来源：市场资讯 （来源：美国小麦协会） 目前，俄罗斯97%的农作物处于正常生长状态，较去年同期87%的比例显著提升。2025产季部分地区遭 受恶劣天气影响，而2026产季目前这些早期数据预示着将迎来丰收年景。 波罗的海干散货运价指数（BDI）本周收于1,923点。随着春节假期临近，需求放缓导致市场情绪趋弱。 美元指数本周升至97.6。自特朗普总统提名凯文·沃什担任美联储主席以来，美元持续走强，市场预期他 将支持更渐进的降息步伐。 运费指数 500 450 400 350 300 Feb-25 Apr-25 Jun-25 Aug-25 Oct-25 Dec-25 Grain Freight Index General Index 大灵便型散货船运费估算 35 30 $/metric ton පි 15 10 Feb-25 Apr-25 Jun-25 Aug-25 Dec-25 Oct-25 Mexico Gulf Origin Japan PNW Origin 由于技术软件问题，本周无法提供汇率数据以及部分图表。美国小麦协会正积极与软件合作伙伴协作解 决此问题。感谢您的理解与耐心。 因上周冰暴过后寒冷天气风险有 ...

Group 1 - The Hong Kong port and shipping stocks experienced significant declines, with Pacific Basin Shipping falling over 7%, Orient Overseas International down 4.6%, and China Cosco Shipping Energy down 2.67% [1] - The Baltic Dry Index (BDI) dropped to a near two-week low, influenced by declines across all vessel types. The BDI fell by 137 points, or 5.09%, closing at 2557 points, marking the lowest level since November 27 [1] - Analysts suggest that the recent drop in the BDI reflects short-term fluctuations or weakening demand for global bulk shipping, indicating reduced freight rates for shipowners and negatively impacting expectations for future quarterly earnings [1] Group 2 - Specific stock performance includes: Pacific Basin Shipping at 2.450 with a decline of 7.20%, Orient Overseas International at 127.200 down 4.65%, and China Cosco Shipping Energy at 9.130 down 2.67% [2] - Other notable declines include China National Offshore Oil Corporation at 5.110 down 1.92%, China Cosco Shipping Holdings at 13.670 down 1.37%, China Merchants Port at 15.760 down 1.13%, and China Cosco Shipping Development at 1.110 down 0.89% [2]