<p>（第一财经）3 月 6 日——在中远海运宣布因当地海上交通限制将暂停所有往返中东国家的新订单后，国有航运巨头中国中远海运的其他上市子公司告诉第一财经，它们的生产和运营仍然正常。</p>
<p>中远海运能源运输，一家从事油气运输的投资公司，昨日告诉第一财经，尽管霍尔木兹海峡的关闭对全球能源运输产生了重大影响，但其生产和运营仍然正常。中远海运能源补充道，由于第一季度的收益通常反映的是 12 月、1 月和 2 月的运费，因此尚无法评估这一情况对其财务数据的影响。</p>
<p>3 月 4 日，中远海运表示，将立即暂停相关航线的新预订服务，直至另行通知，以最大限度地保障货物安全和整体航运运营的稳定，考虑到中东冲突升级及霍尔木兹海峡的海上交通限制。此次暂停将影响全球至阿联酋、卡塔尔、巴林、伊拉克、沙特阿拉伯和科威特的新预订，反之亦然。</p>
<p>中远海运发展主要经营集装箱制造及集装箱和船舶租赁，因此其业务不会直接受到中东局势的影响，该公司告诉第一财经。</p>
<p>中远海运专业运输公司对中东的运输量在其业务中占比较小，因此冲突对其收入的影响可能较小，该海洋和沿海货运服务提供商向第一财经解释道。</p>
<p>“中远海运专业运输将继续关注中东局势的发展，如果存在安全风险，可能会采取与中远海运类似的措施，” 该公司指出。</p>
<p>与此同时，中远海运控股对第一财经表示，将跟随中远海运暂停所有往返中东的预订。为了评估冲突对财务数据的影响，该集装箱航运公司将不得不等待第一季度的收益报告，并指出运费受多种因素影响，目前船舶和货物的安全是首要考虑。</p>
<p>截至去年年底，中远海运的船队由 1660 艘船舶组成，总载重吨位为 1.35 亿吨，全球排名第一。该公司在全球拥有 1600 多家分支机构，其航线覆盖 160 多个国家和地区的 1500 多个港口。</p>
<p>所有往返中东的航线已被暂停，一些已经在途的船只被迫掉头，一位高级专家告诉第一财经。由于公司不确定等待航线重新开放是否更方便，还是支付更多费用将货物运送到远离目的地的港口再转运，行业处于观望状态，该专家指出。</p>
<p>其他中国航运公司近期也对中东局势表示关注。3 月 3 日，招商能源航运表示，其生产和运营正常，预计中东局势的整体影响可控。然而，其进入和离开波斯湾的油轮航线面临重大安全风险，该公司补充道。</p>
<p>同一天，盛航航运表示，其危险化学品的国际水路运输主要集中在东北亚、东南亚和印度，因此中东地区的冲突对其业务运营没有直接影响。然而，冲突引发的国际油价波动将产生一定影响，该公司指出。</p>
<p>近期集装箱航运期货市场经历了大幅波动。例如，上海国际能源交易所的集装箱航运指数（欧洲航线）期货主合约在 3 月 2 日和 3 日触及日涨停，但随后在次日暴跌，多只个股触及日跌停。</p>
<p>伊朗哈塔姆·阿尔·安比亚中央指挥部副指挥官阿米尔·海达里昨日在国家电视台表示，伊朗并未封锁霍尔木兹海峡，船只的通行仍按照国际协议进行。消息传出后，曾在当天上涨超过 17% 的集装箱航运指数（欧洲航线）期货主合约暴跌，收盘下跌超过 3%。</p>
<p>鉴于地缘政治形势的升级，超大型原油运输市场的需求超出预期，而供应则经历了刚性收缩，导致现货运费率大幅增长，中国工商银行瑞士信贷基金表示。</p>
<p>霍尔木兹海峡的航行禁令可能在短期内进一步推高 VLCC 运费率，尽管它们已经达到了高位，ICBCCS 表示。需要进一步关注中东局势的变化。</p>
<p>编辑：Futura Costaglione</p>

中远海能

中远海科

招商轮船

中远海控

<p>中远海运集运因中东地区冲突升级导致当地海事限制，已暂停新订单的进出航线。中国远洋海运集团的其他子公司报告运营正常，对其财务影响有限。中远海运能源指出，霍尔木兹海峡的关闭影响全球能源运输，但其财务数据目前未受影响。其他公司，包括招商能源运输，也报告运营正常，但承认波斯湾存在安全风险。由于地缘政治形势，集装箱航运期货市场出现了显著波动</p>

