智通财经APP获悉，部分海运股午后走低，截至发稿，乐舱物流(02490)跌10.55%，报22.05港元；东方海外国际(00316)跌3.86%，报114.6港元；中远海控(01919)跌1.41%，报12.6港元。
消息面上，继上周四马士基和赫伯罗特大幅下调欧线现舱报价后，上周五MSC和ONE也跟进下调了后两周欧线现舱报价，且降价幅度更大。
南华期货指出，预计船公司下调欧线报价仍有可能对期价造成影响，叠加欧线即期运价指数有所回落，EC期价后续维持震荡下行的可能性相对较大。申银万国期货则指出，往年的情况来看，年初运价的高点通常出现在1月的前两周，随后开启淡季的运价调整，调整的节奏取决于货量及船司之间的博弈。
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