SIPG(SH:600018) Jing Ji Guan Cha Wang·2026-02-14 02:26Core Viewpoint - Shanghai Port Group has received policy support in the field of green fuel bunkering and has completed the issuance of medium-term notes [1][2] Recent Events - On February 10, 2026, the Ministry of Transport and nine other departments jointly issued a plan to support the construction of the Shanghai International Shipping Green Fuel Bunkering Center and Trading Center, aiming to establish an international green fuel bunkering center in Shanghai by 2030 [2] - The energy company of Shanghai Port Group plans to invest in two additional LNG bunkering vessels over the next two years, with the LNG bunkering volume at Shanghai Port expected to reach 712,000 cubic meters by the end of 2025 [2] - On February 12, 2026, the company completed the issuance of its third medium-term note for 2026, with a scale of 2 billion yuan, a term of 5 years, and an issuance interest rate of 1.81% [2] Stock Performance - Over the past 7 days (as of February 13, 2026), Shanghai Port Group's stock price has shown a fluctuating trend, closing at 5.01 yuan on February 13, down 0.79% from the closing price of 5.05 yuan on February 9, with a price range fluctuation of 2.18% [3] - The stock price has been fluctuating near the 20-day Bollinger Band middle track (5.055 yuan), and the MACD histogram has turned positive, indicating potential short-term technical recovery demand [3] - During the same period, the shipping and port sector declined by 3.44%, with the company performing slightly better than the industry [3] Institutional Viewpoints - According to a report from Guohai Securities on February 13, 2026, the dry bulk throughput in the shipping and port sector remains stable, with iron ore inventory increasing by 14.63% year-on-year and iron ore throughput reaching 1.399 billion tons for the entire year of 2025, maintaining a "recommended" rating for the sector [4]