集运指数期货持续走强 提涨预期与地缘风险交织

近期集运指数期货市场表现强劲，欧线指标合约涨幅显著。 friday, the EC futures contracts saw strong gains, with all contracts except the February contract hitting the daily limit. the SCFI Europe Line index for the week was reported at 1,805 U.S. dollars per TEU, aligning with the booking prices for the seventh week. shipping companies have further downgraded their February quotations, with average online container quotes for major carriers dropping to 2,700-2,800 U.S. dollars. the market rally after the holiday was fueled by heightened expectations for price increases, with HPL already announcing a potential raise in March quotations to 4,000 U.S. dollars per TEU for Europe line containers. however, the feasibility of such a hike remains uncertain, and market participants are closely watching if other carriers follow suit and whether these increases materialize. in addition, geopolitical tensions, including diminishing hopes for a permanent ceasefire in the Middle East, are contributing to stronger远月预期 and heightened market volatility. traders should remain vigilant regarding these developments and manage position risks accordingly.

【财醒来点评】：当前集运指数期货市场受提涨预期驱动，短期内可能延续强势，但缺乏基本面支撑，市场波动性显著增加。投资者应关注主要船公司报价调整情况及地缘政治发展可能带来的风险。建议保持观望，谨慎操作，等待更明确的市场信号。