Port and shipping stocks fell
Posted: Sun Feb 16, 2025 5:59 am
In 2025, civil aviation will further accelerate the construction of key projects. Focus on the 102 major projects in the 14th Five-Year Plan and the construction of "two heavy" and "two new", and strive to maintain fixed asset investment at the level of 100 billion yuan. Accelerate the preliminary work and construction of key hub airports such as Guangzhou and Dalian, as well as a number of branch airport projects such as Barkol in Xinjiang, and strive to reach a total of 270 transport airports by the end of the year. We will make every effort to promote the construction of the second batch of regulatory capacity improvement projects and other projects, and promote the start of construction of the Daxing Science and Technology Innovation Base project.
On the news front, recently, shipping companies announced a russia telegram data new round of freight rate adjustment plan for January 2025. Shipping companies such as Maersk, CMA, and HMM have successively adjusted the rates of some routes. Among them, Maersk issued an announcement to increase the FAK rate from the Far East to the Mediterranean from December 30, 2024. Huatai Futures believes that, in general, the January price increase letter has been announced.
Taking into account the substantial increase in shipping capacity supply in January and the trend of freight rates from January to March in previous years, the bank believes that the peak of this round of freight rates may have already appeared. Investors need to change their investment mindset, and spot prices are expected to fluctuate downward in the later period. In addition, Everbright Securities recently pointed out that due to the tense geopolitical situation and the mismatch of shipbuilding cycles, shipping prices will fluctuate at a high level in 2024. Looking ahead to 2025, geopolitical risks still exist, and we continue to be optimistic about the investment value of container shipping and oil shipping in the long-term shipping cycle.
On the news front, recently, shipping companies announced a russia telegram data new round of freight rate adjustment plan for January 2025. Shipping companies such as Maersk, CMA, and HMM have successively adjusted the rates of some routes. Among them, Maersk issued an announcement to increase the FAK rate from the Far East to the Mediterranean from December 30, 2024. Huatai Futures believes that, in general, the January price increase letter has been announced.
Taking into account the substantial increase in shipping capacity supply in January and the trend of freight rates from January to March in previous years, the bank believes that the peak of this round of freight rates may have already appeared. Investors need to change their investment mindset, and spot prices are expected to fluctuate downward in the later period. In addition, Everbright Securities recently pointed out that due to the tense geopolitical situation and the mismatch of shipbuilding cycles, shipping prices will fluctuate at a high level in 2024. Looking ahead to 2025, geopolitical risks still exist, and we continue to be optimistic about the investment value of container shipping and oil shipping in the long-term shipping cycle.