南华航运（集运）周报20240719：期价总体震荡下行，现货运价逐渐筑顶

20240719 — Z0002675 F03100647 1. 2. 3. 4. 5. 6. 1 1 SCFIS CCFISCFI NCFINCFI 2 √ ⭐⭐⭐⭐ √ ⭐⭐⭐⭐ —— ⭐⭐⭐⭐ 37.6% 12 4 11 —— ⭐⭐⭐⭐ 2 2 PSA √⭐⭐⭐⭐ 3 2 PSA OngKimPong 90% 77% 22% 4 2 EC2408 EC2410 5.16% 3675.0 1.67% 3718.0 EC2408 EC2408 EC2410 EC2412 EC2502 EC2504 EC2506 5499.9 3874.8 3071.9 2448.3 2027.8 2090.3 5530.6 3675.0 2895.0 2203.0 1799.9 1784.6 0.56% -5.16% -5.76% -10.02% -11.24% -14.62% 5458.6 3781.2 3151.3 2489.4 2064.8 2096.9 5527.6 3718.0 3007.1 2308.1 1887.2 1881.0 1.26% -1.67% -4.58% -7.28% -8.60% -10.30% 25669 29638 16617 11047 17169 8478 iFinD 5 2 7 7.11% 15 SCFIS 10.49% 1.48% 3.47%CCFI 2.91% 4.63% 717 CICFI SCFI NCFI 719 NCFI -1.35% NCFI 11.19% -4.46% NCFI 1.52% iFinD Bloomberg 6 2 — ONE 0715~0721 20GP$6,123$5,740$5,280$4,350$7,153$5,935$5,525 40GP/HC$8,628$8,840$9,560$8,500$8,508$9,120$9,225 20GP $8,981 $5,740 $5,280 $4,350 $6,553 $5,935 $5,525 20GP $5901.0 0722~0728 40GP/HC $11,864 $8,840 $9,560 $8,500 $8,508 $9,120 $9,225 40GP/HC $9209.2 20GP $8,069 $5,740 $5,280 $4,350 $6,553 $5,935 $5,525 0729~0804 40GP/HC $11,643 $8,840 $9,560 $8,500 $8,508 $9,120 $9,225 7 2023-08-18 2023-09-08 2023-09-29 2023-10-20 2023-11-10 2023-12-01 2023-12-22 2024-01-12 2024-02-02 2024-02-23 2024-03-15 2024-04-05 2024-04-26 2024-05-17 2024-06-07 2024-06-28 2024-07-19 2023-08-18 2023-09-08 2023-09-29 2023-10-20 2023-11-10 2023-12-01 2023-12-22 2024-01-12 2024-02-02 2024-02-23 2024-03-15 2024-04-05 2024-04-26 2024-05-17 2024-06-07 2024-06-28 2024-07-19 3 6,000.0 6,000.0 5,400.0 5,400.0 4,800.0 4,800.0 4,200.0 4,200.0 3,600.0 3,600.0 3,000.0 3,000.0 2,400.0 2,400.0 1,800.0 1,800.0 1,200.0 1,200.0 600.0 600.0 EC2408 EC2410 EC2412 EC2502 EC2504 EC2506 EC2408 EC2410 EC2412 EC2502 EC2504 EC2506 iFinD 8 150,000 135,000 120,000 105,000 90,000 75,000 60,000 45,000 30,000 15,000 0 240,000 120,000 600,000 540,000 480,000 420,000 360,000 300,000 240,000 180,000 120,000 60,000 0 960,000 210,000 840,000 180,000 720,000 150,000 600,000 480,000 90,000 360,000 60,000 240,000 30,000 120,000 0 0 2023-08-18 2023-09-18 2023-10-18 2023-11-18 2023-12-18 2024-01-18 2024-02-18 2024-03-18 2024-04-18 2024-05-18 2024-06-18 2024-07-18 2023-08-18 2023-09-18 2023-10-18 2023-11-18 2023-12-18 2024-01-18 2024-02-18 2024-03-18 2024-04-18 2024-05-18 2024-06-18 2024-07-18 3 iFinD 9 2021-11-29 2022-01-29 2022-03-29 2022-05-29 2022-07-29 2022-09-29 2022-11-29 2023-01-29 2023-03-29 2023-05-29 2023-07-29 2023-09-29 2023-11-29 2024-01-29 2024-03-29 2024-05-29 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 2024-01-17 2024-03-02 2024-04-16 2024-05-31 2024-07-15 4 1 12,000.0 6,000.0 80.0% 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% -10.0% -20.0% -30.0% 10,000.0 5,000.0 60.0% 8,000.0 4,000.0 40.0% 6,000.0 3,000.0 20.0% 4,000.0 2,000.0 0.0% 2,000.0 1,000.0 -20.0% 0.0 0.0 -40.0% SCFIS: SCFIS: : SCFIS SCFIS iFinD 10 2015-12-11 2016-05-11 2016-10-11 2017-03-11 2017-08-11 2018-01-11 2018-06-11 2018-11-11 2019-04-11 2019-09-11 2020-02-11 2020-07-11 2020-12-11 2021-05-11 2021-10-11 2022-03-11 2022-08-11 2023-01-11 2023-06-11 2023-11-11 2024-04-11 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 2024-02-09 2024-03-01 2024-03-22 2024-04-12 2024-05-03 2024-05-24 2024-06-14 2024-07-05 4 4 NCFI SCFI 5,400.0 4,000.0 4,800.0 3,600.0 4,200.0 3,200.0 3,600.0 2,800.0 3,000.0 2,400.0 2,400.0 2,000.0 1,800.0 1,600.0 1,200.0 1,200.0 600.0 800.0 0.0 400.0 SCFI CCFI NCFI SCFI CCFI NCFI iFinD 11 2024-06-21 2024-06-24 2024-06-27 2024-06-30 2024-07-03 2024-07-06 2024-07-09 2024-07-12 2024-07-15 2024-07-18 4 8.0% 9.0% 6.0% 8.0% 4.0% 7.0% 2.0% 6.0% 0.0% 5.0% -2.0% 4.0% -4.0% -6.0% 3.0% SCFI NCFI CCFI : iFinD 12 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 2023-07-21 2023-08-11 2023-09-01 2023-09-22 2023-10-13 2023-11-03 2023-11-24 2023-12-15 2024-01-05 2024-01-26 2024-02-16 2024-03-08 2024-03-29 2024-04-19 2024-05-10 2024-05-31 2024-06-21 2024-07-12 4 8 11 3 7,000.0 3,750.0 NCFI NCFI 6,000.0 3,250.0 5,000.0 2,750.0 4,000.0 2,250.0 3,000.0 1,750.0 2,000.0 1,250.0 1,000.0 750.0 0.0 250.0 iFinD 13 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 2024-02-09 2024-02-23 2024-03-08 2024-03-22 2024-04-05 2024-04-19 2024-05-03 2024-05-17 2024-05-31 2024-06-14 2024-06-28 2024-07-12 4 8 11 3 NCFI 140.0% 120.0% 100.0% 80.0% 60.0% 40.0% 20.0% 0.0% -20.0% iFinD 14 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 2021-0