Changes in Hong Kong stocks | Most freight stocks rose, short-term demand was better than market concerns, Xiaoma maintained an increase in the Asian shipping and port sector

The Zhitong Finance App learned that most shipping stocks rose. As of press release, COSCO Marine (01138) rose 4.44% to HK$21.18; Dexiang Shipping (02510) rose 4.31% to HK$14.29; Haifeng International (01308) rose 2.27% to HK$51.7; Orient Overseas International (00316) rose 2.07% to HK$163; COSCO Marine (01919) rose 1.96% to HK$3.9.

According to the news, Xiaomo released a research report on container shipping and ports, according to the latest data for the third quarter of 2026, which continues to show that short-term demand is better than market concerns, operating frictions still provide significant support for utilization and yield, and the bank maintains an increasing attitude towards the Asian shipping and port sector.

Xiaomo pointed out that in September, the Logistics Manager Index (LMI) accelerated again to 70.2, rising 3.6 points on a monthly basis. Transportation prices remained high, and transportation capacity contracted for the 10th month in a row, in line with the impulse to replenish stocks in the latter part of the cycle; US imports also remained strong, and the Port of Los Angeles recorded the busiest three months in history from June to August. Global port congestion has risen to about 13% of the fleet (about 8% in April). The industry also continues to report that Asian ports have bottlenecks due to concentrated ship arrivals and typhoons, which weaken ship schedule reliability and absorb effective capacity.