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美国下周开征“港口费”加剧行业波动
Huan Qiu Shi Bao· 2025-10-10 10:18
【环球时报报道 记者 倪浩】在酝酿了一年半之后,美国针对中国船舶的"301条款"措施即将于下周落 地。美国海关与边境保护局(CBP)10月3日正式发布CSMS #66427144号公告,确定自10月14日起,对 进入美国港口的中国拥有、运营或建造的船舶,以及所有外国建造的汽车运输船征收额外费用。此举引 发行业震动。但业内人士分析认为,美国这项单边主义措施,不但短期内无法帮助美国恢复造船业,而 且还会扰乱全球航运秩序,其成本最终将由企业与消费者承担。 市场咨询机构壹航运创始人兼CEO钟哲超9日接受《环球时报》记者采访时表示,这意味着美国对中国 的"海事、物流和造船业"301条款措施已从政策层面进入实质落地阶段,且与此前发布的收费方案相比 更具可执行性与追溯力。 据《日经亚洲评论》报道,美国最大港口洛杉矶港每月需装卸、堆放数十万个集装箱,该港执行董事塞 罗卡表示,受美国关税、政策反复和即将实施的船舶费影响,航运业正经历 "剧烈波动"。他透露,自 今年4月以来,航运公司一直在思考"接下来该怎么办"。对大多数企业而言,答案很明确:减少中国造 船舶在美国航线的运营数量,改用韩国、日本等其他国家建造的船舶。"对部分企业而 ...
美国于10月14号对中国船只开征“港口费”,海运成本或大幅上涨
Sou Hu Cai Jing· 2025-10-10 08:17
附件I:自2025年10月14日起,对由中国实体拥有或运营的到港船舶,按每净吨50美元收取费用; 附件II:自2025年10月14日起,对中国建造的到港船舶,按"每净吨18美元"或"每卸货集装箱120美元"孰高标准收取费用; 附件III:自2025年10月14日起,对到港的汽车运输船或滚装船,按每净吨14美元收取费用。 所有费用支付均须通过美国财政部的官方安全支付平台Pay.gov完成,不得在入境港口缴纳。Pay.gov会根据《301条费用支付表》中的选择自动计算费用,并 将支付确认传递给船舶入港与放行系统(VECS)。若VECS无法将支付与船舶抵达信息匹配,申报人或船舶运营商可凭Pay.gov的支付确认邮件作为缴费凭证。 在酝酿了一年多后,美国针对中国船舶的"301条款"措施即将于10月14号落地。2025年10月3日,美国海关与边境保护局(CBP)正式发布了CSMS #66427144号公告,明确启动对中国船只征收费用。 根据各附件的豁免和特殊规则,船舶运营方必须在船舶首次自关境外进入美国港口之前缴纳相关费用。需要特别注意的是,是否应缴费的判定责任在于船舶 运营方,而非美国海关与边境保护局(CBP)。美国 ...
波兰关闭通道,中欧班列“停摆”13天,中国商人“极限操作”
Hu Xiu· 2025-09-29 12:21
Core Viewpoint - The reopening of the "Yiwu-Madrid" China-Europe Railway Express at the Polish-Belarusian border marks a significant recovery for international logistics after a 13-day closure due to geopolitical tensions, impacting numerous freight operations and highlighting the importance of this route for cross-border trade [2][12][29]. Group 1: Impact of Border Closure - Approximately 350 China-Europe trains were stranded at the border during the 13-day closure, with an estimated recovery time of three to four weeks for normal operations to resume [3][12]. - The closure of the Polish-Belarusian border was a significant disruption, as around 90% of China-Europe trains transit through Poland, making it a critical hub for logistics [12][27]. - The closure led to increased pressure on supply chains, with many businesses facing inventory shortages and potential disruptions in their operations [12][15]. Group 2: Alternative Solutions - Companies have begun to explore alternative transportation methods, including air and sea freight, to mitigate the impact of the border closure [16][21]. - Air freight is significantly more expensive, costing about three times more than rail, while sea freight is cheaper but takes longer, with delivery times extending by 20 to 30 days compared to rail [23]. - Logistics firms are advising clients to adapt their shipping strategies, utilizing air or sea options for urgent shipments while awaiting the resumption of rail services [17][21]. Group 3: Future Outlook - Despite the recent disruptions, there is confidence in the continued viability of the Poland route for logistics, as it remains economically advantageous and efficient compared to alternative routes [26][29]. - The development of new shipping routes, such as the Arctic shipping line, which significantly reduces transit times to Europe, is being closely monitored by logistics companies [30][31]. - The overall impact of the border closure on the broader logistics industry appears limited, with many businesses in the cross-border trade sector demonstrating resilience and adaptability [28][29].
