我国将切断对进口矿砂石的依赖
2010.08.15
一：头条新闻
1. 贸易风周刊8月06日
中国钢铁集团(CISC) 主席 邓崎琳(武钢集团董事长) 在国内某公司投资国外某矿业44.65%股权(该矿每年出产之矿砂石足够装满 350艘18万砘之海岬型干散船)之后发表谈话-中国将提高国内生产及国外投资矿业去切断对进口矿砂石的依赖. 预测五年后中国矿砂石的进口量将减到目前之 33%. (图1).
CHINA TO CUT RELIANCE ON OVERSEAS ORE
Rising domestic production and direct investments overseas will likely take a bite out of the demand for foreign controlled resources.
China is beginning to reduce its reliance on shipments of foreign controlled iron-ore, according to the boss of the organisation that represents domestic steel mills,
Deng Qilin, chairman of the China Iron and Steel Association (CISA), was speaking after one Chinese company signed a deal that will see it control 44.65% of an overseas mine. It will produce enough iron ore to fill 350 Capesize vessels on an annual basis.
Deng also warned overseas mining players that while imports increased by 4.1% in the first half of 2010, as compared to the same period last year, domestic production also surged by 17%.
He reiterated the CISA’s call to domestic steel manufacturers to decrease their foreign iron-ore consumption and claimed that importers could operate in 2015 with just one-third of the current levels of shipments.
He said this aim could be achieved by domestic mines boosting output and steel producers investing overseas.
“To boost China’s pricing power for iron-ore imports and ensure a healthy development of the steel industry, we must make full use of both domestic and overseas resources,” said Deng, who is also the General manager of Wuhan Iron and Steel Group (WISCO).
WISCO has been one of the most active buyers of overseas reserves of iron-ore as it attempts to decrease its reliance on the big three mining groups-Vale of Brazil, BHP Billiton and Rio Tinto Group of Australia.
The trio, which account for three-quarters of global trade, have experienced a frosty relationship with Chinese steel mills recently since they dropped a 40-year tradition of setting annual prices and raised rates.
其他新闻
贸易风周刊8月15日
1. -从最近福建 Five Stars船务公司以 1960万美金所购进之 “Bulk Lehr” (1992) 149500-dwt可看到15年以上的 Capesize价值正在快速下滑.
2. -Five Stars公司近日又从日本造船厂接手2条韩国Cido船公司所取消之75000-dwt新船, 每条价格 9000万美金, 交船期为今年10月. 据报导该公司年初以每条 7150万美元购进2条 Capesize, 它们是 “Oriental Bay” (2009)180000-dwt 和 “Oriental Angel” (2009) 180000-dwt, 前者更名为 “Five Stars Beijing” 后者 “Five Stars Fujian”.
3. -台风 “电母” (Dianmu) 11日早登陆韩国釜山导致5人死亡和海空交通纷乱. 该台风横扫韩国后将进入日本海.
4. -美国法院驳回西班牙政府根据希腊油轮 “Prestige” 2002年11月19日于西班牙海外沉没时帶来巨大之排污理由, 状告 ABS (美国船级社)10亿美元的赔偿, 因该油轮之船级证书是 ABS 所发.
5. -美国 USCG 6月份扣留4艘 LRIT (Long Range ID Traking) 设备不合格的船只.
希腊船务日报8月15 日
1. -青島与日照市之间的董家口将兴建我国第一大深水港口, 码头岸线长29公里, 水深15-20米, 建造112个泊位包括6个40万吨矿砂石和45万吨VLCC, 工程分3个5年进行, 完成后吞吐量达 3.7亿万吨. 第一个40万吨矿砂石泊位今年年底开始试用. (图 2 & 3).
2. -宁波航运界今年首6个月以 806万美元购进16艘货轮.
3. -越南船务公司(Vinalines) 从破产的越南造船厂 (Vinashin) 分到36条货轮, 但需支付船员薪水, 维修和保险等费用达2600万美元.
4. -MSC总公司指责 “Khaligia lll” 号货轮应对在孟买港外撞船事件负大部份责任.
5. -“MSC Chitra” 被撞后跌进海里之300个货箱虽经印度有关单位6天来之努力,仅打捞起60个,孟买港因此仍然不能让吃水超过9米的船进出.
-勞氏船务日报8日13日
1. - Rickmers 公司获得德国艮行集团貨款5.65亿美元.
2. -智利之 CSAV船务公司看好货箱市场租进2条明年交船之货箱船.
3. -因中国恢复矿砂石进口BDI指数強势上昇到14个月最高的 2378点.
4. -5岁之 Capesize bulker价值2个月来下跌7% 到 5716万美元.
5. -因中国和印度的需求今年之煤炭海运将达10亿万吨.
6. -香港和黄集团之货箱码头业务上升17%或 3530万个箱位.
