【当前集运指数交易核心点在于船司11月初的挺价能否成功落地】金十期货10月16日讯，早盘集运指数（欧线）主力合约涨近6%，当前交易核心点在于船司11月初的挺价能否成功落地。目前，根据马士基、达飞和赫伯罗特公布的涨价函，基本都将11月初的大柜运价提涨到了4500美金左右，周二MSC发布对DT舱的提涨公告，大柜提涨至5000美金，DT舱不计入SCFIS欧线指数之中，但会提振目前市场对于船司挺价的预期和情绪。COSCO也发布11月的挺价，大柜报价4825美金，基本是目前船司11月报价的最高价。以此前降价最为积极的马士基来看，已较其第43周公布的大柜报价2600美金大幅提涨1900美金，提涨幅度在73%。从目前的供需情况来看，尚不支持船司如此大幅的涨价，一方面货量并未出现明显增长，另一方面船司主动调控运力的积极性似乎并没有那么强烈。目前EC的强势主要是强预期在推动，而预期能否落地尚待验证，短期不建议追高，继续关注后续其他船司挺价及主动调控运力的情况。
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