海岬型船飆升 中小型船跟漲

　　本周，海岬型船“王者歸來(lái)”，太平洋市場(chǎng)量?jī)r(jià)齊升；受大船大漲提振，巴拿馬型船運(yùn)價(jià)止跌回升；超靈便型船供需持續(xù)改善，租金、運(yùn)價(jià)繼續(xù)高歌猛進(jìn)。中國(guó)進(jìn)口干散貨運(yùn)輸市場(chǎng)三大船型市場(chǎng)走出難得的普漲行情，綜合指數(shù)、運(yùn)價(jià)指數(shù)和租金指數(shù)悉數(shù)上漲。2月23日，上海航運(yùn)交易所發(fā)布的中國(guó)進(jìn)口干散貨綜合指數(shù)（CDFI）為662.57點(diǎn)，運(yùn)價(jià)指數(shù)為619.79點(diǎn)，租金指數(shù)為726.75點(diǎn)，分別較上周四上漲24.8%，13.0%和44.2%。

　　海岬型船市場(chǎng)

　　本周海岬型船市場(chǎng)量?jī)r(jià)齊升，其中太平洋市場(chǎng)漲勢(shì)凌厲，租金、運(yùn)價(jià)止跌反彈，漲幅創(chuàng)年內(nèi)新高。年初以來(lái)國(guó)內(nèi)鋼價(jià)不斷上漲，“金三”行情預(yù)期強(qiáng)烈；受環(huán)保高壓態(tài)勢(shì)影響，高品位鐵礦市場(chǎng)需求穩(wěn)定；鐵礦石期貨價(jià)格再創(chuàng)新高，帶動(dòng)現(xiàn)貨價(jià)格欲上試100美元/噸關(guān)口。本周，中國(guó)北方至澳大利亞往返航線(xiàn)航次期租成交升溫，加之程租運(yùn)價(jià)跳漲，日租金從上周五4600美元強(qiáng)勁反彈至本周末1萬(wàn)美元上方。周四，上海航運(yùn)交易所發(fā)布的中國(guó)北方至澳大利亞往返航線(xiàn)TCT日租金為8950美元，較上周四飆升131.4%。太平洋市場(chǎng)，澳大利亞因前期臺(tái)風(fēng)未出貨盤(pán)集中出貨，幾乎所有礦商都進(jìn)場(chǎng)拿船，推動(dòng)運(yùn)價(jià)一路上行，澳大利亞至中國(guó)的鐵礦石航線(xiàn)成交運(yùn)價(jià)較上周跳漲近2美元。23日成交記錄顯示，受載期3月上旬，黑德蘭至青島航線(xiàn)成交價(jià)為6.00美元/噸。周四，澳大利亞丹皮爾至青島航線(xiàn)運(yùn)價(jià)為5.765美元/噸，較上周四大漲38.6%。大西洋市場(chǎng)，周初受空放運(yùn)力較多、礦商出貨較少雙重影響，運(yùn)價(jià)波動(dòng)不大。周中起市場(chǎng)成交陸續(xù)放出，加之太平洋市場(chǎng)大漲提振，成交運(yùn)價(jià)緩步上揚(yáng)。23日成交記錄顯示，巴西圖巴朗至青島航線(xiàn)，受載期2月底至3月初，成交價(jià)為11.00美元/噸。周四，巴西圖巴朗至青島航線(xiàn)運(yùn)價(jià)為11.089美元/噸，較上周四上漲12.1%；南非薩爾達(dá)尼亞至青島航線(xiàn)運(yùn)價(jià)為8.230美元/噸，較上周四上漲16.4%。

　　巴拿馬型船市場(chǎng)

　　巴拿馬型船市場(chǎng)運(yùn)價(jià)止跌回升。周初，印尼、澳大利亞煤炭出貨不多，大西洋市場(chǎng)可用運(yùn)力較多，運(yùn)價(jià)延續(xù)上周下滑態(tài)勢(shì)。周中起，南美糧食船運(yùn)漸多，太平洋市場(chǎng)煤炭成交穩(wěn)健，加之FFA價(jià)格上漲以及大船大漲推動(dòng)，兩洋市場(chǎng)運(yùn)價(jià)                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             均止跌上行。23日成交記錄顯示，9.4萬(wàn)載重噸船，3月4-7日黃驊交船，經(jīng)東澳，中國(guó)還船，成交日租金為8250美元。周四，中國(guó)南方經(jīng)東澳大利亞至中國(guó)往返航線(xiàn)TCT日租金為7394美元，較上周四上漲11.5%。印尼薩馬林達(dá)至中國(guó)廣州航線(xiàn)運(yùn)價(jià)為4.909美元/噸，較上周四上漲3.5%。大西洋市場(chǎng)，南美市場(chǎng)3月大豆貨盤(pán)逐步放出，運(yùn)價(jià)止跌回升。23日成交記錄顯示，8.2萬(wàn)載重噸船，受載期3月中旬，南美東海岸交船，新加坡-日本還船，成交日租金為9750美元/天，外加48萬(wàn)美元空放補(bǔ)貼。周四，巴西桑托斯至中國(guó)北方港口糧食航線(xiàn)運(yùn)價(jià)為24.689美元/噸，較上周四上漲3.0%。

　　超靈便型船市場(chǎng)

　　本周超靈便型船市場(chǎng)繼續(xù)高歌猛進(jìn)。太平洋市場(chǎng)，沿海船運(yùn)火爆吸引部分內(nèi)外貿(mào)兼營(yíng)船，美西和印尼壓港船舶仍緩慢釋放中，加之東南亞煤炭貨盤(pán)支撐，租金、運(yùn)價(jià)繼續(xù)上行。周四，中國(guó)南方至印尼往返航線(xiàn)TCT日租金為6767美元，較上周四上漲19.9%；印尼塔巴尼奧至中國(guó)廣州航線(xiàn)煤炭運(yùn)價(jià)為5.875美元/噸，較上周四上漲6.5%；菲律賓蘇里高至中國(guó)日照航線(xiàn)鎳礦運(yùn)價(jià)為5.917美元/噸，較上周四上漲5.5%。商務(wù)部、海關(guān)總署宣布，本年度暫停進(jìn)口朝鮮原產(chǎn)煤炭，自19日起執(zhí)行，有效期至12月31日。2016年中國(guó)進(jìn)口朝鮮煤炭2248萬(wàn)噸，占進(jìn)口總量8.8%，由此澳大利亞、俄羅斯焦煤出口將獲益。