格林大华期货早盘提示:集运欧线-20260318
Ge Lin Qi Huo·2026-03-18 02:53
  1. Report Industry Investment Rating - No information provided 2. Core View of the Report - The geopolitical situation in the Middle East continues to be tense, which affects the shipping industry. The short - term geopolitical situation continues to dominate market sentiment, but the impact is dull. The resumption of navigation in the Red Sea is still far off. During the off - season of container shipping demand and with high container shipping prices, the upward movement of container shipping is blocked. It is expected that container shipping prices will fluctuate widely, and short - term operations are recommended while controlling risks [1] 3. Summary by Relevant Catalogs 3.1 Market Review - On Tuesday, the European container shipping line fluctuated and rose in the late session. The EC2604 contract closed at 2004.5, down 0.04% [1] 3.2 Important Information - The military strike by the US, Israel and other countries against Iran has entered the third week. The security situation in the Middle East continues to be tense, affecting the military bases of European countries in the region. Spain and Italy have begun to adjust the deployment of their troops in Iraq [1] - The Israeli Defense Forces launched large - scale attacks in Tehran, Iran and Beirut, Lebanon on the 17th, targeting the infrastructure of Iran and the Lebanese Hezbollah [1] - The US embassy in Baghdad, Iraq was attacked on the 17th, and the facilities in the embassy caught fire. The embassy has been attacked in multiple rounds from the evening of the 16th to the early morning of the 17th [1] - The US White House National Economic Council Director Kevin Hassett said on the 17th that oil tankers have begun to pass through the Strait of Hormuz sporadically. The Trump administration believes that the military action against Iran will last for weeks, not months [1] - The Iranian President confirmed the death of the Secretary of the Supreme National Security Council. The Speaker of the Iranian Islamic Parliament said that the Strait of Hormuz will not return to the pre - war state [1] 3.3 Market Logic - On March 16, SIFIS closed at 1556.49, up 0.7% from the previous period [1] - Affected by the continuous risk of navigation in the Red Sea, leading liner companies have adjusted their routes and detoured around the Cape of Good Hope again. The temporary tightness of shipping capacity and the increase in transportation costs have pushed up freight rates significantly. The freight rate index of European routes is 1071.6 points, up 12.1% from last week [1] 3.4 Trading Strategy - It is recommended to focus on short - term operations and pay attention to risk control as container shipping prices are expected to fluctuate widely [1]
格林大华期货早盘提示:集运欧线-20260318 - Reportify