另外，美国当选总统特朗普近日表示，将对墨西哥和加拿大进入美国的所有产品征收25%关税。特朗普还宣布将对中国商品额外征收10%的关税。浙商证券报告指出，年初至今，航运指数走势与地缘政治风险指数较为一致。后续需关注特朗普政府加征关税或冲击需求。Shipping stocks declined again. As of press release, COSCO Marine (01138) fell 3.77% to HK$6.13; Pacific Shipping (02343) fell 3.11% to HK$1.87; and Orient Overseas International (00316) fell 2.54% to HK$99.8.
The Zhitong Finance App learned that shipping stocks fell again. As of press release, COSCO Haineng (01138) fell 3.77% to HK$6.13; Pacific Shipping (02343) fell 3.11% to HK$1.87; Orient Overseas International (00316) fell 2.54% to HK$99.8; COSCO Marine (01919) fell 1.45% to HK$10.9; Haifeng International (01308) fell 0.74% to HK$20.25.
According to the news, the US, Israel, and Lebanon all confirmed that a cease-fire agreement was reached in Lebanon under US leadership. US President Joe Biden said that Israel and Lebanon have accepted the cease-fire agreement, and the Israeli military will gradually withdraw from Lebanon within the next 60 days; the agreement will take effect at 4 a.m. local time on Wednesday, with the aim of achieving a permanent cease-fire. Affected by the news, expectations for a cease-fire in the Middle East and the resumption of navigation in the Red Sea are heating up.
Additionally, US President-elect Trump recently stated that a 25% tariff will be imposed on all Mexican and Canadian products entering the US. Trump also announced an additional 10% tariff on Chinese goods. The Zheshang Securities Report indicates that since the beginning of the year, the shipping index trend is more consistent with the geopolitical risk index. In the future, we need to pay attention to the Trump administration's imposition of tariffs or impact on demand.
