BOCI: High prosperity in oil shipping, recovery in bulk shipping, aviation industry remains robust with steady growth in passenger throughput.

In the express logistics sector, demand is expanding steadily, and efforts to reduce costs and increase efficiency are being further deepened.

Zhitong FinanceMay 12 16:51

CMB Securities: Upward momentum in the shipping sector highlights the value of dividend allocation.

The performance of various transportation sectors showed divergence in 2025 and the first quarter of 2026. The infrastructure sector maintained stable fundamentals, with key individual stocks' performance generally meeting expectations.

Zhitong FinanceMay 11 10:55

A-share Market Movement: Shipping Stocks Rise Collectively, with COSCO Shipping Up More Than 7%

Gelonghui, May 8 | Shipping stocks in the A-share market collectively rose. By midday closing, COSCO Shipping Development surged over 13%, China Merchants Energy Shipping increased by more than 7%, Haitong Development rose over 5%, COSCO Shipping Energy climbed 4%, China Merchants Nan You gained over 3%, while Phoenix Shipping, Shenghang Co., Ltd., and Jinjiang Shipping all increased by over 2%. Regarding recent developments, the ongoing turmoil in the Middle East continues to escalate tensions. On May 7 local time, the US Central Command issued a statement indicating that a US Navy missile destroyer fleet, while traversing the Strait of Hormuz towards the Gulf of Oman, intercepted an unprovoked attack initiated by Iran and immediately took defensive countermeasures. In the early hours of May 8 local time, Iran’s armed forces…

Gelonghui FinanceMay 8 12:03

Express News | The shipping sector remains active against the market trend, with Guohang Ocean rising over 15%.

BreakingsMay 8 11:12

Huachuang Securities: In Q1 of 2026, the growth rates of oil transportation, bulk shipping, and shipbuilding performance were remarkable, while container shipping dividend yields remained attractive.

The demand for replacement and renewal of oil tankers and bulk carriers is expected to drive the release of shipbuilding demand.

Zhitong FinanceMay 6 15:23

CSC Jinling (601975) Q1 2026 Review: Significant Increase in Net Profit Attributable to Shareholders; Focus on Subsequent Geopolitical Catalysts

Key investment highlights: Event: China Merchants Nan You released its Q1 2026 report, achieving revenue of 1.568 billion yuan in Q1, a year-on-year increase of 14.19%; net profit attributable to shareholders was 432 million yuan, a year-on-year increase of 51.73%.

Huayuan SecuritiesApr 29 00:00