August Main Line Early Bet: Countdown to the Strait of Hormuz, Guohang Ocean's 'Stagflation Dividend' Just Beginning

English summary

As long as the Strait of Hormuz is navigable, shipping will become the main line in August. The oil tanker twin giants have already surged, while the flexible dark horse remains stationary—the window of cognitive gap is narrowing. The shipping sector recommended on Monday has been rising for several consecutive days. Let's break down the layout logic of shipping again.

I. August: The countdown to the opening of the Strait. The pendulum of the Strait of Hormuz is swinging toward "resumption of navigation." On July 24 and 26, the US and Iran respectively announced a pause in hostilities. On July 27, an Iranian Foreign Ministry spokesperson confirmed that talks between Iran and Oman on "common principles and operating mechanisms" for safe navigation in the Strait of Hormuz were "fruitful and made some progress." On July 28, Bloomberg reported that Iran and Oman are attempting to reach an agreement on resuming navigation in the Strait of Hormuz, and one of the discussed options is setting up a "middle shipping corridor" in the strait. August is that time window. …