2017.01.12

一：头条新闻

中国人为什么能造豪华邮轮？

2017-1-10

2017-1-10

2017-1-10

2017-1-10

因为国企赔的起，反正老百姓买单！ 全球10大船东国排定 2017-1-12 The data in this infographic contains all live and on order vessels. 2016年，希腊船东虽然船舶资产再度大幅缩水，但是靠“吃老本”依然排名全球第一，日本船东依靠液化气船的保值排名稳居第二，而中国船东虽然依旧排名老三，但是却是全球唯一船舶资产价值增加的国家。而德国船东因为集装箱船市场不景气导致船舶价值缩水近30%，排名由去年第四位大幅滑落至第六位，成为2016年全球船舶资产最亏损的国家。 新年伊始，在线船舶估值网站VesselsValue发布了2017年最新船队船舶资产价值前 10个国家排名报告。通过这份排名表，我们可以看到全球航运业在经历了极度困难的2016年后，受到市场环境的影响，拥有船舶资产最多的国家究竟出现了哪些变化。 按船舶资产价值排名全球10大船东国: 1.希腊–   840.79 亿美元                       2.日本–     801.69亿美元 3.中国–   683.33亿美元                        4.新加坡-  380.52亿美元 5.美国–   344.32亿美元                        6.德国 -     315.44亿美元 7.挪威–   304.27亿美元                        8.韩国–     212.04亿美元 9.丹麦-    194.92亿美元                        10.英国–     158.47亿美元 图表数据显示，在过去的一年里，尽管全球船队船舶资产总价值大幅下降，但希腊船东仍然位居十大船东国榜首，船舶资产为840.79亿美元，但相比2015年952.9亿美元又再度大幅缩水。日本船东紧随希腊，船舶资产为801.69亿美元， 位居第二位。 中国船东船舶资产价值为683.33亿美元，位居第三，但相比2015年674.9亿美元增加了8亿多美元，这也让中国船东船舶资产价值增加数量排名第一。 分析师指出，希腊船东虽然保持了其在散货船和油船类船舶资产价值的领先地位，但在货船领域，希腊的船队价值大幅缩水了近12%。希腊油船船东在2016年初的日均收入超过了100000美元，不过，2016年其余时间主要为熊市。到2016年底，希腊油船船队价值缩水了近110亿美元。紧随其后的美国，油船船队贬值了40亿美元。 日本船东是LNG船和LPG船最大的拥有国，相比2015年808.2亿美元，日本船东船舶价值下降了不到1%，仅差一步就接近第一。 散货船市场在去年年初跌至创纪录最低后，在整个2016年看似不错。最大的三个散货船船东国——希腊、日本、中国的散货船船队规模均增加了超过40亿美元，这要归因于自上世纪80年代以来的最强的一波超低价船舶收购潮。 德国船东因为集装箱船市场不景气，其货船价值缩水了近30%，排名由之前的第四位下降至当前第六位。其中，德国集装箱船队价值在2016年缩水贬值了近110亿美元，其中巴拿马型和后巴拿马型船尤为严重，一些船贬值甚至高达60%。这两型船占德国船队规模的59%。不过德国仍然是拥有集装箱船最多的国家。 来源：国际船舶网   直面惨淡：数据告诉你去年货柜运输到底有多惨 2017-1-11 据Dynamar数据，2016年前9个月全球排名前25大航运公司中的12家合计净盈利下降了130亿美元，而上海到鹿特丹贸易航线的即期运价下降至all-in价每标箱618美元，相当于0.06美元一海里的运价，这一运价令人窒息。 这在去年最终导致了，排名前20家的船舶营运人中6家的退出、中海与中远的合并、达飞收购美国总统轮船以及韩进海运的倒闭。 而今年以下的大事件将接踵而至：2017年第一个季度阿拉伯轮船将并入赫伯罗特；川崎汽船株式会社有限公司（K-LINE）、商船三井有限公司（MOL）和日本邮船株式会社(NYK)拟在9月份组建新的合资企业；马士基打算在年底前收购南美汉堡。 在行业处于全球贸易减速的情况下，较大的航运公司通过并购等措施面对航运寒冬，稍小的航运公司因运力过剩而奄奄一息，合并求存，雪上加霜的是中国制造业产出此时又在缩水。 截至2016年年中，全球25大集装箱航运公司中的18家控制了全部巨型集装箱和94%的订单量，其中，巨型集装箱共有366条计490万TEU，而订单量则有156条集装箱船舶和270万TEU。