【EC现货涨幅再次放缓 12月提涨落地可能不及预期】金十期货11月25日讯，周一集运欧线近远月跌幅再次扩大，主力EC2502尾盘跌停，远月合约跌幅超10%。国内集运现货运价指数方面，周一SCFIS欧线指数为2861.60点，周环比上涨3.24%，涨幅继续回落，多头资金对12月船司控舱挺价行为逐渐钝化，旺季作用下EC2412仍维持高位震荡的同时，周一主力EC2502空头大幅增仓下行，此前曾多次提升，一旦盘面放量反包11月7日的阳线，表明在多日震荡过后选择向下突破，此前技术上已经出现拐头信号，多头出逃叠加宏观偏空情绪使得主力全天弱势。远月合约则在午后闪崩并持续走弱，周末以方原则上同意停火协议草案，避险情绪拉扯明年运价水平，市场可能重新定价远期关税政策造成的负面影响，10月造船订单大跌，或预示着新一轮运价低迷期的到来。策略方面，如果船司12月初调涨的实际落地情况不及预期，EC2502下方空间依然很大，建议前期获利多头和正套头寸暂时止盈离场，成本在2900点上方的空头可继续持有。
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