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市場調查報告書
商品編碼
2155638
散貨運輸:市場佔有率分析、產業趨勢與統計、成長預測(2026-2031)Bulk Cargo Shipping - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2026 - 2031) |
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據 Mordor Intelligence 稱,2025 年散貨運輸市場價值 4808.2 億美元,預計將從 2026 年的 5048 億美元成長到 2031 年的 6366.1 億美元,2026 年至 2031 年的複合年成長率為 4.75%。

鐵礦石運輸仍是散裝貨運市場的主要需求來源。西芒杜礦商業化生產的擴張改變了運往中國的鐵礦石組成。據報道,該項目到2026年5月的月出貨量將超過220萬噸。從幾內亞到中國的航線,以噸英里計算,是同等貨運量從澳洲出發航線的四倍。儘管貨運總量有所波動,但波羅的海國際航運公會(BIMCO)預測,2026年干散貨船需求成長的一半將歸因於平均航程的延長。雖然由於印尼煤炭出口下降,煤炭貿易有所下滑,但從大西洋到亞洲的更長航線仍然可以維持船舶運轉率,即使買家更換供應商。
在散裝運輸市場,農產品運輸需求正超越鐵礦石和煤炭,成為新的成長點。 2025年,海運農產品貿易量量達7.165億噸。 2026年前六週,受南美洲糧食產量過剩推動出口增加,糧食運輸量較去年同期成長15%。霍爾木茲海峽的交通中斷導致大量化肥運輸停滯,尿素、硫磺和磷酸鹽的運輸也因此延誤。國際肥料協會預測,2026/27種植季氮肥供應將趨緊。一旦供應恢復,現有庫存的買家可能會同時重返貨運市場,從而提振農產品航線對超靈便型和巴拿馬型船舶的需求。
運費仍然高度依賴船舶交付量與貨物需求之間的平衡。乾散貨訂單累積訂單與船隊規模比從2025年上半年的9.5%上升至2026年上半年的11.0%。訂單包括計劃於2026年交付的600艘船舶。波羅的海國際航運公會(BIMCO)預測,2026年船舶供應量將增加2.8%,而船舶需求量預計將成長1.5%至2.5%。巴拿馬型和超大型船舶將受到更大的影響,因為它們佔計劃交付船舶的60%以上。透過長期租船合約營運的船東比依賴即期航次的業者享有更大的保障。
到2025年,乾散貨將佔總收入的75.12%,成為散裝運輸市場中佔有率最大的貨物。鐵礦石和煤炭佔散貨貿易總量的52%以上,支撐著往返於澳洲和中國以及巴西和中國之間的海岬型和巴拿馬型船舶的運作。由於這些貨物的數量龐大,乾散貨在船隊運轉率中仍佔核心地位。礬土也推動了從西非長途運輸的需求。穀物是第三大主要貨物類別,為船東提供了進入季節性農產品貿易的機會。這個細分市場的廣泛性有利於散貨運輸市場,因為它有助於營運商避免對單一商品的依賴。
預計2026年至2031年,液體散貨運輸將以6.17%的複合年成長率成長。這項預測主要得益於霍爾木茲海峽中斷導致原油運輸路線的延長、液化天然氣(LNG)產能的擴張以及亞洲對化學品運輸船的需求。這一轉變表明,能源和化學產品的運輸在整體散裝貨物運輸市場的重要性日益凸顯。中遠海運散裝有限公司已推出「遠海四陸號」,該船被譽為全球首艘32.5萬載重噸甲醇雙燃料礦砂裝運船隻。該船展現了將裝載能力和燃料轉換應對力整合於單一資產的能力。同時營運乾散貨和液體散貨的營運商可以利用多元化的需求來應對航線中斷。
亞太地區預計到2025年將佔全球營收的51.88%,並預計到2031年將以5.63%的複合年成長率成長。該地區在散貨運輸市場佔據最大佔有率,因為中國仍然是主要的商品進口國。澳洲是鐵礦石和煤炭的主要出口國,而中國是散裝貨的主要目的地。西芒杜港的開發正在為亞洲買家拓展跨大西洋的供應路線。越南、印尼和印度正透過工業化、基礎建設規劃和沿海航運改革推動區域需求。
歐洲和北美在散貨運輸市場中扮演不同的角色。由於歐洲逐步淘汰煤炭政策導致海運蒸氣需求下降,其在乾散貨進口市場的重要性正在降低。另一方面,北美在散貨運輸市場中主要扮演糧食和冶金煤出口國的角色,向全球市場供應煤炭。五大湖和聖勞倫斯海峽也為該地區的工業和建築材料運輸提供了支持。以巴西為首的南美洲是重要的跨大西洋糧食和鐵礦石供應地。這一地理位置使得桑托斯-青島航線對巴拿馬型船舶的運作至關重要,該航線連接亞洲的農產品和消費中心。
2026年,中東和非洲將面臨相互衝突的力量。霍爾木茲海峽的封鎖擾亂了沿岸地區的原油和化肥運輸,但沙烏地阿拉伯的東西向輸油管和紅海通道提供了部分替代方案。隨著西曼杜礦的投產和礬土運輸的擴張,非洲作為乾散貨出口地區的重要性日益提升。西曼杜礦預計將實現年產6000萬噸的產能。隨著大西洋沿岸貨物運輸量的增加,非洲在散貨運輸市場中的作用進一步增強。能源供應路線的重組也提升了受阻走廊以外的過境和貿易樞紐的重要性。
According to Mordor Intelligence, the bulk cargo shipping market size was valued at USD 480.82 billion in 2025 and is estimated to grow from USD 504.80 billion in 2026 to reach USD 636.61 billion by 2031 at 4.75% CAGR over 2026-2031.

