In 2026, leading oil transportation companies are expected to achieve record-high profits. The port shipping sector is warming up, and China Merchants South Oil surged to the daily limit.

2026-03-28 00:00:22

(Source: Finance News)

On March 24, the port shipping concept warmed up. As of the time of writing, component stock China Merchants Industry Holdings (招商南油) hit the daily limit, with China Cosco Shipping Energy (中远海能), Air China Cargo (国航远洋), HNA Technology (海航科技), Ningbo Marine (宁波海运), China Merchants Energy Shipping (招商轮船), Lianyungang (连云港), and others following suit.

On March 24, the port shipping concept warmed up. As of the time of writing, component stock China Merchants Industry Holdings (601975.SH) hit the daily limit, with China Cosco Shipping Energy (600026.SH), Air China Cargo (920571.BJ), HNA Technology (600751.SH), Ningbo Marine (600798.SH), China Merchants Energy Shipping (601872.SH), Lianyungang (601008.SH), and others following suit.

In terms of news, CITIC Securities believes that structural opportunities on the valuation and asset sides of oil shipping are expected to continue, with the supply chain restructuring brought about by geopolitical conflicts becoming the core driving geopolitical factor in this round of oil shipping cycle. Events in Iran and other geopolitical incidents have strengthened the cyclical momentum of the oil shipping industry, and profits for leading oil shipping companies are expected to hit new highs by 2026.

CITIC Jinshi Research Report stated that the demand for conventional and safety replenishment driven by the upward shift of inventory safety thresholds, if concentratedly released during the period of marginal policy loosening or the approach of the industry peak season, will become the core catalytic factor driving the next significant rise in oil shipping rates.

Multiple institutional analysts believe that among the various sub-sectors of shipping, oil transportation is most directly associated with routes through the Strait of Hormuz, and this incident may push the oil shipping market into a new upward cycle.

Huatai Securities believes that market concerns about disruptions in the global energy and trade supply chains continue to intensify, with war risk premiums continuously being released. Oil shipping, container shipping, and bulk shipping rates may face a significant surge. In terms of oil shipping, Iran’s ban on vessels passing through the Strait of Hormuz raises the risk of supply chain disruptions, pushing up rates; in terms of container shipping, the market expectation reversal and dual disturbances on the Middle East/Red Sea routes may lead to a significant rebound in rates.

Massive information and precise interpretations are all available on the Sina Finance APP.

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