【集运指数期货大涨,船司宣涨推动多头卷土重来?】金十期货5月29日讯,5月29日,集运指数(欧线)主力合约大幅拉升,盘中一度涨超9%,最高触及2189点。海通期货表示,集运指数的大幅拉升与中远海运(COSCO)公布的第24周现货报价上涨有关,中远海运将40英尺的大柜的价格从2500美元提涨到2700美元,预计东方海外(OOCL)也会同步跟进,现在整体6月上旬的涨价落地情况比较好,现货货量稳定,运力供给中性。目前集运期货指数的主要交易锚点其一是美线抢运的旺季共振,其二是欧线自身旺季周期的涨价高度,前者叙事已经基本坍塌,所以现在更多回归欧线自身基本面。短期看,现阶段现货运价相对稳定并保有上升可能的情况,盘面仍有反弹机会,但长期来看,需要关注船司挺价落地情况,以及美线抢运规模,整体而言对美线抢运规模以及集运指数走势不持乐观预期。
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