Ge Long Hui·2025-06-23 04:03Group 1 - The Middle East conflict has escalated, leading to a surge in shipping stocks, with notable increases in companies like China National Offshore Oil Corporation (国航远洋) rising over 16% and reaching a historical high of 16.88 CNY per share [1][2] - Other shipping companies also experienced significant gains, including Ningbo Shipping (宁波海运) and Xingtong Co. (兴通股份) with consecutive trading limits, and several others like Lianyungang (连云港) and Nanjing Port (南京港) achieving first trading limits [1][2] - The potential for rising freight rates is highlighted, with the Baltic crude oil freight index increasing by approximately 13.6% in a week, and some high-risk routes seeing freight rates surge by up to 2.5 times [11] Group 2 - The U.S. airstrikes on Iranian nuclear facilities mark a formal intervention in the Israel-Iran conflict, further escalating tensions in the region [4] - The Iranian parliament has suggested closing the Strait of Hormuz, a critical oil shipping route that accounts for 26%-28% of global oil shipping trade [5][8] - Historical data indicates that significant geopolitical conflicts in the Middle East have previously led to notable increases in tanker freight rates, suggesting a potential for new risk premiums in the shipping sector [15]