According to the Wisdom Financial APP, marine transportation stocks fell today. As of press time, Cosco Shipping Holdings (01919) fell 3.75% to HKD 13.34; Orient Overseas International (00316) fell 2.66% to HKD 124.5; Cosco Shipping Development (02866) fell 1.8% to HKD 1.09; Sitc International (01308) fell 1.63% to HKD 21.1.

Guotai Anxin Futures pointed out that under the influence of capital speculation, the back-month contracts fell, combined with news such as Maersk lowering cabin prices for two consecutive weeks, MSC canceling DT cabin availability, and opening up FAK cabins, the market's view on whether the freight rate has reached its peak began to diverge, dragging down near-month contracts. The bank pointed out that it is expected that spot prices will still run at high levels, and it is expected to support the recovery of near-month contracts. The valuation of back-month contracts is affected by uncertainties such as the progress of geopolitical conflicts and overseas economic recovery, and lacks reasonable anchors.

Guotai Junan Securities previously stated that due to external geopolitical factors, marine transportation supply continues to be tight, and freight rates have been rising since May 2024. With the easing of supply pressures and against the backdrop of weak demand, the slope of the freight rate rise may slow down.