Las acciones A acaban de cerrar, llega una buena noticia desde Irán, China anuncia apertura de vuelos comerciales

After the close of trading in A-shares today, Cosco Shipping Lines Co., Ltd. for Container Shipping announced a bulletin: effective immediately, it will resume bookings for new sailings for the following countries in the Far East to the Middle East region (general cargo containers), including the United Arab Emirates, Saudi Arabia, Bahrain, Qatar, Kuwait, and Iraq.

Subsequently, Xinhua News Agency reported that Iran has again reiterated the conditions for passage through the Strait of Hormuz. Its requirements are: for non-hostile vessels, if the vessel’s country or any associated state does not participate in or support any acts of aggression against Iran, and fully complies with the announced safety and security regulations, then, in coordination with Iran’s relevant authorities, the vessels may pass through the Strait of Hormuz safely.

Up to this point, among the world’s top five shipping companies, only China has issued a message about accepting orders.

The leading shipping companies Mediterranean Shipping, Maersk, and CMA CGM have all not issued any clear response or announcement.

This is a landmark event, meaning that in the future, Iran will have control over the Strait of Hormuz.

Iran’s conditional passage demonstrates its position.

For Cosco Shipping Lines, after this matter, the business of the top three global shipping giants will be greatly affected. Cosco Shipping Lines may even leap to become the world’s largest container shipping company.

For China, its influence in the Middle East will be further strengthened.

It is worth noting that before Cosco Shipping Lines released its announcement, China’s Minister of Foreign Affairs had a phone call with Iran’s Minister of Foreign Affairs.

During the call, the Iranian side briefed China on the latest developments and evolution of the situation in the Middle East, and also thanked China for providing Iran with urgent humanitarian assistance. Then they discussed the issue of the Strait of Hormuz and expressed the hope that China can play a positive role in promoting peace.

China, on its side, reiterated its principles and position, and emphasized that all issues can be resolved through negotiations and dialogue, and that peace is better than war. China will certainly hold an objective and fair stance on this matter, etc.

After the phone call, in less than 24 hours, the Cosco Shipping Lines container segment issued an announcement about resuming navigation.

For the world today, this is no less than the United States announcing a complete withdrawal from the Middle East. The United States has so many military bases in the Middle East, but ships related to the United States and Israel still cannot pass through that region.

And not long ago, Trump had just claimed that he was going to reach consensus with Iran and would soon sign an agreement—everything was said on the surface, but in reality it was all about moving troops and dispatching forces.

For other countries around the world, the important point in this news is not that the Strait of Hormuz is open for passage. It is why it is open for passage—and yet the United States does not.

After the favorable news was announced, we noticed that data observation information shows that as of around 8:00 p.m. Beijing time on March 25, the passage volume through the Strait of Hormuz fell back to 0 vessels, with no ships crossing the strait throughout the entire day.

A person with knowledge of the situation revealed that Iran is strengthening its control over the Strait of Hormuz through a semi-formal system. It requires that vessels provide crew and cargo lists, as well as navigation details lists and bills of lading; only after the Revolutionary Guard approves can they pass.

Next, for China, what needs to be on guard is whether during the U.S.-Iran war, the United States and Israel would, while attacking Iran, also cause strategic misfires to ships passing through the Strait of Hormuz.

In any case, for global capital markets, this matter is undoubtedly good news, because the Gulf has changed from a state of complete blockade to a state of semi-blockade.

For the Trump administration, this is undoubtedly unacceptable. The fundamental impact is still the oil dollar hegemony.

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Author’s statement: personal views, for reference only