智通财经APP获悉，航运股走势疲软，截至发稿，中远海控(01919)跌3.99%，报11.06港元；东方海外国际(00316)跌2.3%，报101.9港元；海丰国际(01308)跌2.18%，报20.2港元；太平洋航运(02343)跌1.51%，报1.96港元；中远海能(01138)跌1.23%，报6.41港元。
消息面上，11月25日，集运指数欧线主力合约午后急速下跌最终触及跌停，今早再跌超8%。建信期货认为，大跌可能由于是黎以传出了停火协议即将达成的消息，导致中东停火、红海复航的预期升温；12月挺价预期有所降温，马士基对12月首周的线上报价大柜降至5200美元，而此前航司大部分是涨到6000美元的水平，可能引发市场对12月船司涨价难以落地需要进一步降价揽货的预期。
广发期货指出，昨日盘后公布的SCFIS欧线指数为2861.6点，同比增长3.2%，增长速度大幅放缓，同时上周五公布的当期SCFI综合指数以及SCFI欧线均继续下跌，为连续两期下跌。由于SCFI指数相较于SCFIS指数具有一定的前瞻性，该指数下跌也意味着航司报价开始走弱，市场预期现货报价下跌将迅速袭来。
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