City value rebounds 70 billion! Double support in hand, sea faucet, run out of cycle dilefry?
- Author:BESSON
- Release Date:2021-12-06
Fin Federation, December 6, after 37% of the stock price high in the year, "Sea" China-Yuanyuan Haihe welcomes fierce rebound, only 6 trading days, the market value is nearly 20 billion 300 billion.
Be
In October, the huge amount of major shareholders in the third quarter of the third quarter of the third quarter of the frenzies were all frank, and they did not move. What happened in December, so that China's remote sea controls fall back?
The global December is open, which is covered with the shadow of OMicron.
This new crown virus variant strain has caused all countries to be highly vigilant. Europe and the United States has quickly cut off the aviation links between 8 African countries such as South Africa. On the eve of Christmas, the lack of port workers, the container continues to have a mismatch, and the sea position is also tightened again. It is reported that the recent Southeast Asia's various shipping companies have begun to collect various additional fees in the absence of shipping.
From overseas, the Skywind Securities Administration Team said that if the foreign epidemic in winter is repeated, the export and commercial demand will increase. First, the epidemic will increase the increase in commodity consumption and commodity imports in Europe and America; the second is to increase the replenishment of retail growth, further promote import and transportation demand; three, the overseas epidemic will lead to the rise of China's exports, formation Further support.
After the past two years, after the outbreak of each round of variant strains, China's export share of Meiichi Europe has also been upward.
However, if the epidemic influences, even gradually subsidize, then the increase in transport demand may fall, and the effective capacity may increase, resulting in a decline in the concentration of the conshancing.
From the domestic market, November 24, 2021, the Civil Aviation Authority regulates the "Guest change" flight cabin cargo standard, and the cabin is made to carry out non-anti-disease items from January 1, 2022. The new regulations also require the access to the cabin seat to increase the cargo space, and the airliner that has been demolished or the modified project should be recovered according to the original type.
Although this move is to solve the hidden dangers of transportation, Great Wall Securities Luo Jiangnan also said that the new rules will further reduce air freight capacity, or lead to some air transport demand to ship release, bring further floating, overall freight prices It is expected to rise.
A variety of factors, on December 3, the maritime price integrated index (SCFI) has once again been high in two months.
This round of epidemics and shipping prices "look up", squeezing which industries, which sections are better?
Direct benefits are the shipping port sector, and the sky-sabage securities said that before the Spring Festival, the centralized delivery of China's goods has increased the seasonal increase in transportation, and it is expected to promote the rise in freight rate. It is benefited from the transportation company's centralized sea control; the container goods account for high, the ROE is higher, the PB is low, and the earnings, which is expected to grow sharply, is the target of its recommendation.
Haitong Securities said that the shipbuilding industry chain is also worthy of attention. Industry data shows that in November, all ship type handheld orders 89.29 million CGT, up 23.5% year-on-year. And all ship models have continued to rise, and the price of shipyards have risen in the price of bargains, and China's ship is recommended.
There is also a colored variety that is directly affected by the shipping conditions: cobalt. "O'K戎" affects the overall transportation efficiency of South Africa, and South Africa Durban Port is the most important shipping hub of cobalt, and there is uncertainty in the cobalt supply chain. Subsequent prices or still have a rising space.
For industries with high cost, such as iron ore, other non-colored varieties, sea freight, will continue to increase; the profits of foreign trade companies are also inevitably squeezed, especially those affected by supply chains, such as basic materials , Mechanical equipment and automotive industry.
Be
In October, the huge amount of major shareholders in the third quarter of the third quarter of the third quarter of the frenzies were all frank, and they did not move. What happened in December, so that China's remote sea controls fall back?
The global December is open, which is covered with the shadow of OMicron.
This new crown virus variant strain has caused all countries to be highly vigilant. Europe and the United States has quickly cut off the aviation links between 8 African countries such as South Africa. On the eve of Christmas, the lack of port workers, the container continues to have a mismatch, and the sea position is also tightened again. It is reported that the recent Southeast Asia's various shipping companies have begun to collect various additional fees in the absence of shipping.
From overseas, the Skywind Securities Administration Team said that if the foreign epidemic in winter is repeated, the export and commercial demand will increase. First, the epidemic will increase the increase in commodity consumption and commodity imports in Europe and America; the second is to increase the replenishment of retail growth, further promote import and transportation demand; three, the overseas epidemic will lead to the rise of China's exports, formation Further support.
After the past two years, after the outbreak of each round of variant strains, China's export share of Meiichi Europe has also been upward.
However, if the epidemic influences, even gradually subsidize, then the increase in transport demand may fall, and the effective capacity may increase, resulting in a decline in the concentration of the conshancing.
From the domestic market, November 24, 2021, the Civil Aviation Authority regulates the "Guest change" flight cabin cargo standard, and the cabin is made to carry out non-anti-disease items from January 1, 2022. The new regulations also require the access to the cabin seat to increase the cargo space, and the airliner that has been demolished or the modified project should be recovered according to the original type.
Although this move is to solve the hidden dangers of transportation, Great Wall Securities Luo Jiangnan also said that the new rules will further reduce air freight capacity, or lead to some air transport demand to ship release, bring further floating, overall freight prices It is expected to rise.
A variety of factors, on December 3, the maritime price integrated index (SCFI) has once again been high in two months.
This round of epidemics and shipping prices "look up", squeezing which industries, which sections are better?
Direct benefits are the shipping port sector, and the sky-sabage securities said that before the Spring Festival, the centralized delivery of China's goods has increased the seasonal increase in transportation, and it is expected to promote the rise in freight rate. It is benefited from the transportation company's centralized sea control; the container goods account for high, the ROE is higher, the PB is low, and the earnings, which is expected to grow sharply, is the target of its recommendation.
Haitong Securities said that the shipbuilding industry chain is also worthy of attention. Industry data shows that in November, all ship type handheld orders 89.29 million CGT, up 23.5% year-on-year. And all ship models have continued to rise, and the price of shipyards have risen in the price of bargains, and China's ship is recommended.
There is also a colored variety that is directly affected by the shipping conditions: cobalt. "O'K戎" affects the overall transportation efficiency of South Africa, and South Africa Durban Port is the most important shipping hub of cobalt, and there is uncertainty in the cobalt supply chain. Subsequent prices or still have a rising space.
For industries with high cost, such as iron ore, other non-colored varieties, sea freight, will continue to increase; the profits of foreign trade companies are also inevitably squeezed, especially those affected by supply chains, such as basic materials , Mechanical equipment and automotive industry.