南华航运（集运）周报：跌宕起伏

20231231 — Z0002675 F03100647 1. 2. 3. 4. 5. 6. 1 1 SCFIS CCFISEAFI SCFINCFINCFI 2 2 1228 2023 EC2412100 EC2404EC240650EC2408EC2410 ——⭐⭐⭐⭐⭐ 48 √ ⭐⭐⭐⭐⭐ √ ⭐⭐⭐⭐ MSC √ ⭐⭐⭐⭐⭐ √ ⭐⭐⭐⭐⭐ 3 2 EC2404 18.10% 1643.0 18.94% 1604.0 57636 10 12 EC2404 EC2406 EC2408 EC2410 EC2412 1391.2 1285.4 1137.4 1004.0 1034.7 1643.0 1434.2 1358.1 1248.2 1298.0 18.10% 11.58% 19.40% 24.32% 25.45% 1348.6 1216.9 1138.7 1036.4 1075.2 1604.0 1367.8 1304.4 1207.1 1260.0 18.94% 12.40% 14.55% 16.47% 17.19% 57636 21462 14703 9400 5657 - 4 2 8.39% CCFI 1225 1.97% 12 SCFIS 27 21.65% CICFISCFI NCFI 5.41% 1229 SEAFI NCFI 38.63% -1.08% NCFI -1.94% 127.71%10.49% 2.48% 56.30% SEAFI NCFI 5.31% 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 2023-12-08 2023-12-15 2023-12-22 2023-12-29 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 2023-12-08 2023-12-15 2023-12-22 2023-12-29 3 1,900.0 1,800.0 1,700.0 1,600.0 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 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 2023-12-08 2023-12-15 2023-12-22 2023-12-29 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 2023-12-08 2023-12-15 2023-12-22 2023-12-29 3 220,000.0 1,010,000.0 910,000.0 810,000.0 710,000.0 610,000.0 510,000.0 410,000.0 310,000.0 210,000.0 110,000.0 10,000.0 190,000.0 160,000.0 130,000.0 100,000.0 70,000.0 40,000.0 10,000.0 EC2404 EC2404 Wind 7 2022-01-03 2022-03-03 2022-05-03 2022-07-03 2022-09-03 2022-11-03 2023-01-03 2023-03-03 2023-05-03 2023-07-03 2023-09-03 2023-11-03 2022-01-17 2022-03-03 2022-04-17 2022-06-01 2022-07-16 2022-08-30 2022-10-14 2022-11-28 2023-01-12 2023-02-26 2023-04-12 2023-05-27 2023-07-11 2023-08-25 2023-10-09 2023-11-23 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 2016-01-29 2016-06-29 2016-11-29 2017-04-29 2017-09-29 2018-02-28 2018-07-31 2018-12-31 2019-05-31 2019-10-31 2020-03-31 2020-08-31 2021-01-31 2021-06-30 2021-11-30 2022-04-30 2022-09-30 2023-02-28 2023-07-31 2022-12-30 2023-01-20 2023-02-10 2023-03-03 2023-03-24 2023-04-14 2023-05-05 2023-05-26 2023-06-16 2023-07-07 2023-07-28 2023-08-18 2023-09-08 2023-09-29 2023-10-20 2023-11-10 2023-12-01 2023-12-22 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 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% 6.00% 5.00% 4.00% 3.00% 2.00% 1.00% 0.00% -1.00% -2.00% -3.00% SCFI NCFI CCFI : SEAFI : 2023-12-01 2023-12-04 2023-12-07 2023-12-10 2023-12-13 2023-12-16 2023-12-19 2023-12-22 2023-12-25 2023-12-28 4 iFinD 10 2012-04-20 2012-11-20 2013-06-20 2014-01-20 2014-08-20 2015-03-20 2015-10-20 2016-05-20 2016-12-20 2017-07-20 2018-02-20 2018-09-20 2019-04-20 2019-11-20 2020-06-20 2021-01-20 2021-08-20 2022-03-20 2022-10-20 2023-05-20 2023-12-20 2022-12-30 2023-01-20 2023-02-10 2023-03-03 2023-03-24 2023-04-14 2023-05-05 2023-05-26 2023-06-16 2023-07-07 2023-07-28 2023-08-18 2023-09-08 2023-09-29 2023-10-20 2023-11-10 2023-12-01 2023-12-22 4 8 11 1 7,000.0 1,850.0 NCFI NCFI 1,650.0 6,000.0 1,450.0 5,000.0 1,250.0 4,000.0 1,050.0 3,000.0 850.0 2,000.0 650.0 1,000.0 450.0 0.0 250.0 iFinD 11 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 2023-12-15 2023-12-29 4 8 11 1 NCFI 140.0% 120.0% 100.0% 80.0% 60.0% 40.0% 20.0% 0.0% -20.0% iFinD 12 2012-11-09 2013-06-09 2014-01-09 2014-08-09 2015-03-09 2015-10-09 2016-05-09 2016-12-09 2017-07-09 2018-02-09 2018-09-09 2019-04-09 2019-11-09 2020-06-09 2021-01-09 2021-08-09 2022-03-09 2022-10-09 2023-05-09 2023-12-09 2022-12-30 2023-01-20 2023-02-10 2023-03-03 2023-03-24 2023-04-14 2023-05-05 2023-05-26 2023-06-16 2023-07-07 2023-07-28 2023-08-18 2023-09-08 2023-09-29 2023-10-20 2023-11-10 2023-12-01 2023-12-22 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 2022-12-30 2023-01-13 2023-01-27 2023-02-10 2023-02-24 2023-03-10 2023-03