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Report Summary 1. Report Industry Investment Rating - The macro situation for the container shipping European line is bullish [1] 2. Core Viewpoints - Geopolitical factors continue to dominate the market trend. With the volatile Middle - East situation, container shipping prices fluctuate significantly. It is recommended to conduct short - term operations or wait for opportunities and strictly control risks [1] 3. Summary by Related Catalogs 行情复盘 (Market Review) - On Tuesday, all container shipping routes to Europe declined, with the main EC2604 contract dropping by 13.92% [1] 重要资讯 (Important Information) - The military strike by the US and Israel against Iran entered the 11th day on the 10th. US President Trump said he would lift some oil - related sanctions to stabilize oil prices and that the war against Iran would "soon" end. The Islamic Revolutionary Guard Corps of Iran responded that the end of the war would be decided by Iran [1] - The Islamic Revolutionary Guard Corps of Iran stated that any Arab or European country that expels Israeli and US ambassadors can freely pass through the Strait of Hormuz from the next day [1] - Trump said on the 10th that there might be conditional negotiations with Iran. The US government asked Israel to stop further air strikes on Iranian energy facilities, especially oil infrastructure [1] - Due to the transportation disruption in the Strait of Hormuz, Saudi Arabia, Iraq, the UAE, and Kuwait cut production by about 6.7 million barrels per day in total, and the global oil supply decreased by about 6% [1] 市场逻辑 (Market Logic) - On March 9, SIFIS closed at 1545.46, up 5.6% from the previous period [1] - On March 6, the SCFI index closed at 1489.19, up 156.08 points week - on - week [1] - In terms of spot quotes, the average spot quote for the late March (wk12) was about $2600 for a large container, and there were some special - price voyages. The overall freight rate was far lower than the price increase targets announced by shipping companies on the Mediterranean routes [1] 交易策略 (Trading Strategy) - Geopolitical factors continue to dominate the market trend. With the volatile Middle - East situation, container shipping prices fluctuate significantly. It is recommended to conduct short - term operations or wait for opportunities and strictly control risks [1]