2020年7月船舶拍卖市场评述
一、船舶拍卖数量大幅增长，单月成交额达年度高位
本月船舶拍卖市场拍卖艘次大增，成交艘次基本持平。根据拍船网（www.shipbid.net）统计数据1，2020年7月，中国船舶拍卖市场累计拍卖72艘次，环比增加30艘次，同比增加12艘次。其中，干散货类船舶和液货类船舶分别为22艘次和4艘次，环比分别增加10艘次和2艘次。成交率方面，本月累计成交33艘次，环比增加3艘次，成交率为45.8%。
成交金额环比翻倍，单月成交额为今年新高。7月，中国船舶拍卖市场起拍价累计约53326万人民币，环比增加26714万人民币，增幅超50%，同比增加27380万人民币，成交额累计49292万人民币，环比增加34253万人民币，同比增加25251万人民币。
图1中国船舶拍卖市场拍卖艘次情况
图2中国船舶拍卖市场拍卖金额情况
二、疫情影响导致运输市场表现不佳，船价低位抄底心态渐浓
中国沿海运输市场正在从前期新冠疫情影响中快速复苏，大量经济刺激政策促使市场恢复正轨，但海外疫情的发展超出预期，中国原材料进口、制造业出口等国际运输市场不容乐观，船东对后市发展略显信心不足，单船拍卖成交价也略低于去年同期，低价抄底投机商开始活跃。
本月，“浙江造船有限公司资产包”以4.09亿人民币成交，溢价率13.6%，吸引了航运业内业外人士的广泛关注。竞拍标的不仅包括11艘在建船舶，也涉及部分生产物资、建筑物和构筑物，为综合类的资产包。
司法拍卖方面，大连海事法院于7月初公告了包含散货船、采砂船在内的共12艘“辽丹”系列内河船舶，这些船舶为丹东航道工程局有限责任公司所有，因航道疏浚合同纠纷被法院依法查封处置。7月28日的公开拍卖中，12艘船舶无人出价，全部流拍。
重点船舶拍卖情况，干散货船舶方面，“启晨”、“启盛”两艘灵便型散货船二拍继续流拍；27232载重吨的未完工内河散货船“万隆闫小玉156”以2560万人民币成交。液货类船舶方面，本月唯一成交的成品油船“金九龙2号”成交价为188万人民币。其他船型方面，本月渔船成交量大幅上涨，共成交11艘次，环比增加7艘次；客船和工程类船舶成交量基本持平，分别成交4艘次和6艘次。
1数据来源于各大拍卖平台、产权交易所公开竞价平台、船舶交易所公开竞价平台等，或有少量现场拍卖因公开程度有限可能未纳入统计
Monthly Analysis of Ship Auction Market in China
July 2020
The number of ship auctions increased significantly, and the monthly transaction price reached an annual high.
The number of auctioned ships increased sharply in July 2020, while the transaction of that was basically the same. According to data from www.shipbid.net1, the total ship auctions of July were 72，which increased 30 MOM and 12 YOY. Among them, the bulk carrier auctions were 22, which decreased 10 MOM. The chemical & tanker auctions were 4, which increased 2 MOM. In terms of transaction rate, there were 33 auctions transacted in July, which increased 3 MOM, with a transaction rate of 45.8%.
In July, thetransactionprice doubled MOM, and reached the highest this year. The total starting price of the Chinese ship auction market was approximately￥533.26m, which increased￥267.14m with over 50% MOM, and increased￥273.8m YOY. The total transaction price was￥492.92m, which increased￥342.53m MOM and￥252.51m YOY. .
Chart1 Total ofShipAuctions in China
Chart2 Total Price of Ship Auction in China
With poor performance of the transportation market caused by epidemic, the mentality of picking up the bottom of ship price has gradually become stronger.
China's coastal transportation market was recovering rapidly from the impact of the Novel Coronavirus, and a large number of economic stimulus policies have helped the market get back on track. However, the spread of overseas epidemic has exceeded expectations. International transportation such as China's import of raw materials and export of manufacturing industries was negative. Shipowners showed little confidence in the future development, and the transaction price of auctioned ship was also slightly lower than that of the same period last year. Then, bargain-hunting speculators began to flourish.
This month, "Zhejiang Shipbuilding Co., Ltd. Asset Package" was auctioned with the transaction price of￥409m, with a premium rate of 13.6%, which attracted wide attention of people in and out of the shipping industry. The subject of this auction was an integrated asset package including 11 ships under construction, some production materials, buildings and structures.
In terms of judicial auction, the Dalian Maritime Court announced 12 inland river vessels including bulk carriers and sand dredgers all named after Liaodan in early July. These vessels were owned by the Dandong Waterway Engineering Bureau Limited Liability Company, and were seized and disposed of by the court due to a dispute over a waterway dredging contract. At the public auction on July 28th, 12 vessels remained unsold without bids.
Followed were some specific auctions. The auctions of Handysize bulk carriers QiChen and QiSheng were failed for the second time. The unfinished inland river bulk carrier "WanLongYanXiaoYu 156" with 27,232 DWT was sold for￥25.6m. There was only one product oil tanker JinJiuLong 2 sold for￥1.88m. In terms of other ships, the transactions of fishing vessel rose sharply to 12, increased 7 MOM. The transaction of ro/ro passenger ship is 4, while that of engineering ship was 6.
1The data comes from various auction platforms, public bidding platforms of property rights exchanging market and ship exchange market etc. with a few live auctions may not be included in due to limited publicity.