马士基报价仍最激进 集运指数反弹空间受限

Core Viewpoint - The shipping index (European line) futures experienced a rapid increase, reaching a peak of 1574.4 points, with a current report of 1565.7 points, reflecting a rise of 2.07% [1] Group 1: Market Analysis - The shipping index's recent rebound is perceived to have limited upward potential due to various market pressures, including geopolitical events and weak consumer demand in Europe and the U.S. [2] - The latest SCFIS European line index stands at 1483.65 points, showing a week-on-week decline of 9.50%, indicating a partial reversal of previous gains [2] - The SCFI European line freight rate was reported at $1404 per TEU, with a week-on-week increase of 2.71%, but overall freight rates remain under pressure due to declining sales orders during the U.S. "Black Friday" [2] Group 2: Future Outlook - There is a focus on potential trading opportunities between February and April, with the market possibly overestimating short-term prices, particularly in light of the delayed Chinese New Year [3] - The shipping companies' pricing strategies, particularly Maersk's aggressive pricing, may limit the ability of other carriers to raise rates, impacting overall market dynamics [3] - The upcoming seasonal demand leading to the Chinese New Year may create incentives for shipping companies to adjust their pricing strategies, with a potential focus on the February-April contracts [3]