017-03-14 2017-0