据悉，9月27日，欧线运价连续第11期回落，环比下行13.2%至2250美金/TEU。中信期货指出，10月整体集运市场处于淡季，货量或难对10月欧线价格形成明显支撑，罢工未能阻挡现货运价下行趋势。宏观、地缘形成短期利多反弹，但欧线四季度基本面走弱，或仍有回落压力。Shipping stocks generally declined. As of press release, Pacific Shipping (02343) fell 7.66% to HK$2.41; COSCO Marine (01138) fell 6.2% to HK$9.68; and COSCO Haifa (02866) fell 5.95% to HK$1.09.
The Zhitong Finance App learned that shipping stocks generally declined. As of press release, Pacific Shipping (02343) fell 7.66% to HK$2.41; COSCO Marine (01138) fell 6.2% to HK$9.68; COSCO Haifa (02866) fell 5.95% to HK$1.09; and Orient Overseas International (00316) fell 3.48% to HK$108.1.
According to news, on October 8, the main contract for the European shipping line plummeted by more than 17%. Haitong Futures pointed out that the US-East strike has come to an end, an interim agreement has been reached, and the emotional transmission to the European line has disappeared. Finally, the market may still have some expectations of an increase, and changes in freight rates after the holiday are worth watching. Currently, fundamentals remain weak and have not changed. Currently, the average FAK prices for week 41 and week 42 are 3,200 US dollars and 3150 US dollars for large containers, respectively. Let's see if the shipping company will further reduce the 42nd week price after the holiday season.
According to reports, on September 27, European route fares fell for the 11th consecutive period, down 13.2% month-on-month to 2,250 US dollars/TEU. CITIC Futures pointed out that the overall shipping market in October was in a low season, and the volume of goods may be difficult to clearly support European prices in October, and the strike failed to stop the downward trend in spot freight prices. Macroeconomics and geology formed a short-term profit rebound, but European route fundamentals weakened in the fourth quarter, or there may still be downward pressure.