集运早报 | | | | | | | 研究中心能化团队 | | | 2025/12/16 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | हिंदी को प्रति | | 昨日收盘价 | 涨跌 | 裏 | 昨日成交星 | | 昨日持仓昼 | 持仓变动 | | | EC2512 | | 1649.8 | -0.01 % | -139.2 | 274 | | 2724 | -223 | | | EC2602 | | 1746.0 | 4.06% | -235.4 | 28275 | | 33065 | 1401 | | | EC2604 | | 1149.7 | 3.95% | 360.9 | 7432 | | 19657 | -276 | | | EC2606 | | 1306.7 | 3.64% | 203.9 | 6/9 | | 2335 | - 20 | | | EC2608 | | 1479.9 | 3.37% | 30.7 | 402 | | 1441 | -114 | | 期货 | EC2610 | | 10 ...

Core Viewpoint - The shipping index (European line) futures experienced a rapid increase, reaching a peak of 1612.0 points, with a current report of 1594.2 points, reflecting a rise of 2.23% [1] Group 1: Market Analysis - The shipping index futures are expected to experience increased volatility, influenced by various factors including geopolitical tensions and economic data from the Eurozone [2] - The recent announcement by the U.S. regarding potential tariffs on imports from Asian countries may weaken freight rates in the long term [2] - The ongoing peace plan discussions in the Middle East have improved expectations for the resumption of shipping routes in the Red Sea, which may reduce price support [2] Group 2: Economic Indicators - Recent economic data from the Eurozone has shown volatility, with business sentiment indices underperforming expectations; the manufacturing PMI for September was slightly lower than the previous month, while the services PMI exceeded expectations [2] - The European Central Bank has indicated a slower pace of interest rate cuts due to improving economic expectations and easing inflation [2] Group 3: Strategic Recommendations - Given the current market conditions, investors are advised to be cautious and to monitor geopolitical developments, shipping capacity, and cargo volume data closely [2] - The overall strategy may involve maintaining a wait-and-see approach or attempting specific trading strategies in the short term [3]