BDI short-term expected rebound shipping stocks start to fill up

Every reporter Zeng Zijian yesterday, long aviation oil trading limit, the development of the sea 9.15%, China Ocean, CSCL, COSCO shipping and other shares rose more than 6%.　　Each brokerage research institute also recently intensively recommended shipping plate, that the mood and atmosphere of shipping investment has accumulated, future opportunities for the rise. Benefited ore transport soared last week, the BDI index rebounded slightly and returned to the top 3000, culminating in 3,542 points. While it is still a long way from the 4,291 point of the year, the agency is confident that the shipping industry will rebound in the future as imports of iron ore increase. In June this year, China imported 55.29 million tons of iron ore, an increase of 46.3%, a record high of 57 million tons since April.　　Tang Jianhua, analyst of Credit Securities, said that with real estate investment expected to recover in the third quarter and the latest quarter, as the middle-midstream steel industry, the transport industry will be scheduled to be fully recovered in the first quarter of next year, iron ore imports in the second half will be difficult to cool down. Citic Securities analyst Guiyuntao that the international market, the rebound in steel prices and domestic and foreign steel start rate continued to rebound, will be conducive to future BDI short-term trend. In early July, the spot market rent began to be active, and shipping distance of the long ore shipments soared. Therefore, the short-term dry bulk market process relations tend to favor shipowners, BDI short-term expected rebound, and may even stand up 4,000 points above.　　Wu Yunying, an analyst with the Changjiang Securities market, is also optimistic about the shipping industry, which is expected to continue because of good shipping expectations.　　Replenishment is the main tone of the shipping stock market although from the fundamental point of view, has emerged to support the strength of the shipping stocks, but analysts still believe that the rise in the market is the main tone of the future shipping stocks. Tang Jianhua pointed out that the domestic and foreign dry bulk shipping stocks have followed the trend of the BDI index, but in the last six months, the trend of China's shipping stocks and BDI trend is clearly deviated. This is mainly the domestic investors to the macroeconomic outcome, dare not confirm a new round of the coming cycle of the judgment. This round of dry bulk shipping boom upward cycle will last for at least 3 quarters. In such a context, the shipping stocks represented by COSCO have just kicked off.　　Tang Jianhua expects the average BDI to remain at 3,500 in the second half of the year, with a target price of 20 yuan for China Ocean. Citic Securities analyst Guiyuntao also advised investors to focus on the development of China Ocean and China Sea, in which COSCO has benefited most from the BDI rebound, thinking the company's quarterly performance will continue to increase by the ring.　　And the development of the China Sea benefited from the three-quarter coastal electricity and coal transport price of the rise. In addition to the development of China Sea and the Chinese ocean, other stocks also have a larger opportunity to increase, such as yesterday's trading long shipping oil, the shares of the four institutions dedicated to buy 120 million yuan yesterday. In addition, COSCO Shipping last week only just broke through the annual line resistance level, the recent continued volume to create new highs, also worthy of concern.