怎么样才能够购买BDI相关的金融产品？

蚂蚁小弟

有谁知道？
从11千点跌到7xx-800点
也就是高峰时的7%左右
在credit note出不到的这段时期，即使不是最低，也离底部不远了吧？
除非每个国家以后都不再用船运，全都用空运吧。嘿嘿

蚂蚁小弟

How it works

The index is made up of an average of the Baltic Supramax, Panamax, and Capesize indices. These indices are based on professional assessments made by a panel of international shipbroking companies. The index can be accessed on a subscription basis directly from the Baltic Exchange as well as from major financial information and news services such as Thomson Reuters and Bloomberg L.P..

Most directly, the index measures the demand for shipping capacity versus the supply of dry bulk carriers. The demand for shipping varies with the amount of cargo that is being traded or moved in various markets (supply and demand). The supply of ships (cargo transports) is much less elastic than the demand for them, so the index indirectly measures global supply and demand for the commodities shipped aboard dry bulk carriers, such as building materials, coal, crude oil, metallic ores, and grains.

Because dry bulk primarily consists of materials that function as raw material inputs to the production of intermediate or finished goods, such as concrete, electricity, steel, and food, the index is also seen as an efficient economic indicator of future economic growth and production. The BDI is termed a leading economic indicator because it predicts future economic activity.[2]

蚂蚁小弟

Impact of 2008 financial crisis

On 21 May 2008 the index reached its record high level since its introduction in 1998, reaching 11793 points. Less than half a year later, on 4 November 2008, the index had dropped by 93%, to 815 points,[7] the lowest since 1999. These low rates move dangerously close to the combined operating costs of vessels, fuel, and crews.[8][9]

As of the 28th November, the index stands below 750 points.

By the end of 2008, shipping times had been already increased by reduced speeds to save fuel consumption, but lack of credit meant the disappearance of letters of credit, historically required to load cargoes for departure at ports. Debt load of future ship construction was also a problem for the companies, with several major bankruptcies and implications for shipyards.[10][11] This, combined with the collapsing price of raw commodities created a perfect storm for the world's marine commerce. Cheaper fuel was no longer able to offset this situation and global letters of credit are beyond the powers of the Federal Reserve.

蚂蚁小弟

2008年金融风暴的影响
在2008年5月21日，BDI指数升到历史高点，也就是11793点。
在少过半年时间，也就是11月4日，BDI指数跌了93%，到815点，自1999年最低。这个位置已经很危险的接近了运作的综合费用了（船，油，工人）

在11月28日，这个指数保持在750点之下。

在2008年尾，船运的时间已经加长以节省耗油。不过由于失去了Credit Notes，历史中用以在码头拿货。建设新船的债务重担也对船运公司造成了问题，并且导致一些主要的破产和影响码头。加上了原料的大幅跌价，为世界的船业制造出了一个完整的风暴。即使油价的下跌也无法平衡这个情况。何况全球性的letter of credit是联储局无法控制的

欧贝亚

相信你应该知道ＢＤＩ是不能买卖的，它是好比ＧＤＰ，一个衡量散装船运活动的数字。

如果你要投资散装船运的ＥＴＦ，答案是：没有。

http://seekingalpha.com/article/ ... -bubble-proportions

唯一的选择是投资一篮子的散装船运股，比如以下网址所列：

http://seekingalpha.com/article/ ... n-dry-bulk-shipping

蚂蚁小弟

这个指数呈现出来的是无论联储局怎么都无法救助的
～～其他国家轮不到他话事的说

～～本地船运公司——MayBulk的盈利肯定大幅受影响
～～粗劣、不经详细研究的说，Maybulk最少要跌到06年牛市前的价格区域才算合理吧？
～～大概介于1.4-1.6左右。离现在的2.1x-2.20还有30%-40%的跌幅

欧贝亚

不然你可以考虑投资石炭、小麦和铁等原产品，可以依照它们在散装船运的使用比例来投资。

蚂蚁小弟

是啊，他是船运价格的一个综合
可以买的话，是个肯定在10年内开个10翻的
～～我们的Maybulk又不争气的跌不够的说～～

hoollly

这个价钱,只是燃料费的价钱,根本就拿不回那个船只的成本,甚至拿不回利息成本.

运输业大洗牌是必然的现象.

蚂蚁小弟

这个倒没考虑到～～
毕竟原产品出入口需求高涨导致船运价格高涨
到时原产品也会高涨吧？
你是这个意思吗？

蚂蚁小弟

～～船运价格很容易随需求高涨的原因之一是～～
～～当需求大增的时候，不可能凭空生几只船出来。～～
～～建一艘船需要两年左右的说～～

蚂蚁小弟

～～洗牌，绝对是机会的说
～～而船运，除非每个国家都不再搞进出口，又或者全改用飞机
～～不然这个行业长做长有

欧贝亚

是的，你也可以减少那些依靠天气（比如小麦）的原产品比率，而增加那些中国基建需要的原产品比率。