DRY BULK MARKET · DAILY REPORT · 2026-09-21

干散货市场日报Dry Bulk Market Daily

Name: 干散货市场日报 2026-09-21
Creator: NAVGreen

Baltic Exchange Daily Briefing — 2026-09-21

BDI ↑0.9%

2026-09-21 BDI 3399（+0.9%）；BCI 5839、BPI 2255、BSI 1771、BHSI 993。下方为各船型 TCE、主要航线运费、5 日走势与市场解读。On 2026-09-21, the Baltic Dry Index closed with BDI at 3399 (+0.9%). By segment: Capesize (BCI) at 5839 (+1.2%), Panamax (BPI) at 2255 (+0.2%), Supramax (BSI) at 1771 (+0.2%), Handysize (BHSI) at 993 (+0.5%). 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

3399

+0.9% (+29.0)

BCI 海岬型BCI Capesize

5839

+1.2% (+71.0)

BPI 巴拿马型BPI Panamax

2255

+0.2% (+4.0)

BSI 灵便型BSI Supramax

1771

+0.2% (+4.0)

BHSI 小灵便BHSI Handysize

993

+0.5% (+5.0)

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	$52,953/天	+1.2%
C8 跨大西洋往返鹿特丹/直布罗陀 round	$54,906/天	+0.3%
C9 大陆→远东单程至中国/日本	$87,889/天	+0.6%
C10 太平洋往返中国/日本 round	$51,632/天	+2.6%
C14 中国→巴西往返 China-Brazil round	$51,709/天	+0.6%
C16 远东→大陆回程 backhaul	$21,861/天	+0.4%
P5TC Panamax综合巴拿马型综合期租	$20,297/天	+0.2%
P4TC Panamax综合	$20,297/天	+0.2%
P5 航线 (82K)	$19,088/天	-1.9%
S3TC 63K综合灵便型综合期租	$20,892/天	+0.4%
S10TC Supramax综合	$22,389/天	+0.3%
S2 航线	$20,971/天	+0.2%
S8 航线	$25,425/天	+0.8%
S10 航线	$16,246/天	+0.2%
HS7TC Handysize综合小灵便型综合期租	$17,876/天	+0.6%

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	$19.6/吨	+0.3%
C3 图巴朗→青岛铁矿石巴西→中国	$43.0/吨	+0.2%
C5 西澳→青岛铁矿石太平洋线	$16.9/吨	+1.7%
C7 玻利瓦尔→鹿特丹煤炭航线	$23.1/吨	+0.1%
C17 萨尔达尼亚→青岛铁矿石南非→中国	$31.7/吨	+0.2%

近 5 日走势5-Day Trend

日期Date	BDI	BCI	BPI
2026-09-21	3399	5839	2255
2026-09-18	3370	5768	2251
2026-09-17	3336	5656	2282
2026-09-16	3327	5612	2325
2026-09-15	3360	5687	2364

周环比Week-over-Week

指数Index	5 日变化5-day
BDI	+1.2%
BCI	+2.7%
BPI	-4.6%
BSI	+2.0%
BHSI	+4.7%

今日市场驱动因素Market Drivers

利多 · CapesizeC5 西澳→青岛今日 +1.7%，海岬型市场走强（BCI +1.2%，收于 5839 点）。大西洋与太平洋航线走势较为一致（C3 +0.2%，C5 +1.7%）。 BCI 近 5 日累计 +2.7%，短期上行趋势延续。

利多 · PanamaxBPI 今日 +0.2%，近 5 日 -4.6%。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Baltic Dry Index Rises to 1-Week High。The Baltic Exchange’s dry bulk freight index, which tracks rates for ships carrying dry bulk commodities, was up for the third session on Monday, rising about 0.8% to a one-week high of 3,399 points.

市场资讯China thermal coal import outlook and Indonesian supply assumptions。China’s coal import outlook spans softer buying through broadly sustained recent arrivals, but the effect on shipping will depend on which vessels carry the coal and where it is loaded. Panamax has he

Market DriversCapesize (BCI) +1.2%, Panamax (BPI) +0.2%. Smaller sizes Supramax +0.2% / Handysize +0.5%. 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 +1.2%，近 5 日 +2.7%。关注中国铁矿石到港量及钢厂开工率变化。

BPI 今日 +0.2%，近 5 日 -4.6%。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 +0.2%，BHSI +0.5%。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

5839.0 (+1.2%)

Daily change +1.2%; assess fixtures against the forward curve.

PANAMAX

2255.0 (+0.2%)

Daily change +0.2%; assess fixtures against the forward curve.

SUPRAMAX / HANDYSIZE

1771.0 (+0.2%)