大船一路下滑 中小型船走升

　　節后中國進口干散貨運輸市場呈現“大船大跌，中小船小升”走勢，綜合指數、運價指數和租金指數延續上周下滑趨勢，但跌幅收窄。2月9日，上海航運交易所發布的中國進口干散貨綜合指數（CDFI）為518.79點，運價指數為554.69點，租金指數為464.95點，分別較上周五下跌4.3%，2.6%和7.1%。

　　海岬型船市場

　　本周海岬型船市場量價齊跌，租金跌幅較上周明顯放大。中國北方至澳大利亞往返航線航次期租成交稀少，日租金從上周五6400美元加速回落至4500美元左右。周四，上海航運交易所發布的中國北方至澳大利亞往返航線TCT日租金為4550美元，較上周五大跌28.3%。近期西澳大利亞港口遭遇臺風，港口被迫關閉，且礦商多數不在市場，太平洋市場船運成交低迷，運價一路探底。澳大利亞至中國的鐵礦石航線成交運價較上周跌去近50美分，2月中下旬的受載期，西澳大利亞至青島航線成交價為4.50美元/噸。周四，澳大利亞丹皮爾至青島航線運價為4.430美元/噸，較上周五下跌9.1%。大西洋市場，前半周太平洋大批空放運力集結大西洋市場，礦商出貨較少，運價跌破10美元/噸大關。后半周租家集中進場拿船，市場成交陸續放出，成交運價明顯反彈。9日成交記錄顯示，巴西圖巴朗至青島航線，2月受載期，成交價為10.75美元/噸,3月受載期10.90美元/噸。南非薩爾達尼亞至青島航線，2月底受載期，成交價為7.25美元/噸,3月上旬受載期7.50美元/噸。周四，巴西圖巴朗至青島航線運價為10.617美元/噸，較上周五下跌6.2%；南非薩爾達尼亞至青島航線運價為7.25美元/噸，較上周五下跌12.5%。

　　巴拿馬型船市場

　　巴拿馬型船市場租金、運價延續上周反彈走勢。節后內貿市場行情持續向好，南美糧食船運預期高漲，太平洋空放至南美市場運力增多，印尼煤炭出貨不暢、價格上漲導致澳大利亞煤炭詢盤增多，太平洋市場租金和運價                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                單邊上行。8日成交記錄顯示，8.3萬載重噸船，2月7日新加坡交船，經西澳，新加坡-日本還船，成交日租金為8500美元。周四，中國南方經東澳大利亞至中國往返航線TCT日租金為5688美元，較上周五上漲8.0%。印尼薩馬林達至中國廣州航線運價為4.541美元/噸，較上周五上漲6.0%。大西洋市場，美灣糧食船運難覓蹤跡，南美天氣狀況良好，新豆收割進度快于去年，市場大豆出貨提前，船運成交穩定，運價緩步上行。9日成交記錄顯示，8.2萬載重噸船，受載期2月15-25日，南美東海岸交船，新加坡-日本還船，成交日租金為9200美元/天，外加42萬美元空放補貼。周四，巴西桑托斯至中國北方港口糧食航線運價為24.217美元/噸，較上周五上漲2.5%。據悉，國際谷物理事會上調巴西大豆產量和出口量預期：2017/18年度（2月到次年1月）大豆產量預計為1.025億噸，上年為9540萬噸；大豆出口預計為5730萬噸，上年為5160萬噸。

　　超靈便型船市場

　　本周超靈便型船市場止跌回升。太平洋市場，節后鋼材出口、鎳礦進口增加，加之巴拿馬型船市場好轉提振市場活躍度，租金、運價雙雙上行。周四，中國南方至印尼往返航線TCT日租金為4522美元，較上周五上漲8.3%；印尼塔巴尼奧至中國廣州航線煤炭運價為5.052美元/噸，較上周五上漲4.8%；菲律賓蘇里高至中國日照航線鎳礦運價為5.308美元/噸，較上周五上漲4.7%。2月4日，菲律賓因鎳礦環保政策要求關停和暫停運營20家鎳礦山，預計將打亂該國雨季結束后的鎳礦出口節奏。