DRY BULK MARKET · DAILY REPORT · 2026-09-17

干散货市场日报Dry Bulk Market Daily

Name: 干散货市场日报 2026-09-17
Creator: NAVGreen

Baltic Exchange Daily Briefing — 2026-09-17

BDI ↑0.3%

2026-09-17 BDI 3336（+0.3%）；BCI 5656、BPI 2282、BSI 1762、BHSI 980。下方为各船型 TCE、主要航线运费、5 日走势与市场解读。On 2026-09-17, the Baltic Dry Index closed with BDI at 3336 (+0.3%). By segment: Capesize (BCI) at 5656 (+0.8%), Panamax (BPI) at 2282 (-1.8%), Supramax (BSI) at 1762 (+0.8%), Handysize (BHSI) at 980 (+2.0%). Daily route rates (TCE and spot) and the week-over-week trend are tabulated below, followed by the market commentary and per-shiptype outlook.

市场指数概览Market Indices

BDI 综合BDI Composite

3336

+0.3% (+9.0)

BCI 海岬型BCI Capesize

5656

+0.8% (+44.0)

BPI 巴拿马型BPI Panamax

2282

-1.8% (-43.0)

BSI 灵便型BSI Supramax

1762

+0.8% (+14.0)

BHSI 小灵便BHSI Handysize

980

+2.0% (+19.0)

期租 TCE ($/天)Time-Charter TCE ($/day)

航线Route	运费Rate	涨跌Chg
5TC 平均 (Cape综合) 海岬型综合期租	$51,296/天	+0.8%
C8 跨大西洋往返鹿特丹/直布罗陀 round	$54,044/天	+0.0%
C9 大陆→远东单程至中国/日本	$85,222/天	+0.8%
C10 太平洋往返中国/日本 round	$49,095/天	+1.6%
C14 中国→巴西往返 China-Brazil round	$50,623/天	+0.4%
C16 远东→大陆回程 backhaul	$21,583/天	-0.4%
P5TC Panamax综合巴拿马型综合期租	$20,535/天	-1.9%
P4TC Panamax综合	$20,535/天	-1.9%
P5 航线 (82K)	$19,800/天	-1.0%
S3TC 63K综合灵便型综合期租	$20,650/天	+1.3%
S10TC Supramax综合	$22,275/天	+0.8%
S2 航线	$20,800/天	+1.2%
S8 航线	$24,943/天	+2.0%
S10 航线	$16,141/天	+0.6%
HS7TC Handysize综合小灵便型综合期租	$17,633/天	+1.9%

现货运价 ($/吨)Spot ($/t)

航线Route	运价Rate	涨跌Chg
C2 图巴朗→鹿特丹铁矿石大西洋线	$19.4/吨	-0.2%
C3 图巴朗→青岛铁矿石巴西→中国	$42.7/吨	+0.2%
C5 西澳→青岛铁矿石太平洋线	$16.2/吨	+1.3%
C7 玻利瓦尔→鹿特丹煤炭航线	$22.9/吨	-0.3%
C17 萨尔达尼亚→青岛铁矿石南非→中国	$31.5/吨	+0.3%

近 5 日走势5-Day Trend

日期Date	BDI	BCI	BPI
2026-09-17	3336	5656	2282
2026-09-16	3327	5612	2325
2026-09-15	3360	5687	2364
2026-09-14	3445	5912	2393
2026-09-11	3507	6080	2407

周环比Week-over-Week

指数Index	5 日变化5-day
BDI	-4.9%
BCI	-7.0%
BPI	-5.2%
BSI	+2.5%
BHSI	+4.3%

今日市场驱动因素Market Drivers

利多 · CapesizeC5 西澳→青岛今日 +1.3%，海岬型市场走强（BCI +0.8%，收于 5656 点）。大西洋与太平洋航线走势较为一致（C3 +0.2%，C5 +1.3%）。 BCI 近 5 日累计 -7.0%，短期弱势持续。

利空 · PanamaxBPI 今日 -1.8%，近 5 日 -5.2%。2026 年新船交付压力显著高于往年（约 1,500–1,600 万 DWT，较往年翻近 50%），供给端持续偏松；需求侧重点关注煤炭与粮食贸易量变化，以及太平洋地区租家询盘动向。

市场资讯Panamax in Focus – Pacific Routes Gain as the Index Eases and China-Bound Thermal Coal Flows Weaken。Panamax earnings ease but remain elevated; demand-to-supply ratio falls to 0.91. The BPI fell 41 points week-on-week to 2,407 on 11 September, while P5TC earnings declined by $373 to $21,662/day. Over

市场资讯Baltic Dry Index Snaps 5-Day Losing Run。The Baltic Exchange’s dry bulk freight index, which tracks rates for ships carrying dry bulk commodities, rose by 0.3% to 3,336 points on Thursday, snapping a five-day losing streakthat pushed the ind

Market DriversCapesize (BCI) +0.8%, Panamax (BPI) -1.8%. Smaller sizes Supramax +0.8% / Handysize +2.0%. Movements are driven by iron-ore and coal tonne-mile demand against vessel supply, port congestion and bunker costs; see the per-shiptype outlook below.

分船型市场观点By Shiptype

BCI 今日 +0.8%，近 5 日 -7.0%。关注中国铁矿石到港量及钢厂开工率变化。

BPI 今日 -1.8%，近 5 日 -5.2%。2026 年新船交付压力显著高于往年，供给端偏松；关注煤炭和粮食贸易量变化。

BSI +0.8%，BHSI +2.0%。次要散货需求受贸易政策不确定性压制，转机在于 Q2 南半球粮食出口旺季启动。

CAPESIZE

5656.0 (+0.8%)

Daily change +0.8%; assess fixtures against the forward curve.

PANAMAX

2282.0 (-1.8%)

Daily change -1.8%; assess fixtures against the forward curve.

SUPRAMAX / HANDYSIZE

1762.0 (+0.8%)