Under the background that the geopolitical situation has not yet eased, freight rates are still expected to rise

Golden Ten Futures, May 16, the early opening, the container shipping index (European line) once rose more than 12%, according to a German futures analysis, the fundamentals, container shipping market demand is better, especially the South American route, due to the linkage of the route, which has been tight in the short term of the European line capacity squeeze. In addition, due to the deviation caused by the delay in shipping schedule, the shipment season pre-shipment volume in mid-to-late May and early June shipowner price increases have some support, in the context of the geopolitical situation has not yet eased, the medium-term supply and demand contradiction is still relatively prominent, it is expected that freight prices will still rise. Strategically, the early stage of multiple orders can continue to hold, pay close attention to the changes in the disk, short positions can wait for the callback intervention opportunities. Investors also need to pay attention to the impact of the centralized return of ships after delays and the delivery of new ships, and pay attention to the rhythm of transactions.