6. -澳洲矿砂石出口商己感到与中国之价格战已帶来矿场之减产.
7. -分析家警告船东们如想给他们 Capesize 船队找到货源必需跟中国保持良好关系.
二：造船 (Shipbuilding)
1. -珠海神华能源以 1.77亿美元向中船澄西 造船厂订造6条46000-dwt bulkers, 新船将负责国内煤炭运输. 交船期第一条 2/2012, 余者 2/2013.
2. -希腊 Iolcos 公司向沪东订造2条 76000-dwt bulker, 造价每条 3450万美元, 交船期 2010年.
3. -加拿大公司 (Canadian steamship Lines-CSL) 向中船澄西订造6条 Panamax和4条 Handysize自装/卸货轮, 每条造价为 5500万和4600万美元, 其中包括自装/卸配件每套/船1500万美元.交船期为2012年.
4. -荷兰煤气公司 Anthony Velder 向江苏鼎恆造船厂订造 3条 6500 立方米之LPG/Ethylene 船, 每条造价3000万美元. 交船期为2012年.
三：码头 (Cargo terminal)
1. -印度孟买港因港外2船相撞引起堵塞而关闭5天.
四：海难 (Casualty)
1. -“MSC Chitra” (1980) 2314-teu 与 “Khaligia III” (1983) 41000-dwt货轮7日早于孟买港外相撞, 前者左舷被撞进水后严重倾料导致250个货箱跌进海里. 后者船首损坏但仍可开回港内. (图4 & 5).
2. -“Berge Atlantic” (1998)171800-dwt 和 “Royal Oasis” (1995) 161192-dwt 于13日早6时于英国 Port Talbot 港外相撞, 两轮损坏微小.
3. -荷兰 Flinter 公司之 “Flinterforrest” 号货轮13日早于瑞典海岸搁浅, 原因可能是船长酒醉所引起.
五：Baltic Exchange Dry Indexes 2010.08.13
Dry Index BDI 2468 (Up 31)
Capesize Index BCI 3210 (down 2)
Panamax Index BPI 2864 (Up 35)
Suprama Index BSI 1831 (Up 44)
Handysize Index BHSI 1014 (Up 19)
六：买卖/租贷 (S/P & Chartering)
1. -船舶买卖 (S & P)
“TI Creation” (1998) 298000-dwt Tanker usd 5700万 Greek
“Onozo” (1990) 100000-dwt Tanker usd 850万 China
“Kite” (1997) 47000-dwt Bulker usd 2300万 Unknown
“Amoy” (1992) 41000-dwt Tanker usd 400万 Indonesia
“Spring Virgo” (1997) 15200-dwt Tanker usd 880万 Unknown
“Hamburgo” (1996) 2000-teu Container $ 1480万 Greek
“Rio Negro” (1999) 1300-teu Container $ 1230万 Europe
2. -Time charter
-“Iron Miner” (2007) 199932-dwt del Taicang 28/July trip via Brazil redel S’pore/Jpn range, $15900/daily. Oldendorff
-“Ocean Shanghai” (2006) 76801-dwt del S.China 16/20 Aug trip via Indonesia redel Japan, $19250/daily. MOSK
-“Mandarin Glory” (2009) 56780-dwt del Singapore Spot trip redel W.C.India, $21000/daily. cnc
3. -Period charter
-“Guang Ming Feng” (2002) 73978-dwt del S.Korea 16/30 Aug. 4-6 months trading redel Worldside $22750/daily.Solebay.
-“Anassa Ioanna” (2003) 53125-dwt del EC India. Spot, 3-5 months trading redel worldwide $20500/daily. Oldendorff.
4. -拆船.
“Five stars Glory” (1989) 146000-dwt Tanker usd370/ldt China
“Integra Duckling” (1981) 134000-dwt Bulker usd405/ldt Pakistan
“Sea Jaguar” (1985) 89000-dwt Tanker usd325/ldt Pakistan
“Kriti Art” (1986) 41000-dwt Tanker usd465/ldt Pakistan
5. -矿砂石
- “Bulk Prosperity” (2001) 160000/10%,W.Aust/China, 10/20 Aug. $6.95, fio, sc/30000sc. Noble
-“Katsuragi Maru” (1986) 170000/10%, Tubarao/青岛, 9/15 Aug. $18.90, fio, sc/30000sc. Vale
- Tbn 160000/10%, Dampier/青岛, 6/15 Aug $6.60, fio, sc/30000sc Rio Tinto
-Tbn 160000/10%, Tubarao/青岛, 15/24 Sept. $24.50, fio, sc/30000sc. Cetragpa
七：8月13日船用燃油价格(每吨/usd)
来源: Bunkerworld
IFO 380 __IFO 180 MDO MGO
新加坡 440 449 638 641
鹿特丹 433 453 ----- 651
休士顿 425 447 647 -----
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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
