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]

值得注意的是，12月3日，西芒杜项目首船20万吨铁矿石成功发运。国盛证券发布研报称，干散货，短 期运价尤其是大船运价延续上涨，2026年重点关注西芒杜铁矿石投产带来的运距拉长逻辑以及俄乌停战 进展。 消息面上，12月9日，波罗的海干散货指数(BDI)报2557点，创11月27日以来新低水平，环比跌5.09%， 创2025年10月14日以来最大跌幅，且为连续第4天下跌。各细分船型的运输费率出现了全面疲软的态 势，市场整体运输需求与运价支撑力显著不足。 智通财经APP获悉，太平洋航运(02343)跌超8%，截至发稿，跌7.2%，报2.45港元，成交额4116.37万港 元。 ...