【部分航司开启涨价动作 强化市场运价反弹预期】金十期货3月7日讯,现货市场仍受货量低迷压制持续走弱,但传统航运旺季临近叠加航司开启调价动作,强化了市场对运价反弹的预期,多空因素交织,盘面出现宽幅震荡。但总体而言,季节性周期转换带来的心理预期、航司宣涨以及后续潜在的空班计划,使得多头情绪往往更易占据上风。但现货运价尚未出现实质性拐点,近月合约已升水当前即期运价中枢超1200/FEU溢价空间,加之航司实际运力调控力度仍待观察,短期继续上行动能或受制约,仍将以宽幅震荡走势为主。若后续出现货量回暖与运力收缩的实质性联动,市场有望开启新一轮上行周期。
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