At the opening of the morning session on December 25, the main contract of the European line fluctuated sharply, and it is currently down more than 7% intraday. As of the end of last week, container ships on the Asia-Far East route have basically begun to circumnavigate the Cape of Good Hope, and airlines have also raised freight rates and charged surcharges, such as detour surcharges and peak season surcharges. However, as recently as December 24, Maersk said it had received confirmation to allow sea** passage through the Red Sea** Gulf of Aden, and to use the Suez Canal again as a gateway between Asia and Europe. Affected by the news, the positive sentiment in the market fell sharply.
At the same time, affected by the "black swan" event in the Red Sea, the energy side issued a series of risk control measures such as increasing transaction fees and adjusting contract transaction limits. Due to the interference of many factors, the current heat of the container transportation disk has cooled down, but the volatility is still large, and investors are advised to wait and see for the time being.
Maersk:The company is preparing to resume shipping operations in the Red Sea and the Gulf of Aden due to the deployment of a joint escort operation led by the United States. Previously, the company suspended the passage of ships through the Bab el-Mandeb Strait in early December due to an attack on its vessels. Maersk said that as of December 24, they had received confirmation that Operation Prosperity Guardian (OPG), the previously announced multinational security initiative, has now been established and deployed to allow the passage of the Red Sea through the Gulf of Aden, and to use the Suez Canal again as a gateway between Asia and Europe, and as the operation is implemented, they are preparing to allow ships to resume eastward and westward navigation through the Red Sea. Maersk said it would announce more details in the coming days. However, the company said that depending on the change in the safety situation, measures to divert ship traffic may be taken again.
SSE News:Last week, affected by the "black swan" event in the Red Sea, the container transportation index (European line) listed on the Shanghai International Energy Exchange soared, and the energy side of the previous period passed on the regulatory attitude in a timely manner, issued a series of risk control measures such as increasing transaction fees and adjusting contract transaction limits, and restricted the opening of multiple groups of illegal accounts. Li Mingyu, deputy director of Xinhu ** Research Institute and director of macro finance research and development, told reporters that adjusting the margin rate, price limit and handling fee are conventional control tools to reduce market heat. At present, the market sentiment of the container transportation index (European line) ** has been significantly disturbed, risks continue to accumulate, and the exchange has introduced a number of risk control measures within a week, which has sent a clear signal to cool down the market.
SDIC Anxin:By the end of last week, container ships on the Asia-Far East route had largely begun to circumnavigate the Cape of Good Hope. Airlines have also increased their freight rates and imposed surcharges, such as detour surcharges and peak season surcharges. The new issue of SCFIS will be announced after market hours today, because it reflects the settlement price of ships departing from the port last week, and the relevant space transactions are generally before the detour, and the impact of the freight rate increase caused by the event is limited, and the index is expected to rise limitedly. At present, the contracts have continued to rise sharply, and investors are advised to invest rationally and pay attention to risks.
COFCO**:At present, the margin, handling fee and position limit standards of the container shipping index (European line)** are much higher than those in the early stage of listing, and the transaction cost and holding cost of traders have increased significantly. As EC2404 is anchored in April next year**, there is still great uncertainty about whether the Red Sea event will continue to ferment and continue to have an impact on capacity and freight rates. If the relevant unexpected factors are digested by the market, or when other influencing factors appear, it is not excluded that there will be a reversal decline. Traders should carefully assess the possible risks according to the current price limit, and participate in trading rationally.