航运衍生品数据日报-20260320

Group 1: Shipping Derivatives Data - Current values and previous values of various shipping freight rate indices are provided, including SCFI - East US, SCFI - West US, SCFIS - West US, SCFI - Northwest Europe, CCFI, SCFI - Mediterranean, and SCFIS - Northwest Europe. The corresponding percentage changes are 14.85%, 1.70%, 15.93%, 14.50%, 11.43%, -1.07%, 0.71%, and 12.97% respectively [1][2] Group 2: Market News - Iran's energy facilities were attacked, leading to a significant increase in crude oil prices. Iran targeted multiple countries' energy facilities and shut down some gas fields. Iran also launched a new attack on Qatar's industrial city of Ras Laffan and set it on fire. Asian countries are buying large amounts of Russian oil, and the price of Far - East crude oil has a premium over international oil prices. Reuters reported that Iran attacked the Samref refinery in Yanbu Port, Saudi Arabia [3] Group 3: Market Review and Strategy for Container Shipping European Line (EC) - The market review shows a strong - biased oscillation [4] - The logic is that today's EC container shipping European line on the disk first rose and then fell, following the Middle - East geopolitical situation. The fundamentals in April are relatively weak. Although Maersk's April quotation has been raised to $2700, attention should be paid to whether the quotation of the PA alliance with a large spot exposure will affect the entire index [5] - The strategy is to wait and see [6]