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 1015 - 发现报告

Daily Journal of Dry Bulk Shipping 1015

2024-10-15 南华期货 LIHUYUN
报告封面

Daily Journal of Dry Bulk Shipping Abscracts:10月14日数据显示,与10月11日相比,大海岬型船运价指数BCI涨幅收窄,超巴拿马型船BPI跌幅扩大,BDI综合运价指数涨幅收窄。 The data on14thOctober shows that, compared to11thOctober ,the increase of BCI freight index was narrowed,the decrease of BPI freightindex was widended,so the increase of BDI composite freight index was narrowed. October 15th, 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、10.07-10.13全球铁矿石发运情况(2024年第41周) 2024年第41周(10.07-10.13),四大矿山共计发货2089.7万吨,环比增加100.1万吨,同比增加124.0万吨。其中发中国量共计1411.4万吨,环比增加0.4万吨,同比增加190.4万吨。四大矿山发中国占发货总量67.54%。2024年01-41周,四大矿山共计发全球86071.8万吨,累计同比增加4004.6万吨或4.9%。 Globalironoreshipment status(07 October to 13 October)thth Inthe 41 weekof2024 (7 October to 13 October), the Four Major Iron Ore Companies shipped a total of 120.897 million tons, a w-on-wincrease of 1.001 million tons, but a year-on-year increase of 1.24 million tons. Among the figure, shipments to China totaled 14.114 million tons,a w-on-w increase of 0.004 million tons, and a year-on-year increase of 1.904 million tons. Shipments to China from the Four Major Iron OreCompanies accounted for 67.54% of the total shipments.ththth From1 week to 41 week of 2024, the Four Major Iron Ore Companies shipped a total of 860.718 million tons globally, with a cumulative year-on-year increase of 40.046 million tons (4.9% increase)stth Source:HiFleet 2、2024年前三季度印度煤炭产量同比增长7.6% 据印度煤炭部(Ministry of Coal)公布的统计数据显示,2024年1-9月,印度煤炭总产量(包括褐煤)累计为8.01亿吨,比上年同期增长7.6%。其中,国有印度煤炭公司(CIL)产量为5.83亿吨,同比增长4.7%;辛加瑞尼煤矿公司(SCCL)产量4881万吨,同比下降4.7%;自用煤矿(Captive)和其它煤矿(Others)产量13394万吨,同比增长28.2%;褐煤煤矿(Liglite)产量3524万吨,同比增长11.3%。 In the first three quarters of 2024, the coal production in India increased by 7.6% year-on-year According to statistics released by the Ministry of Coal in India, the total coal production (including brown coal) in India from January toSeptember 2024 reached 8.01 billion metric tons, marking a 7.6% increaseyear-on-year. Specifically, the production of the state-owned CoalIndia Limited (CIL) was 583 million metric tons, up by 4.7% year-on-year; the production of Singareni Collieries Company Limited (SCCL) was48.81 million metric tons, a decrease of 4.7% year-on-year; the production from captive mines and other mines totaled 133.94 million metrictons, showing a growth of 28.2% year-on-year; and the production of lignite mines was 35.24 million metric tons, indicating an increase of 11.3%year-on-year . Source:International Ship Website FFA交易量The volume of bulk shipping FFA(unit:lots) On14thOctober , the trading volume of BCI 5TC FFA contracts、BPI 4TC FFA and BSI 10TC FFA contracts all decreased. 海岬型船5TC FFA 2410合约成交455手,较10月11日减少605手;2411合约成交708手,较10月11日减少622手;2412合约成交338手,较10月11日减少2手。 The trading volume of the Capesize 5TC FFA 2410 contract was 455 lots, a decrease of 605 lots compared to11thOctober ; the 2411 contracttraded 708 lots, a decrease by 622 lots compared to11thOctober ; the 2412 contract traded 338 lots, a decrease by 2 lots compared to11thOctober . 超巴拿马型船4TC FFA 2410合约成交280手,较10月11日增加35手;2411合约成交495手,较10月11日减少220手;2412合约交易175手,较10月11日增加25手。 The trading volume of the Panamax 4TC FFA 2410 contract was 280 lots, an increase of 35 lots compared to11thOctober; the 2411 contracttraded 495 lots, a decrease of 220 lots compared to11thOctober; the 2412 contract traded 175 lots, an increase of 25 lots compared to11thOctober. 超灵便型船10TC FFA 2410合约成交25手,较10月11日增加10手;2411合约成交190手,较10月11日减少190手;2412合约成交35手,较10月11日减少35手。 The trading volume of the Supramax 10TC FFA 2410 contract was 25 lots, an increase of 10 lots compared to11thOctober; the 2411 contracttraded 190 lots, a decrease of 190 lots compared to11thOctober; the 2412 contract traded 35 lots, a decrease of 35 lots compared to11thOctober. 现货指数回顾Spot Market Overview 10月14日数据显示,与10月11日相比,大海岬型船运价指数BCI涨幅收窄,超巴拿马型船BPI跌幅扩大,BDI综合运价指数涨幅收窄。 The data on14thOctober shows that, compared to11thOctober ,the increase of BCI freight index was narrowed,the decrease of BPI freightindex was widended,so the increase of BDI composite freight index was narrowed. 具体去看,BDI综合运价指数收于1814点,环比上涨5点;BCI运价指数收于2878点,环比上涨43点;BPI运价指数收于1409点,环比下跌26点;BSI运价指数收于1262点,环比下跌7点;BHSI运价指数收于719点,环比上涨1点。 Specifically, the BDI composite freight index closed at 1814 points, up by 5 points compared to the previous period; the BCI freight index closedat 2878 points, up by 43 points; the BPI freight index closed at 1409 points, down by 26 points; the BSI freight index closed at 1262 points, downby 7 points; and the BHSI freight index closed at 719 points, up by 1 point. FDI远东干散货运价指数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。 FDI stands for "Far East Dry Bulk Index," which is compiled and released by the Shanghai Shipping Exchange. 10月14日,FDI综合运价指数、FDI租金指数以及FDI运价指数由跌转涨。 On14thOctober , the FDI comprehensive freight index, FDI charter index, and FDI freight index experienced from falling to rising. 具体看,FDI综合运价指数收于1354.12点,环比上涨1.09%; Specifically, the FDI comprehensive f