Group 1 - Zhongyuan Shipping (01138) has seen its stock price increase by over 7%, currently trading at 17.97 HKD with a transaction volume of 39.1263 million HKD [1] - The geopolitical situation has intensified since 2026, leading to heightened sentiment among shipowners and increased control of the market by overseas shipowners [1] - The Middle East to China VLCC freight rates have remained high, maintaining above 120,000 USD [1] Group 2 - The report from Guotai Junan Securities indicates that the sentiment among shipowners is likely to continue influencing short-term freight rates [1] - The firm expects a significant year-on-year increase in tanker profitability in Q1 2026, projecting several times growth compared to previous periods [1]
港股异动 | 中远海能(01138)再涨超7% 伊朗紧张局势延续 近期油运运价维持高位