Seaborne iron ore remains a central source of cargo demand for the bulk cargo shipping market. Simandou's commercial ramp-up changed the origin mix for iron ore bound for China. The project reported monthly shipments above 2.2 million tonnes by May 2026. A Guinea-to-China voyage creates 4 times the tonne-miles of an equivalent Australian shipment. BIMCO expects longer average sailing distances to account for half of dry bulk ship demand growth in 2026, independent of changes in total cargo volumes. Coal trade declined as Indonesian exports contracted, but longer Atlantic-to-Asia routes can still support vessel utilization where buyers substitute supply origins.
Agricultural cargoes broaden demand beyond iron ore and coal in the bulk cargo shipping market. Seaborne agricultural trade reached 716.5 million tonnes in 2025. Grain shipments rose 15% year over year in the first 6 weeks of 2026 as South American surpluses increased exports. The Strait of Hormuz disruption halted a significant share of fertilizer movements and delayed urea, sulfur, and phosphate cargoes. The International Fertilizer Association expects constrained nitrogen availability during the 2026/27 crop cycle. When supply resumes, buyers drawing down inventories may return to the freight market at the same time, supporting Supramax and Panamax demand on agricultural routes.
Freight rates remain vulnerable to the balance between vessel deliveries and cargo demand. The dry bulk orderbook-to-fleet ratio reached 11.0% in H1 2026, compared with 9.5% in H1 2025. The orderbook included 600 vessels scheduled for delivery during 2026. BIMCO forecasts ship supply growth of 2.8% in 2026, compared with ship demand growth of 1.5% to 2.5%. Panamax and Supramax fleets face greater exposure because they account for more than 60% of scheduled deliveries. Owners operating through long-term charters have greater protection than operators dependent on spot voyages.
Other drivers and restraints analyzed in the detailed report include:
For complete list of drivers and restraints, kindly check the Table Of Contents.
Dry bulk cargo held 75.12% of 2025 revenue, giving it the largest position in the bulk cargo shipping market size. Iron ore and coal represented more than 52% of total bulk trade by volume and supported Capesize and Panamax employment on Australia-China and Brazil-China routes. The scale of these cargoes keeps dry bulk at the center of fleet utilization. Bauxite also adds to long-haul demand from West African origins. Grain provides a third major cargo stream and gives owners exposure to seasonal agricultural trade. The bulk cargo shipping market benefits because the segment's breadth helps protect operators from reliance on a single commodity.
Liquid bulk cargo is forecast to expand at a 6.17% CAGR from 2026 to 2031. Longer crude oil routes after the Hormuz disruption, new LNG liquefaction capacity, and Asian chemical tanker demand support this outlook. The shift indicates that energy and chemical flows are becoming more important to the broader bulk cargo shipping market. COSCO Shipping Bulk commissioned the YUAN HAI SI LU, described as the world's first 325,000-DWT methanol dual-fuel ore carrier. The vessel shows how cargo capacity and fuel-transition readiness can be combined in a single asset. Operators serving both dry and liquid trades can use diversified demand to manage route disruption.
Asia-Pacific held 51.88% of 2025 revenue and is forecast to grow at a 5.63% CAGR through 2031. The region has the largest position in the Bulk cargo shipping market share because China remains the leading commodity importer. Australia is a major exporter of iron ore and coal, while China is a major destination for bulk cargoes. Simandou's development also gives Asian buyers a growing Atlantic supply route. Vietnam, Indonesia, and India broaden regional demand through industrialization, infrastructure programs, and coastal shipping reforms.
Europe and North America have different roles in the bulk cargo shipping market. For the bulk cargo shipping market, Europe is losing dry bulk import importance as coal phase-out policies reduce demand for seaborne steam coal. North America functions in the bulk cargo shipping market primarily as an exporter of grain and metallurgical coal to global markets. The Great Lakes and St. Lawrence Seaway also support regional industrial and construction commodity movements. South America, led by Brazil, is an important Atlantic source for grain and iron ore. Its position makes the Santos-to-Qingdao route important for Panamax activity and links agricultural output to Asian consumption.
The Middle East and Africa face opposing forces in 2026. The Hormuz closure disrupted Gulf crude and fertilizer cargo movements, while Saudi Arabia's East-West pipeline and Red Sea access provided partial alternatives. Africa is becoming a more important dry bulk export region through Simandou and expanding bauxite movements. Simandou is progressing toward 60 million tonnes of annual capacity. The movement of more cargo from Atlantic origins increases the role of Africa in the bulk cargo shipping market. Redirected energy flows also raise the importance of transit and trading hubs outside the disrupted corridor.