2.12 Welcome the main upward wave of the oil tanker

Net asset value hits a new high, thanks to breakthroughs by China Merchants. The off-season for oil transportation exceeded expectations, and China Merchants remains optimistic, with a target of 12 yuan already reached. The fundamentals are currently exceeding expectations, so continue holding!

Next is Zhaoyi, with a primary target price of over 400. The logic for this storage cycle reaching over 600 includes: a large storage cycle price increase, domestic substitution, and Changxin’s listing!

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