干散货海运服务

Search documents
干散货海运行业研究框架:潮起潮落,浪涌千帆
Changjiang Securities· 2025-07-31 11:35
行业研究丨深度报告丨海运 [Table_Title] 潮起潮落,浪涌千帆 ——干散货海运行业研究框架 %% %% %% %% research.95579.com 1 丨证券研究报告丨 报告要点 [Table_Summary] 干散货海运行业是源于全球贸易往来,使用干散货船在全球范围内进行国际干散货整船运输的 海运板块,从货运量看占海运行业半壁江山,其货种主要可分为大宗和小宗散货,货量比为 6:4, 商业模式为市场撮合签订租船合同。从格局和产业链看,行业服务于全球工业原材料加工, CR10 仅 15.5%,为完全竞争市场,运价由供需差决定,展现出"强周期,雨打萍"的特征。 本篇作为干散货海运行业第一篇系列文,依次解答 1)是什么,低集中度的顺周期行业;2)怎 么算,以 2017 年为例具体测算;3)如何看,投资维度上梳理跟踪指标、估值方法和全球标的。 [Table_Summary2] 【是什么】干散货海运:需求外生供给刚性,低集中度的顺周期行业 分析师及联系人 [Table_Author] 韩轶超 魏爱晓 SAC:S0490512020001 SFC:BQK468 请阅读最后评级说明和重要声明 2 / 36 ...
金十期货7月10日讯,周四,波罗的海交易所干散货海运指数上涨,原因是所有船舶类别的运费均上涨。波罗的海干散货运价指数上涨42点,至1465点,涨幅3%。海岬型船运价指数上涨10点或约0.6%,至1664点,该合约结束了连续17个交易日的下跌。海岬型船日均获利增加84美元,至13799美元。巴拿马型船运价指数上涨102点或6.3%,报1723点,创下去年7月31日以来的最高水平。巴拿马型船日均获利上涨917美元,至15507美元。超灵便型散货船运价指数上涨31点或2.7%,至1182点。
news flash· 2025-07-10 15:16
Core Viewpoint - The Baltic Dry Index increased due to rising freight rates across all vessel categories, indicating a positive trend in the dry bulk shipping market [1] Group 1: Index Performance - The Baltic Dry Index rose by 42 points to 1465 points, marking a 3% increase [1] - The Capesize vessel index increased by 10 points or approximately 0.6% to 1664 points, ending a 17-day decline [1] - The Panamax vessel index surged by 102 points or 6.3% to 1723 points, reaching its highest level since July 31 of the previous year [1] - The Supramax vessel index climbed by 31 points or 2.7% to 1182 points [1] Group 2: Daily Earnings - Daily earnings for Capesize vessels increased by $84 to $13,799 [1] - Daily earnings for Panamax vessels rose by $917 to $15,507 [1]
金十期货7月9日讯,周三,波罗的海交易所干散货海运指数周三下滑,受到好望角型船舶费率下调的压力。波罗的海干散货运价指数下跌8点,至1423点,跌幅0.6%。该合约触及6月2日以来的最低水平。海岬型船运价指数下滑97点或约5.5%,至1654点,该合约连续第17个交易日下跌。海岬型船日均获利下降806美元,至13715美元。巴拿马型船运价指数上涨52点或2.5%,报1621点,创下去年8月7日以来的最高水平。巴拿马型船日均获利上涨469美元,至14590美元。超灵便型散货船运价指数上涨26点或2.3%,至11
news flash· 2025-07-09 14:40
Core Viewpoint - The Baltic Dry Index has declined due to pressure from lower Capesize vessel rates, reaching its lowest level since June 2 [1] Group 1: Baltic Dry Index Performance - The Baltic Dry Index fell by 8 points to 1423 points, a decrease of 0.6% [1] - The Capesize Index dropped by 97 points or approximately 5.5%, settling at 1654 points, marking its 17th consecutive day of decline [1] - Daily earnings for Capesize vessels decreased by $806 to $13,715 [1] Group 2: Other Vessel Types - The Panamax Index increased by 52 points or 2.5%, reaching 1621 points, the highest level since August 7 of the previous year [1] - Daily earnings for Panamax vessels rose by $469 to $14,590 [1] - The Supramax Index saw an increase of 26 points or 2.3%, reaching 1151 points [1]