Xin Lang Cai Jing·2026-01-12 12:28Group 1 - The core viewpoint of the article highlights the annual market value changes of shipping, port, and shipbuilding companies in China, revealing that the overall performance of the shipping industry was weaker than the market average in 2025 [1][5] - As of December 31, 2025, the total market value of stocks in the Shanghai, Shenzhen, and Beijing markets was approximately 118.88 trillion yuan, a year-on-year increase of 26.99%. In contrast, the total market value of 73 listed Chinese shipping companies was about 2.16 trillion yuan, reflecting a year-on-year growth of 8.68% [5][6] - The China Maritime Enterprises Index (CMEI) closed at 1944.75 points, up 1.34% year-on-year, with the China Shipping Enterprises Index (CSII) rising 2.44%, while the China Port Enterprises Index (CPII) fell by 1.87% [5][6] Group 2 - The largest listed company in the Chinese shipping sector is China Shipbuilding, with a total market value of 250.31 billion yuan, followed by COSCO Shipping Holdings at 227.19 billion yuan, and Shanghai International Port Group at 126.18 billion yuan [2][6] - The market performance of shipping companies is closely linked to their industry fundamentals, with varying market conditions across different shipping segments in 2025. Container shipping showed resilience, while bulk shipping attracted capital for smaller vessels, and oil transportation outperformed in terms of market value [2][6] - The valuation logic in the capital market is shifting towards "value investing," with factors such as stable profitability, cost control, dividend policies, and green transformation strategies becoming core influences on market value [2][6]