南华干散货运输市场日报-20250811

Report Summary 1. Investment Rating The provided content does not mention the industry investment rating. 2. Core View The dry - bulk shipping market shows positive trends. The BDI composite freight index and most sub - ship type freight indices rebounded week - on - week, except for the BPI. The FDI index also rebounded across the board. Strong demand for industrial product shipments, such as coal and iron ore, supports the demand for Capesize and Handymax ships. The number of ships docked at ports in Brazil and Indonesia is continuously increasing [1][3][7][15]. 3. Summary by Section 2.1 BDI运价指数分析 - On August 8, the BDI composite freight index and most ship - type freight indices rebounded week - on - week, with the BSI having the largest rebound. The BDI closed at 2051 points, up 1.64% week - on - week; BCI at 3342 points, up 1.4%; BPI at 1635 points, down 0.55%; BSI at 1320 points, up 4.02%; BHSI at 683 points, up 0.74% [3]. - Compared with the beginning of the year, the BDI increased by 99.32%, BCI by 165.03%, BPI by 63.5%, BSI by 46.83%, and BHSI by 23% [4]. 2.2 FDI远东干散货运价指数 - On August 8, the FDI index rebounded across the board. The FDI composite freight index closed at 1319.64 points, up 1.16% month - on - month; the FDI rental index at 1602.51 points, up 1.51%. The Capesize ship rental index increased by 3.4%, while the Handymax ship rental index decreased by 0.19% [7]. 3.1 当日发运国发运用船数量 - On August 11, among major agricultural product shipping countries, Brazil used 27 ships, Russia 9, Argentina 15, and Australia 4. Among major industrial product shipping countries, Australia used 53 ships, Guinea 30, Indonesia 46, Russia 23, South Africa 16, Brazil 15, and the US 12 [13]. 3.2 当日发运量及用船分析 - In terms of agricultural product shipments, corn used 8 ships, wheat 16, soybeans 11, soybean meal 5, and sugar 12. For industrial product shipments, coal used 115 ships, iron ore 75, and other dry goods 18. Agricultural product shipments required the most Post - Panamax ships (21), followed by Supramax (14) and Handysize (11). Industrial product shipments required the most Capesize ships (91), followed by Post - Panamax (66) and Supramax (61) [15]. 4. 主要港口船舶数量跟踪 - The number of ships docked at ports in China and Indonesia continued to increase week - on - week, while that in Australia decreased significantly. From August 1 to August 10, the number of dry - bulk ships docked at Chinese ports increased by 6, at Australian ports decreased by 5, at Indonesian ports increased by 4, at Brazilian ports increased by 8, and at South African ports remained unchanged [15][16]. 5. 运费与商品价格的关系 - On August 8, the freight of the BCI C10_14 route was 27818 dollars per day, and the CIF price of iron ore was 119.3 dollars per thousand tons. The freight of the BPI P3A_03 route was 13213 dollars per day, and the CIF price of thermal coal was 536.98 yuan per ton [20].