Core Viewpoint - The shipping index (European line) futures have significantly declined, with the main contract EC2602 dropping nearly 8% to 1453.5 points, reflecting a weak spot market and a lack of price support from shipping companies [1][2] Group 1: Market Trends - The shipping market is expected to experience a "weak peak season" in December, influenced by a late Chinese New Year in 2026, which may lead to delayed shipments [3] - Shipping companies collectively lowered their December prices, with Hapag-Lloyd reducing rates to $2,235/FEU, and others like CMA CGM and OOCL also cutting prices [1] - The current spot freight rate fluctuations are similar to last year's trends, with peak rates occurring in early December [3] Group 2: Future Outlook - The near-term contract EC2512's performance will depend on the actual pricing strategies of major shipping companies in December, particularly their willingness to raise prices [5] - The supply of shipping capacity for January is robust, with confirmed slot sizes reaching 306,000 TEU and 346,000 TEU for the first two weeks, indicating potential for price competition among shipping companies [3] - The future performance of the long-term contract will be influenced by geopolitical developments and the progress of the Red Sea's reopening, which is currently facing safety challenges [6][7]
利空突袭 集运指数（欧线）期货近月合约大跌！后市如何应对
Qi Huo Ri Bao·2025-11-26 00:27