Institutions unanimously predict that the performance of shipping ports concept stocks is expected to grow throughout the year.

On December 3rd, the BDI index closed at 2845 points, reaching its highest level since December 6, 2023. The index saw a single-day increase of 9.42%, setting a record for the largest single-day increase in nearly two months. Recently, the BDI index has maintained an upward trend for 15 consecutive trading days, with a cumulative increase of 40.15%. According to statistics from Securities Times Data Treasure, the average stock price of shipping port concept stocks has increased by 17.41% this year, with shares of H-Share Shipping, COSCO Shipping, Nanjing Port, Xiamen Port, and Hainan Airlines Technology leading the way with increases of over 50%. Since November, 7 concept stocks have received institutional research, with H-Share Shipping receiving the highest attention from institutions, totaling 33 institutional research reports. The improvement in the shipping industry's prosperity bodes well for the performance of listed companies. Based on third-quarter financial data, companies like Antong Holdings and Jinjiang Shipping have already exceeded their full-year net profits for 2024. In terms of future performance expectations, among stocks rated by at least 5 or more institutions, 7 stocks are predicted by institutions to have the potential for growth in full-year performance in 2025, including China Shipping, COSCO Shipping Energy Transportation, Sinotrans Logistics, and COSCO Shipping Special Transport.