中国航运- 宣布对美国船舶征收特别港口费；油轮运价或有上行潜力；买入中远海能-China Shipping and Shipbuilding_ Special port fees on US vessels announced; potential tanker freight rate upside; Buy COSCO Energy

13 October 2025 | 10:42AM HKT Equity Research CHINA SHIPPING AND SHIPBUILDING Special port fees on US vessels announced; potential tanker freight rate upside; Buy COSCO Energy +852-2978-0726 | herbert.lu@gs.com Goldman Sachs (Asia) L.L.C. Simon Cheung, CFA +852-2978-6102 | simon.cheung@gs.com Goldman Sachs (Asia) L.L.C. Dorothy Wong +852-2978-1879 | dorothy.wong@gs.com Goldman Sachs (Asia) L.L.C. c45a43530f604d12bcb9a82b5aa6b9f6 On Oct 10, China's Ministry of Transport announced plans to charge special port ...