【航司或借助高停航调涨报价，集运欧线仍以低多策略为主】金十期货12月3日讯，集运欧线主力合约今日领涨期市，日内涨幅逾4%。国投期货认为，现货指数方面，昨日新一期标的指数SCFIS报2828.63，环比小幅回落1.15%，体现11月末运价中枢的回落趋势。昨日新一期TCI天津-欧基港环比大幅上行9.73%，自上周起连续的上行体现华北港口月初宣涨兑现，其中大柜报价$5311/FEU，较一周前上涨$945.56/FEU。本周51周订舱将逐步开启，考虑到供应端51周运力收缩、揽货压力下降，而需求端仍有望呈现旺季属性，叠加25年长协谈判仍在拉锯，航司仍有挺价动力，或出现部分航司借助高停航调涨报价，建议仍以低多策略为主。
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