集运早报-20260310

Report Industry Investment Rating - Not provided in the given content Core Viewpoints - The current market sentiment is high, and the monthly spread valuation is also relatively 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][24] Summary by Relevant Catalogs Contract Information - EC2604 closed at 2236.4 with a 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 a 11.13% increase, EC2609 at 1742.3 with a 10.20% increase, EC2610 at 1617.2 with a 10.84% increase, and EC2612 at 1861.0 with a 9.70% increase [2][24] - The trading volumes of EC2604, EC2605, EC2606, EC2607, EC2608, EC2609, EC2610, and EC2612 were 62636, 3291, 19008, 1154, 3608, 829, 10794, and 1652 respectively [2][24] - The open interests of EC2604, EC2605, EC2606, EC2607, EC2608, EC2609, EC2610, and EC2612 were 31202, 2019, 19423, 693, 3078, 69, 10068, and 527 respectively, with changes of -2793, -282, -896, -105, 63, 69, -949, and 193 respectively [2][24] Monthly Spread Information - The monthly spread of EC2604 - 2606 was -257.6, with a month - on - month increase of 11.6 and a week - on - week increase of 279.3 [2][24] - The monthly spread of EC2604 - 2605 was -20.6, with a month - on - month decrease of -20.4 and a week - on - week decrease of -257.2 [2][24] - The monthly spread of EC2606 - 2610 was 876.8, with a month - on - month increase of 174.4 and a week - on - week increase of 164.9 [2][24] Spot Market Information - The spot price of the European line on March 9, 2026, was 1545.46 points, with a 5.61% increase from the previous period [2][24] - The SCFI of the European line on March 6, 2026, was 1452 dollars/TEU, with a 2.25% increase from the previous period [2][24] - OOCL's online quote was 2800, YML's was 2700. The current average quotes were OA 2800, MSC 2700 (special price 2500), PA 2700, MSK 2300, and the average converted to the futures price was about 1750 points. Further adjustments need to be monitored [3][25] News - On March 9, US President Trump said it was "far from" the time to send troops to Iran [4][26] - On March 9, G7 finance ministers reached a consensus not to release oil war reserves for the time being [4][26] - On March 10, Iran planned to charge fees for some ships in the Persian Gulf. An Iranian source said the Hormuz Strait was "closed" [4][26] - On March 10, Trump said if Iran blocked oil flow in the Hormuz Strait, the US would strike Iran 20 times harder [4][26] - On March 10, Trump said the military operation against Iran would end soon and the oil price increase was lower than expected [4][26]