The expected increase in freight rates is strong, and container futures have risen sharply. What is the follow-up trend?

Gold Ten Futures, May 10, under the influence of intensified geopolitical risks and strong spot prices, yesterday's container shipping index (European line) futures were all red, leading the market, < br > 1. < b > Shenyin Wanguo Futures : The forward month contract and the forward month contract are not driven by the same. Among them, the container shipping index (European line) futures far month contract opened sharply higher mainly due to geopolitical sentiment. Israel continues to launch military operations in Rafah. There is no significant progress in the Palestinian-Israeli peace talks. There is no sign of easing the geopolitical situation in the short term. The early-month contract of container shipping index (European line) futures showed a shock and make-up after the opening rose. Among them, EC2406 and EC2408 both hit new highs since listing, mainly due to the positive short-term European line cargo volume, the small possibility of Red Sea resumption, and the tight balance of container shipping supply and demand. This makes the market's expectations for the next increase in shipping companies stronger. < br > 2. < b > Founder Medium-term Futures : It is still the relationship between supply and demand and the geopolitical situation that affects the trend of container shipping index (European line) futures. Specifically, the shipment expectations in June are good, and other liner companies are expected to follow suit, and even are expected to usher in "four consecutive rises" in the second half of June. The main contract of container shipping index (European line) futures, EC2406, may have further upward momentum. In addition, considering that August is the peak season for shipments on the Asia-Europe route, freight rates are generally higher than in June. If the Red Sea crisis continues into the third quarter of this year, the EC2408 contract has room to continue to rise.