国投安信期货指出，由于当下市场货量体感和价格走势背离，因而市场对于本轮航司宣涨价格的韧性原本便抱有怀疑，而马士基对于运价的大幅调低则将直接影响市场对于本轮宣涨兑现度的预期。但后续其余航司是否会快速跟进降价尚不明朗。此外航司会如同往年般对12月运价进行新一轮宣涨的预期较强。Marine transportation stocks fell today, as of the time of publication, sitc (01308) fell by 4.33%, closing at HK$22.1; cosco shipping holdings (01919) fell by 3.25%, closing at HK$11.3; ooil (00316) fell by 2.39%, closing at HK$106; sinotrans Limited (00598) fell by 1.12%, closing at HK$3.52.
According to the Securities Times app, marine transportation stocks fell across the board today. As of the time of publication, sitc (01308) fell by 4.33%, closing at HK$22.1; cosco shipping holdings (01919) fell by 3.25%, closing at HK$11.3; ooil (00316) fell by 2.39%, closing at HK$106; sinotrans Limited (00598) fell by 1.12%, closing at HK$3.52.
On the news front, Maersk Line has lowered the W46 Shanghai-Felixstowe and Ningbo-Antwerp quotes to 2000/3500 (previously 2600/4500), Shanghai-Antwerp quotes to 2320/4000, and opened cabin W47 Shanghai-Felixstowe and Shanghai-Antwerp quotes at 2320/4000. This price adjustment exceeded market expectations.
Guotai Junan Futures pointed out that due to the current market's divergence between cargo volume perception and price trends, the market was originally skeptical about the resilience of this round of airlines' price increases. Maersk Line's substantial reduction in freight rates will directly impact the market's expectation of the realization of this round of price increases. However, it is still uncertain whether other airlines will quickly follow suit in reducing prices. In addition, there is a strong expectation in the market for airlines to announce a new round of price increases for December, as has been the case in previous years.
