Group 1 - The domestic futures market shows a downward trend, with the European shipping index futures main contract opening at 1168.0 points and experiencing a decline of approximately 8.52% [1] - The European shipping index is currently in a weak performance phase, influenced by geopolitical tensions and expectations of a shipping off-season after the holiday [2] - The market is characterized by mixed factors, with short-term price fluctuations affected by geopolitical issues and port weather disturbances, while the long-term outlook is pressured by an expected increase in global shipping capacity outpacing demand growth by 2026 [2][3] Group 2 - The main contract for April is primarily driven by expectations, with potential support from export tax rebates and port congestion in Europe, although the current pricing has already factored in some positive elements [3] - Recent developments include Maersk's announcement of resuming its India-East Coast US route through the Suez Canal, which may encourage other shipping companies to follow suit, impacting future contracts [3] - The U.S. government's announcement of a 25% tariff on countries conducting business with Iran may lead to a temporary surge in inventory as foreign trade companies prepare for the new year [4]
航运淡季预期影响下 集运04合约继续回吐往日涨幅
Jin Tou Wang·2026-01-16 07:08