智通财经网·2025-11-17 06:23Group 1 - Shipping stocks collectively declined, with specific drops including: Yang Ming Marine Transport Corp (02510) down 4.92% to HKD 8.7, SITC International Holdings (01308) down 2.89% to HKD 29.58, China COSCO Shipping Corporation (01919) down 2.33% to HKD 13.83, and Orient Overseas International (00316) down 1.93% to HKD 132.2 [1] - The Houthis warned on November 9 that if the ceasefire agreement in Gaza breaks down and Israel resumes its offensive, they would resume attacks on Israel and prohibit Israeli vessels from navigating the Red Sea and Arabian Sea [1] - Since the ceasefire began on October 10, the Houthis have not claimed any attacks, leading the market to interpret this as a halt in their aggression [1] Group 2 - Concerns are rising that a large-scale return to the Red Sea could lead to a significant further decline in global shipping rates [1] - A report from FANGZHENG Futures indicated that while media reported the Houthis announced a halt to attacks on Red Sea merchant ships, the authenticity of this news remains to be verified [1] - Even if some senior officials of the Houthis have made similar statements, shipping companies may still be cautious due to the potential for the Houthis to change their stance regarding Gaza, leading to a preference for cautious, gradual resumption of operations rather than immediate full resumption [1]