截止到2016年底，在北欧到亚洲航线上营运的178艘船舶，平均运力15300TEU。除了去年12月份伊朗国航的一条14500TEU集装箱船的订单，全球排名靠前的船舶营运人在2016年没有订造一条集装箱船，对比之下，集装箱去年的拆船规模高达70万TEU。 据称，2016年年底报道称航运业信心指数升至15个月以来最高水平。这可能是对行业第四季度表现的很好解释，所有上海港的长途海运贸易的即期运价开始恢复，也给2017年的契约运价水平打了一剂“鸡血”。 从2005年至今，航运业运力的增长超出货量增长38%。Dynamar数据显示在2016年的前9个月里全球25大船舶营运人中的10家损失了平均163美元每标箱的运费。越造越大的集装箱船和货量的低迷增长速度导致了欧洲至远东航线的班次由十年前的每周32条降至了6条。 来源：海运圈商务网 作者：余作 上海港年引航艘次突破7万 2017-1-6 统计显示，2016年上海港引航站全年共完成引航任务70032艘次，同比增幅2.36%。其中， 进口33508艘次，出口33617艘次，移泊2907艘次;集装箱船舶30084艘次，危险品船舶12445艘次，增幅10.01%。引领长度300米以上的超大型船舶7256艘次，增幅9.64%;引领大型国际邮轮955艘次，增幅51.59%。全年无安全上报责任事故，引航安全保持稳定，并连续克服“霸王级”寒潮、“莫兰蒂”和“马勒卡”双台风、以及持续性大雾大风和高温等影响，坚持以技术创新提升效率、以精湛技艺服务港航，高效完成相应疏港任务。 在推进“阳光引航”方面，该站按照提升效率和服务的工作要求，进一步提升引航服务质量，接受社会公众监督。紧密结合上海港引航的特点，把创新举措贯穿于站年度生产的重点任务之中，着力保障港口生产正常运营、缩短船公司的船舶运营周期、降低港航企业成本。洋山分站持续发挥技术创新引领带动作用，通过技术创新和不断实践，基本实现了洋山港区能见度不良条件下的引航作业常态化实施、超大型集装箱船舶顺水离泊作业的全覆盖，为带动上海本港相关引航技术创新提供了重要参考。 为加强对危险品船、国际邮轮、军舰等重点船舶引航安全的把控，上海港引航站认真把控船舶代理公司提供的危险品船信息，并严格执行调派规定“因船派人”，加强危险品船引航现场安全监控。为全力以赴支持上海港邮轮经济发展，选派精英引航员执行邮轮引领任务，加强邮轮引航现场监控，在发生能见度不良等恶劣气象情况下，采取引航员随船措施来保障邮轮安全，确保邮轮船期。 此外，该站还深入推进“E引航”建设，详细分析信息化建设在引航生产管理和引航安全保障等方面的现状和需求，梳理整合各信息系统数据，优化数据访问机制，在各信息系统之间建立针对关键数据集的数据接口，建立引航大数据中心。启动了“引航综合指挥系统”的开发，通过船舶CCTV系统安装、船岸通信(VSAT)的调试、AIS系统的改造等环节工作，与安全监控系统、生产系统、资源管理系统加强数据融合，全面整合岸基资源，优化引航事件处置流程。 来源：中国水运报 Shanghai records 1.6% rise in 2016 box volumes to 37m teu Shanghai International Port (Group) Co (SIPG) has announced on Wednesday that Shanghai port has handled higher container volumes in 2016 over the previous year, retaining its crown as the world’s busiest container port. The Chinese port moved another record high throughput of 37.13m teu in 2016, a climb of 1.6% compared to the previous record throughput of 36.54m teu in 2015. Shanghai continues to be the world’s busiest container port, ahead of its closest rival Singapore port, which has handled 28.14m teu in the first 11 months of 2016. 厦门港尝试探索无人机技术 已实现船上起降 2017-1-10

