广发期货指出，昨日盘后公布的SCFIS欧线指数为2861.6点，同比增长3.2%，增长速度大幅放缓，同时上周五公布的当期SCFI综合指数以及SCFI欧线均继续下跌，为连续两期下跌。由于SCFI指数相较于SCFIS指数具有一定的前瞻性，该指数下跌也意味着航司报价开始走弱，市场预期现货报价下跌将迅速袭来。The trend of shipping stocks was weak. As of press release, COSCO Offshore (01919) fell 3.99% to HK$11.06; Orient Overseas International (00316) fell 2.3% to HK$101.9; and Haifeng International (01308) fell 2.18% to HK$20.2.
The Zhitong Finance App learned that the trend of shipping stocks was weak. As of press release, COSCO Marine Holdings (01919) fell 3.99% to HK$11.06; Orient Overseas International (00316) fell 2.3% to HK$101.9; Haifeng International (01308) fell 2.18% to HK$20.2; Pacific Shipping (02343) fell 1.51% to HK$1.96; COSCO Marine (01138) fell 1.23% to HK$6.41.
According to the news, on November 25, the European shipping index's main contract fell rapidly in the afternoon and finally came to a standstill, falling by more than 8% this morning. Jianxin Futures believes that the sharp drop may be due to news that a cease-fire agreement is about to be reached, leading to a cease-fire in the Middle East and the resumption of navigation in the Red Sea; expectations for price increases in December have cooled, and Maersk's online quotes for the first week of December fell to 5,200 US dollars. Previously, most airlines had risen to the level of 6,000 US dollars, which may trigger market expectations that the December ships' price increases will be difficult to implement and require further price cuts to pick up goods.
According to Guangfa Futures, the SCFIS European Index released after the market yesterday was 2861.6 points, up 3.2% year on year. The growth rate has slowed sharply. At the same time, the current SCFI Composite Index and SCFI European Index announced last Friday continued to decline, making it two consecutive periods of decline. Since the SCFI index is somewhat forward-looking compared to the SCFIS index, the decline in the index also means that airline prices are beginning to weaken, and the market expects the drop in spot prices to hit rapidly.