您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。[南华期货]:Daily Journal of Dry Bulk Shipping 1008 - 发现报告

Daily Journal of Dry Bulk Shipping 1008

2024-10-09南华期货棋***
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Daily Journal of Dry Bulk Shipping 1008

Daily Journal of Dry Bulk Shipping Abscracts:10月7日数据显示,与国庆节前相比(9月30日),分航线运价指数涨跌各半,由于BCI运价指数跌幅较大,BDI综合运价指数 下跌。On Oct 7th,Compared to September 30th, the freight index rose and fell in half. Due to the large decline of the BCI freight index, the BDIcomposite freight index fell. October 8th, 2024 Daily Journal of Dry Bulk Shipping Industry information 1、二手散货船市场风云突变!交易量萎缩船价持续下降Second-hand bulk carrier market sudden change!Trading volume shrinking ship pricescontinued to decline 根据Howe Robinson的数据,今年7月至9月第三周期间,总共有119艘散货船易手,而去年同期为162艘,明显低于2019年至2022年间的平均149艘。其中,海岬型船舶的交易量下降最为明显,本季度仅有15艘成交,较去年同期减少了17艘。超灵便型/极灵便型船的交易量也有所下降,今年共完成了36笔交易,而去年同期为53笔。巴拿马型的交易相对较为稳定,从去年的33艘减少至24艘,灵便型的交易量则维持在44艘,未出现明显变化。 A total of 119 bulk carriers changed hands during the third week of July and September, according to Howe Robinson, compared with 162 in thesame period last year, significantly down from the average of 149 between 2019 and 2022.Among them, the volume of capesize ships fell mostsignificantly, with only 15 ships traded in the quarter, down 17 from the same period last year.The volume of override / polar ride vessels hasalso declined, with 36 transactions completed this year, compared with 53 in the same period last year.The Panama model trading wasrelatively stable, decreasing from 33 last year to 24, while the spirit model trading volume remained at 44, without significant change. source:Hifleet maritime 2、2024年1-8月全球海运煤炭贸易量同比增长2.5%欧洲煤炭进口同比下降38.2%From January to August in 2024, the global seaborne coal 据AXS Marine的船舶跟踪数据,今年以来,全球煤炭贸易增长的积极趋势得以延续,2024年1-8月,国际海运煤炭贸易的装载量(不包括国内沿海运输)累计为9.007亿吨,较去年同期的8.79亿吨增长2.5%。 According to AXS Marine ship tracking data, the positive trend of global coal trade growth has continued this year. From January to August 2024, the total loading capacity of international seaborne coal trade (excluding domestic coastal transport) was 900.7 million tons, up 2.5% from879 million tons in the same period last year. source:China Coal Economic Research Association FFA contract Overview 所有船型运价衍生品FFA2409合约已经交割。 All ship-type freight derivatives FFA2409 contracts have been delivered. From October 1th to 7th, the trading volume of FFA derivatives was less than before the holiday, especially in the last two days. 海岬型船5TC FFA 2410合约交易量累计4845手,较节前(9月24日~30日)减少1210手;2411合约累计交易量4110手,较节前减少342手;2412合约累计交易量1815手,较节前增加277手。 The total trading volume of capesize 5TC FFA 2410 contract is 4845 lots, 1210 lots less than before the holiday (September 24th to 30th); thetotal trading volume of 24110 hands, 342 lots less than before the holiday; the total trading volume of 2412 contract is 1815 lots, 277 lots morethan before the festival. 超巴拿马型船4TC FFA 2410合约累计交易量2250手,较节前减少3175手;2411合约累计交易量2415手,较节前减少1287手;2412合约累计交易量995手,较节前减少617手。 The accumulative trading volume of super Panama type 4TC FFA 2410 contract is 2250 lots, 3175 lots less than before the holiday; theaccumulative trading volume of 2411 contract is 2415 lots, 1287 lots less than before the holiday; the accumulative trading volume of 2412contract is 995 lots, 617 lots less than before the festival. 超灵便型船10TC FFA 2410合约累计交易量1315手,较节前减少715手;2411合约累计交易量1050手,较节前减少575手;2412合约累计交易量525手,较节前减少175手。 The total trading volume of super spirit type 10TC FFA 2410 contract is 1315 lots, 715 lots less than before the festival; the cumulative tradingvolume of 2411 contract is 1050 hands, 575 lots less than before the festival; the cumulative trading volume of 2412 contract is 525 hands, 175hands less than before the festival. The volume ofbulk shipping FFA(unit:lots) Spot Market Overview 10月7日数据显示,与国庆节前相比(9月30日),分航线运价指数涨跌各半,由于BCI运价指数跌幅较大,BDI综合运价指数下跌。 On Oct 7th,Compared to September 30, the freight index rose and fell in half. Due to the large decline of the BCI freight index, the BDIcomposite freight index fell. 具体去看,BDI综合运价指数收于1907点,环比下跌177点;BCI运价指数收于3161点,环比下跌488点;BPI运价指数收于1415点,环比不变;BSI运价指数收于1257点,环比下跌39点;BHSI运价指数收于715点,环比上涨4点。 Specifically, the BDI comprehensive freight index closed at 1907 points, fall 177 points compared to the previous period;the BCI freight indexclosed at 3161 points, fall 488 points compared to the previous period;the BPI freight index closed at 1415 points, unchanged from the previousperiod; the BSI freight index closed at 1257 points, fall 39 points compared to the previous period; and the BHSI freight index closed at 715points, rise 4 points compared to the previous period. 1、Blank spaces indicate that there is no data available for the corresponding date.2、Day-on-day change is calculated by comparing the data of the current day with the data of the previous day (which may not necessarily be the day before thetable date). Far east dry bulk index FDI指数全称“远东干散货运价指数”,它由上海航交所编制和发布。FDIstands for"Far East Dry Bulk Index",itwas compiled and released bytheShanghai Shipping Exchange. 9月30日,FDI综合运价指数、FDI租金指数以及FDI运价指数以上涨为主。 On September 30th, the FDI comprehensive freight index, FDI charter index, and FDI freight index all saw a day-on