Zhi Tong Cai Jing·2026-02-12 02:10Group 1 - COSCO Shipping Energy (中远海能) has seen its stock price increase by over 6%, with a year-to-date gain approaching 80% [1] - As of the report, the stock is trading at HKD 17.25 with a transaction volume of HKD 82.15 million [1] - The U.S. government is considering seizing oil tankers transporting Iranian oil, which could lead to increased tensions and potential retaliation from Iran [1] Group 2 - According to Guotai Junan Securities, starting from August 2025, the increase in crude oil production and stricter sanctions on Russian oil will drive high utilization rates of tanker capacity, significantly raising the central price of shipping rates [1] - Since 2026, geopolitical tensions have heightened, leading to increased optimism among shipowners and foreign shipowners intensifying their control over the market, keeping oil shipping rates at high levels [1] - The Middle East to China VLCC TCE has maintained above USD 120,000 recently, and the firm expects tanker profits to increase several times year-on-year in Q1 2026 [1]