On December 3, the BDI index closed at 2,845 points, setting the highest level since December 6, 2023. The index rose 9.42% in a single day, setting a record for the biggest one-day increase in nearly two months. Recently, the BDI index has maintained an upward trend for 15 consecutive trading days, with a cumulative increase of 40.15% in the range. According to the Securities Times and Databao statistics, the stock price of shipping port concept stocks rose by an average of 17.41% during the year, while the stock prices of Strait Co., Ltd., Air China Ocean, Nanjing Port, Xiamen Port, and HNA Technology all had the highest increases of more than 50%. Since November, 7 concept stocks have received institutional research, and Straits Co., Ltd. has received the highest institutional attention, receiving a total of 33 institutional surveys. The recovery in the shipping industry boosted the performance of listed companies. Judging from the three-quarter report data, the net profit of Antong Holdings, Jinjiang Shipping and other stocks in the first three quarters all surpassed the net profit for the full year of 2024. In terms of future performance expectations, out of individual stocks rated by at least 5 institutions, 7 companies unanimously predicted that their performance for the full year of 2025 is expected to grow, including China Merchants Shipping, COSCO Marine, Zhongya Logistics, and COSCO Haite.

Zhitongcaijing · 2d ago
On December 3, the BDI index closed at 2,845 points, setting the highest level since December 6, 2023. The index rose 9.42% in a single day, setting a record for the biggest one-day increase in nearly two months. Recently, the BDI index has maintained an upward trend for 15 consecutive trading days, with a cumulative increase of 40.15% in the range. According to the Securities Times and Databao statistics, the stock price of shipping port concept stocks rose by an average of 17.41% during the year, while the stock prices of Strait Co., Ltd., Air China Ocean, Nanjing Port, Xiamen Port, and HNA Technology all had the highest increases of more than 50%. Since November, 7 concept stocks have received institutional research, and Straits Co., Ltd. has received the highest institutional attention, receiving a total of 33 institutional surveys. The recovery in the shipping industry boosted the performance of listed companies. Judging from the three-quarter report data, the net profit of Antong Holdings, Jinjiang Shipping and other stocks in the first three quarters all surpassed the net profit for the full year of 2024. In terms of future performance expectations, out of individual stocks rated by at least 5 institutions, 7 companies unanimously predicted that their performance for the full year of 2025 is expected to grow, including China Merchants Shipping, COSCO Marine, Zhongya Logistics, and COSCO Haite.