船贷 - 东方替代西方
2010.03.15
一：头条新闻 (Headline news)
贸易风周刊 3月5日摘要
1. -Power shift in store for shipping finance?
The spectre of a shift in the balance of power in shipping finance from west to east is being raised in the aftermath of the economic downturn. The world’s biggest bank, Industrial and Commercial Bank of China (ICBC) laid out ambitious plans this week to expand its shipping portfolio. (图 1).
2. -China on the rise as Germany slips. (图 2)
Plans by China’s mega-bank to enter the ship-finance arena could shift balance of lending power.Mr.Paul chang, the Hong Kong veteran ship financier from the troubled German landesbank HSH Nordbank is to join ICBC next week.
Mr.Li Xiaopeng of ICBC: “We are considering whether to buy a foreign competitor’s portfolio…If (it) has good Chinese elements it would be better. A deal is possible if the price is good and if the finance structure is healthy.”
Germany’s lending once top 40% of world’s shipping finance may be crippled.
KG Funds has no though of business downturn or reduction in the value of their assets (ship).
3. -高盛投行的Sunder Reddy先生说: 中国出入口银行现有 80-100家外国客户, 船贷数目约 80亿美元. 该行还准备对国内造船厂贷出 164亿人民币建造 1000条商船.
4. -天津民生银行子公司民生财务于 2008年成立, 迄今共贷款给 44条中国公司经营之中国旗货轮.并准备向熔盛造船厂订造8条 76000-dwt 干散船. 该公司又准备以 10亿美元进军国际船贷市场. (图 3).
5. -在金融海啸影响之下船舶价值估价方式 Ship valuation system 已发生巨变导致船舶价值减半, 德国1600家私募基金 KG funds 因此大受冲击, Balance Sheet assets帐上船只资产价值转眼仅剩五成.
6. -上星期在汉堡举行的Hamburg vessel-valuation system 会议中没有任何一家银行或 KG funds 公司同意或接受此项制度, 因它对船舶价值的定价仅有 2007年的一半.所有银行最后决定除非万不得已不会把他們的船舶以半价出售, 导改 570名来自世界各地希望买到便宜货的投机者空手而归.
其他新闻 贸易风周刊 3月15日
1. -中远集团近日因货运量增加和运费的提高今年盈利在望.
2. -由塞布鲁斯船级社 (Cyprus Registry) 颁发证书的船只于 2009年共发生119件海难,同比上升58%.Paris MOU 列该船级社于白色名单之中.
3. -中国国内煤炭产量今年将提高 20% 达 1亿5000万吨. 2009年产量为 1亿2500万吨.
4. -武钢投资 4亿美元而成为巴西 MMX矿产公司拥有21.5% 股权的第二大股东.
5. -经营小船的德国 Oldendorff 公司因看好Capesize市场而把公司Capesize 船队从4条提高到14条.
6. -福建船务公司 (FUSCO) 以美金 2750万从德国买进 “Catriena” (1998) 73800-dwt 货船. 该公司并向厦门造船厂订造 2条 57000-dwt Supramax 型干散船, 交船期为 2011 和 2012.
7. -雅典航运界日前宴请希腊第一位女性航务部长 (Minister of Shipping), Louka Katseli 女士. (图 4).
8. -因缺乏政府的支持,现有码头无法容纳大型船只和和内陆公路有待整顿等原因,印度船东们对船队的扩充保持观望态度.(图 5)
希腊船务日报 3月15日
1. -中海集团和神华运煤合同将从 2009年的 1000万吨提高到今年的4000万吨.
2. -台湾长荣看好市场的复苏将订造12条 7000-8000箱位新船. 该公司已邀请台日韩造船厂前往投标.
3. -劳氏船级社本月5日于伦敦广祝成立 250周年纪念. 共有业界宾客 1200名参加
4. -业者发现最近有大批在非洲小国家注册的船只因标准太低而在不同港口频频发生事故.
5. -日本 NK 船级社最近出版一本 “Guidelines for the prevention of human error aboard ships” (如何防止船上人为错误” 的刊物.
劳氏船务 3月15日
1. -依照英国即将生效之法律 Equality Act 2010 (application part 5 to seafarer), 所有在英国注册船上服务的船员应享受同级同薪的待遇, 而不受种族和国籍岐视. 如此一来将增加船东们负担, 专家分析可能有172艘非英国资本船只退出英国注册.
2. -韩国三星造船厂获得英国蚌牌油公司海上 LNG 储存和制造船订单达 40亿美元.
3. -南京油轮公司宣称今年营业额将提高 30%.
