VFB #97 - 上海在世博 显示出实力 2010.05.15

2010-05-16 19:44  浏览次数 46

上海在世博 显示出实力

2010.05.15

一:头条新闻

贸易风周刊507日大幅刊登从世博看到上海具备足够实力在10年内成为国际航运中心. 同时也提及中国 VLCC船队在原油进口所占之位置和前景.

1.      Shanghai shows it has what it takes

The 2010 World Expo is being seen within China as Shanghai’s "coming out" party. But the city’s long openness to foreign influences will likely see it achieve its dream of becoming a modern maritime hub within the next 10 years.

From 1990 to 2009, Pudong’s gross domestic product (GDP) grew a miraculous 65 times. It is now a business base for around 600 international and Chinese financial institutions, and some 5,000 shipping and related companies.

The municipal government recently announced the next phase of Pudong’s evolution, to coincide with the 20-year anniversary of its development into a major business district. To give an idea of the scale of the development, it plans to invest CNY 100bn ($14.7bn) in urban infrastructure over the next three years, as compared with a total of CNY 270bn handed over in the past 20 years.

Within this new blueprint, the area flanking the East China Sea has been designated as a major shipping and logistics zone.

Governor of Pudong New Area Jiang Liang said: “We are standing at a fresh point to accelerate Pudong’s development with so many opportunities in front of us.

“We want to become a forerunner to propel Shanghai’s development into a global financial and shipping centre. We need to pioneer the revamp of economic structures and differentiate our core competitiveness from other similar areas in Shenzhen and Tianjin.”

Jiang is, however, being a little modest in comparing Shanghai’s ambitions with those of other domestic cities. Instead, it will be looking at competing with the likes of London, Singapore and Hong Kong — particularly in terms of shipping.

While spacious East Pudong has been designated as an area where the government will seek to attract shipowners, service-related industries are choosing the more densely populated North Bund Shipping Cluster.

This is where, in central Shanghai, the city aims to develop its dream of being a modern maritime hub by 2020.

Shanghai already hosts the world’s busiest dry-bulk port, handling 590 million tonnes of cargoes last year. It also had a throughput of 25 million teu of containers in 2009, making it the world’s second-busiest boxship hub.

But in terms of legal, financial and related support services, Shanghai is some years away from being considered a serious shipping player.

However, the government recently set up tax breaks and other incentives for foreign companies wanting to come to the city. The legal system is also being modernised, which has given foreign players more peace of mind should problems arise in charter-party agreements with domestic owners.

Furthermore, the global economic crisis has seen Chinese banks challenge their Western competitors and position themselves at the forefront of the international financial framework.

It is becoming more frequent for global deals in any industry to originate in Shanghai. The city is no longer a satellite business hub but a financial business centre in its own right.

The Expo is seen in Shanghai as a pivotal moment in history — a time when its cosmopolitan and modern characteristics will be put on show.

So it is perhaps fitting that 60% of the Expo site, which straddles the Huangpu River to the east of central Shanghai, occupies the former premises of Jiangnan Shipyard.

Jiangnan is often considered as the cradle of the Chinese shipbuilding sector, which is the backbone of the wider domestic industrial landscape.

Shanghai’s entry onto the grand stage is being engineered as its maritime sector explores more sophisticated ways of opening up to foreign influence.

In 10 years’ time, its maritime profile is likely to be much more than just shipbuilding and shipowning. ( 1 and 2 )

   

2.      Chinese VLCC needs leave room for all

Increasing domestic-energy needs have seen Chinese spot fixtures increase fivefold over the past 10 years, rising from an equivalent of 11 VLCCs in 2000 to more than 55 VLCCs last year, according to analysts.

“Chinese charterers have accounted for about 30% of reported VLCC spot-fixture activity year-to-date, as compared with less than 5% a decade ago,” Poten & Partners claimed.

China’s yearly oil demand regularly experiences double-digit growth and reached more than eight million barrels per day (bpd) at the end of last year.

Demand is expected to rise to 11.5 million bpd by 2015, according to statistics from broker Lorentzen & Stemoco (L&S) — the equivalent of nearly six VLCC cargoes a day. At least 7.5 million bpd of this will have to be imported, as compared with 4.2 million bpd today.