波兰关闭通道,中欧班列停摆13天,中国商人上演“极限操作”
Mei Ri Jing Ji Xin Wen· 2025-09-29 11:53
北京时间9月25日17时29分,"义乌—马德里"浙江中欧班列在白俄罗斯布列斯特口岸完成整列换装后,再次鸣响汽笛,驶向波兰边境小镇马拉舍维奇(以 下简称"马拉")。 这是波白(波兰、白俄罗斯)边境口岸重新开放通行后,恢复开行的首趟"义新欧"欧洲方向班列。约12个小时前,波白边境路障才刚刚被波兰边防人员移 除。此前,因俄罗斯与白俄罗斯举行大规模联合军演,波兰曾于当地时间9月12日凌晨将波白之间的公路和铁路口岸全部关闭。 有货代公司向《每日经济新闻》记者(以下简称"每经记者")透露,波白边境口岸关闭的13天里,有约350列中欧班列被阻隔在口岸两边。保守估计,以 马拉口岸的处理能力,途经马拉前往欧洲的中欧班列至少需要三到四周才能恢复正常运行状态。 眼下,乌云散去,一切正有条不紊地重启中。外贸人期待中欧班列尽快回到正轨,也期待着能选择更多运输路线和运输方式,以穿越不时掀起的波澜。 突发:波白口岸关闭13天 300列已发班列滞留 北京时间9月25日18时,"义新欧"班列鸣笛驶向马拉半小时后,在距离波兰约8000公里外的深圳,中欧班列国际物流(广州)有限公司的负责人贝利在朋 友圈重新打起了广告: "波兰马拉口岸今日运行,欢 ...
波兰将重新开放与白俄罗斯的边境口岸!此前中欧班列中断,已有中国外贸商紧急改转海运
Mei Ri Jing Ji Xin Wen· 2025-09-23 14:34
Group 1 - Poland's Prime Minister Tusk announced the reopening of the border with Belarus on September 25, following a complete closure on September 11 due to military exercises by Russia and Belarus [1][2] - The closure of the border disrupted the China-Europe Railway Express, causing significant impacts on trade logistics between China and Europe [1][4] - The China-Europe Railway Express is a crucial land freight route connecting China and Europe, with approximately 90% of its trains entering the EU through Poland [4] Group 2 - Some companies have shifted from using the China-Europe Railway Express to maritime transport due to the border closure, resulting in longer shipping times of about 60 days compared to 30-40 days by rail [7][9] - The "Istanbul Bridge" vessel has initiated a new Arctic shipping route, significantly reducing transit time to Europe to just 18 days, marking a new record for China-Europe shipping efficiency [9] - This Arctic route is part of the "Belt and Road" initiative and aims to provide faster and more sustainable logistics options for industries such as high-end manufacturing and cross-border e-commerce [9]
美国征收港口费,中远海运正式回应
Sou Hu Cai Jing· 2025-09-22 02:07
Core Viewpoint - The U.S. Trade Representative's Office (USTR) has proposed comprehensive sanctions against the Chinese shipping industry, which may lead to significant disruptions in the global shipping market [3]. Group 1: USTR Sanctions Proposal - The USTR plans to impose high port fees on Chinese shipping companies, shipbuilders, and any shipowners with Chinese shipbuilding orders starting from October 14, 2025 [3][4]. - This action is perceived as an escalation of the U.S. systematic suppression of the Chinese shipping industry [3]. Group 2: COSCO's Response - COSCO Shipping Container Lines has communicated to its customers that while the new fees may pose challenges, the company remains confident in its U.S. route network and will continue to provide reliable and high-quality logistics solutions [4]. - The company emphasizes its commitment to adapting its product structure to meet the evolving demands of the U.S. market while maintaining competitive freight rates and surcharges [4].
交运周专题2025W38:快递单价涨幅超预期,油运运价延续上行
Changjiang Securities· 2025-09-21 23:30
丨证券研究报告丨 行业研究丨专题报告丨运输 [Table_Title] 快递单价涨幅超预期,油运运价延续上行 ——交运周专题 2025W38 报告要点 [Table_Summary] 出行链:客座率持续改善,裸票价格同比转正 海运:油运延续上行,集运挺价落空 物流:单价数据超预期,看好"反内卷"盈利弹性 分析师及联系人 [Table_Author] SAC:S0490512020001 SAC:S0490520020001 SAC:S0490519060002 SAC:S0490520080027 SAC:S0490524120001 SFC:BQK468 SFC:BWN875 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 韩轶超 赵超 鲁斯嘉 张银晗 胡俊文 [Table_Title 快递单价涨幅超预期,油运运价延续上行 2] ——交运周专题 2025W38 [Table_Summary2] 出行链:客座率持续改善,裸票价格同比转正 9 月 19 日,航空运量数据增速有所改善,国内客运量七日移动平均同比增加 11%,国际客运 量七日移动平均同比增加 15%; ...
