【集运欧线后市关注12月宣涨落地和旺季需求兑现情况！】金十期货12月2日讯，集运欧线主力合约高开高走，日内涨逾5%。光大期货表示，近期地缘局势有所缓和，据报道以色列和黎巴嫩即将达成停火协议，哈马斯也表示准备好在加沙地区与以色列达成停火协议，市场对于地缘局势预期的转变带动盘面价格大幅波动。12月目前大柜报价中枢在5500美元/FEU左右，预期落地程度要好于11月。一方面需求旺季的到来有望带动装载率上升，另一方面近期出口退税政策的调整或带来抢运的货量冲击。因此对于EC2412来说，乐观的需求和涨价落地预期支撑近月合约相对更为坚挺，而EC2502虽为主力合约，并且也属于旺季范围内，但距离现在仍有一定时间，受到地缘等消息影响较大，建议投资者注意风险控制，谨慎操作，关注12月宣涨落地和旺季需求兑现情况。
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