Assuming that 75% of this oil is sourced from the Middle East, 20% from West Africa and 5% from elsewhere, this is likely to generate a capacity demand of 45 million dwt, the broker reckons. This will lead to a demand for 145 VLCCs in total.

This growing reliance on overseas oil to power the Chinese economic machine has raised concerns in Beijing. Not only is China looking to diversify oil markets, it is also looking at boosting the domestic fleet to enable it to import 40% of its oil by 2015.

China’s current VLCC fleet is simply too small to meet Beijing’s target, as the country’s three largest tanker companies control 32 VLCCs between them.

CSDC currently owns about 63 tankers, including seven VLCCs, four aframaxes and 52 handysizes.

Changjiang National Shipping Group-controlled Nanjing Tanker Co (NTC) owns 12 VLCCs, while Cosco Dalian owns eight and charters in a further five.

For Beijing to meet its target a further 30 vessels will need to join the Chinese fleet.

However, the amount of Chinese-controlled tanker tonnage that will hit the water in the next few years is likely to dramatically change the face of the oil-transport market.

Shanghai-based CSDC has five VLCC newbuildings under construction at domestic yards, according to databases. NTC is in the process of receiving up to 12  VLCCs, while Cosco Dalian has 16 on order.

This goes some way to allaying any fears the State Council might have that it will not be in control of its own economic destiny.

But there is still the equivalent of about 85 VLCCs left over for foreign companies to help China transport oil. So there is still plenty of scope for international players to do business with China.

其他新闻

贸易风周刊515

1. -挪威法院毫不留情重判富城号船长和三副6个月和3个月监刑而引起业界猜疑法院是否受到政治和环保界之压力而对船上人员作出如此严厉懲罚. 据说船长准备提出上诉.

2. -淡水河谷以每条 2000万美元向阿拉伯油公司 (Vela) 买进1031万吨单壳油轮, 然后送往中国改装为 VLOC 大型矿砂石轮.

3. -因矿砂石价格疯狂上涨船用钢板价钱平均每吨上调72块美元, 廉价新船的好日子己是一去不复回.

希腊船务日报 515

1. -中国国内煤炭价格巳下降到比从沃洲 Newcastle进口的 152.90美元便宜 23.3美元.

2. -亚欧航线货箱运输量于今年第一季提升百份之20.

3. -中国4月份共进口矿砂石 5533万吨同比调 6.2%. 分析家预测进口数字将会继续下降.

4. -印度政府准备从出售国企 SCI (Shipping Corp. of India)10%股权融资.

5. -世界两大船舶管理公司 Thome EMS 于迪拜 (Dubai) 成立一家分公司专门替 Offshore, bulker tanker 船东提供船员和训练. 该公司下月开始营业时将有 10条船,然后在5年内增加到30.

劳氏船务 515

1. -万海公司否认取消向台湾中船所订之12条新船. 但证实从大到小调整箱位容载量.

2. -马来西亚 MISC 公司因定期航线和化品油轮业务萎缩导致上一年度盈利下滑50%.

3. -宝钢扩大船队由子公司上海宝钢远洋船务公司向福建 Guanhai 和江苏东方造船厂订造9条干散船. 其他细則不详.

4. -香港恒厚工业集团因交船期优势(2011)向韩进在菲律宾造厂订造2 183000-dwt Capesize 造价每条 11000万美元. 该集团并在此之前向沪东订购2 76000-dwt Panamax造价每条为3500万美元交船期2012. 

彭博新闻 515

1. -上个月在沃洲搁浅之运煤船神能一号己于本月11日抵达 Gladstone 港并准备5/12日开始卸出19000吨煤炭以便修船.

二:造船 (Shipbuilding)

1. -中石油准备自造 VLCC 油轮装运自己公司的原油,己用 4亿美元向国内造船厂订购新船.

2. -渤海造船可能接到来自希腊船东8 159000-dwt 油轮订单.

3. -Cardiff Marine 公司正在与鎔盛造船厂商谈有关2 VLCC 3 Suezmax油轮订单.

4. -中介行 RS Platou 预计今年共有74 VLCC 新船加入服务. 其中已有18条交货.

5. -宁波海运向中船子公司造船厂订造2 76000-dwt  Panamax 型干散船, 造价每条 3200万美元.

