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地缘烈度加剧带动EC上行,4月宣涨落地仍面临基本面考验

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2025-03-18 00:40:10

金十期货3月18日讯 - 集运欧线市场近期呈现震荡走势,地缘政治因素的影响虽存在但持续性有限。市场基本面情绪偏空,近月合约的实际价值仍需通过基本面宣涨的落地情况来验证。


本周市场关注点主要集中在需求端,特别是月末装载情况的变化。部分航司的部分航次已经实现满载,市场正密切关注货量改善是否能进一步推动爆舱情况的发生。供给端方面,市场依然聚焦于船司的空班计划,这将是影响市场供需平衡的关键因素。


此外,MSC此次选择沿用现有策略后,市场正密切关注马士基是否会相应调整其目前wk14的报价。同时,其他船司及联盟的定价策略也将是市场关注的焦点,这些因素都可能对集运欧线市场产生重要影响。


尾部批注:这些市场动态对投资者而言意味着需要密切关注供需变化及主要船司的策略调整,以便及时调整投资策略,把握市场机会。

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