Hong Kong Stock Anomaly | Container shipping stocks rise across the board; Red Sea resumption remains unlikely in the short term; Airlines may announce price support actions after the holiday

LootboxPhobia · 2026-02-25T04:41:10+00:00

Consolidation stocks generally rose, with COSCO Shipping Development up 6.09% and COSCO Shipping Holdings up 2.82%. Hapag-Lloyd and Maersk adjusted their shipping routes, rerouting to the Cape of Good Hope in Africa, indicating that the reopening of the Red Sea still requires time. Shenwan Hongyuan expects demand to improve after the holiday, and the market is watching for further actions from shipping companies.

LootboxPhobia

2026-02-25 04:41:10

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CITIC Securities Finance APP learns that shipping stocks are rising across the board. As of the time of writing, COSCO SHIPPING Holdings (02866) is up 6.09%, trading at HKD 1.22; COSCO SHIPPING Control (01919) is up 2.82%, trading at HKD 14.96; Orient Overseas International (00316) is up 2.52%, trading at HKD 146.6; and Hapag-Lloyd (01308) is up 0.73%, trading at HKD 33.22.

According to reports, on February 3, the shipping group Hapag-Lloyd and Maersk will adjust their shared liner service route, rerouting through the Red Sea and Suez Canal. However, the Maersk Detroit, which was supposed to resume Red Sea voyages for the first time, instead diverted south around the Cape of Good Hope during actual operation. The company explained that the reroute was due to adverse weather in the Mediterranean causing delays, leading to a decision to adjust the sailing plan and detour via the Cape of Good Hope.

Shenwan Hongyuan released a research report stating that this detour indicates the resumption of Red Sea voyages still cannot be realized in the short term. Additionally, the market has entered early March shipping schedules. With factories resuming work after the Spring Festival holiday, demand is expected to improve. Attention should be paid to shipping companies’ post-holiday price increases and support actions.

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