机构观点:市场预期悲观 短期EC或延续低位震荡

金十财经
17 Apr

【机构观点:市场预期悲观 短期EC或延续低位震荡】金十期货4月17日讯,集运指数(欧线)主力合约日内走低2.00%,申银万国期货观点:最新马士基5月第一周开舱延续1800美元的大柜报价,沿用4月底报价,5月上旬预计多数船司将继续沿用,迎来旺季拐点可能性较小,市场对于6月能否迎来旺季存疑,06合约在情绪性修复后连续走弱。目前美线货物出口骤降,部分运力可能再度部署在欧线之上,加剧欧线供给过剩格局,加上目前尚未看到欧线节日备货季的开启,短期EC或延续低位震荡,关注后续船司对于运力的调控及5月船司提涨进展。

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