【市场对年底存在旺季预期，叠加11月航司挺价行为，近月合约持续走强】金十期货10月21日讯，本周一公布的上海出口集装箱结算运价指数SCFIS欧线持续十三周下行，环比下降7.8%至2204.58点。宏需求面，欧元区9月制造业PMI创年内新低，德法双双加速萎缩，欧洲经济放缓，货源较为一般。运价方面，年底11-12月为年度合约谈判关键期，航司挺价意愿较强。假期后部分船司宣涨集运运价，为年底长期谈判做准备。马士基、达飞、赫伯罗特、万海等船司推出了新一轮运价调整计划，涉及北欧、地中海、南美、近洋等多条航线。地缘方面，近期中东地区局势再度恶化，以色列军方杀害哈马斯领导人叶海亚·辛瓦尔，导致美国总统拜登重启对加沙停火的呼吁，不过以色列总理内塔尼亚胡称行动“尚未完成” 。整体来看，市场对年底存在旺季预期，叠加11月航司挺价行为，近月合约持续走强，目前市场对航司涨价分歧加大，EC预计持续宽幅震荡。
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