2021年8月船舶拍賣市場評述
今年夏季,南方地區高溫天氣不常見,居民用電量回落,但在工業用電的有力支撐下,電廠日耗仍處于高位。電廠根據煤價走勢少量補庫,總體電煤庫存仍處于低位運行的狀態,但較上月庫存有所增長。港口煤炭價格持續上漲后回穩,沿海散貨運輸市場較上月運價小幅上揚,國際干散貨市場則延續上漲態勢,當前船東信心較足,干散貨市場在售船舶較少,船價高位。油運市場表現清淡,船價有所下滑??傮w來看,中國船舶拍賣市場累計拍賣63艘次,成交39艘次,成交率61.9%,起拍價累計約42791萬人民幣,成交額累計24234萬人民幣,成交情況較上月有所增長。
一、運輸市場總體穩中帶漲,船東多以運營為主
國際干散貨市場火爆行情繼續拉動內外貿兼營船舶外流,國內沿海運價小幅上漲,船東情緒較為樂觀。根據拍船網(www.shipbid.net)統計數據,8月,中國船舶拍賣市場累計拍賣63艘次,環比減少11艘次,同比增加16艘次。其中,干散貨類船舶拍賣18艘次,環比減少3艘次,液貨類船舶拍賣6艘次,環比減少2艘次。成交率方面,本月累計成交39艘次,環比增加5艘次,成交率為61.9%,成交率環比增幅明顯。
拍賣成交額繼續上揚。8月,中國船舶拍賣市場起拍價累計42791萬人民幣,環比增加5015萬人民幣,同比增加25115萬人民幣;成交額累計24234萬人民幣,環比增加3636萬人民幣,同比增加7745萬人民幣。
圖1 中國船舶拍賣市場拍賣艘次情況
圖2 中國船舶拍賣市場拍賣金額情況
二、國際干散貨市場依舊火爆,帶動沿海運輸市場行情上揚
8月中旬,國際干散貨市場熱度再次快速上揚,BDI指數回升至2010年以來的最高水平。市場總體處于“兩極分化”狀態,鐵礦石交易市場較為活躍,運價連創今年新高,但對于鐵礦石價格而言,處于2020年11月以來的最低水平。沿海運輸市場受海外市場影響,運價較上月有所上揚,總體處于較為合理的水平。液貨運輸市場方面,8月油品需求較為平淡,運價有所下滑,9月,隨著中國秋季雙節臨近,下游補庫操作將會增加,油運市場有望小幅回暖。
司法拍賣方面,本月拍賣船舶34艘次,成交21艘次,起拍價總額30414萬元,成交總額14905萬元;商業拍賣方面,本月拍賣船舶29艘次,成交18艘次,起拍價總額12393萬元,成交總額9374萬元。本月司法拍賣和商業拍賣環比均有較大漲幅,司法拍賣成交多艘工程類船舶,商業拍賣有多艘大噸位散貨船成交。
重點船舶拍賣情況,干散貨船舶方面,“成路”系列“成路28”、“成路29”、“成路58”散貨船分別以2102.8萬元、2422.4萬元、3261.2萬元成交成交。油運船舶方面,本月成交的油運船舶多為小型成品油船,未有大型油船成交。其他船型方面,本月有2艘集裝箱船舶成交,工程類船舶成交8艘次,成交額9909萬元,漁業用船和客滾類船舶分別成交5艘次和1艘次。
「拍賣成交船舶案例」
干散貨類船舶
|
序號
|
船名
|
航區
|
DWT/參考載貨量
|
建造年份
|
造船廠
|
起拍價
萬元
|
成交價
萬元
|
出價次數
|
1
|
成路28
|
無限
|
8033.4
|
2011
|
浙江
|
¥1652.8
|
¥2102.8
|
42
|
2
|
成路29
|
無限
|
8052.72
|
2012
|
浙江
|
¥1762.4
|
¥2422.4
|
33
|
3
|
成路58
|
近海
|
15995
|
2006
|
浙江
|
¥2031.2
|
¥3261.2
|
26
|
4
|
華融1
|
無限
|
56381
|
2012
|
浙江
|
¥9500
|
¥12410
|
115
|
5
|
“B85K-9”在建船舶
|
無限
|
約85000
|
2022
|
遼寧
|
$3018
|
$3603
|
36
|
6
|
JOSCO SUZHOU
|
無限
|
49416
|
2004
|
江蘇
|
$870
|
$1350
|
26
|
「拍賣船舶預告」
干散類船舶
|
序號
|
船名
|
航區
|
DWT/參考載貨量
|
建造年份
|
造船廠
|
起拍價
萬元
|
1
|
成路1
|
近海
|
7900
|
2006
|
浙江
|
¥1170.56
|
2
|
SEACON 6
|
無限
|
56826
|
2012
|
浙江
|
$1480
|
多用途船
|
序號
|
船名
|
航區
|
DWT/參考載貨量
|
建造年份
|
造船廠
|
起拍價
萬元
|
1
|
YANGZE VENUS
|
無限
|
12094.4
|
2013
|
山東
|
$1212
|
Monthly Analysis of Ship Auction Market in China
August 2021
During the summer time, high-temperature is rare in the southern region, and residential electricity has fallen. However, with the strong demand of industrial electricity, the daily consumption of power plants is still at a high level. Together with the high coal price, the power plants are cautious in replenishment which leads to low coal inventory but more than July. The price of coal at ports has risen then remained stable. The freight rate of coastal dry bulk transportation rises slightly from July, meanwhile the international dry bulk market continues to increase. Shipowners’ confidence is relatively high so the dry bulk market has fewer ships on sale with high price. However, the crude oil transportation market is sluggish with falling ship price. There are 63 ships auctioned in August and 39 are sold with the transaction rate of 61.9%. The total starting price is about ¥427.91m, while the total transaction price is ¥242.34m, increasing significantly.
