智通财经网·2026-02-04 01:55Core Viewpoint - The shipping company COSCO Shipping Energy (中远海能) has seen its stock price increase by over 4%, currently trading at 14.85 HKD, with a trading volume of 75.23 million HKD. This rise is influenced by changes in shipping routes announced by Maersk and Hapag-Lloyd, which are considering returning to the Red Sea and Suez Canal for transportation, supported by naval security forces [1][1][1]. Group 1: Market Developments - Maersk announced adjustments to its shared shipping route with Hapag-Lloyd, which will now include the Red Sea and Suez Canal, following a series of attacks in the Red Sea region since the end of 2023 [1][1]. - Major shipping companies are contemplating a return to this critical trade route connecting Asia and Europe, indicating a potential shift in shipping strategies [1][1]. Group 2: Industry Outlook - CITIC Securities forecasts a structural growth in compliant market demand by 2026, with low oil prices potentially driving crude oil replenishment demand, predicting VLCC (Very Large Crude Carrier) daily rates to stabilize between 60,000 USD and 75,000 USD [1][1]. - The upward cycle in VLCC rates is expected to lead to rapid profit growth for the fleet in the coming year, despite the approaching seasonal transportation lull [1][1]. - Guotai Junan anticipates that the oil shipping sector has been on an upward trend for four consecutive years, projecting COSCO Shipping Energy's profits to reach new highs in 2025, with a significant year-on-year increase expected in Q1 2026 [1][1].