黄金周前遇冷?美涨欧跌,航运市场上演“冰火两重天”
Da Zhong Ri Bao· 2025-09-12 13:33
全球航运市场正经历着戏剧性的价格分化。 9月12日,上海航运交易所发布最新数据,上海出口集装箱运价指数(SCFI)报1398.1点,与上期相比跌46.33点;中国出口集装箱运价综合指数 (CCFI)报1125.3点,与上期相比跌2.1%。 图源:上海航运交易所 根据上海航运交易所,北美航线运输需求保持平稳,推动市场运价继续上涨。与之形成鲜明对比的是,欧洲航线运输需求缺乏进一步增长的动 能,供需基本面缺乏支撑,市场运价继续调整走势。 9月以来,远洋航线中,美线持续上涨,欧洲线和地中海航线持续下跌,一涨一跌,将如今的航运市场分成了"冰火两重天"。 美涨欧跌海运市场价格持续分化 8月29日,美线运价在连跌6周后迎来首次上涨,上海港出口至美西和美东基本港市场运价(海运及海运附加费),分别为1923美元/FEU和2866美 元/FEU,较前一周分别上涨17.0%、9.7%。 比数据更直观的是货代人的体感。"美线凭借抽船、减班的策略,成功推动了运价上涨,9月第一周,美线40英尺的大柜涨价700多美元,美西运价 回升到2200-2400美元,美东运价回升到3200-3400美金,不过目前订舱价格已经开始松动了,预计将回落1 ...
9月涨价通知:达飞、马士基运价调整!最高1600美元!
Sou Hu Cai Jing· 2025-09-01 05:29
近日,马士基、达飞等多家船公司公布9月的运价调整计划。其中,9月1日起,达飞对远东至西非中南部、远东至东非航线提价。 其中,远东至西非中南部(含尼日利亚、安哥拉等国)的干货集装箱,每TEU上调250美元;远东至东非肯尼亚航线每TEU涨150美元,至坦桑尼亚达累斯 萨拉姆及莫桑比克航线每TEU涨200美元。 此外,近日马士基发布官方通知,将针对亚太地区运往中东地区的货物推出新的旺季附加费(PSS)。 | Origin | Destination | effective | Currency | All | All | | --- | --- | --- | --- | --- | --- | | | | date | | 20 | 40 | | Brunei, China, Hong Kong China, | United Arab Emirates, | 10-Sep-25 | USD | 700 | 700 | | Vietnam, Indonesia, Japan, Cambodia, | Bahrain, Iraq, Jordan, | | | | | | Laos, Myanmar, Malaysi ...
欧美跌跌不休、中东澳新大涨,海运价分化如何影响外贸人
第一财经· 2025-08-25 15:34
Core Viewpoint - The international shipping market is undergoing adjustments, with most freight rates declining, while emerging markets are showing strong growth, particularly in the Middle East and Australia/New Zealand routes, which are experiencing price increases despite the overall downturn in the market [3][8]. Freight Rate Trends - The Shanghai Export Container Freight Index dropped to 1415.36 points, a decrease of 3.1% [3]. - European routes have seen a continuous decline since June 13, with rates dropping to $1668 per TEU, down 8.4% [5]. - U.S. routes experienced a decline after a brief increase on July 11, with rates for West and East Coast ports at $1644 per FEU and $2613 per FEU, down 6.5% and 3.9% respectively [6]. - Despite falling rates, business volume for some companies, particularly those focused on Europe, is increasing due to stable demand and seasonal peaks expected in September [6][7]. Regional Price Dynamics - In contrast to the declining rates in Europe and the U.S., the Middle East and Australia/New Zealand routes are seeing price increases. The rate to the Persian Gulf reached $1479 per TEU, up 7.1% [8]. - The demand for 40-foot containers in the Middle East has surged, with prices rising from $1100 in July to over $2000 [9]. - The Australian and New Zealand routes have maintained a stable upward trend, with rates increasing by approximately 85% from $686 per TEU in June to $1267 per TEU [10]. Export Performance - In the first seven months, exports of electromechanical products grew by 9.3%, accounting for 60% of total exports, indicating a shift towards higher value-added products [11]. - The Chinese government emphasizes the importance of maintaining stable foreign trade amidst global uncertainties, with a focus on high-quality development to counteract various risks [12].