6. -印度对出口矿砂石开始徵收 5%之税金. 印度今年矿砂石出口量约 1亿吨.

7. -中国3月份煤炭产量达 2亿8000万吨, 同比上升12%.

三:码头       (Cargo terminal)

         1. -新加玻 PSA 码头4月份运作量为 232万箱, 同比下跌 3.68%.

        2.  -长荣从 521日开始一条从宁波到美西的航线. 起用 5 4200-teu 船只. 停靠码头为青島-上海-宁波-Oakland-LA.

四:海难 (Casualty)

         1. - MOL公司经营之香港旗 “Bright Century” (1997) 178739-dwt 本月2日早530分在浓雾中与利比利亚旗 “Sea Success” (1998) 27287-dwt 相撞后40分钟沉于威海市外海. 双方船员均安全被救. 该轮从沃洲装运17万吨矿砂石都前往營口之鮁魚圈码头.

         2. -美国墨西哥湾 BP海上油井爆炸漏油已发生多天虽经专家和有关单位的搶救但仍然无法阻止海底洞眼原油的外排. 大量原油己抵达美国沿岸造成极大的污染和损失.( 3 and 4 )

   

五:买卖/租贷         (S/P & Chartering)

1. S & P

-“Docecape”           (1987)152000-dwt. Capesize,          usd 10.4M, 中国

-“Zagreb”                 (2008)  80000-dwt. Kamsarmax,,    usd 39.5M, 中国

-“Desert Wind”       (1985)  53000-dwt. Supramax,         usd 10.5M, 不详

-“Griffon”                 (1995)  46000-dwt. Handysize,         usd 22.5M, 土耳其

-“Ocean Park”        (1990)      500-teu. Container,           usd   3.2M, 印尼    

-“Tigani ”                 (1991)  96000-dwt, Tanker,               usd 12.5M, 不详

-“Ostria”                  (2000)  38000-dwt. Tanker,                usd   8.5M, 不详 

2. 拆船                     

                             -“Shinyo Mariner”                (1981)271208-dwt.Tanker,             usd 435/ldt, China

                             -“Selcon”                             (1982)  17330-dwt. MPP,                  usd 455/ldt, Bengladesh

                             -“Saged”                              (1975)    8353-dwt. MPP,                 usd 418/ldt,  India

3. Daily Summary of Baltic Exchange Dry Indices 2010/05/14
=======================================

Baltic Exchange Dry             Index      BDI      3929 (UP 15)
Baltic Exchange
Capesize    Index      BCI      4804 (DOWN 57)
Baltic Exchange
Panamax   Index      BPI      4340 (UP 67)
Baltic Exchange
Supramax  Index     BSI      3076 (UP 23) 
Baltic Exchange
Handysize  Index     BHSI   1481 (UP 13) 

WEEKLY FIXTURES   2010.05.03  --2010.05.12

May 12, 2010 12:59 PM
Capes maintain upward their momentum. The Pacific is seeing improved short period enquiry as charterers seek cover. One week ago short period was fixing in the East circa US$ 35,000 daily; today "SG Express" (180,000 dwt, 2010) ex-yard May fixes 5-7 months at US$ 39,000 daily. In the Atlantic basin tonnage remains thin and front haul owners are now talking US$ 34/mt on voyage for Tubarao/China and close to US$ 75,000 daily for time charters. The "Kanaris" (177,000 dwt, 2010) is done with delivery Amsterdam end-May at a solid rate of US$ 72,500 daily.

May 11, 2010 09:55 AM
The Supras in the Atlantic open the week on a firm note. The US Gulf is still looking very firm and some brokers report the outlook for tonnage supply into the area will stay tight through May. Handies hold steady at around US$ 1/dwt with NOM (UK) lifting subs on the "Anthia" (28,740 dwt, 2002) delivery Vera Cruz 20-26 May TCT via US Gulf redelivery Lagos at US$ 28,000 dwt daily. Brokers expect ECSA to provide good volume this week on Supras, particularly for front haul cargoes, though prospects for Handysizes out of this area remain less certain. Some fresh Far East enquiry for Supras has rates firming more with NoPac rounds in the mid US$ 20s daily and Pacific rounds via SE Asia in the upper US$ 20s range. Handy bulk is also seeing good short period interest with rate levels now circa US$ 27,000 daily for short period with delivery Far East; for vessels in the Indian Ocean shipowners are seeking rates closer to US$ 30,000.

