Oil tankers and storage have both dropped (again, it's painful)

Recently, prices have been falling continuously. After the oil tankers dropped, Aunt Zhao fell; after Aunt Zhao fell, the oil tankers dropped again. Finally, today everything fell together, a collective decline that’s confusing. Although China Merchants and Aunt Zhao are both based on medium- to long-term logic and have been disrupted by the war, causing increased volatility, there’s no sign that the underlying logic has been broken. China Merchants has 127 billion, and Zhaoyi has 193.6 billion. How to put it, both are not expensive in their industries, and from a mid-term perspective, both are in an upward cycle. We’ll see how their performance and sustainability develop later.