Daily Journal of Dry Bulk Shipping 1009

Daily Journal of Dry Bulk Shipping Abscracts:10月8日数据显示，与10月7日相比，大海岬型船运价指数BCI大跌，BDI综合运价指数继续下跌。 On Oct 8th,Compared to Oct 7th , due to the large decline of the BCI freight index, the BDI composite freight index continued to fall. October 9th, 2024 Daily Journal of Dry Bulk Shipping Industry information 1、再次“包揽”订单！中国造船业连续两月霸榜 根据克拉克森10月8日发布的数据，今年9月，全球新船订单成交量为90艘、289万修正总吨（CGT），以CGT计同比减少25%，环比减少49%。其中，中国承接了65艘、248万CGT，以86%的市场占有率占据榜首；韩国承接了14艘、34万CGT，市场占有率仅为12%。 Once again, "sweeping" the orders! China's shipbuilding industry has secured the top spot for two consecutive months.According to the data released by Clarkson on October 8, in September this year, the global new ship order volume was 90 ships and 2.89million revised gross tons (CGT), a year-on-year decrease of 25% in CGT terms and a month-on-month decrease of 49%. Among them, Chinaundertook 65 ships and 2.48 million CGT, occupying the top spot with a market share of 86%; Korea has undertaken 14 vessels and 340,000CGTs, with a market share of only 12% 2、近期中国铁矿石进口需求不太可能大幅增加 船舶经纪公司Intermodal分析师Yiannis Parganas表示，与房地产行业密切相关的铁矿石需求不太可能大幅增加，这是因为一揽子增量政策主要着眼于解决当前供应过剩的问题。此外，铁矿石需求已经非常强劲，所以预计不会出现调整。事实上，整个2024年铁矿石需求都非常强劲，同比增长5.1%。这种增长可以归因于房地产行业之外的因素。首先，铁矿石库存水平在2023年10月达到7年低点，此后补库存升至1.5亿吨。其次，铁矿石价格自今年7月初以来持续走弱，刺激了贸易商加大进口。 There is unlikely to be a significant increase in China's iron ore import demand in the near future. Intermodal analyst Yiannis Parganas said that iron ore demand, which is closely related to the real estate sector, is unlikely to see a significantincrease, as the package of incremental policies is primarily focused on addressing the current oversupply problem. Furthermore, iron oredemand is already very strong, so it is not expected to see any adjustments. In fact, iron ore demand is expected to be very strong throughout2024, with a 5.1% year-on-year increase. This growth can be attributed to factors other than the real estate sector. Firstly, iron ore inventorylevels reached a seven-year low in October 2023, after which replenishment stocks rose to 150 million tons. Secondly, iron ore prices have beenweakening since early July this year, prompting traders to increase imports. source：Hifleetmaritime FFA contract Overview 10月8日，FFA运价衍生品交易量增加。 October 8th, the trading volume of FFA derivatives increase. 海岬型船5TC FFA 2410合约成交1365手，较10月7日增加700手；2411合约成交1375手，较10月7日增加495手；2412合约成交310手，较10月7日减少85手。 The trading volume of capesize 5TC FFA 2410 contract is 1365 lots, 700 lots more than Oct 8th; the trading volume of 1375 lots, 495 lots morethanOct 8th; the trading volume of 2412 contract is 310 lots, 85 lots less thanOct 8th. 超巴拿马型船4TC FFA 2410合约成交470手，较10月7日增加180手；2411合约成交965手，较10月7日增加370手；2412合约交易245手，较10月7日增加25手。 The trading volume of super Panama type 4TC FFA 2410 contract is 470 lots, 180 lots more thanOct 8th; the trading volume of 2411 contract is975 lots, 370 lots more thanOct 8th; the trading volume of 2412 contract is 245 lots, 25 lots more thanOct 8th. 超灵便型船10TC FFA 2410合约成交85手，较10月7日减少215手；2411合约成交315手，较10月7日增加60手；2412合约成交55手，较10月7日减少20手。 Thetrading volume of super spirit type 10TC FFA 2410 contract is 85 lots, 215 lots less thanOct 8th; the trading volume of 2411 contract is315 hands, 60 lots more thanOct 8th; the trading volume of 2412 contract is 55 hands, 20 lots less thanOct 8th. The volume ofbulk shipping FFA（unit:lots） Spot Market Overview 10月8日数据显示，与10月7日相比，大海岬型船运价指数BCI大跌，BDI综合运价指数继续下跌。 On Oct 8th,Compared toOct 7th, due to the large decline of the BCI freight index, the BDI composite freight index continued to fall. 具体去看，BDI综合运价指数收于1860点，环比下跌47点；BCI运价指数收于2989点，环比下跌172点；BPI运价指数收于1441点，环比不变；BSI运价指数收于1264点，环比上涨7点；BHSI运价指数收于717点，环比上涨2点。 Specifically, the BDI comprehensive freight index closed at 1860points, fall 47 points compared to the previous period;the BCI freight indexclosed at 2989 points, fall 172 points compared to the previous period;the BPI freight index closed at 1441 points, unchanged from the previousperiod; the BSI freight index closed at 1264 points, rise 7 points compared to the previous period; and the BHSI freight index closed at 717points, rise 2 points compared to the previous period. 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. On Oct 8th, the FDI comprehensive freight index, FDI charter index, and FDI freight index all saw a day-on-day fall. 具体看，FDI综合运价指数收于1391.23点，环比下跌6.06%； Specifically, the FDI comprehensive index closed at 1391.23 points, fall 6.06% day-on-day; FDI租金指数收于1670.98点，环比下跌7.68%；其中海岬型船租金指数收于1609.54点，环比下跌20.68%；巴拿马型船租金指数收于1585.77点，环比上涨3.07%；大灵便型船租金指数收于1838.23点，环比上涨2.73%； The FDI charter index closed at 1670.98 points, fall 7.68%day-on-day; among them, the FDI Capesize vessel charter index was at 1609.54points, fall 20.68%day-on-day; the FDI Panamax vessel charter index was at 1585.77 points, rise 3.07%day-on-day; the FDI Supramax FDI运价指数收于1204.74点，环比下跌4.51%。 The F