MSK11月12日起旺季附加费涨至300美元／FEU 明日中美双方领导人将举行会晤

Report Industry Investment Rating - Outlook: Oscillating with an upward trend [1] Core Viewpoints - The cease - fire agreement in the Middle East is under impact, and the expectation of long - term resumption of shipping has weakened again. The tariff market is relatively optimistic. The low shipping capacity in weeks 45 and 46 supports the loading rates of OCEAN and GEMINI. There is still an expected price increase in mid - November. After the positive event on the macro - level is realized tomorrow, low - buying opportunities for contracts 12 and 02 can be considered [1] Summary by Relevant Content Shipping Price - MSK will increase the peak - season surcharge to $300/FEU from November 12, up from $100/FEU at the beginning of November. YNL has lowered the shipping price in early November to $1850/FEU, a $50 decrease from the previous level. GEMINI: NSK's shipping price for the second week of November is $2200/FEB, and HPL's price in early November remains at $2135 - $2335. OCEAN: 00GL's price in the first half of November is $2150 - $2400/FEU. MSGSPA: YML's price in early November has been reduced from $1900 to $1850/FEU, while MSC, ONE, and HRN maintain their prices at $2265, $2135, and $1906/FEU respectively [1] Futures Contracts - Contracts 12 and 02 oscillated strongly today. The 12 - contract once rose more than 65 points during the session, reaching 1883.5 points, the highest since last Friday, with an increase of more than 3300 lots. At the close, the 12 - contract closed at 1871 points, up 5.08%; the 02 - contract rose 3.66% to 1606 points, with an increase of nearly 2000 lots. The increases of contracts 04, 06, and 08 are between 2.88% and 3.5% [1] Geopolitical and Trade Events - Israel's Prime Minister Netanyahu ordered a "powerful strike" on Hamas, putting the cease - fire agreement brokered by the US into crisis. The Chinese and US leaders will hold a meeting on October 30 to exchange views on bilateral relations and issues of common concern [1]