No Data
No Data
SDIC Securities: Prolonged deviation+US confirms short-term inventory replenishment, improved profit expectations for consolidated shipping
The Zhitong Finance App learned that SDIC Securities released a research report saying that considering that European route capacity deployment accounts for 24% of global capacity, it is estimated that the static impact of deviations on global capacity is about 5%. The current acceleration of ships and the low level of idle capacity further confirm that capacity is tight. Marginal pricing in the shipping industry, “long-term detour plus confirmation by the US” is the most favorable combination for the continuation of the boom. The short-term shipping industry has been driven by the events of the end of 2023 to being driven by both supply and demand, and industry profit expectations have improved; due to the slowdown in empty container return, demand for additional capacity distribution, and demand to renew inventory containers, and the need to renew inventory containers, and the need to renew inventory containers, and box-building and leasing have ushered in volume and price repairs, with a focus on standards
Hong Kong stock review: The Hang Seng Index and China Index fell slightly, the PV sector exploded, and domestic housing stocks surged and fell
The Hang Seng Technology Index closed up 0.3%, but it still fell below 4,000 points.
COSCO Haifa (601866.SH): Ongoing orders are scheduled to be produced until the third quarter
Gelonghui, May 22丨COSCO Haifa (601866.SH) said on an interactive platform that at present, the overall production and operation of the company's box factories is stable and orderly, and in-hand orders are scheduled to be produced until the third quarter.
COSCO Haifa (601866.SH): The company owns 74 container ships, all of which are leased to COSCO Maritime Control
Gelonghui, May 22丨COSCO HAIFA (601866.SH) said on an interactive platform that currently, the company has 74 container ships, all of which are leased to COSCO Maritime Control; 20 bulk carriers are leased to COSCO SHIPPING in the form of sole lease and term lease, respectively; 10 pulp ships are leased to COSCO SHIPPING in the form of charters; and dozens of financial leased ships are leased to charters within and outside the group. The lessor makes ship operation arrangements according to its own business needs.
COSCO Haifa (601866.SH): Market container demand is picking up steadily, and the number of orders from various container manufacturers has also increased markedly
Gelonghui, May 22丨COSCO Haifa (601866.SH) said on an interactive platform that since 2024, due to the gradual recovery of global trade and the Red Sea situation, market container demand has been steadily picking up, and the number of orders from various container manufacturers has also increased markedly. According to predictions from Drewry and other agencies, the container market will enter a steady growth trend.
Shareholders in COSCO SHIPPING Development (HKG:2866) Are in the Red If They Invested Three Years Ago
COSCO SHIPPING Development Co., Ltd. (HKG:2866) shareholders will doubtless be very grateful to see the share price up 30% in the last quarter. It's not great that the stock is down over the last t
No Data