A piece of news detonated the market, and the container shipping index (European line) futures will rise?
2024-05-19 23:55:53
Golden Ten Futures, May 20th, last Thursday, a news about CMA CGM's resumption of sailing in the Red Sea detonated the market. Haitong Futures said that the news had an impact on the disk because detouring the Cape of Good Hope is the basic logic for the current high freight, and the resumption of sailing in the Red Sea will obviously shake the logic. For the market outlook, < br > 1. < b > Founder Medium-Term Futures : The trend of EC futures may change from the "unilateral market" in the early stage to the "volatile market", and the trading hub is expected to further rise. According to the sub-contract, the small-scale resumption of CMA CGM ships has limited impact on the spot market in June. The freight price in June will remain firm. The possibility of "four consecutive rises" in the second half of June cannot be ruled out. EC2406 will operate strongly, or fluctuate in the range of 3850 to 4200 points. < br > 2. < b > Haitong Futures : At present, the market volume is healthy, and the capacity supply in June is neutral, and the freight still has further upward momentum. If the shipping company continues to announce the freight price in mid-to-late June, the valuation of the EC2408 contract will be further revised upwards. With the price increase pending, the EC disk will maintain a volatile market in the short term. < br > 3. < b > Hongye Futures : It is expected that the EC contract will continue to fluctuate at a high level and wide range in the short term. However, the EC disk may further rise as the shipowners' freight prices rose in June, the shortage of containers in Chinese ports intensified, and the export volume continued to be positive.
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