Yongan Futures(SH:600927) Yong An Qi Huo·2026-03-10 03:03Report Summary 1. Report Industry Investment Rating No information provided. 2. Core Viewpoint The current market sentiment is high, and the monthly spread valuation is also high. Once there is negative news, there may be a significant decline. It is recommended to wait and see in the short term. Additionally, focus on fuel costs, the congestion level of the Singapore port, and the possible release of a price increase notice for April by shipping companies this week [2]. 3. Summary by Relevant Catalogs EC Contract Information - Contract Prices and Changes: EC2604 closed at 2236.4 with an 18.19% increase; EC2605 at 2257.0 with a 19.27% increase; EC2606 at 2494.0 with a 15.39% increase; EC2607 at 2590.4 with a 14.14% increase; EC2608 at 2422.6 with an 11.13% increase; EC2609 at 1742.3 with a 10.20% increase; EC2610 at 1617.2 with a 10.84% increase; EC2612 at 1861.0 with a 9.70% increase [2]. - Trading Volume and Open Interest: The trading volume and open interest of each contract vary, with some showing a decrease in open interest [2]. - Monthly Spread: The monthly spreads of EC2604 - 2606, EC2604 - 2605, and EC2606 - 2610 have different changes compared to previous days and weeks [2]. Spot Market Information - Spot Price: The spot price of the European line on March 9, 2026, was 1545.46 points, with a 5.61% increase from the previous period. The SCFI (European line) on March 6, 2026, was 1452 US dollars/TEU, with a 2.25% increase [2]. - Online Quotes: OOCL quoted 2800, YML quoted 2700. The current average quotes are around 1750 points on the disk, and attention should be paid to further adjustments [3]. News and Events - US - Iran Tensions: The US President Trump stated that they are "far from" sending troops to Iran. G7 finance ministers reached a consensus not to release oil war reserves. Iran plans to charge "security fees" on some ships in the Persian Gulf, and Trump threatened to strike Iran if it blocks oil flow [4]. - Oil Price and Military Action: Trump said that military action against Iran will end soon and the oil price increase is lower than expected [4].