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俄罗斯港口遇袭,中国贸易货物被卡,进口能源再添风险
Sou Hu Cai Jing· 2025-10-19 06:57
Core Insights - The recent drone attack by Ukraine on Russia's Novorossiysk port has raised concerns about the impact on Sino-Russian trade, particularly as Chinese goods have been stranded at the port for over three days, leading to significant losses [1][3]. Group 1: Importance of Novorossiysk Port - Novorossiysk port is a critical energy and trade hub on the Black Sea, handling approximately 2 million barrels of oil exports, which accounts for nearly 20% of Russia's total oil exports, with a significant portion destined for China and India [3][6]. - The port's facilities have been rendered inoperable due to the attack, disrupting a vital trade route that is difficult to replace due to geographical and climatic constraints of other Russian ports [5][6]. Group 2: Impact on Sino-Russian Trade - The port's closure has resulted in additional storage costs for stranded goods, with examples such as a 800,000 yuan electrical component incurring a 1% penalty for each day of delay, leading to a loss of approximately 250,000 yuan over three days [8]. - Despite the disruption, China has been proactive in diversifying its trade routes, with new ferry lines and increased cargo capacity through other ports, such as the opening of the Tongjiang waterway and the growth of cargo volume through Murmansk port by 40% year-on-year [8][10]. Group 3: Long-term Implications - The Chinese government maintains a stance on ensuring the safety of civilian infrastructure and global supply chain stability, which supports the transition of goods to alternative routes [10]. - The attack may accelerate the enhancement of Sino-Russian cooperation in risk management, with Russia planning to expand Murmansk port's capacity and ongoing projects involving Chinese enterprises in Arctic LNG [10].
2025年第二季度西非经货联盟内部贸易额增长9.2%
Shang Wu Bu Wang Zhan· 2025-10-15 17:10
(原标题:2025年第二季度西非经货联盟内部贸易额增长9.2%) 西非经济门户网10月13日报道,根据官方数据,2025年第二季度西非经货联盟成员国之间的贸易额 达到1.3万亿西非法郎(约合23.6亿美元),较上一季度增长9.2%,反映出该地区贸易在稳定复苏。拥 有1.4亿人口的西非市场,其内部贸易占成员国全球贸易总额的16.1%。从出口看,科特迪瓦和塞内加尔 是该地区最主要的两大供应国,科向地区国家出口额占西非经货联盟市场内部出口总额的35.8%,其后 是塞内加尔,占19.5%,两国共计占地区内部贸易流量的一半以上。科、塞两国是名副其实的西非门 户,这种主导地位建立在工业基础的多样性和完善的物流基础设施之上,两国向地区供应的主要产品包 括石油、建筑材料、农产品原料、化肥等。从进口看,布基纳法索(26%)和马里(18.8%)两个内陆 国家是地区主要需求国,自地区国家进口额占地区市场内部进口总额近一半,两国严重依赖科特迪瓦和 塞内加尔获取燃料、原材料和食品供应。报道指出,非关税壁垒、海关效率和安全限制等因素仍然阻碍 地区贸易流通,同时制成品及高附加值产品仍然占比很小。 ...