南华干散货运输市场日报：铁矿石、煤炭发运大增，大船发运需求升温-20250917

Summary - As of the reporting date, the shipping volume of industrial products increased significantly, marginally increasing the demand for large - vessel transportation, especially for Capesize vessels. The Capesize vessel freight index BCI soared week - on - week. Meanwhile, the BPI, BSI, and BHSI freight indices maintained an upward trend, supporting the further rise of the BDI composite freight index. The shipping demand for both agricultural and industrial products remained high, benefiting dry - bulk carriers, especially Capesize vessels [2]. Spot Index Review BDI Freight Index Analysis - Compared with the data on September 9, the week - on - week increase of mainstream vessel - type freight indices continued, but the growth rate slightly narrowed. Among the sub - vessel - type freight indices, the BCI freight index had a weekly increase of over 5%, the largest among all vessel types. The previously strongest BPI freight index's growth rate shrank to less than 3%, and the BSI & BHSI freight index's growth rate shrank to less than 2%. Specifically, the BDI composite freight index closed at 2154 points, up 3.61% week - on - week; the BCI freight index closed at 3189 points, up 5.74% week - on - week; the BPI freight index closed at 1968 points, up 2.34% week - on - week; the BSI freight index closed at 1491 points, up 1.22% week - on - week; the BHSI freight index closed at 804 points, up 1.52% week - on - week [5]. FDI Far - East Dry - Bulk Freight Index - On September 16, the FDI composite index, FDI rent - freight index, and FDI spot - freight index all rebounded. In the FDI rent - freight index, the rent and freight of most Capesize vessels increased month - on - month with a relatively large increase. The FDI composite freight index closed at 1371.6 points, up 0.78% month - on - month; the FDI rent index closed at 1700.97 points, up 1.1% month - on - month; among them, the Capesize vessel rent index closed at 1852.66 points, up 2.28% month - on - month; the Panamax vessel rent index closed at 1559.38 points, up 0.69% month - on - month; the Supramax vessel rent index closed at 1640.29 points, down 0.26% month - on - month; the FDI freight index closed at 1152.03 points, up 0.47% month - on - month [10]. Dry - Bulk Shipping Situation Tracking Shipping Vessel Quantity of Shipping Countries on the Day - On September 17, among major agricultural product shipping countries, Brazil used 50 shipping vessels, Russia used 15, Argentina used 17, Ukraine used 1, Canada used 1, and Australia used 2. Among major industrial product shipping countries, Australia used 60 shipping vessels, Guinea used 35, Indonesia used 46, Russia used 22, South Africa used 17, Brazil used 11, and the United States used 9 [18]. Shipping Volume and Vessel - Usage Analysis on the Day - In terms of agricultural product shipping, 23 vessels were used for corn shipping, 19 for wheat, 19 for soybeans, 9 for soybean meal, and 13 for sugar. In terms of industrial product shipping, 111 vessels were used for coal shipping, 68 for iron ore, and 15 for other dry goods. In terms of vessel types, the most Panamax - plus vessels were needed for agricultural product shipping (36), followed by 21 Supramax vessels and 18 Handysize vessels. For industrial product shipping, the most Capesize vessels were needed (100), followed by 66 Panamax - plus vessels and 44 Supramax vessels [19]. Tracking of the Number of Vessels at Major Ports - The data of the current week showed that except for the number of vessels at Australian ports decreasing month - on - month, the number of vessels at other ports increased month - on - month. In particular, the number of vessels at major Chinese ports increased by 9. The data in mid - to - late September showed that "the number of vessels at four ports increased", but the increase rate was much lower than the previous statistics. It was expected that the number of dry - bulk vessels docked at Chinese ports would increase by 4 month - on - month, the number of vessels docked at six Australian ports would increase by 8 month - on - month, the number of vessels at South African ports would increase by 2 month - on - month, and the number of vessels at Brazilian ports would increase by 2 month - on - month [19][20]. Relationship between Freight and Commodity Prices - On September 17, Brazilian soybeans were priced at $40 per ton, and the near - term shipping quote for Brazilian soybeans was 4056.24 yuan per ton. On September 16, the latest quote for the BCI C10_14 route freight was $27,720 per day, and the latest quote for the iron - ore arrival price was $122.65 per thousand tons. On September 16, the latest quote for the BPI P3A_03 route freight was $14,689 per day, and on September 15, the latest quote for the steam - coal arrival price was 548.64 yuan per ton. On September 16, the Handysize vessel freight index was quoted at 802.4 points, and on September 12, the ACFR quote for 4 - meter medium - grade radiata pine was $114 per cubic meter [23].