2025年10月15日，国内期货主力合约涨跌互现，SC原油、低硫燃料油（LU）、玻璃、燃料油、铁矿石、沪锌、沥青跌超1%。涨幅方面，集运指数（欧线）涨超4%，多晶硅涨超3%，沪银、20号胶、沪金涨超2%。
国投期货10月15日研报显示，本周航司密集宣涨11月报价，加之马士基将44周报价设为$1800/FEU，与其10月下旬即期报价一致，被市场解读为宣涨正逐步兑现，并增强了对11–12月至少两轮宣涨的预期，提振了12月合约的旺季预期。但目前12月合约已升至近1700点，较现货升水约650点（约合$2400/FEU），进一步上行需现实端现货企稳回升的验证。昨日中国商务部对韩华海洋旗下5家美国子公司实施反制，由于韩华海洋为韩国主要造船企业之一，一度引发市场对欧线运营的担忧；但制裁对象与其本土造船业务无直接关联，对集装箱船市场实际影响有限。 （本内容及观点仅供参考，不构成任何投资建议）
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