May 10, 2010 09:06 AM
Medium-sized vessels, although slowing somewhat in the first part of the week, remain basically steady thanks to a firm undertone to the market. BHP, who have been relatively quiet on this size recently, step in to take the 72,473 dwt, 2000-built "Kind Seas" delivery Taiwan for a trip via EC Australia redel China at US$ 32,000 daily, which is a firm level for her size, although an advantageous delivery point for the charterers. Charterers are still actively seeking tonnage out of SE Asia for EC South America rounds. There is good grain and mineral demand in the Atlantic and with short tonnage lists rates are heading north. Charterers can still find cheaper options on tonnage in the Indian Ocean and Far East. Toepfer fixes the "Pos Glory" (76,508 dwt, 2005) on delivery Zhousan 7/10 May TCT via EC South America on Far East redel at US$ 31,000 daily.

May 07, 2010 08:59 AM
Activity on Capes steps up in both Pacific and Atlantic basins. With tight supply in the Atlantic the market is finely poised and more front haul activity is inevitably resulting in higher numbers being talked up. Better rates are also being seen in the Pacific on the back of improving demand as the Far East returns to a more normal working pattern. The 1996-built "RZS Fortune" (171,000 dwt) fixes delivery Caofeidian 10/15 May on a TCT via Dalrymple redel South Korea at US$ 35,000 daily. The BCI is positive on all routes today and the average time charter rate rises to US$ 40,039 daily.

May 06, 2010 01:10 PM
Panamaxes in the East remain steady with BHP fixing the Morgan Stanley newbuilding relet "Sunshine" 75,700 dwt ex-yard Jiangnan for a TCT via EC Australia to China option EC India at US$ 32,000 daily. In the Atlantic pressure remains on the trans-Atlantic round voyage rates with the "YM Rightness" (77,684 dwt, 2004) securing US$ 36000 daily with delivery San Ciprian for a trip via US Gulf back to Spain with petcoke. Short period was quieter but "Pontonikos" (74,235 dwt, 2002) gets US$ 35,000 with delivery Ijmuiden early-May for 3-5 months, which highlights the strong level obtained by the "Fair Lady" (76,608, 2005) with a similar delivery for 4-6 months at US$ 39,000 daily to Oldendorff.

May 05, 2010 09:35 AM
Supramaxes continue to advance in the Atlantic with the US Gulf particularly hot at the moment. Rumours abound, but it seems Supras open in the area now rating circa US$ 60,000 daily for quick trips into Cont-Mediterranean. Smaller sizes are also seeing good returns with the 35,000 dwt "Stellar Kuma" fixed for a quickie to Spain at US$ 35,500. WC India/China is showing firmer returns as owners look to EC South America for longer rounds or an opportunity to get back into the Atlantic. Tonnage is now able to secure mid-US$ 30s with delivery on the WC India to China. The Far East is quieter but rates are stable on the Supramaxes. Among smaller sizes rates remain firm with the "Nord Shanghai" (31,800 dwt, 2009) obtaining US$ 20,000 daily for 2LL on delivery North China.

May 04, 2010 08:25 AM
Capes see some early activity within the Atlantic basin at sufficient-to-firm round voyage levels—the "Cape Garland" 178,000 dwt fixes a trans-Atlantic round voyage at US$ 44,000 daily. Tonnage remains reasonably tight for May and, a little surprisingly, front haul rates are softer as the heat comes off the Brazil/China run. Very little is seen in the East today but fundamentally brokers still see a burden of tonnage suppressing the market—rumours now have it that US$ 10.75/mt is fixed for the voyage West Australia/China, though the 180,000 dwt "Mineral Monaco" takes a steady mid-US$ 30s/day for a Pacific round delivery North China redel South Korea.

May 03, 2010 12:05 PM
It's a mixed bag for the Handy bulkers with a slight upturn seen in Supramax sentiment. Like the Panamaxes, trends are tilting mostly in the sideways directions. Interestingly, one of the few areas of uplift seems to be the US Gulf, which has seen a modest increase in enquiry for grain exports in recent weeks as USG/UKC Supramax rates rise US$ 1,400 on average, rising over US$ 51,000 daily for modern Supramaxes. In the Pacific, rates are steady with a NoPac round voyage able to achieve US$ 24,000 daily for a Tess 52 and lower US$ 20,000s daily for smaller Handysize tonnage. Indian Ocean activity is strong; we hear rumours of a 55,000 dwt vessel on delivery PMO via WC India to China at around US$ 26,500.