据福建省交通运输厅消息，厦门港口管理局和厦门南羽科技有限公司于2016年11月开始，合作探讨无人机技术在港口行政执法、航道锚地监管、引航任务、船舶靠泊作业等业务和港口应急保障中的应用。以期在日常巡查、取证、港口安全生产监管、及时掌握应急保障现场实况，实现准确制定救援方案，合理配置人、车、船等救助资源等方面发挥作用。 2016年11月至12月期间进行四次试飞，对无人机海上起飞返航测试、岸基起飞降落测试和岸基自动起降、巡航时间等内容进行测试，并采集数据样本。现阶段已实现N4-660在公务船舶甲板上起飞降落；NAII-TWINSTAR巡航时间90分钟以上续巡航里程100公里左右通过无人机的自动巡航及自动拍摄功能，完成对厦门湾部分泊位的拍摄，目前正在进行3D建模工作。     结合厦门港现有的卫星遥感以及船舶巡航等常规监测、监管手段，无人机遥感技术的开发应用，将有效提高港口、航道、锚地等区域的监管水平及应急反应能力。

CHARTERING- Tanker (2017-01-11)

CRUDE

After a week with very slow activity for the VLCC’s, particularly in the Meg and Wafr with all arrows pointing down, activity resumed. In the meantime rates had corrected down sharply and charterers tried hard to shave even more off. The final January stems in the Meg and early February cargoes in Wafr gave the market some wind which halted the slide. It may however be temporary as tonnage remain in abundance and volumes expected to lag, therefore pressure expected to remain on earnings. The Suezmax market last week saw an injection of activity after a quieter holiday season. In Wafr the second decade saw sustained cargo volume with rates peaking at the ws90 level offering reasonable returns at around USD 35,000 per day. This was combined with decent enquiry in both the Med and the Nsea that culminated in a clear out of the backlog of tonnage lists that had been building. Owners overall sentiment had seemingly not been dampened by previous inactivity. Currently the cargo volume has now slowed and even though owners are still showing signs of bullishness the forward position lists are swelling, a steady week lies ahead although West Africa could be described as date sensitive. Aframax Baltic and Nsea rates declined last week. However, it could easily bounce back this week as more cold weather is expected and some talks of ice class 1C not being sufficient to load in strategic Baltic ports. More rough weather is also expected, adding some uncertainty to the rate levels. Spot Nsea ships are also considering ballasting to a firmer med market offering a valid alternative to a somewhat slow cross Nsea market right now. This week has been exceptionally busy in the med and Bsea. Terrible weather in the area have caused significant delays in both Turkish straits and key ports, and this combined with a heavy third decade CPC program have caused rates to jump 70 points in just a couple of days. There are still some cargoes left to fix, but as we have started seeing ballasters coming in from other areas, we expect this market to cool off going into next week.

CHARTERING- Dry bulk (2017-01-11)

CAPE

After a surprisingly strong first week of the new year, the market are now softening. Brazil market show very low activity which is normal during this time of the year, due to maintenance and lower export from Brazil. Tct rates for Brazil to China have dropped down to 17k daily. The pacific market do have healthy volumes of cargoes out of west Australia, but it is an over supply of tonnage at the moment. Past month have seen a substantial amount of delays of vessels in north China discharge ports due to fog and bad weather, but it now seems all those vessels are opening at the same time, putting pressure on the rates. Pacific round voyages now at 8k a day level. It does seem the downward trend might continue.

PANAMAX

With ECSA grains and short Baltic coal volume picking up steadily, Panamax rates have firmed up across all areas. $10k+500k reported early week for ECSA/FEAST grains on super eco kmax, and Baltic coal RV has climbed up to $15-16,000 level. Substantial premium for INL breach or ice trading in the N Atlantic. In the Pacific Owners are more confident, willing to go to India/Middle East at discounted rates, before the coming ECSA season. Pacific RV are concluded at USD 6,000, but we’ll still need more prompt cargoes in order to sustain the current market level. As a result period rates are fairly strong with very high $8,000’s reported for 1 year period on a Kamsarmax and $9,000 for short period basis delivery India.

SUPRAMAX

Slightly more activity although rates still under pressure USG has guided the way with generous supply of cargoes supporting the rates. Supras fixed from USG to Far East around 15-16k daily- with end Jan dates. Moving south Supras from ECSA to W Med reaching 13k daily, and same to Baltic 11k daily. Some ultras on spot received 18k for trip to cont. 55k dwt supras from Cont to Med with scrap has been fixed around 12k daily. A difficult week in Pacific where rates fell even lower. China to SE Asia steel trips are being traded in the USD 3k’s,while Nopac RV around USD 5k.Backhaul levels from China is around USD 2k, while chrtrs aiming in the USD 1k’s. Overall owners and chrtrs looking to cover open positions before CNY (Chinese New Year).

CHARTERING (2017-01-11)

GAS

The Baltic VLGC index has been in red every day in the new year although it hasn’t lost more than roughly 10% over the first one and a half weeks. At the same time as the freight index has been coming off in small steps, the cargo market has been rather inviting although the earlier vessel positions have been the most sought after so far. In the West, however, there has been no signs whatsoever of any weakening market and in particular the first half February loaders have been in high demand. The latest spot fixtures show that the premium (over the Baltic index) for loading in the West has increased quite a lot; while the latest MEG/East returns some USD 14,500 per day, the latest USG/East via Panama returns about USD 26,000 per day. That equals a West premium of not less than 80% on net daily returns! The first pair of 2017 VLGC newbuildings have just been delivered to the VLGC fleet – now consisting of 246 vessels (all counted).

二：2017/01/13船用燃油价格(每吨/usd)

来源: Bunkerworld

                                IFO 380           __IFO 180            MDO           MGO    

新加坡                       346                     363                   487              497

鹿特丹                       312                     345                   -----              467

休士顿                       312                     412                   -----              520

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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 annu