Core Viewpoint - The domestic futures market shows a predominantly bearish trend, with the European shipping index futures experiencing fluctuations and a current increase of approximately 3.73% [1] Group 1: Market Performance - The European shipping index futures opened at 1600.3 points, reaching a high of 1641.0 points and a low of 1585.5 points during the trading session [1] - The current market performance indicates a strong upward trend, with expectations of increased volatility in the future [2] Group 2: Institutional Insights - Ruida Futures suggests that improvements in trade tensions and a seasonal peak in shipping demand are influencing the market, but advises caution due to potential volatility and the need for careful monitoring of geopolitical and capacity data [2] - Shenwan Hongyuan Futures expresses skepticism about the upward price potential for December and January, citing historical trends of decreased export volumes from China to Europe in January compared to December [2] - Guotou Anxin Futures highlights a significant increase in market confidence due to Maersk's announced price increase for January, which is expected to boost market sentiment, although actual price support will depend on the verification of seasonal demand characteristics [3]
年底旺季拐点尚未明确 集运指数上行空间可能受限
Jin Tou Wang·2025-12-05 06:05