【EC双周报】潮汐未定

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【20260918】【EC双周报】潮汐未定核心观点:中性现货下行,最新SCFIS欧线2882.69点、较上期下跌5.41%,SCFI欧线持续下跌,现货指数止跌反转仍需等待;目前全球主要船司纷纷下调中秋-国庆黄金周之间的欧线价格,降价空间仍在;基差下跌趋势流畅、进入淡旺季转换期,盘面偏震荡。主要警惕地缘局势以及苏伊士复航落地情况。运力供给:中性偏空各大船司欧线运力部署约55万TEU,转入淡季持续减少...

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