航运衍生品数据日报-20260312

Group 1: Report's Industry Investment Rating - Not provided Group 2: Report's Core View - The market is concerned about the disruption of the global shipping supply chain due to the continuous tension in the Middle East and potential fluctuations in the Red Sea route, which is the core factor driving the market sentiment. Head - shipping companies have collectively raised the freight rates for European routes in the second half of March and April, and the spot freight rates have stopped falling and risen, driving up the valuation center of forward contracts. The freight rates still have upward elasticity under the pattern of both supply and demand increasing. The market maintains a positive spread trend with near - term contracts being stronger, but risks of price correction should be watched out for. The operation strategy is to wait and see, and pay attention to the 4 - 5 reverse spread [4][5] Group 3: Summary According to the Directory Shipping Derivatives Data - China Export Container Freight Rates: The present values of SCFI - West America, SCFIS - West America, SCFI - East America, SCFI - Northwest Europe, CCFI, and the comprehensive index SCFI are 1121, 2717, 1452, 1489, 1054, and 1940 respectively, with the previous values being 1333, 1045, 1857, 1420, 1045, and 2691, and the percentage changes being 11.71%, 0.93%, 4.47%, 7.27%, 0.97%, and 2.25% respectively. The present values of SCFIS - Northwest Europe and SCFI - Mediterranean are 1545 and 2360, with the previous values being 1463 and 2000, and the percentage change of SCFI - Mediterranean being 18.00% [1] Market News - US President Trump said that the Iran war is almost over, and he will cancel some oil - related sanctions to stabilize oil prices, and the war against Iran will end "soon" but not this week [2] Market Condition - The market is rising [3] Strategy - The strategy is to wait and see and pay attention to the 4 - 5 reverse spread [5]