【苏伊士运河快速复航的预期降低，或推动集运欧线远月合约出现一定程度的修复】金十期货1月23日讯，早盘集运欧线期货高开后有所回落，现涨超4%，国投期货表示，从基本面来看，临近春节价格下跌幅度有所收窄。然而，节后仍存在运力恢复快于需求、揽货面临较大压力的可能，运价跌幅或再次走扩，或对近月合约的走势形成压制。远月合约方面，昨日MSC与赫伯罗特皆表明，停火不意味着立即复航苏伊士运河，且决定复航后，仍需4-6周改走苏伊士运河的东向船才会返回远东，形成供应压力。此外，以色列在约旦河西岸展开军事行动，这给巴以双方后续的谈判增添了不确定性，使得苏伊士运河快速复航的预期降低，或推动远月合约出现一定程度的修复。
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