【马士基实际开舱价低于市场预期，但集运欧线下行空间相对有限？】金十期货5月22日讯，集运欧线主力合约早盘大幅回落，日内跌幅逾6%。国投期货表示，昨日马士基对AE3航线上海—伦敦实际开舱价1200/2000，较5月底涨幅$500/FEU，低于前期MSC落地涨幅$750/FEU，亦低于市场预期。而截至今晨报价上升至1272/2124。预计今日开盘将延续消化该不及预期因素。相较于锚定即期运价的06合约，08合约因前期涨幅更多源于关税缓情绪，且绝对价格偏高，在现实端兑现不足时呈现更大跌幅。关注后续马士基更多航线开舱调价以及其余航司开舱定价情况。考虑到5月底目前航司逐步积累囤货，涨幅兑现程度预计较好，叠加7月传统旺季运力趋紧、需求季节性回暖的挺价基础仍在，市场下行空间相对有限，需警惕追空风险。
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