南华航运（集运）周报20240128：马士基货船再度受袭，期价震荡

20240128 — Z0002675 F03100647 1. 2. 3. 4. 5. 6. 1 1 SCFIS CCFISCFI NCFISEAFI NCFI PMI 2 2024122 · 2 √⭐⭐⭐⭐⭐ A.P.Moller-Maersk MaerskDetroitMaerskChesapeake √⭐⭐⭐⭐⭐ 2023-2027√⭐⭐⭐⭐⭐ 121 · 21 2024 √⭐⭐⭐⭐ √⭐⭐⭐⭐⭐ 3 2 EC2404 5.68% 1973.6 5.40% 2007.6 29345 EC2404 EC2406 EC2408 EC2410 EC2412 1867.6 1615.9 1497.6 1334.0 1367.0 1973.6 1718.2 1561.9 1368.1 1405.5 5.68% 6.33% 4.29% 2.56% 2.82% 1904.7 1626.6 1491.2 1322.9 1356.2 2007.6 1727.2 1578.0 1390.4 1425.3 5.40% 6.18% 5.82% 5.10% 5.10% 29345 11493 8249 5466 3190 - 4 2 1 22 0.62% SCFIS 11.73% 41.01% 1 24 CICFI CCFISCFI SEAFI 49.66% 126 NCFI -0.30% 1.70% -1.14% 5.53% NCFI 7.22% NCFI -8.20% 0.25% NCFI SEAFI 6.88% 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 2023-09-01 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 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 1 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 2016-03-04 2016-08-04 2017-01-04 2017-06-04 2017-11-04 2018-04-04 2018-09-04 2019-02-04 2019-07-04 2019-12-04 2020-05-04 2020-10-04 2021-03-04 2021-08-04 2022-01-04 2022-06-04 2022-11-04 2023-04-04 2023-09-04 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 2023-11-17 2023-12-08 2023-12-29 2024-01-19 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 2023-12-29 2024-01-01 2024-01-04 2024-01-07 2024-01-10 2024-01-13 2024-01-16 2024-01-19 2024-01-22 2024-01-25 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 2012-05-18 2012-12-18 2013-07-18 2014-02-18 2014-09-18 2015-04-18 2015-11-18 2016-06-18 2017-01-18 2017-08-18 2018-03-18 2018-10-18 2019-05-18 2019-12-18 2020-07-18 2021-02-18 2021-09-18 2022-04-18 2022-11-18 2023-06-18 2024-01-18 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 2023-11-17 2023-12-08 2023-12-29 2024-01-19 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 2023-01-27 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 2024-01-12 2024-01-26 4 8 11 NCFI 140.0% 120.0% 100.0% 80.0% 60.0% 40.0% 20.0% 0.0% -20.0% iFinD 12 2012-12-07 2013-07-07 2014-02-07 2014-09-07 2015-04-07 2015-11-07 2016-06-07 2017-01-07 2017-08-07 2018-03-07 2018-10-07 2019-05-07 2019-12-07 2020-07-07 2021-02-07 2021-09-07 2022-04-07 2022-11-07 2023-06-07 2024-01-07 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 2023-11-17 2023-12-08 2023-12-29 2024-01-19 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 2023-01-27 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 2024-01-12 2024-01-26 4 70.0% 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% -10.0% -20.0% -30.0% NCFI NCFI iFinD 14 2020