Transportation market is steadily rising so the ship owners mostly focus on operations.
The booming international dry bulk market continues to attract domestic ships which makes costal freight rates rise slightly and shipowners feel optimistic. According to data from Shipbid.net, in China, the total ship auctions of August are 63, which decrease 11 MOM but increases 16 YOY. Among them, the bulk carriers are 18, which decrease 3 MOM. The chemical & tankers are 6, which decrease 2 MOM. In terms of transaction, there are 39 ships sold, which increase 5 MOM, with transaction rate of 61.9%, sharply increasing from last month.
In August, the price of ship auction steadily increases. The total starting price is approximately ¥427.91m, which increases ¥50.15m MOM and ¥251.15m YOY. The total transaction price is ¥242.34m, which increases ¥36.36m MOM and¥77.45m YOY.
Chart1 Total of Ship Auctions in China
Chart2 Total Price of Ship Auction in China
International dry bulk market remains hot, driving the coastal transportation market.
In mid-August, the international dry bulk market rose rapidly, and the BDI rebounded to the highest point since 2010. However the market is polarized: the iron ore shipping market is relatively active, with freight rates hitting new highs this year, while iron ore price is now at the lowest level since November 2020. Affected by the international market, the freight rate of coastal transportation market has risen from July, and is now at a reasonable level. In the liquid cargo transportation market, demand for crude oil is relatively flat, and freight rate has declined. In September, as the Mid-Autumn Festival and the National Day approaching, downstream replenishment will increase, and the oil transportation market is expected to pick up slightly.
In terms of judicial auction, there are 34 ships auctioned in August, of which 21 are sold. The total starting price is ¥304.14m, and the total transaction price is ¥149.05m. In terms of commercial auctions, there are 29 ships auctioned, of which 18 are sold. The total starting price is ¥123.93m, the total transaction price is ¥93.74m. There is many engineering ships sold in judicial auctions and many large-tonnage bulk carriers sold in commercial auctions, both increased significantly compared with July.
Followed are some specific auctions. In terms of bulk carrier, there are 3 bulk carriers of “CHENG LU” sold in August, of which “CHENG LU 28” sold at ¥21.028m, “CHENG LU 29” sold at ¥24.224m and “CHENG LU 58” sold at ¥32.612m. In terms of tanker, there are mostly small -tonnage product oil tankers traded in August. In terms of other ships, there are 2 container ships and 8 engineering ships sold with the total price of ¥99.09m, together with 5 fishery ships and only 1 ro-ro passenger ship.
Samples of Ship Auctions
Bulk Carriers
|
NO.
|
Ship Name
|
Sailing Area
|
DWT/
Reference capacity
|
Year Built
|
Shipyard
|
Starting Price
|
Transaction Price
|
Bids
|
1
|
CHENGLU 28
|
Unrestricted navigation
|
8033.4
|
2011
|
ZheJiang
|
¥16.528M
|
¥21.028M
|
42
|
2
|
CHENGLU 29
|
Unrestricted navigation
|
8052.72
|
2012
|
ZheJiang
|
¥17.624M
|
¥24.224M
|
33
|
3
|
CHENGLU 58
|
Coastal
|
15995
|
2006
|
ZheJiang
|
¥20.312M
|
¥32.612M
|
26
|
4
|
HUARONG 1
|
Unrestricted navigation
|
56381
|
2012
|
ZheJiang
|
¥95M
|
¥124.1M
|
115
|
5
|
Hull No.B85K-9
|
Unrestricted navigation
|
85000
|
2022
|
LiaoNing
|
$30.18M
|
$36.03M
|
36
|
6
|
JOSCO SUZHOU
|
Unrestricted navigation
|
49416
|
2004
|
JiangSu
|
$8.7M
|
$13.5M
|
26
|
Preview of Ship Auctions
Bulk Carriers
|
NO.
|
Ship Name
|
Sailing Area
|
DWT/
Reference capacity
|
Year Built
|
Shipyard
|
Starting Price
|
1
|
CHENGLU 1
|
Coastal
|
7900
|
2006
|
ZheJiang
|
¥11.7056M
|
2
|
SEACON 6
|
Unrestricted navigation
|
56826
|
2012
|
ZheJiang
|
$14.80M
|
Multi-purpose Vessels
|
NO.
|
Ship Name
|
Sailing Area
|
DWT/
Reference capacity
|
Year Built
|
Shipyard
|
Starting Price
|
1
|
YANGZE VENUS
|
Unrestricted navigation
|
12094.4
|
2013
|
ShanDong
|
$12.12M
|