策略观点10月集运欧线主力合约震荡上行,淡季向旺季过渡抬升运价中枢;截至10月28日累计涨幅超3%,盘面对现货呈升水,反映旺季需求与航司挺价共振。10月最受关注的外部冲击来自美中贸易摩擦升级:美国自10月14日起对中资建造、拥有或运营的船舶征收额外港口费用,中国随即对美资船舶执行对等费率调整,抬升跨太平洋与亚欧线的合规与运营成本。中东方向,红海胡塞袭击较9月—10月阶段性回落,但加沙停火谈判前景...
Source Link策略观点10月集运欧线主力合约震荡上行,淡季向旺季过渡抬升运价中枢;截至10月28日累计涨幅超3%,盘面对现货呈升水,反映旺季需求与航司挺价共振。10月最受关注的外部冲击来自美中贸易摩擦升级:美国自10月14日起对中资建造、拥有或运营的船舶征收额外港口费用,中国随即对美资船舶执行对等费率调整,抬升跨太平洋与亚欧线的合规与运营成本。中东方向,红海胡塞袭击较9月—10月阶段性回落,但加沙停火谈判前景...
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