【在货量逐步提升背景下,航司存在进一步调涨可能】金十期货5月30日讯,早盘集运欧线期货震荡运行,现涨1.36%,维持在2100点上方,国投期货分析认为,昨日中远、东方海外宣布上调第24周运价至2800美元/FEU(此前2525&2600美元/FEU),长荣亦上调至2700美元/FEU(此前2250美元/FEU),其余航司多维持第23周报价,带动市场情绪好转,且25周运力不高,在货量逐步提升背景下,航司存在进一步调涨可能。预计节前对现货的乐观预期将带动盘面继续上行,之后将进入等待预期兑现阶段。后续需关注6月上旬针对传统旺季7月货量的运价宣涨,或成为重要上行驱动。
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