Group 1 - The European shipping index futures experienced a sharp decline, with the main contract dropping to a low of 1373.0 points and closing at 1402.6 points, reflecting a decrease of 6.61% [1] - The SCFIS (European Route) index reported a rise of 20.7% compared to the previous period, reaching 1639.37 points on November 24 [1] - Major shipping companies, including Maersk, have announced price reductions for December, with Maersk's opening price for the 50th week set at $1420/$2200, a decrease of $300 [1] Group 2 - According to Shenyin Wanguo Futures, the 02 contract for shipping is expected to see a gradual decline in its central price level, influenced by Maersk's aggressive pricing strategy and the market's expectations of peak season [2] - The latest opening prices for Maersk's AE1 route to Rotterdam were reported at $2200, which is unchanged from the second week of November, indicating a lack of upward price momentum [2] - Despite potential demand for shipping before the Chinese New Year, the limited capacity control by shipping companies for December and January may lead to a downward adjustment in the 02 contract's central price [2]
马士基12月复航预期消退 集运指数中枢逐渐下移
Jin Tou Wang·2025-11-26 05:42