2021年9月船舶拍賣市場評述
9月,“秋老虎”天氣影響逐漸消退,沿海各地高溫天氣得到緩解,居民用電量有所回落,但在工業用電需求支撐下,電廠日耗小幅下滑后仍處高位。煤炭價格較高,下游補庫操作較為謹慎,沿海電廠庫存幾乎都處于紅線狀態,受剛需拉動,本月沿海運價先抑后揚。國際市場方面,集裝箱市場高位盤整,散貨運輸市場運價不斷沖高,船東信心充足,但市場可售運力有限,船價處于高位??傮w來看,中國船舶拍賣市場累計拍賣73艘次,成交37艘次,成交率50.7%,起拍價累計約114517萬人民幣,成交額累計95893萬人民幣,船舶拍賣量較上月大幅增長。
一、受國內運輸市場剛需推動,船舶拍賣市場熱情再度沖高
9月,受多個臺風影響,市場運力較為緊張,國內市場運價較前期有所提振,船東信心重燃。根據拍船網(www.shipbid.net)統計數據,9月,中國船舶拍賣市場累計拍賣73艘次,環比增加10艘次,同比減少4艘次。其中,干散貨類船舶拍賣19艘次,環比增加1艘次,液貨類船舶拍賣4艘次,環比減少2艘次。成交率方面,本月累計成交37艘次,環比減少2艘次,成交率為50.7%,成交率環比有所下滑。
拍賣成交額大幅上漲。9月,中國船舶拍賣市場起拍價累計114517萬人民幣,環比增加71693萬人民幣,同比增加77439萬人民幣;成交額累計95893萬人民幣,環比增加71614萬人民幣,同比增加68763萬人民幣。
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、沿海運輸市場行情穩中帶漲,國際運輸市場熱度繼續上揚
國際干散貨市場各船型表現各異,海岬型船市場受臺風“燦都”影響以及貨盤支撐下,運價大幅上漲,波羅的海交易所數據顯示,BCI在一個月內由6000點沖至9000點,而巴拿馬型船和超靈便型船貨盤則略顯不足,活躍度不高,運價小幅波動。沿海運輸市場在9月上半月表現較為冷清,運價接連下滑,步入9月下旬后,在電廠煤炭拉運剛需的推動下,運價快速回漲。
司法拍賣方面,本月拍賣船舶38艘次,成交15艘次,起拍價總額35608萬元,成交總額9495萬元;商業拍賣方面,本月拍賣船舶35艘次,成交22艘次,起拍價總額78910萬元,成交總額86398萬元。本月商業拍賣成交多艘大型船舶,成交額大幅上揚。
重點船舶拍賣情況,本月干散貨船成交較多,重點船舶方面,“華融1”以12410萬人民幣成交,“B85K-9”在建船舶以3603萬美元成交,“JOSCO SUZHOU”以1350萬美元成交,“SEACON 6”以1530萬美元成交。油船成交較少,多為內河小型油船。其他船型方面,漁業用船成交3艘次,成交額591萬人民幣,工程類船舶成交10艘次,3655萬人民幣,客滾類船舶未有成交。
「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
|
華融1
|
無限
|
56381
|
2012
|
浙江
|
¥9500
|
¥12410
|
115
|
2
|
“B85K-9”在建船舶
|
無限
|
約85000
|
2022
|
遼寧
|
$3018
|
$3603
|
36
|
3
|
JOSCO SUZHOU |
無限
|
49416
|
2004
|
江蘇
|
$870
|
$1350
|
26
|
4
|
SHAO SHAN 5
|
無限
|
75449.3
|
2012
|
廣東
|
$1500
|
$2082
|
45
|
5
|
SHAO SHAN 6
|
無限
|
75416
|
2012
|
廣東
|
$1500
|
$2090
|
45
|
6
|
成路1
|
近海
|
7900
|
2006
|
浙江
|
¥1170.56
|
¥1170.56
|
1
|
7
|
SEACON 6
|
無限
|
56826
|
2012
|
浙江
|
$1480
|
$1530
|
8
|
「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
|
山東海昌
|
無限
|
75081
|
2011
|
山東
|
$1623
|
2
|
北侖海9
|
無限
|
約65000
|
1989
|
日本
|
¥1850
|
液貨類船舶
|
序號
|
船名
|
航區
|
DWT/參考載貨量
|
建造年份
|
造船廠
|
起拍價
萬元
|
1
|
鑫通宇8
|
沿海
|
3357
|
2005
|
浙江
|
¥785
|
2
|
鑫通宇18
|
沿海
|
2570
|
2006
|
浙江
|
¥635
|
Monthly Analysis of Ship Auction Market in China
September 2021
In September, with the autumn heatwaves gradually subsided, high temperature in coastal areas was relieved, and the electricity consumption of residents has dropped. However, demand for industrial electricity is still strong, and daily consumption of power plants remains high after a small decline. For the high coal price, power plants are cautious in replenishment which makes almost all coastal power plants' inventories under the red line. The freight rate of coastal dry bulk transportation rises for strong demands in late September. In the international market, the freight rate of container is fluctuating at an extremely high level, while which in dry bulk market continues to rise. Shipowners have sufficient confidence, so there is fewer ship on sale with high price. There are 73 ships auctioned in September and 37 are sold with transaction rate of 50.7%. The total starting price is about ¥1145.17m, while the total transaction price is ¥958.93m, increasing significantly.
