智通财经网·2025-12-22 06:13Core Viewpoint - The stock of China Cosco Shipping Energy Transportation Co., Ltd. (01138) has seen a significant increase, attributed to ongoing geopolitical tensions affecting oil tanker operations in international waters near Venezuela [1]. Group 1: Company Performance - China Cosco Shipping Energy's stock rose over 5% in the afternoon trading session, with a current price of 10.08 HKD and a trading volume of 136 million HKD [1]. Group 2: Industry Insights - The U.S. Coast Guard is intercepting oil tankers, including the "Bella 1," in international waters near Venezuela, marking the third such interception recently [1]. - Morgan Stanley's research indicates that while concerns about shipping disruptions may gradually diminish, oil tanker profitability is expected to remain resilient next year [1]. - Over 20% of the global oil tanker fleet is over 20 years old, with many vessels concentrated in the "shadow fleet," limiting their ability to participate in compliant trade [1]. - Geopolitical tensions are driving up demand for oil transportation, with approximately 18% to 20% of the global fleet engaged in non-compliant transportation due to sanctions on vessels from Russia, Iran, and Venezuela [1].