地缘冲突激烈加剧 集运指数盘面有一定补涨预期
Jin Tou Wang·2026-01-12 06:07

Group 1 - The main contract of the shipping index (European line) opened at 1203.0 points and experienced high volatility, reaching a peak of 1319.5 points and a low of 1190.2 points, with an increase of 11.42% [1] - The shipping index (European line) is currently showing a strong upward trend, influenced significantly by seasonal demand [2] - Various institutions have differing views on the future of the shipping index, with some suggesting caution due to potential price declines and geopolitical improvements [2] Group 2 - According to Ruida Futures, the support for price increases is weakening as multiple shipping companies have begun to lower prices, indicating a potential decline in shipping rates [2] - Shenyin Wanguo Futures notes that with the upcoming Chinese New Year in mid-February, shipping volumes and price stability are expected to be challenged, leading to a potential turning point in shipping rates in late January [2] - Zhongcai Futures expresses a strong bullish outlook, citing a faster recovery in trade and heightened geopolitical tensions that could drive up shipping demand [2]