此外，一德期货指出，加沙地带停火谈判因以色列与哈马斯出现分歧，再陷僵局，市场对绕航预期有所延后；马士基将1月中下旬上海-鹿特丹大柜运价大幅下调至3800美元/FEU，较12月底报价降幅超逾15%。不过考虑到春节长假临近，停航数量显著增加，船东通过减班控航来减少运力供应，预计假期期间运价维稳概率较大。Marine transportation stocks rose in the morning session. As of the time of publication, OOIL (00316) increased by 3.66%, trading at 119 HKD; SITC (01308) rose by 2.7%, trading at 20.95 HKD; COSCO Shipping Holdings (01919) increased by 1.91%, trading at 12.78 HKD.
According to Zhitong Finance APP, Marine Transportation stocks rose in the morning session. As of the time of writing, OOIL (00316) is up 3.66%, trading at 119 HKD; SITC (01308) is up 2.7%, trading at 20.95 HKD; COSCO Shipping Holdings (01919) is up 1.91%, trading at 12.78 HKD.
In the news, the International Longshoremen's Association (ILA) has threatened to hold a major strike on January 15, as their leadership seeks new protections from AI automation and robotic technology. The ILA is the largest maritime labor union in North America, and the progress of salary agreements achieved by this union is significant for wage negotiations across all North American docks.
In addition, Yide Futures pointed out that ceasefire negotiations in the Gaza Strip have become stalled due to disagreements between Israel and Hamas, causing market expectations for rerouting to be pushed back. Maersk has significantly reduced the shipping rate for large containers from Shanghai to Rotterdam in mid to late January to 3,800 USD/FEU, a drop of over 15% compared to the end of December's Quote. However, considering the approaching Spring Festival holiday, the number of suspended sailings has increased significantly, and shipowners are reducing sailing schedules to control capacity supply, so the probability of stable freight rates during the holiday period is relatively high.
