南华航运(集运 )周报：期价持续上行，周五略有回落

20231203 — Z0003508 F03100647 1. 2. 3. 4. 5. 6. 1 1 SCFIS CCFISCFI NCFISEAFINCFI 11 850 SCFIS 2 2 11 PMI: 46.3%√⭐⭐⭐⭐⭐ FAL1 FAL3 — —⭐⭐⭐⭐ 14 13 — —⭐⭐⭐ MSC √ ⭐⭐⭐⭐ — —⭐⭐⭐⭐ 3 2 EC2404 7.85% 818.5 11.24% 835.4 64152 EC2404 EC2406 EC2408 EC2410 EC2412 758.9 788.6 885.7 803.1 863.7 818.5 900.1 992.8 854.2 943.3 7.85% 14.14% 12.09% 6.36% 9.22% 751.0 773.9 874.6 800.7 854.7 835.4 901.9 993.5 860.0 938.4 11.24% 16.54% 13.59% 7.41% 9.79% 64152 29699 3096 3989 624 - 4 1127 SCFIS 7.50% 11.98% 1129 CICFI 4.43% 12 SEAFI 8.03% 1 CCFI SCFI NCFI 8.16% 9.20% NCFI -0.88% NCFI 0.20% -2.98% 20.05% SEAFI 1.66% NCFI -0.88% 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 2023-11-03 2023-11-10 2023-11-17 2023-11-24 2023-12-01 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 2023-11-03 2023-11-10 2023-11-17 2023-11-24 2023-12-01 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 Wind 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 2023-11-03 2023-11-10 2023-11-17 2023-11-24 2023-12-01 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 2023-11-03 2023-11-10 2023-11-17 2023-11-24 2023-12-01 3 130,000.0 610,000.0 110,000.0 510,000.0 90,000.0 410,000.0 70,000.0 310,000.0 50,000.0 210,000.0 30,000.0 110,000.0 10,000.0 10,000.0 EC2404 EC2404 Wind 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 2021-12-20 2022-02-03 2022-03-20 2022-05-04 2022-06-18 2022-08-02 2022-09-16 2022-10-31 2022-12-15 2023-01-29 2023-03-15 2023-04-29 2023-06-13 2023-07-28 2023-09-11 2023-10-26 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 2023-11-30 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 2023-10-13 2023-11-03 2023-11-24 4 9,000.0 1,800.0 8,000.0 1,600.0 7,000.0 1,400.0 6,000.0 1,200.0 5,000.0 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% 4.00% 15.0% 3.00% 10.0% 2.00% 1.00% 5.0% 0.00% 0.0% -1.00% -5.0% -2.00% -10.0% -3.00% SCFI SEAFI NCFI CCFI 2023-11-03 2023-11-06 2023-11-09 2023-11-12 2023-11-15 2023-11-18 2023-11-21 2023-11-24 2023-11-27 2023-11-30 4 iFinD 10 2012-03-23 2012-10-23 2013-05-23 2013-12-23 2014-07-23 2015-02-23 2015-09-23 2016-04-23 2016-11-23 2017-06-23 2018-01-23 2018-08-23 2019-03-23 2019-10-23 2020-05-23 2020-12-23 2021-07-23 2022-02-23 2022-09-23 2023-04-23 2023-11-23 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 2023-10-13 2023-11-03 2023-11-24 4 8 11 12 7,000.0 850.0 NCFI NCFI 6,000.0 750.0 5,000.0 650.0 4,000.0 550.0 3,000.0 450.0 2,000.0 350.0 1,000.0 0.0 250.0 iFinD 11 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 2023-11-17 2023-12-01 4 8 11 12 NCFI 70.0% 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% -10.0% -20.0% iFinD 12 2012-10-12 2013-05-12 2013-12-12 2014-07-12 2015-02-12 2015-09-12 2016-04-12 2016-11-12 2017-06-12 2018-01-12 2018-08-12 2019-03-12 2019-10-12 2020-05-12 2020-12-12 2021-07-12 2022-02-12 2022-09-12 2023-04-12 2023-11-12 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 2023-10-13 2023-11-03 2023-11-24 4 1,500.0 1,400.0 1,300.0 1,200.0 1,100.0 1,000.0 900.0 800.0 700.0 600.0 500.0 6,000.0 5,000.0 4,000.0 3,000.0 2,000.0 1,000.0 0.0 NCFI NCFI NCFI NCFI iFinD 13 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 2023-11-17 2023-12-01 4 40.0% 30.0% 20.0% 10.0% 0