中银国际指出，环保法规推动老旧运力淘汰，全球贸易格局有所改变，干散货航运市场正经历变革。随着国际海事组织（IMO）对船舶排放标准的要求日益严格，老旧船舶因不符合环保标准而被迫退出市场。未来几年，随着环保法规的进一步收紧，干散货市场的运价有望得到抬升。此外，随着欧盟排放交易体系（ETS）在欧洲地区鼓励年轻船队的使用和 FuelEU海事法规的出台，将进一步吸引低碳/零碳能力船舶，预计欧洲地区的干散货运价将上涨。Pacific Basin Shipping (02343) is currently up nearly 4%, as of the time of writing, up 3.76%, priced at 1.93 HKD, with a transaction amount of 19.8339 million HKD.
According to Zhito Finance APP, Pacific Basin Shipping (02343) is currently up nearly 4%, as of the time of writing, up 3.76%, priced at 1.93 HKD, with a transaction amount of 19.8339 million HKD.
In terms of news, Pacific Basin Shipping has recently made consecutive buybacks. The announcement shows that on December 2, the company spent 11.1204 million HKD to repurchase 6 million shares; on November 29, it spent 14.733 million HKD to repurchase 8 million shares. It is noteworthy that the company canceled 63.063 million repurchased shares on October 15.
CITIC International pointed out that eco-friendly regulations are driving the elimination of old capacity, resulting in changes to the global trade pattern, and the dry bulk shipping market is undergoing transformation. As the International Maritime Organization (IMO) increasingly tightens ship emission standards, old ships are forced out of the market due to non-compliance with eco-friendly standards. In the coming years, as eco-friendly regulations become further stringent, freight rates in the dry bulk market are expected to rise. Additionally, with the EU Emission Trading System (ETS) encouraging the use of younger fleets in Europe and the introduction of the FuelEU Maritime regulation, ships with low-carbon/zero-carbon capabilities will be further attracted, and it is expected that dry bulk freight rates in Europe will increase.