太平洋航运跌超8% 波罗的海干散货指数跌至近两周低点

Core Viewpoint - Pacific Shipping (02343) experienced a significant decline, dropping over 8% and currently trading at 2.45 HKD, with a transaction volume of 41.16 million HKD [1] Group 1: Market Performance - As of December 9, the Baltic Dry Index (BDI) reported at 2557 points, marking a new low since November 27, with a week-on-week decrease of 5.09%, representing the largest drop since October 14, 2025 [1] - The shipping rates across various vessel types have shown a comprehensive weakening trend, indicating a significant lack of overall transportation demand and pricing support in the market [1] Group 2: Project Developments - On December 3, the first shipment of 200,000 tons of iron ore from the West Simandou project was successfully dispatched [1] - Guosheng Securities (002670) released a report indicating that dry bulk shipping rates, particularly for large vessels, are expected to continue rising in the short term, with a focus on the implications of the West Simandou iron ore production and the potential progress of the Russia-Ukraine ceasefire in 2026 [1]