DRY BULK MARKET · DAILY REPORT · 2026-09-24

干散货市场日报Dry Bulk Market Daily

Name: 干散货市场日报 2026-09-24
Creator: NAVGreen

Baltic Exchange Daily Briefing — 2026-09-24

BDI ↑1.3%

2026-09-24 BDI 3473（+1.3%）；BCI 5939、BPI 2382、BSI 1782、BHSI 1003。下方为各船型 TCE、主要航线运费、5 日走势与市场解读。On 2026-09-24, the Baltic Dry Index closed with BDI at 3473 (+1.3%). By segment: Capesize (BCI) at 5939 (+1.3%), Panamax (BPI) at 2382 (+2.1%), Supramax (BSI) at 1782 (+0.2%), Handysize (BHSI) at 1003 (+0.1%). 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

3473

+1.3% (+43.0)

BCI 海岬型BCI Capesize

5939

+1.3% (+78.0)

BPI 巴拿马型BPI Panamax

2382

+2.1% (+49.0)

BSI 灵便型BSI Supramax

1782

+0.2% (+4.0)

BHSI 小灵便BHSI Handysize

1003

+0.1% (+1.0)

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	$53,864/天	+1.3%
C8 跨大西洋往返鹿特丹/直布罗陀 round	$64,250/天	+10.3%
C9 大陆→远东单程至中国/日本	$91,639/天	+2.5%
C10 太平洋往返中国/日本 round	$48,105/天	-3.0%
C14 中国→巴西往返 China-Brazil round	$52,318/天	-0.3%
C16 远东→大陆回程 backhaul	$22,844/天	+3.3%
P5TC Panamax综合巴拿马型综合期租	$21,434/天	+2.1%
P4TC Panamax综合	$21,434/天	+2.1%
P5 航线 (82K)	$19,056/天	+1.2%
S3TC 63K综合灵便型综合期租	$20,993/天	+0.0%
S10TC Supramax综合	$22,525/天	+0.2%
S2 航线	$21,094/天	+0.0%
S8 航线	$25,336/天	+0.0%
S10 航线	$16,503/天	+0.1%
HS7TC Handysize综合小灵便型综合期租	$18,061/天	+0.2%

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	$19.8/吨	+0.6%
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	$16.0/吨	-1.9%
C7 玻利瓦尔→鹿特丹煤炭航线	$24.7/吨	+4.8%
C17 萨尔达尼亚→青岛铁矿石南非→中国	$31.6/吨	-0.2%

近 5 日走势5-Day Trend

日期Date	BDI	BCI	BPI
2026-09-24	3473	5939	2382
2026-09-23	3430	5861	2333
2026-09-22	3432	5892	2299
2026-09-21	3399	5839	2255
2026-09-18	3370	5768	2251

周环比Week-over-Week

指数Index	5 日变化5-day
BDI	+3.1%
BCI	+3.0%
BPI	+5.8%
BSI	+0.8%
BHSI	+1.5%

今日市场驱动因素Market Drivers

利多 · CapesizeC5 西澳→青岛今日 -1.9%，海岬型市场走强（BCI +1.3%，收于 5939 点）。大西洋与太平洋航线走势较为一致（C3 -0.2%，C5 -1.9%）。 BCI 近 5 日累计 +3.0%，短期上行趋势延续。

利多 · PanamaxBPI 今日 +2.1%，近 5 日 +5.8%。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Colombia’s coal trade enters a new phase as policy and logistics drive demand。Colombia’s position in the global coal market is undergoing a structural shift; robust exports, renewed access to the Israeli market and frequent disruptions to its logistics infrastructure are shapin

市场资讯Baltic Dry Index Rises to Near 2-Week High。The Baltic Exchange’s dry bulk freight index, which tracks rates for ships carrying dry bulk commodities, rose by 1.2% to its highest since September 11 at 3,473 points on Thursday. The capesize index

Market DriversCapesize (BCI) +1.3%, Panamax (BPI) +2.1%. Smaller sizes Supramax +0.2% / Handysize +0.1%. 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 +1.3%，近 5 日 +3.0%。关注中国铁矿石到港量及钢厂开工率变化。

BPI 今日 +2.1%，近 5 日 +5.8%。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 +0.1%。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

5939.0 (+1.3%)

Daily change +1.3%; assess fixtures against the forward curve.

PANAMAX

2382.0 (+2.1%)

Daily change +2.1%; assess fixtures against the forward curve.

SUPRAMAX / HANDYSIZE

1782.0 (+0.2%)

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

船用燃油 · Bunker Fuel (USD/t)

品种	均价
IFO380	$734.4
VLSFO	$923.4
MGO	$None