Rigid demand in the domestic transportation market have brought massive push to the ship auction market.
During the September, affected by a number of typhoons, transport capacity in China is tight, and the freight rate is boosted compared to previous period which rekindles shipowners' confidence. According to data from Shipbid.net, in China, the total ship auctions of September are 73, which increase 10 MOM but decrease 4 YOY. Among them, bulk carriers are 19, which increase 1 MOM and chemical & tankers are 4, which decrease 2 MOM. In terms of transaction, there are 37 ships sold, which decrease 2 MOM, with transaction rate of 50.7%, decreasing from last month.
In September, price of ship auction increases sharply. The total starting price is approximately ¥1145.17m, which increases ¥716.93m MOM and ¥774.39m YOY. The total transaction price is ¥958.93m, which increases ¥716.14m MOM and¥687.63m YOY.
Chart1 Total of Ship Auctions in China
Chart2 Total Price of Ship Auction in China
The coastal transportation market is steadily rising, and the international transportation market continues to heat up.
The performance of international dry bulk market is different in each ship type. The Capesize, affected by the typhoon "CHANTHU" and strong activities, provides a sharp rise of freight rate. According to data from the Baltic Exchange, BCI rushes from 6000 points to 9000 points within a month, while activities of Panamax and Supramax are slightly insufficient, and the freight rate fluctuates slightly. The coastal transportation market is relatively quiet in the early September, with freight rates falling successively. While in the late September, driven by rigid demand for coal of power plants, freight rates rebounded rapidly.
In terms of judicial auction, there are 38 ships auctioned in September, of which 15 are sold. The total starting price is ¥356.08m, and the total transaction price is ¥94.95m. In terms of commercial auctions, there are 35 ships auctioned, of which 22 are sold. The total starting price is ¥789.10m, the total transaction price is ¥863.98m. A number of large-scale ships are sold at commercial auctions in September, with transaction price rising sharply.
Followed are some specific auctions, mostly bulk carriers. The “HUA RONG 1” sold at ¥124.10m; “B85K-9”, bulk carrier under construction, sold at $36.03m; “JOSCO SUZHOU” sold at $13.50m; “SEACON 6” sold at $15.30m. Meanwhile, there are fewer tankers traded in September, of which are mostly small -tonnage inland river tankers. In terms of other ships, there are 3 fishery ships sold with the total price of ¥5.91m, 10 engineering ships sold with the total price of ¥36.55m and no ro-ro passenger ship sold.
Samples of Ship Auctions
Bulk Carriers
|
NO.
|
Ship Name
|
Sailing Area
|
DWT/
Reference capacity
|
Year Built
|
Shipyard
|
Starting Price
|
Transaction Price
|
Bids
|
1
|
HUARONG 1
|
Unrestricted navigation
|
56381
|
2012
|
ZheJiang
|
¥95M
|
¥124.1M
|
115
|
2
|
Hull B85K-9
|
Unrestricted navigation
|
85000
|
2022
|
LiaoNing
|
$30.18M
|
$36.03M
|
36
|
3
|
JOSCO SUZHOU
|
Unrestricted navigation
|
49416
|
2004
|
JiangSu
|
$8.7M
|
$13.5M
|
26
|
4
|
SHAO SHAN 5
|
Unrestricted navigation
|
75449.3
|
2012
|
GuangDong
|
$15M
|
$20.82M
|
45
|
5
|
SHAO SHAN 6
|
Unrestricted navigation
|
75416
|
2012
|
GuangDong
|
$15M
|
$20.9M
|
45
|
6
|
CHENGLU 1
|
Coastal
|
7900
|
2006
|
ZheJiang
|
¥11.71M
|
¥11.71M
|
1
|
7
|
SEACON 6
|
Unrestricted navigation
|
56826
|
2012
|
ZheJiang
|
$14.8M
|
$15.3M
|
8
|
Preview of Ship Auctions
Bulk Carriers
|
NO.
|
Ship Name
|
Sailing Area
|
DWT/
Reference capacity
|
Year Built
|
Shipyard
|
Starting Price
|
1
|
SHANDONGHAICHANG
|
Unrestricted navigation
|
75081
|
2011
|
ShanDong
|
$16.23M
|
2
|
BEILUNHAI 9
|
Unrestricted navigation
|
65000
|
1989
|
Japan
|
¥18.5M
|
Chemicals & Tankers
|
NO.
|
Ship Name
|
Sailing Area
|
DWT/
Reference capacity
|
Year Built
|
Shipyard
|
Starting Price
|
1
|
XINTONGYU 8
|
Coastal
|
3357
|
2005
|
ZheJiang
|
¥7.85M
|
2
|
XINTONGYU 18
|
Coastal
|
2570
|
2006
|
ZheJiang
|
¥6.35M
|