【中东局势突变,利多集运指数?】金十期货12月9日讯,进入12月,集运指数(欧线)期货盘面整体表现震荡,EC2502合约周线收涨3.79%,至2642.5点。1. 银河期货航运分析师表示,在现货运价方面,目前12月上半月报价为4700~5500美元/FEU,第二周揽货压力相较第一周有所增加,部分船司运价有所调降。明年春节前随着货量改善,加上在长约季船司挺价默契下,现货运价依旧存在支撑,考虑到目前长约货量并不悲观,加上关税带来的担忧性备货仍在,春节前运价中枢有望维持整体震荡上行。2. 中信期货航运研究员表示,近月合约预计以震荡走势为主。“目前市场围绕12月下旬跌价与明年1月宣涨预期进行博弈,明年1月宣涨预期或能为短期盘面带来上涨机会,但是12月货量难以兑现此前市场对旺季的预期,市场需注意冲高回落风险。后续在春节前货物运输需求的支撑下,或将带动近月运价高点表现。”
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