Dry bulk market: Chinese property market misery to injure the demand for dried bulk bearers
TThe current crisis of the Chinese property market is expected to be translated into lower demand for dried bulk carriers. In its latest weekly report, Shipbroker intermodal vessels said that “Chinese property sector remains rooted in in-depth corrections in 2025, without short-term stabilization signs. The floor space being built, new beginning, and resolution of housing all fall sharply, based on data developed from national construction (NBS). (NBS).
According to Mr. Yiannis Parganas, Head of the Intermodal Research Department, “In the first five months of 2025, real estate investment dropped 10.7%year-to-year, with housing investment down 10%. The total floor space that is being built down 9.2%, and new residentials derived by more than 21%. Housing spaces that were reduced by almost 18%, highlighting only highlighting only a few. main “.
Source: Intermodal
“This slowdown has been built since 2021, but the current phase is determined by the debt overhang, the developer who starves liquidity, and the collapse of the buyer’s trust. The price of new houses is down 0.3% of the month-to-month in June, the most steep rate in eight months, while the higher home index has been lowered with a higher one At that time, in a higher time, in homes in homes, which are in a higher house since August 2021, in a higher time, which is in the house, in higher homes since August 2021, in a higher time, which is only in the house, which is only in the house, in the higher houses since August 2021. 4-6% of the current inventory, “said Parganas.
“However, not all regions suffer together. First-level cities such as Shanghai and Shenzhen have shown relative resilience, supported by urban renewal policies and premium housing demands. In Shanghai, $ 1 million which is also specifically bought from the series returned. For the sustainability or renewal of rapid decades of expansion, new emphasis is on improving the quality and efficiency of existing housing.
Source: Intermodal
Intermodal analyst notes that “the effect is bumpy outside. Steel demand, while still supported by government infrastructure projects, has softened in a segment driven by Real Estate. The price of iron ore has struggled to hold $ 97 per ton which is reduced around its back around the ranking that is reduced.
“Untuk pengiriman massal kering, ini berarti volume kargo yang lebih rendah pada rute-rute utama yang terkait dengan China. Supramax dan kapal-kapal yang dikeluarkan secara khusus terpapar komoditas yang terkait dengan konstruksi seperti bijih besi dan semen. Untuk peserta pengiriman, ini diterjemahkan ke dalam pandangan yang lebih ramping. Konstruksi yang tidak dapat dilihat oleh volume yang tidak dapat dilihat dengan baik, dan baja, dan bahan baja yang tidak dapat dilihat dengan baik. infrastruktur atau pembaruan kota green.
Nikos Roussanoglou, Hellenic Shipping News worldwide
