早盘收盘,国内期货主力合约涨跌不一。集运欧线涨超12%,尿素涨超3%,20号胶涨超2%,苹果、沥青、沪锡、沪银、豆粕、橡胶涨超1%;跌幅方面,玻璃跌超2%,SC原油、燃料油、烧碱、焦煤跌超1%。
航司3月挺价策略持续加码,集运欧线大幅上涨!
国投期货表示,航司3月挺价策略持续加码,马士基(MSK)宣涨3月运价至2600/4000美元并开放W10订舱,地中海航运(MSC)新增两个航次空班,3月上旬周均运力收缩至24.3万TEU,显示航司控舱力度强化,供给端收缩为运价企稳奠定基础。后市核心驱动在于供需节奏的匹配:若节后复工带动货量快速回升,在空班支撑下装载率显著改善,则可能提前触发“淡转旺”切换,推动现货超预期反弹并形成新驱动,反之若装载率弱势不改,则可能使得盘面承受一定压力。
需求恢复缓慢,玻璃库存持续上升
本周玻璃产线开工率环比略有回升,周熔量环比略增,企业库存继续上升。目前中下游需求尚未恢复,企业去库存在压力,不过当下玻璃日熔量降至同期低位,产线持续冷修大幅缓解供应压力,短期玻璃供需偏弱,预计盘面延续低位震荡运行,关注下游需求恢复。操作上,玻璃关住1250附近支撑。(华联期货)
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