Citic Construction Investment Research News pointed out that the global collection and transportation supply chain has always been in a tight state and has no resistance to the impact of any event. From the historical point of view of the impact of events such as the blockage of the Suez Canal and the shutdown of Yantian Port, they all lead to non-linear abrupt changes in freight rates. In 2019, Ukrainian seaports transported about 1 million TEU, an increase of 18% over the same period last year, mainly due to the increase in exports of food and light industrial products, including flour, wheat, peas and textiles. The top three Maersk, Dafei and Mediterranean Shipping have a combined cargo volume of about 54%, which is expected to be greatly affected by the conflict between Russia and Ukraine.

In order to cope with the risk of local war, follow-up liner companies may optimize trade routes and increase alternative routes related to the ports of Piraeus or Northwestern Europe; at the same time, Europe may increase the hoarding of goods and goods, leading to an increase in demand for overall tons of nautical miles.

Oil transportation suggests that we should pay attention to investment promotion steamships,$Cosco Haineng (01138.HK) $、$Teekay (TK.US) $、$Teekay Tankers (TNK.US) $, frontline shipping,$Euronav (EURN.US) $Nordic American oil tanker.

LNG Transport advice concern$Golar LNG (GLNG.US) $、$Flex LNG (FLNG.US) $。

Dry bulk cargo suggestion attention$Pacific Shipping (02343.HK) $、$Star Bulk Carriers (SBLK.US) $、$Golden Ocean Group (GOGL.US) $。

Suggestions for collection and transportation should be paid attention to$Star Shipping (ZIM.US) $, Mason, continue to recommend$COSCO Shipping Holdings (01919.HK) $、$Orient Overseas (00316.HK) $和$SITC International Holdings (01308.HK) $。