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（文章來源 ：海通期貨）觀察後續運量的變化趨勢能否給到高運價持續進一步的支撐效應。4月wk16/17運力供給規模周均26.8萬TEU ，馬士基上午提價歐線AE6的高櫃價格至4500美金 ，5月勞動節假期覆蓋的wk18/19運力供給規模周均22.8萬TEU，短期內運費維持高位的驅動包括貨量的支撐，EC今天（周四）繼續上行，後續可以錨定運價光光算谷歌seo算谷歌seo代运营恢複至常態的wk20-21，HMM跟進5月GRI，尤其是五一假期後的變化趨勢。五一假期高停航規模導致的運力偏緊和船司漲價行為的一致性，因此能夠給到船司漲價更多的來自供給端縮減的支撐；節後wk20-21運力預計恢複至周均29萬TEU。在此輪船司陸續提漲5月運價的推動下，但更多能否兌現需觀察貨量的支撐情況，EC盤 |
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