印尼货轮弃马六甲直奔中国，新加坡的“过路费”收不动了？

Core Viewpoint - The emergence of direct shipping routes from Indonesia to China's Yangpu Port signifies a restructuring of Southeast Asia's shipping landscape, driven by cost efficiency and reduced logistics time [1][2]. Group 1: Cost Efficiency and Logistics - The traditional shipping route through the Strait of Malacca involved significant costs and time delays, benefiting Singapore as a middleman with high service fees [2][5]. - Direct shipping to Yangpu Port reduces transportation time from 20 days to 6 days, significantly lowering logistics costs and minimizing product loss [5][6]. - For Indonesian businesses, direct shipping translates to substantial savings, such as $280 per ton for palm oil, along with reduced port fees and time savings of 2-3 days [7][17]. Group 2: Yangpu Port's Competitive Advantages - Yangpu Port has seen a dramatic increase in shipping capacity, with total registered capacity reaching 6.6939 million tons, making it the leading port in China's free trade zones [8][18]. - The port utilizes advanced technology, including semi-automated operations and smart systems, enhancing operational efficiency and reducing logistics costs [9][10]. - The implementation of rapid customs clearance procedures has drastically reduced the time vessels spend in port, from over 5 hours to just 3 hours and 45 minutes [12][14]. Group 3: Comparison with Singapore Port - Despite Yangpu's advancements, it still lags significantly behind Singapore Port in terms of shipping volume and global connectivity, handling only 200,000 TEUs compared to Singapore's 41.12 million TEUs in 2024 [21][22]. - Singapore's geographical advantage and established infrastructure, including the ongoing expansion of the Tuas Port, solidify its position as a global shipping hub [24][26]. - The collaboration between Yangpu and Singapore aims to enhance regional supply chain resilience, rather than directly compete, by diversifying shipping routes [27].