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招商局港口(00144.HK):料运河後续将令集装箱拥塞欧洲 影响其他地区供应
阿思达克 03-30 15:43
招商局港口(00144.HK)战略与运营管理部总经理李建辉,乐见苏彝士运河已重新开放,422艘船将逐步疏道,当局料4天内交通可以恢复正常,对全球以及航运界都是好事。

他指,事件将造成後续影响,包括港口集装箱延後、大量集中欧洲拥塞卸货,令集装箱供应紧张,而过去集装箱供应紧张,从中国集装箱出口至美洲,比例大约是出去3.5个,回来1个,未来对有亚欧航线的码头造成影响,如上海,宁波,青岛,公司会按提前预判去解决问题,同时亦会积极做好防疫措施。

副总经理李玉彬指,集装箱短缺,港口拥堵短时间内解决是不可能,不过随着航运公司加大运力投放,供应增加,港口拥堵改善,供应链恢复,长期会有缓解。

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