散货（包括谷物和矿石）运费基准指标在11月底升至20个月高点，原因是围绕几内亚一项大型铁矿项目 即将投产的预期升温。而从更广角度来看，关键航线周边的冲突也推高了整体成本。 责任编辑：刘明亮 由于冲突、制裁和产量激增扰乱了全球供应线路，从能源到散装矿石等大宗商品的跨洋运费迈向罕见的 年底飙升。 今年走主要航线运输原油的每日进账金额增幅最大，为467%，液化天然气（LNG）和铁矿石等大宗商 品的运费则分别上涨了三倍多和一倍多。以往运费在年底会下降，因为这时期是需求淡季。 船舶在海上运输货物的时间越来越长，导致价格飙升，一些航运业高管预计，整体市场的紧张局面至少 会持续到明年年初。 "我们看到的是一个典型的、极度紧张的实物运输市场，"Frontline Management AS的首席执行官Lars Barstad在上月底的财报电话会议上说。"我们没有看到任何松动迹象。"该公司运营着一支油轮船队，其 中包括超大型油轮。 随着中东地区产量增加，以及美国制裁两家俄罗斯石油巨头后亚洲对中东原油的需求上升，油轮运费上 涨。与此同时，从美国向欧洲运输LNG的价格最近也升至两年高位，因为北美的新项目占用了更多船 只来运送。 " ...

Core Viewpoint - Pacific Shipping (02343) has seen a rebound of nearly 5%, with a current price of HKD 2.6 and a trading volume of HKD 15.77 million, following a series of share buybacks and positive market developments related to iron ore shipping [1] Group 1: Share Buybacks - On November 25, Pacific Shipping repurchased 2.74 million shares for HKD 7.09 million [1] - Since November 18, the company has conducted share buybacks for six consecutive days, totaling 24.31 million shares and an aggregate amount of HKD 63.28 million [1] - In 2023, the company has executed 41 buybacks, with a total expenditure of HKD 311 million [1] Group 2: Market Developments - The successful shipment of iron ore from the West Simandou project on November 11 marks the official commencement of operations for this project [1] - According to Guangfa Securities, the primary driver of demand for bulk shipping over the next 2-3 years will be iron ore, with significant contributions expected from the increase in shipping volumes and turnover [1] - The core catalyst for this demand surge is the commencement of shipments from the West Simandou iron ore project [1]

Core Viewpoint - Pacific Shipping (02343) has seen a rebound of nearly 5%, with a current price of 2.6 HKD and a trading volume of 15.77 million HKD, following a series of share buybacks and positive market developments related to iron ore shipping [1] Company Summary - On November 25, Pacific Shipping repurchased 2.74 million shares at a cost of 7.09 million HKD, continuing a trend of buybacks that has occurred for six consecutive days since November 18, totaling 24.31 million shares repurchased for a cumulative amount of 63.28 million HKD [1] - Year-to-date, the company has conducted 41 buybacks, amounting to a total of 311 million HKD [1] Industry Summary - The West Simandou project has officially commenced operations with the first shipment of iron ore on November 11, marking a significant development in the industry [1] - According to Guangfa Securities, the main driver of demand for bulk shipping over the next 2-3 years will be iron ore, with expectations of significant contributions to shipping volume and turnover from the increase in iron ore maritime transport, particularly due to shipments from the West Simandou project [1]