太平洋航運(02343.HK)首季小及超靈便型乾散貨船日均收入按年增長逾1倍
太平洋航運(02343.HK)公佈,第一季錄得的小靈便型及超靈便型乾散貨船按期租合約對等基準的日均收入分別爲23,810美元(下同)及32,510元,按年分別增長117%及122%。期內的日均表現較小靈便型及超靈便型乾散貨船的平均指數分別高出3,260元及8,610元。
第二季的核心小靈便型及超靈便型乾散貨船日數中,分別已有75%及92%按日均租金23,970元及31,250元獲訂約。下半年的核心小靈便型及超靈便型乾散貨船日數中,分別已有26%及35%按日均租金16,440元及21,590元獲訂約。根據往年情況,料在今年餘下時間以高於第一季的租金訂定新的貨運合約及長期合約的機會甚高。
另外,公司於第一季已出售四艘小靈便型乾散貨船。近數個月來,隨着資產價格迫近歷史高位,減慢了購船步伐,並預計今年的購船活動將較去年減少。
公司指,隨着貿易流向的變化及全球糧食和能源安全問題,預計今年需求,特別是對小宗散貨、穀物及煤炭的需求, 將保持強勁,更高的噸位航距需求將進一步推動乾散貨市場。而烏克蘭衝突導致的貿易流向變化對一些商品的噸位航距需求產生了正面影響,將繼續關注衝突對全球增長和穀物流向於今年稍後時間的影響。目前沒有在烏克蘭或俄羅斯港口外營運貨船。
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