另外，美国当选总统特朗普近日表示，将对墨西哥和加拿大进入美国的所有产品征收25%关税。特朗普还宣布将对中国商品额外征收10%的关税。浙商证券报告指出，年初至今，航运指数走势与地缘政治风险指数较为一致。后续需关注特朗普政府加征关税或冲击需求。Shipping stocks fell again. As of the time of writing, Cosco Ship Engy (01138) fell by 3.77% to HK$6.13; Pacific Basin (02343) fell by 3.11% to HK$1.87; OOIL (00316) fell by 2.54% to HK$99.8.
According to the Zheshang Finance APP, shipping stocks fell again. As of the time of writing, Cosco Ship Engy (01138) fell by 3.77% to HK$6.13; Pacific Basin (02343) fell by 3.11% to HK$1.87; OOIL (00316) fell by 2.54% to HK$99.8; Cosco Shipping Holdings (01919) fell by 1.45% to HK$10.9; Sitc (01308) fell by 0.74% to HK$20.25.
On the news front, the USA, Israel, and Lebanon have all confirmed the US-led ceasefire agreement in Lebanon. US President Biden stated that Israel and Lebanon have accepted the ceasefire agreement, and within the next 60 days, the Israeli military will gradually withdraw from Lebanon; the agreement will take effect at 4 a.m. local time on Wednesday, aiming to achieve a permanent ceasefire. Influenced by the news, expectations for a ceasefire in the Middle East and resumption of navigation in the Red Sea have increased.
In addition, US President-elect Trump recently stated that a 25% tariff will be imposed on all products entering the USA from Mexico and Canada. Trump also announced an additional 10% tariff on Chinese commodities. Zheshang Securities report pointed out that since the beginning of the year, the trend of shipping index has been relatively consistent with the geopolitical risk index. Subsequently, it is necessary to pay attention to the impact of the Trump administration's tariff increases on demand.
