Transport & Logistics · 15.3

Shipping & Ports

Quantified news impact based on deduplicated, quality-reviewed events in a single 7-day window.

Average net impact+15weighted per event

Average gross impact16absolute weighted average

Events13same period

Confidence76%model average

Raw intensity53before weighting

Previous period+8net impact

Gross change-42%

Diffusion speed1.9 / day

Concentration14%

Direction disagreement3%

Source independence94%7 sources

IMPACT TREND

7-day effective impact

Positive 11 · Negative 1 · Mixed 1

+280-28

-2

28 Jul, 011 event

28 Jul, 152 events

29 Jul, 054 events

29 Jul, 191 event

30 Jul, 091 event

30 Jul, 231 event

31 Jul, 130 events

1 Aug, 030 events

1 Aug, 170 events

+15

2 Aug, 071 event

+28

2 Aug, 212 events

3 Aug, 110 events

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate2%4 cumulative effective impact

Short term28%57 cumulative effective impact

Medium term67%138 cumulative effective impact

Long term4%9 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 2 of 2 · 13 events

Macro1

Macro28 Jul, 06:00negative

Ukrainian Drones Strike Russian Retailer Wildberries Warehouses Repeatedly; Putin Accuses West of Economic

Russian President Vladimir Putin accused Western countries of resorting to terrorism against Russia's economy and financial system, saying they cannot defeat Russia on the battlefield. Ukrainian drones have repeatedly attacked warehouses of Russian online retailer Wildberries, including near Saint Petersburg, and also struck a resort in the Zaporizhzhia region, killing 12 civilians. Russia and Ukraine have traded accusations of terrorism amid escalating cross-border strikes.

Effective: -4
Intensity: 40
Confidence: 50%
Horizon: Immediate

Industries0

No evidence on this page.

Companies2

Companies29 Jul, 07:43positive

14 A-Shares in Equity Registration: 13 Pay Dividends, 1 Bonus Issue; Three Firms Propose Payouts

Fourteen A-shares underwent equity registration on July 29, with 13 distributing dividends and one issuing bonus shares. Dizhu Fashion, COSCO Shipping Specialized, and Huaxia Bank led dividend payouts at RMB 4.00, RMB 3.25, and RMB 3.20 per 10 shares, respectively. Chengzhi Shareholding offered a 4-for-10 bonus issue. Separately, Xinzhoubang, Qianyuan Power, and Huadian Power International proposed dividends of RMB 3.0, RMB 1.0, and RMB 0.9 per 10 shares.

Effective: +1
Intensity: 10
Confidence: 80%
Horizon: Short term

Companies29 Jul, 17:50neutral

COSCO Shipping Development Orders 15 Bulk Carriers of 210,000 DWT for RMB 7.92 Billion

COSCO Shipping Development Co. , Ltd. has placed orders for 15 Newcastlemax bulk carriers of 210,000 deadweight tons each, with a total contract value of RMB 7.92 billion (excluding tax). The company's wholly owned subsidiary Hainan COSCO Shipping Development Shipping Co. commissioned Shanghai Waigaoqiao Shipbuilding Co. to build 10 vessels for RMB 5.28 billion, and Nantong Xiangyu Marine Equipment Co. to build 5 vessels for RMB 2.64 billion. The ships will feature methanol- and ammonia-ready fuel designs.

Effective: 0
Intensity: 30
Confidence: 80%
Horizon: Long term