欧洲港口拥堵冲击全球航运:影响蔓延至美亚市场

2025年05月26日 2202点热度 361人点赞 20条评论

近期,欧洲主要港口的严重拥堵已经对全球航运造成重大冲击。根据最新的报告,北欧主要港口如不来梅港、安特卫普港、汉堡港等的拥堵状况正在恶化,泊位等待时间大幅增长,打乱了全球供应链。

港口拥堵的主要因素

拥有全球影响力的伦敦海运咨询公司德路里指出,劳动力短缺和莱茵河的低水位显著阻碍了内陆地区的驳船运输。此外,因美国总统特朗普暂时取消对中国进口商品的部分高额关税,导致物资运输需求激增,这加剧了港口的压力。

在这段期间内,欧洲主要港口的延误时间显著增加。其中,不来梅港的泊位等待时间跃升了77%,安特卫普和汉堡港则分别增加了37%和49%,其他港口如鹿特丹和费利克斯托也未能幸免。

欧洲港口拥堵冲击全球航运:影响蔓延至美亚市场

全球航运市场的连带影响

这种拥堵状况已经开始影响跨太平洋的东行贸易。尤其在美中关税90天暂停期的背景下,旺季需求提前显现,造成航运行业的进一步压力。自4月底以来,中国深圳、洛杉矶和纽约也出现了集装箱船等待泊位的数量增加的现象。

然而,德国不来梅港等港口的状况尽管有所改善,但预计完全控制需要6到8周的时间。由于关税政策的不确定性,美国和欧盟间的反复摩擦让进出口商难以调整订单,导致需求和供给的异常波动。

运费上涨的预期

航运公司已开始采取措施应对成本上涨的压力。全球领先的集装箱航运公司地中海航运公司(MSC)宣布,自6月起,将提高亚洲出发的货物运价,并征收旺季附加费。这表明,运费上涨压力将在未来几周延续。

欧洲港口拥堵冲击全球航运:影响蔓延至美亚市场

德路里指出,港口延误正在延长运输时间,扰乱库存计划,使托运人不得不携带额外的库存,这一系列问题将在短期内推动运价上升。此外,特朗普持续对欧盟威胁加征关税,增加了政策不确定性,也对运输成本构成了预期压力。

红海地区的地缘政治风险仍然存在,船只不得不绕行非洲南部,安全的苏伊士运河航线尚未恢复正常。赫伯罗特公司首席执行官Jansen指出,苏伊士运河航行恢复需谨慎且渐进,以免港口因交通量激增而瘫痪。

 

部分内容数据选取&参考:epthomtimes、自由财经等

 

 

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