南华航运（集运）周报：淡季将至，期价逐渐回落

20240121 — Z0002675 F03100647 1. 2. 3. 4. 5. 6. 1 1 CCFI SCFIS SCFISEAFINCFI NCFI 2 2 2025 2 THE — —⭐⭐⭐⭐⭐ 202421 OWS √ ⭐⭐⭐⭐ √ ⭐⭐⭐ √ ⭐⭐⭐ — —⭐⭐⭐⭐ 3 2 EC2404 13.42% 1867.6 7.17% 1904.7 30194 EC2404 EC2406 EC2408 EC2410 EC2412 2157.1 1959.0 1849.0 1662.0 1680.5 1867.6 1615.9 1497.6 1334.0 1367.0 -13.42% -17.51% -19.00% -19.74% -18.66% 2051.9 1915.8 1812.8 1622.6 1642.6 1904.7 1626.6 1491.2 1322.9 1356.2 -7.17% -15.10% -17.74% -18.47% -17.44% 30194 11566 8795 5880 3549 - 4 2 115 41.01% 8.39% SCFIS 1 49.66% 17 CICFI 70.87% 119 CCFI NCFI SCFI NCFI 12.64% 0.30% SEAFI 58.59%NCFI 1.14% 64.83% 6.88% NCFI 8.20% SEAFI 13.94% 5 2023-08-18 2023-09-01 2023-09-15 2023-09-29 2023-10-13 2023-10-27 2023-11-10 2023-11-24 2023-12-08 2023-12-22 2024-01-05 2024-01-19 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 2024-01-05 2024-01-12 2024-01-19 3 2,700.0 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 2,400.0 2,200.0 2,000.0 1,800.0 1,600.0 1,400.0 1,200.0 1,000.0 800.0 600.0 EC2404 EC2406 EC2408 EC2410 EC2412 EC2404 EC2406 EC2408 EC2410 EC2412 Wind 6 2023-08-18 2023-09-01 2023-09-15 2023-09-29 2023-10-13 2023-10-27 2023-11-10 2023-11-24 2023-12-08 2023-12-22 2024-01-05 2024-01-19 2023-08-18 2023-09-01 2023-09-15 2023-09-29 2023-10-13 2023-10-27 2023-11-10 2023-11-24 2023-12-08 2023-12-22 2024-01-05 2024-01-19 3 220,000.0 910,000.0 810,000.0 190,000.0 710,000.0 160,000.0 610,000.0 130,000.0 510,000.0 100,000.0 410,000.0 310,000.0 70,000.0 210,000.0 40,000.0 110,000.0 10,000.0 10,000.0 EC2404 EC2404 Wind 7 2021-12-13 2022-02-13 2022-04-13 2022-06-13 2022-08-13 2022-10-13 2022-12-13 2023-02-13 2023-04-13 2023-06-13 2023-08-13 2023-10-13 2023-12-13 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 2023-12-03 4 80.0% 50.0% 12,000.0 6,000.0 40.0% 60.0% 10,000.0 5,000.0 30.0% 40.0% 8,000.0 4,000.0 20.0% 20.0% 10.0% 6,000.0 3,000.0 0.0% 0.0% 4,000.0 2,000.0 -10.0% -20.0% 2,000.0 1,000.0 -20.0% -40.0% -30.0% 0.0 0.0 SCFIS SCFIS 1 2 iFinD 8 2016-02-26 2016-07-26 2016-12-26 2017-05-26 2017-10-26 2018-03-26 2018-08-26 2019-01-26 2019-06-26 2019-11-26 2020-04-26 2020-09-26 2021-02-26 2021-07-26 2021-12-26 2022-05-26 2022-10-26 2023-03-26 2023-08-26 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 2024-01-12 4 CCFI 9,000.0 2,300.0 8,000.0 2,100.0 7,000.0 1,900.0 6,000.0 1,700.0 5,000.0 1,500.0 4,000.0 1,300.0 3,000.0 1,100.0 2,000.0 900.0 700.0 1,000.0 500.0 0.0 SCFI CCFI SEAFI NCFI SCFI CCFI SEAFI NCFI iFinD 9 2023-12-22 2023-12-25 2023-12-28 2023-12-31 2024-01-03 2024-01-06 2024-01-09 2024-01-12 2024-01-15 2024-01-18 4 60.0% 25.0% 50.0% 20.0% 40.0% 15.0% 30.0% 20.0% 10.0% 10.0% 5.0% 0.0% -10.0% 0.0% SCFI NCFI CCFI : SEAFI : iFinD 10 2012-05-11 2012-12-11 2013-07-11 2014-02-11 2014-09-11 2015-04-11 2015-11-11 2016-06-11 2017-01-11 2017-08-11 2018-03-11 2018-10-11 2019-05-11 2019-12-11 2020-07-11 2021-02-11 2021-09-11 2022-04-11 2022-11-11 2023-06-11 2024-01-11 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 2024-01-12 4 8 11 7,000.0 2,350.0 NCFI NCFI 6,000.0 2,050.0 5,000.0 1,750.0 4,000.0 1,450.0 3,000.0 1,150.0 2,000.0 850.0 1,000.0 550.0 0.0 250.0 iFinD 11 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 2023-10-27 2023-11-10 2023-11-24 2023-12-08 2023-12-22 2024-01-05 2024-01-19 4 8 11 NCFI 140.0% 120.0% 100.0% 80.0% 60.0% 40.0% 20.0% 0.0% -20.0% iFinD 12 2012-11-30 2013-06-30 2014-01-31 2014-08-31 2015-03-31 2015-10-31 2016-05-31 2016-12-31 2017-07-31 2018-02-28 2018-09-30 2019-04-30 2019-11-30 2020-06-30 2021-01-31 2021-08-31 2022-03-31 2022-10-31 2023-05-31 2023-12-31 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 2024-01-12 4 2,900.0 6,000.0 2,500.0 5,000.0 2,100.0 4,000.0 1,700.0 3,000.0 1,300.0 2,000.0 900.0 1,000.0 500.0 0.0 NCFI NCFI NCFI NCFI iFinD 13 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 2023-10-27 2023-11-10 2023-11-24 2023-12-08 2023-12-22 2024-01-05 2024-01-19 4 70.0% 60.0% 50.0% 40.0%