According to the Zhituo Finance APP, marine transportation stocks have risen again, as of the time of publication,$OOIL (00316.HK)$up 8.08%; $COSCO SHIP HOLD (01919.HK)$ up 3.92%; $COSCO SHIP ENGY (01138.HK)$up 1.27%;$SITC (01308.HK)$Up 4.23%;$PACIFIC BASIN (02343.HK)$Up 4.29%.

In recent news, shipping companies have announced a new round of rate adjustments for January 2025. Maersk, CMA, HMM, and others have successively adjusted rates for some routes. Among them, Maersk announced that starting from December 30, 2024, it will raise the FAK rate from the Far East to the Mediterranean. Huatai Futures believes that, overall, the price increase notices for January have already been released. Considering the significant increase in capacity supply for January and the historical price trends from January to March, the firm believes that the peak of this round of rates may have already occurred, and investors need to change their investment mindset, as spot prices are expected to fluctuate downward in the later period.

Additionally, Everbright recently pointed out that due to the tense geopolitical situation combined with mismatches in the shipbuilding cycle, marine transportation prices are expected to fluctuate at high levels in 2024. Looking ahead to 2025, geopolitical risks remain, and the long-term bullish outlook on the investment value of shipping under the big cycle continues, particularly for container shipping and oil shipping. In terms of macroeconomic environment, the low interest rate environment is expected to be maintained, and the value of dividend asset allocation continues to stand out, with ongoing attention to the allocation value of the high dividend sectors in transportation.

Editor/ping