智通财经网·2026-01-07 01:39Core Viewpoint - The stock of China Cosco Shipping Energy Transportation Co., Ltd. (中远海能) has risen over 3%, currently trading at HKD 9.98, with a trading volume of HKD 32.645 million, driven by geopolitical developments and increased demand for oil tankers [1]. Group 1: Company Performance - China Cosco Shipping Energy's stock price increased by 3.41% [1]. - The trading volume reached HKD 32.645 million, indicating active market interest [1]. Group 2: Industry Developments - Chevron has booked a small fleet of tankers to transport oil to Venezuela, becoming the sole exporter of the country's oil following the capture of President Maduro by U.S. forces [1]. - At least 11 tankers chartered by Chevron are scheduled to arrive at government-controlled ports in Venezuela, marking an increase from 9 tankers in December last year and the highest number since October when 12 tankers were loading cargo [1]. - Morgan Stanley's report suggests that the stock price of China Cosco Shipping Energy is likely to see absolute gains in the next 30 days due to recent price corrections making it more attractive [1]. - The report highlights a rising demand for legitimate oil tankers amid geopolitical dynamics, estimating a 70% to 80% probability of this scenario occurring [1].