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1. Report Industry Investment Rating - No specific industry investment rating is provided in the report [1] 2. Core View of the Report - The container shipping market is expected to be volatile and weak. It is recommended to conduct short - term operations or wait for opportunities, with a focus on risk control [1] 3. Summary According to Relevant Catalogs 3.1 Market Review - On Monday, the near - month contracts of container shipping to Europe declined, while the far - month contracts rose [1] 3.2 Important Information - The US is in serious consultations with Iran to end military operations in Iran. Trump threatens to "completely destroy all power plants, oil wells, and Kharg Island in Iran" if an agreement cannot be reached in the short term. Iranian officials say they will cut off power to the entire region if power generation facilities are attacked [1] - The National Security and Foreign Policy Committee of the Iranian Parliament has passed a bill to charge vessels passing through the Strait of Hormuz. The plan includes implementing financial arrangements and a charging system in Iranian rials and banning US and Israeli vessels from passing through the Strait of Hormuz [1] - Fed Chairman Powell said that long - term inflation expectations seem to be under control and that monetary policy is in a good position, which eases market concerns about the Fed's interest rate hikes to combat inflation. Traders are reconsidering the possibility of a rate cut this year [1] - US White House Press Secretary Levitt said that Trump hopes to reach an agreement with Iran before the April 6 deadline and intends to call on Arab countries to bear the cost of the US military operations against Iran [1] 3.3 Market Logic - On March 30, the SCFIS closed at 1752.54 points, up 3.5% from the previous period. The underlying spot index is still at a discount to the futures price [1] - In January, container exports from Asia to Europe reached 1.88 million TEU, a new monthly record high, with a year - on - year increase of 6%. This is the third consecutive month of growth according to data from the Japan Maritime Center (JMC) citing the UK Container Trade Statistics (CTS) [1] - As of March 30, 2026, the total number of global operating container ships increased to 7,525, with a total global operating capacity of 33,954,476 TEU and a total operating vessel tonnage of 403,096,500 tons. As of the week of March 23, the trans - Atlantic capacity was 167,024 TEU, the trans - Pacific capacity was 532,901 TEU, and the Far East - Europe capacity was 531,179 TEU [1] - On March 27 (Friday), the container shipping index for the Far East - Northern Europe route closed at $2767/FEU, down 0.61% or $17/FEU from the previous value. The Far East - US West Coast route closed at $2329/FEU, up 1.26% or $29/FEU from the previous value [1] 3.4 Trading Strategy - It is expected that container shipping will be volatile and weak. It is recommended to conduct short - term operations or wait for opportunities, with a focus on risk control [1]