中欧贸易动脉说掐就掐，数百亿欧元货流陷停滞

Core Points - Poland's decision to close all border crossings with Belarus has disrupted Central European trade, particularly affecting the main route of the China-Europe Railway Express [1][3] - The closure threatens a trade value of €25 billion, with warnings from the EU-China Chamber of Commerce about potential supply chain disruptions leading to increased inflation and business bankruptcies in Poland and the EU [3] - The China-Europe Railway Express has become a crucial pillar of trade, accounting for approximately 90% of the total rail freight volume between Central Europe and China, with a projected 10.6% increase in freight volume and an 85% increase in value for 2024 [3] Industry Impact - The railway route has seen its share of total China-Europe trade rise from 2.1% to 3.7%, with around 60% of goods being electronic products, machinery, lithium batteries, and electric vehicles [3] - The disruption has forced many shippers to revert to ocean routes, which, while reducing unit costs, doubles transportation time and pressures timely deliveries and seasonal sales [5] - The situation highlights the importance of diversifying transportation routes to mitigate risks associated with reliance on a single pathway, as the interruption of rail transport has placed significant pressure on goods movement [5]