4. -中远太平洋2月份货箱运作量提升27% 达 320万箱
彭博新闻 3月15日
1. -中国2月份仅租用 50艘 Capesize比 1月份的 80条减少四成.
二：造船 (Shipbuilding)
1. -沪东造船厂正在跟 MOL和 Exxon-Mobil 商谈一笔有关4条 LNG 新船訂单.
2. -大连中远造船厂年初交给香港 Noble 集团第一艘 92500-dwt新型干散船.
3. -因日本造船厂造价高交船慢, 有些日本船东已放弃只买日本造的原则开始向韩国订购. 例: Capesize 干散船日本报价 6240万美元而韩国为 5600万.
4. -中远南通获挪威 Sevan Drilling 订造价值 4亿美元的深水钻油井.
5. -Hefei RongAn 制机厂 (领有Wartsilla 船用主机制造执照) 已在替民生财务集团所订新船制造 8套 Wartsilla RT-flex 58TD 2 srokes 主机.
三：码头 (Cargo terminal)
1. -香港招商局宣称有意投资台湾货箱码头.
四：海难 (Casualty)
1. -保加利亚货船 “Burgas” (1987) 8900-dwt MPP船本星期于意大利 Castellaneta 港搁浅.
2. -Hapag-Lloyd 客船 “C.Columbus” (1997) 15000-gt, 与南韩货船 “Daejoo Ace” (1984) 5200-dwt 本星期于菲律宾中部 ILOILO 港内相撞.
3. -希腊货轮 “Kavo Sapphire” (1999) 75500-dwt 上星期在新加坡撞到正在锚地加油的香港泰昌祥公司货船 “CSK Unity” (1995) 68400-dwt.
五：液化天然气 (LNG)
1.-世界最大的LNG 业者 BW Gas Ltd 因运费太低, 每条船每天亏损 25000美元而停航4条船.
2. -阿根廷开标招投 12 航次的 LNG 货运.
六：买卖/租贷 (S/P & Chartering)
1. S & P
-“Nord King” (2000) 171000-dwt. Capesize, usd 42.5M, USA
-“Makiki” (1997) 73000-dwt. Bulker, usd 27.0M, China
-“Glory Guangzhou” (1985) 64000-dwt. Bulker, usd 6.5M, unknown
-“UBC Stavanger” (2004) 31000-dwt. Bulker, usd 23.6M, unknown
-“Clipper Lake” (2001) 28500-dwt. Bulker, usd 18.9M, China
-“Starhill” (1981) 21300-dwt. Bulker, usd 2.2M. China
-“Cape Henry” (1992) 900-teu. Container, usd 3.5M. Turkey
2. 拆船
-“Modec Venture 1” (1975) 131000-dwt. Tanker, usd 346/ldt
-“Bow Fighter” (1982) 35000-dwt.Tanker, usd 570/ldt
-“K.Muhieddine” (1977) 17600-dwt. Bulker, usd 380/ldt
-“MSC Calcutta” (1979) 1150-teu. Container, usd 380/ldt
3. Daily Summary of Baltic Exchange Dry Indices 2010.03.15
Baltic Exchange Dry Index BDI 3574 (UP 68)
Baltic Exchange Capesize Index BCI 4411 (UP 83)
Baltic Exchange Panamax Index BPI 4223 (UP 46)
Baltic Exchange Supramax Index BSI 2820 (UP 89)
Baltic Exchange Handysize Index BHSI 1350 (UP 12)
4. Daily Fixture Report 2010.03.12 fixture report 2010.02.25
(1) TIMECHARTER
'Pierre LD' 2001 171876 dwt dely Immingham 22/26 Mar trip via Brazil redel Gijon $39000 daily - J.Aron
'Aeolian Glory' 1995 157991 dwt dely Kwangyang 15/20 Mar trip via West Australia redel China $35000 daily - Rio Tinto
'Peppino Bottiglieri' 2009 93000 dwt dely Flushing end Mar trip via USEC redel China $53000 daily - Minmetals
'YM Virtue' 2003 76610 dwt dely Pusan 16/18 Mar trip via N.Australia redel China int bauxite $31000 daily - CTP
'Basil' 1983 76440 dwt dely retro Rizhao 6 Mar trip via EC South America redel Singapore-Japan rge $19750 daily - cnr
'Angelina' 2001 74540 dwt dely Dunkirk 17/19 Mar 2 laden legs via Black Sea redel Skaw-Cape Passero $36500 daily - Transgrain
'Georgios S' 2001 74249 dwt dely Gibraltar-Hamburg rge end Mar 1/3 laden legs redel Skaw-Cape Passero $37000 daily - grain house
'Hai Huang Xing' 2005 73600 dwt dely Civitavecchia 14/15 Mar trip via Norfolk redel China $47000 daily - Noble
'Polska Walczaca' 1992 73505 dwt dely Sual 14/16 Mar trip via Indonesia redel China $28000 daily - Sinochart
'Intrans Tina' 1996 70252 dwt dely retro Kaohsiung 6 Mar trip via India redel China $29000 daily - Oldendorff -
'Wadi Alarab' 1995 70000 dwt dely Inchon 18/20 Mar trip via NoPac redel Singapore-Japan rge $26500 daily - cnr
