【多头爆发，有合约涨近15%！后续集运盘面如何变动？】金十期货10月22日讯，本周一，集运指数（欧线）期货延续上涨势头，除了即将交割的EC2410合约微跌外，其余合约当日均录得上涨，近月合约涨幅强于远月，主力合约EC2412收涨14.67%至3197.7点。1. 一德期货：当前驱动集运盘面反弹的主要因素还是船司联盟提涨11月欧线运价，市场多头情绪高涨。根据目前船司宣涨情况估算，折合盘面对应区间在2800~3200点。综上分析，目前期现走势形成背离，在基本面出现逆转前，一旦实际涨价落地不及预期，预计盘面将对高估部分定价进行修复，策略上可适当关注逢高沽空的机会。2. 海通期货：最新一期SCFIS欧线指数环比下跌7.8%，继续兑现10月下旬的运价跌幅，反映出船司为11月提价采取低价揽货的定价策略，基本符合前期现货指标反映出的跌幅。预计下期SCFIS欧线指数继续小幅回落后见底，最终EC2410合约结算点位在2250~2280点左右。3. 方正中期期货：由于班轮公司继续提涨，本周一EC期货延续上周的上涨行情。11—12月进入年度合约谈判关键期，班轮公司会通过停航减舱手段挺价，每次宣涨都将带动期市大幅上涨。然而，一旦证伪或涨价不及预期，期市将会大幅回调。所以，船东与货主的年度谈判博弈引发的宽幅震荡，将成为四季度集运期货走势的主旋律。预计11月期市整体以震荡偏强走势为主。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.