DAILY FIXTURE REPORT 2010.05.12

4. TIMECHARTER
'D.A Astrea' 2010 180000 dwt dely Qingdao 22 May trip via WC Canada redel S.Korea $48000 daily - STX Pan Ocean
'Agility' 1989 152065 dwt dely Mailiao 14/16 May trip via West Australia redel China $43000 daily - HMM
'United Challenger' 2008 82641 dwt dely Ghent 15 May 2 laden legs redel Atlantic $35250 daily - cnr
'Sea of Graecia' 2003 76015 dwt dely EC South America 26 May/2 June redel Continent-Med $33000 daily  - Bunge -
'Petani' 2008 75226 dwt dely Zhangjiang 17/25 May trip via Indonesia redel S.China $34000 daily - Daiichi
'Altair' 1997 74652 dwt dely Taichung 14/18 May trip via Indonesia redel Hong Kong $33500 daily - Norden -
'Edfu' 1997 71572 dwt dely Shibushi 18/21 May trip via NoPac redel China int sulphur $31000 daily - SInotrans

'Lietta' 2009 57000 dwt dely wwr Mississippi River end May trip redel S’pore-Jpn rge $56000 daily - British Marine,
'Nova Gorica' 2008 53321 dwt dely Jintang 12/15 May 2 laden legs redel S’pore-Japan rge approx $26000 daily - cnr
'Kang Yu' 2004 52988 dwt dely aps USGulf 28/30 May trip redel Singapore-Japan rge $56000 daily - cnr
'Alycone' 2002 50316 dwt dely Shanghai 15/16 May trip via Indonesia redel EC India $23000 daily - cnr -
'Amorita' 1998 46600 dwt dely Douala 15/20 May trip via EC South America redel Continent $27000 daily - cnr
'Star Tramp' 2007 18500 dwt dely Antwerp 16/17 May trip redel West Africa $22000 daily - cnr

5. PERIOD
'Mineral Kyushu' 2006 180211 dwt dely Japan 4/8 June 4/6 months trading redel worldwide $39000 daily - cnr
'SG Foundation' 2009 180000 dwt dely N.China 22/25 May 5/7 months trading redel worldwide $41000 daily - Cargill
'Magnolia' 2009 179643 dwt dely China 20/25 May 11/13 months  redel worldwide $37000 daily - Grand China Shpg
'Harmonious' 2007 174234 dwt dely Qingdao 24/30 May 5/7 months  redel worldwide $41000 daily - Swiss Marine
'Micaela Della Gatta' 2006 82790 dwt dely Taichung 15/18 May 5/7 months  redel w.wide $32000 daily - BHP Billiton
'YM Rightness' 2004 77684 dwt dely Tarragona mid June 10/12 months trading redel worldwide $32500 daily - CTP
'Elly' 1999 74001 dwt dely W.Italy 14/20 May min 114 days redel worldwide $39000 daily - Transgrain
'Antoine' 2009 55498 dwt dely Manila 27/30 May 12 months trading redel worldwide approx $24500 daily - cnr
'Star Lily' 2008 33248 dwt dely Mizushima 15/17 May 3/5 months redel worldwide approx $21000 daily - HMM

6. ORE
'ZOSCO Jiaxing' 2009 170000/10 Port Hedland/Qingdao 23/28 May $13.40 fio scale/30000sc - FMG
'Tenshin Maru' 2008 70000/10 Tubarao/Ijmuiden 25 May/3 Jun $26.75 fio 5 days shinc bends - Corus

7. COAL
'Protefs' 2004 65000/10 Rio Cordoba/La Spezia 27 May/2 June $33.50 fio 13000sc/15000sc - Elcano

515日船用燃油价格(每吨/usd)

来源: Bunkerworld

                                IFO 380           __IFO 180              MDO           MGO   

新加坡                       466                     473                     668             670

鹿特丹                       450                     465                     -----             681

            休士顿                        447                     459                     685             -----

***************************************************************************************************************************         

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

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