【美线集运运价涨近100%!集运欧线上方仍有空间?】金十期货5月19日讯,极羽科技提供的数据显示,上海至洛杉矶航线,截至16日,马士基5月26日开航航次报价,已达到3705美元/FEU,较5月12日的报价上涨了96%。有业内人士表示,按照预测,美航线的“爆舱”将持续至7月下旬。若美线持续出现大规模抢运现象,船公司或将从欧线抽调运力,加剧欧线供应端的紧张局面,进而推动欧线运价上涨。上周,受此宏观利好刺激,集运指数(欧线)期货大幅反弹。但上周最后两个交易日,集运指数(欧线)期货快速回落。方正中期期货表示,抢运期和运输旺季过后,不确定因素仍会较多,包括关税谈判、红海绕航等。今年全球集装箱船舶运力增速为6%~7%,而贸易量增速约1%,运力供需增速差5~6个百分点。需要注意的是,未来美国还将与数十个经济体进行关税磋商。倘若协商减免延期,可能会再度引发市场情绪好转或阶段性抢运。
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