The Red Sea crisis has a far-reaching impact and detonates the A-share ship sector!
1. The Red Sea crisis has far-reaching implications!
Perhaps many people only judge the attack on a merchant ship in the Red Sea as an occasional geopolitical hot spot, but they do not expect that its impact may be far-reaching, and it is even likely to change the global transportation and global chain pattern. Due to the peculiarity of the geographical location of the Red Sea, as the only way through which the Suez Canal passes, the importance of the Red Sea is equal to that of the Suez Canal, representing the main artery of maritime transportation between Asia and Europe, Europe and the Middle East!And 80% of the world's ** relies on sea transport.
2. This access accounts for 10% of the world's ** transportation.
The narrow Suez Canal, which is only 190 kilometers long, but 12% of the world's maritime ** must pass through it, doubles the GDP of Asia and Europe. In other words, due to the close cooperation between Asia and Europe, about 10% of the world's transportation must pass through the Suez Canal, and once this access road is blocked, it will rewrite 10% of the world's transportation pattern!
3. Europe is not only a little difficult!
Since the outbreak of the Russian-Ukrainian conflict, Europe, which was originally deeply dependent on Russian energy, has begun to sanction Russian energy, and the two gas pipelines of Nord Stream 1 and No. 2 have been blown up, which directly concludes the European energy crisis: either imported from the United States or from the Middle East. Last year, it was harvested by the United States, and the United States even sold its strategic reserve inventory to Europe, and at present, the inventory is at the lowest level in 40 years, and you need to replenish the inventory, so you can buy from the Middle East!
4. Or take a detour of thousands of miles!
Now, the Red Sea is so troublesome, the four major international shipping companies have announced that they will not pass through the Red Sea, so Europe wants energy, and Asia and Europe want the best between Asia and Europe, what should I do?Thousands of miles more, around the whole of Africa, another half a month for the ship, and a lot of fuel to go around the Cape of Good Hope!Europe is dumbfounded, if you don't want Asian goods, commodities from **, don't want energy from the Middle East, and energy from **?It is bound to breed the need for capacity, which will further drive the demand for shipbuilding.
5. The ship plate is almost unbearable!
I shouted this section from April 27 last year to this year, from 471 o'clock all the way to 723 o'clock today, shouting all the way and being scolded all the way. To tell the truth, last year and this year, the sector that can still rise to double in the ***A shares is a lot to count with 5 fingers. But this plate is indeed still at the bottom, and there will still be many times in the future**, how many times it is, I am afraid that I will continue to be scolded!
6. The Red Sea crisis has caused an event to promote the ship sector!
In fact, the ** of the plate has little to do with the Red Sea crisis, but it does constitute a positive. For the shipbuilding sector, it needs to be the best in peacetime, and China's commercial ship manufacturing has accounted for more than half of the world, including high-end ship types. I don't accept the public rebuttal of the country that stands in line, especially this year, and brutally abused the world's No. 1 Korean shipbuilding beyond recognition, and compared the data by myself.
7. It is also a good military promotion.
Due to the Houthi incident in the Red Sea, the United States wants to send the USS Eisenhower, which was originally in the Middle East, to join forces with several countries to build an escort formation. Ships are such a plate, and turbulence is indispensable, and it is the logic of military manufacturing. So it's hard for you to find such a special existence, whether it's peace or turmoil, it's a good ship, and its certainty will get stronger and stronger.
To sum up, before the above content opened this morning, we basically talked about it in the live broadcast room, and today's ship's contrarian trend**165%, which is also expected. This round of ships stepped back in place, the band ** was reminded to enter from November 14, the ** target of this round is 839 points, but it is not that it will not rise here, but there is a stage of demand for stepping back, and the real big opportunity is in the long term!