<h2 class="newsinfo_title">BCI反弹带动BDI上涨,集运运价小幅调整</h2> <p class="divH10"></p> <div class="divH20"> <ul class="newsinfo_tips fl"> <li>2012-7-12 11:49:55</li> <li>来源:招商证券</li> <li>作者:潘金凤</li> </ul> <!--ul class="newsinfo_tips fr"> <li>字号:</li> <li><span class="pt5"><img src="/ContentImage/ReleFiles/2011/20111213/images/btn_05.jpg" /></span></li> <li><span class="pt5"><img src="/ContentImage/ReleFiles/2011/20111213/images/btn_06.jpg" /></span></li> </ul--> </div> <div class="divH10"></div> <div class="divH25"> <ul class="newsinfo_tips02 fl cGray01"> <li><span class="newsinfo_ico"><img src="/ContentImage/ReleFiles/2011/20111213/images/ico_01.gif" /></span><a href="#">投稿</a></li> <li><span class="newsinfo_ico"><img src="/ContentImage/ReleFiles/2011/20111213/images/ico_02.gif" /></span><a href="#">打印</a></li> <li><span class="newsinfo_ico"><img src="/ContentImage/ReleFiles/2011/20111213/images/ico_03.gif" /></span><a href="#">收藏</a></li> <!-- Baidu Button BEGIN --> <div id="bdshare" class="bdshare_t bds_tools get-codes-bdshare"> <span class="bds_more">分享到:</span> <a class="bds_qzone"></a> <a class="bds_tsina"></a> <a class="bds_tqq"></a> <a class="bds_renren"></a> </div> <script type="text/javascript" id="bdshare_js" data="type=tools&uid=684790" ></script> <script type="text/javascript" id="bdshell_js"></script> <script type="text/javascript"> document.getElementById("bdshell_js").src = "http://bdimg.share.baidu.com/static/js/shell_v2.js?cdnversion=" + new Date().getHours(); </script> <!-- Baidu Button END --> </ul> </div> <div class="divH20"></div> <div class="newsinfo_introduceBox"> <table cellpadding="0" cellspacing="0" class="newsinfo_introduce"> <tr> <td> <table cellpadding="0" cellspacing="0" class="newsinfo_introduce_tab"> <tr> <td width="25" align="center"><img src="/ContentImage/ReleFiles/2011/20111213/images/ico_09.gif" /></td> <td width="60"><b>导读:</b></td> <td>本周澳洲主要铁矿石出口商表现活跃,推动BCI上涨超25%。BDI涨153点收报1157点。沿海煤炭运价二季度首度反弹,但仍显动力不足。</td> </tr> <tr> <td width="25" align="center"><img src="/ContentImage/ReleFiles/2011/20111213/images/ico_11.gif" /></td> <td width="60"><b>关键字:</b></td> <td>铁矿石 BDI 煤炭</td> </tr> </table> </td> </tr> </table> </div> <div class="divH20"></div> <div class="over_x"><p>本周澳洲主要铁矿石出口商表现活跃,推动BCI上涨超25%。BDI涨153点收报1157点。沿海煤炭运价二季度首度反弹,但仍显动力不足。集运欧线受供大于求影响,运价小幅回调;美西线价、量基本稳定,美东线舱位利用率略有下降。<br /> 干散货市场:BCI大涨25%带动BDI反弹。本周BDI收报1157点,较上周涨15.2%。海岬型船运价大幅回升,BCI收报1493点,涨25.5%,主要由于太平洋市场上澳大利亚即将开征矿产资源税,澳洲三大铁矿石出口商表现活跃。BPI受大西洋市场新鲜货盘释放、我国南方沿海电厂加大煤炭进口等推动运价上涨约14.7%,但由于市场运力充足预计上涨空间有限。<br /> 国内沿海散货市场:沿海综指止跌,但反弹动力不足。本周沿海综指止跌。CCBFI综合指数报收于1031.93,与上周基本持平。煤炭市场二季度首度反弹,但由于宏观经济增长放缓、依然偏高的消费企业煤炭库存、民用电拉动效应有限以及下游电厂派船积极性依旧低迷等因素影响,反弹动力不足。金属矿石、粮食运价依旧低迷。成品油运价连续第2周下跌。<br /> 油轮市场:原油市场涨跌互现,成品油涨中有跌。本周伦敦布伦特原油现货价格收报98.19美元/桶,较上周涨0.4%;WTI原油价格收84.45美元/桶,跌0.6%。BDTI收报659点,较上周跌2.23%;BCTI收报559点,跌1.06%。油运市场成交平稳。VLCC方面,由于预计石油价格仍会下降,部分贸易商选择等待油价下跌,波斯湾VLCC运力过剩导致运价跌至年内低点。<br /> 集装箱市场:欧线运价小幅调整,美线需求基本稳定。本周CCFI收报1314.56点,与上周基本持平;SCFI收报1421.94点,跌2.6%。欧洲、地中海航线装载率约85%,但供大于求的形势并未缓解,市场运价涨后即出现回调,且供需平衡短内难以恢复;美西线装载率稳定在九成以上,美东线小幅下降。</p> </div> <div class="divH20"></div> <div class="pT25 t-r f14 cGray01">(责任编辑:01031)</div> <div class="divH20"></div>