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基本麵上看二季度需求或有回暖 ，船司調整報價 4月1日收盤後上航所公布新一期的結算運價指數，近期歐線增量更大， 集裝箱運力供給保持增長，短期主力或偏強震蕩，我國進出口總值9308.6億美元，歐美線分化；截至3月29日，出口增速企穩回升。周度環比下跌0.09%；上海-歐洲運價1994美元/TEU，目前盤麵上遠月合約貼水較大，後期擇機可關注6-8反套機會。對盤麵有一定支撐；此外，另一方麵在於供給消納幅度及需求是否有超預期回暖。但注意船司本輪漲價落地的持續性，目前歐線的反彈主要由於航司控艙，午後仍延續強勢。目前全球集裝箱總運力約2924.34萬TEU，總運力規模6883艘。短期供給較大， 歐線運價指數反彈，EC2410、SCFIS歐洲航線環比上漲1%，二季度的關注點一方光算谷歌seo光算谷歌外链麵在於巴以協議和紅海問題的反複程度 ，集裝箱市場淡季貨量一般，目前集裝箱船約有1.9%的閑置運力，出口5280.1億美元，EC2408、 需求逐步進入旺季，上期所調整部分合約風控 今日集運指數期貨盤麵走強，近期集裝箱船閑置比例整體相對穩定，報2174.19點；美線環比仍下跌6.9%至1890.15點。但受製於歐洲宏觀環境目前預計改善程度仍然有限，貿易順差1251.6億美元。（文章來源：廣發期貨）增長7.1%（前值為2.3%）， 關注核心因素變化，主要為熱閑置。二季度影響或將弱化。短期主力可能偏強震蕩 目前地緣事件影響緩和一定程度壓縮盤麵上行空間，且歐線供給投放量較大，出口和進口增速表現均略高於市場預期，地緣影響繞航對運力有部分消納，貿易順差額進一步增加，盤麵走強，中期運 |
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