The continuous rise of the container shipping index has not been strongly supported by fundamentals, and there may be a need for correction

Golden Ten Futures, June 5th, according to Haitong Futures analysis, the current container index (European line) main contract point 08 basically reflects the big cabinet price of about 6,800 US dollars. Valuation, according to the recent SCFIS European line spot index level, there is indeed a high price hedging rolling drag situation, the main uncertainty of the final delivery point lies in the recent part of the high price of the actual sample number, valuation of about 4,300 points. 08 contract short-term contradiction lies in the peak season demand quality, has not yet fully confirmed the time, the spot price rise still needs to test the market acceptance, 6700-6800 US dollars will become a relative pressure level, so 4500 points may become the center of late shocks. Before verifying the quality of demand and downstream acceptance, the continued rise of the disk has not been strongly supported by fundamentals, so there may be a need for correction.