【中泰期货：集运欧线缺乏实质性的上涨动力】金十期货2月4日讯，下游订舱活动持续低迷，市场期待的年底出货高峰与节前国货热销景象均未显现，运输需求疲软对近期运价构成沉重压力，并连带影响了期货市场的情绪。对于集运市场的未来展望，仍有许多未知因素待解，应着重关注下游货量波动及航司运价策略的调整。当前，主力合约价格持续走低，已接近航司运营成本边缘，预计地缘政治缓和对其影响较为有限。相反，远月合约受到复航预期的持续压制，呈现出弱势格局。货量提前触顶，近期需求有所放缓，促使船司之间展开价格战。04合约紧跟现货降价步伐，在淡季月份，现货报价可能会短暂低于长期协议价格。短期内，市场情绪偏向悲观，尽管在连续下跌后可能出现小幅反弹，但鉴于运价仍处于下行通道，缺乏实质性的上涨动力。因此，需要密切关注年后市场基本面及运价的变化趋势。
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