Daily Journal of Dry Bulk Shipping 1014

Abscracts:10月11日数据显示，与10月10日相比，运价指数表现好转。比如大海岬型船运价指数BCI止跌上涨，BDI综合运价指数也小幅上涨。 The data on October 11th shows that, compared to October 10th, the performance offreight indices improved. For example, the BCI freightindex stopped falling and rebounded,the BDI composite freight index experienced a smaller increase. October 14th, 2024 全球干散货运输市场日报Daily Journal of Dry Bulk Shipping 行业信息Industry information 1、中国船东推动二手散货船交易量增长 二手好望角型散货船市场再度活跃，推动今年大型散货船交易数据接近创纪录水平。希腊船舶经纪公司Weberseas称，就二手好望角型散货船交易而言，有17艘船在9月易手，仅次于2月记录的18艘。截至10月4日，今年迄今已大约售出100艘好望角型散货船。Weberseas认为，今年好望角型船的二手交易量有望超过2023年。相比之下，2023年市场共有123艘好望角型散货船易手，较2022年的77艘、2021年的91艘和2020年的71艘有大幅增加。 中国船东是二手散货船交易量增长的主要驱动力，超过了主要竞争对手希腊船东。Weberseas报告称，2024年售出的100艘好望角型散货船中，近70%被中国企业购买，只有约25%的船舶成为希腊船东的资产，其余交易分散在韩国、丹麦和英国之间。 Chinese shipowners promote the growth of second-hand bulk carrier trading volume The second-hand Capesize ship market is re-active, driving the transaction data of large bulk carriers to near record levels this year. about 100 Capesize ship have been sold so far this year. Weberseas believed that the volume of pre-owned transactions of Capesize shipsisexpected to exceed that of 2023. In contrast, a total number of 123 Capesize ships changed hands in the market in 2023, a significant volumesincreased from 77 in 2022, 91 in 2021 and 71 in 2020. Chinese shipowners were the main driver of the growth in second-hand bulk carrier outpacing major competitors Greece shipowners.Weberseas reported that nearly 70% of the 100 Capesize ships sold in 2024,which were purchased by Chinese companies, only about 25%became assets of Greece shipowners, and the rest of the transactions were scattered between Korea, Denmark and the United Kingdom. Source:China Shipbuilding Network 2、四季度限制谷物进口“见成效”能救玉米吗？ 2024年下半年巴西已累计装运约70万吨（11船）玉米来华，10月还有一船计划装运来华。从到货预估情况来看，9-11月月均到货量均在20万吨。鉴于今年中国没有购买美国新作玉米，预计四季度巴西玉米到华规模比重有望依靠“余温”上升同样可以饲用的阿根廷大麦，目前10月仅有一船新作计划抵达中国，上一船阿根廷大麦来华是7月。至于酿酒企业关心的阿根廷高粱，从船期来看，10月到货量有望达到20万吨，但基本不会影响国内饲用玉米消费。 Can the "effect" of restricting grain imports in the fourth quarter save corn? In the second half of 2024, Brazil has shipped about 700,000 tons (11 ships) of corn to China, and another ship is planned to be shipped toChina in October. Judging from the arrival estimate, the average monthly arrival volume from September to November is 200,000 tons. In viewof the fact that China has not purchased United States new crop corn this year, it is expected that the proportion of Brazil corn to China in thefourth quarter is expected to rise by "residual temperature" The Argentina barley, which can also be used for feed, is currently only scheduled toarrive in China in October, and the last shipload of Argentina barley to China is in July. As for Argentina sorghum, which brewing companies areconcerned about, from the perspective of shipping schedules, the arrival volume in October is expected to reach 200,000 tons, but it willbasically not affect domestic feed corn consumption. Source:International Ship Website FFA交易量The volume of bulk shipping FFA（unit:lots） 10月11日，海岬型船BCI 5TC FFA合约交易量增加，超巴拿马型船BPI 4TC FFA、大灵便型船BSI 10TC FFA合约交易量减少。 On October 11th, the trading volume of BCI 5TC FFA contracts increased, while the trading volume of BPI 4TC FFA、BSI 10TC FFA contractsdecreased. 海岬型船5TC FFA 2410合约成交1060手，较10月10日增加330手；2411合约成交1330手，较10月10日增加322手；2412合约成交340手，较10月10日增加30手。 The trading volume of the Capesize 5TC FFA 2410 contract was 1060 lots, an increase of 330 lots compared to October 10th; the 2411 contracttraded 1330 lots, up by 322 lots compared to October 10th; the 2412 contract traded 340 lots, up by 30 lots compared to October 10th. 超巴拿马型船4TC FFA 2410合约成交245手，较10月10日减少70手；2411合约成交715手，较10月10日减少52手；2412合约交易150手，较10月10日减少145手。 The trading volume of the Panamax 4TC FFA 2410 contract was 245 lots, a decrease of 70 lots compared to October 10th; the 2411 contracttraded 715 lots, a decrease of 52 lots compared to October 10th; the 2412 contract traded 150 lots, a decrease of 145 lots compared to October10th. 超灵便型船10TC FFA 2410合约成交15手，较10月10日减少165手；2411合约成交380手，较10月10日增75手；2412合约成交70手，较10月10日减少40手。 The trading volume of the Supramax 10TC FFA 2410 contract was 15 lots, a decrease of 165 lots compared to October 10th; the 2411 contracttraded 380 lots, an increase of 75 lots compared to October 10th; the 2412 contract traded 70 lots, a decrease of 40 lots compared to October10th. 现货指数回顾Spot Market Overview 10月11日数据显示，与10月10日相比，运价指数表现好转。比如大海岬型船运价指数BCI止跌上涨，BDI综合运价指数也小幅上涨。The data on October 11th shows that, compared to October 10th, the performance offreight indices improved. For example, the BCI freightindex stopped falling and rebounded,the BDI composite freight index experienced a smaller increase. 具体去看，BDI综合运价指数收于1809点，环比上涨19点；BCI运价指数收于2835点，环比上涨80点；BPI运价指数收于1435点，环比下跌20点；BSI运价指数收于1269点，环比下跌5点；BHSI运价指数收于718点，环比上涨1点。 Specifically, the BDI composite freight index closed at 1809 points, up by 19 points compared to the previous period; the BCI freight indexclosed at 2