'Gao Zhou Hai' 1994 69963 dwt dely Yantai ppt trip via EC South America redel Singapore-Japan rge $26500 daily - cnr
'Yao Hai' 1986 69497 dwt dely CJK 20/24 Mar trip via EC South America redel Singapore-Japan rge $24000 daily - Wilmar
'VSP Titan' 1985 66900 dwt dely Inchon 12/14 Mar trip EC South America redel Far East $25000 daily - Oldendorff
'Francesco' 1983 66046 dwt dely Ningte 13/18 Mar trip via EC India redel China $21000 daily - North China Shipping
'Alba' 1983 64711 dwt dely PMO ppt trip via EC South America & PG redel PMO $23500 daily - Louis Dreyfus
'Yasa Kaptan Erbil' 2010 56169 dwt dely East Coast Mexico spot trip via USGulf redel Singapore-Japan $48000 daily - Cargill
'Magnum Energy' 2009 53628 dwt dely Philippines spot 2 laden legs redel Singapore-Japan $31000 daily - cnr
'Luzern' 2002 50693 dwt dely Mokpo spot trip via Australia redel Singapore-Japan $31500 daily - Oldendorff
'Qing Ping Hai' 1985 37744 dwt dely Sri Racha 20/25 Mar trip via Indonesia redel China $18000 daily - Chinese a/c
'Prelude' 1984 23904 dwt dely Recalada prompt trip redel Morocco $14000 daily + $325000 bb - IVSI
(2) PERIOD
'Graceful Madonna' 2010 180000 dwt dely China 1/10 Apr 11/13 months trading redel worldwide $37750 daily - Oldendorff -
'Anangel Transporter' 2010 179700 dwt dely ex yard Daewoo 18/20 Mar 4/6 months trading redel worldwide $41000 daily - Xinlu
'Sea of Harvest' 2009 83000 dwt dely Dalian ppt 5/6 months trading redel worldwide $32000 daily - cnr
'Mulberry Paris' 2004 76492 dwt dely Port Kelang 19/21 Mar 4/5 months trading redel worldwide $34000 daily - IMC
'Pruva' 1995 74134 dwt dely Shanghai 10/15 Apr 11/13 months trading redel worldwide $26000 daily - cnr
'Kalpana Prem' 2000 73652 dwt dely S.China 20 Mar/10 Apr 23/25 months trading redel worldwide $25000 daily - Aquavita
'Mass Merit' 1993 69620 dwt dely Lianyungang 20/25 Mar 4/6 months trading redel worldwide $27500 daily - Bunge
'Ingrid C' 2009 57000 dwt dely North China spot balance period until 1 Oct/1 Nov 2010 redel worldwide $25000 daily - Progress
'Moondance 2' 2005 55566 dwt dely CJK mid March 3/5 months trading redel worldwide $28500 daily - Oldendorff
'Tai Shun Hai' 1991 47000 dwt dely South China spot 3/5 months trading redel worldwide approx $22000 daily - AWB
(3) ORE
'Cecilia' 1999 170000/10 Port Hedland/Qingdao end Mar/ely Apr $13.10 fio scale/30000sc - BHP Billiton
'Cape Europe' 1993 150000/10 Dampier/Xingang or Caofeidian 24 Mar/2 Apr $11.00 fio scale/30000sc - Rockcheck
'Irfon' 1996 150000/10 Goa/China 15/23 Mar $14.70 fio scale/25000sc - cnr -
(4) COAL
'Ecomar G.O' 2006 75000/10 Newport News/EC India 20/25 Mar $55.50 fio 35000sc/25000sc - SAIL
'TBN' 75000/10 Mobile/Port Talbot 30 Mar/4 Apr $23.50 fio 5 days sc - Corus
七：3月15日船用燃油价格(每吨/usd)
来源: Bunkerworld
IFO 380 __IFO 180 MDO MGO
新加坡 453 464 648 660
鹿特丹 444 463 609 673
休士顿 455 468 654 -----
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备注: tbn = to be named ldt = light d/weight ton
usd = u.s.dollar mtpa = million ton per annum
cbm =cubic meter tpa =million metric ton per annum
