Core Viewpoint - The international oil and chemical transportation sectors are experiencing indirect transmission effects, with rising oil transportation prices attracting "swing capacity" back to the oil transport market, thereby tightening the effective supply in the chemical transportation market and improving industry supply-demand dynamics [2] Group 1: International Chemical Transportation - According to Clarksons' latest data, international chemical freight rates have shown signs of stabilizing and stopping the decline as of early 2026 [2] - Factors such as geopolitical fluctuations in the Middle East and increased international trade compliance requirements (e.g., sanctions on "shadow fleets") are expected to positively impact the chemical shipping market [2] Group 2: Domestic Chemical Transportation - Recently, domestic hazardous chemical shipping rates have remained stable, with some routes adjusting reasonably according to market demand [2] - The company aims to continue focusing on the core sector of hazardous chemical shipping, seizing industry development opportunities, and steadily optimizing route layouts to ensure stable operational development [2]
兴通股份:公司将持续深耕危化品海运核心赛道,保障经营发展的稳健性