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招商局港口(00144.HK):料運河後續將令集裝箱擁塞歐洲 影響其他地區供應
阿思達克 03-30 15:43
招商局港口(00144.HK)戰略與運營管理部總經理李建輝,樂見蘇彝士運河已重新開放,422艘船將逐步疏道,當局料4天內交通可以恢復正常,對全球以及航運界都是好事。

他指,事件將造成後續影響,包括港口集裝箱延後、大量集中歐洲擁塞卸貨,令集裝箱供應緊張,而過去集裝箱供應緊張,從中國集裝箱出口至美洲,比例大約是出去3.5個,回來1個,未來對有亞歐航線的碼頭造成影響,如上海,寧波,青島,公司會按提前預判去解決問題,同時亦會積極做好防疫措施。

副總經理李玉彬指,集裝箱短缺,港口擁堵短時間內解決是不可能,不過隨著航運公司加大運力投放,供應增加,港口擁堵改善,供應鏈恢復,長期會有緩解。

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