集运欧线大涨，多家船司发布11月涨价通知

Industry Overview - The European container shipping market is experiencing a rebound, with the main contracts rising over 5% as of October 29 [1] - The demand for transportation remains stable, leading to an increase in freight rates across most routes, which is driving the composite index upward [1] - Major shipping companies, including MSK, MSC, and CMA CGM, have announced price increases effective from November 1 for several key routes [1] - Attention is also on the recent US-China negotiations, as a potential reduction in tariffs could boost demand on US routes and provide support for European route prices [1] Company Performance - Jinjiang Shipping is focusing on expanding its Southeast Asia routes and has forecasted a net profit of between 1.17 billion to 1.20 billion yuan for Q3, representing a growth of 62.72% to 66.89% [2] - Ningbo Ocean completed a container transport volume of 3.117 million TEUs in the first half of the year, marking a year-on-year increase of 21.8%, and achieved a bulk cargo volume of 14.58 million tons, up 4.3% [2] - The company reported a net profit of 533 million yuan for Q3, reflecting a year-on-year growth of 31.61% [2]