<p>(Yicai) March 6 -- After Cosco Shipping Lines announced it will suspend all new orders for routes to and from Middle Eastern countries due to local restrictions on maritime traffic, other listed subsidiaries of state-owned shipping giant China Cosco Shipping Corporation told Yicai that their production and operation remain normal.</p>
<div class="lb-trans"><p>（第一财经）3 月 6 日——在中远海运宣布因当地海上交通限制将暂停所有往返中东国家的新订单后，国有航运巨头中国中远海运的其他上市子公司告诉第一财经，它们的生产和运营仍然正常。</p>
</div><p>Cosco Shipping Energy Transportation, an investment firm engaged in the transportation of oil and gas, told Yicai yesterday that its production and operations are normal, even though the closure of the Strait of Hormuz has significantly affected global energy transportation. The impact of this situation on its financial data cannot yet be assessed, as first-quarter earnings usually reflect freight rates from December, January, and February, Cosco Shipping Energy added.</p>
<div class="lb-trans"><p>中远海运能源运输，一家从事油气运输的投资公司，昨日告诉第一财经，尽管霍尔木兹海峡的关闭对全球能源运输产生了重大影响，但其生产和运营仍然正常。中远海运能源补充道，由于第一季度的收益通常反映的是 12 月、1 月和 2 月的运费，因此尚无法评估这一情况对其财务数据的影响。</p>
</div><p>On March 4, Cosco Shipping Lines said it will halt all new booking services for relevant routes with immediate effect until further notice to maximize the safety of cargo and the stability of overall shipping operations, in view of the escalating conflict in the Middle East and the resultant restrictions on maritime traffic through the Strait of Hormuz. The suspension will affect new bookings from worldwide to the United Arab Emirates, Qatar, Bahrain, Iraq, Saudi Arabia, and Kuwait, and vice versa.</p>
<div class="lb-trans"><p>3 月 4 日，中远海运表示，将立即暂停相关航线的新预订服务，直至另行通知，以最大限度地保障货物安全和整体航运运营的稳定，考虑到中东冲突升级及霍尔木兹海峡的海上交通限制。此次暂停将影响全球至阿联酋、卡塔尔、巴林、伊拉克、沙特阿拉伯和科威特的新预订，反之亦然。</p>
</div><p>Cosco Shipping Development mainly operated container manufacturing and container and ship leasing, so its business will not be directly affected by the situation in the Middle East, the company told Yicai.</p>
<div class="lb-trans"><p>中远海运发展主要经营集装箱制造及集装箱和船舶租赁，因此其业务不会直接受到中东局势的影响，该公司告诉第一财经。</p>
</div><p>Cosco Shipping Specialized Carriers’ shipping volume to the Middle East accounts for a relatively small proportion of its business, so the impact of the conflict on its revenue will likely be small, the provider of marine and coastal freight transportation services explained to Yicai.</p>
<div class="lb-trans"><p>中远海运专业运输公司对中东的运输量在其业务中占比较小，因此冲突对其收入的影响可能较小，该海洋和沿海货运服务提供商向第一财经解释道。</p>
</div><p>“Cosco Shipping Specialized will continue to monitor developments in the Middle East and may take similar measures to those of Cosco Shipping Lines if there are security risks,” the company noted.</p>
<div class="lb-trans"><p>“中远海运专业运输将继续关注中东局势的发展，如果存在安全风险，可能会采取与中远海运类似的措施，” 该公司指出。</p>
</div><p>Meanwhile, Cosco Shipping Holdings said to Yicai that it will follow Cosco Shipping Lines and suspend all bookings to and from the Middle East. To assess the impact of the conflict on financial data, the container shipping firm will have to wait for the first-quarter earnings report, it added, noting that shipping prices are influenced by multiple factors, and the safety of ships and cargo is the primary consideration at the moment.</p>
<div class="lb-trans"><p>与此同时，中远海运控股对第一财经表示，将跟随中远海运暂停所有往返中东的预订。为了评估冲突对财务数据的影响，该集装箱航运公司将不得不等待第一季度的收益报告，并指出运费受多种因素影响，目前船舶和货物的安全是首要考虑。</p>
</div><p>As of the end of last year, Cosco Shipping Corporation’s fleet of 1,660 vessels had a total capacity of 135 million deadweight tons, ranking first globally, according to its website. The company has over 1,600 branches globally, and its routes cover more than 1,500 ports in over 160 countries and regions.</p>
<div class="lb-trans"><p>截至去年年底，中远海运的船队由 1660 艘船舶组成，总载重吨位为 1.35 亿吨，全球排名第一。该公司在全球拥有 1600 多家分支机构，其航线覆盖 160 多个国家和地区的 1500 多个港口。</p>
</div><p>All shipping routes to the Middle East have been suspended, and some ships that were already in transit turned back, a senior expert told Yicai. The industry is in a wait-and-see state, as companies do not know if it is more convenient to wait for the routes to reopen or pay more to ship to a port far from the destination and then turn to transshipment, the expert noted.</p>
<div class="lb-trans"><p>所有往返中东的航线已被暂停，一些已经在途的船只被迫掉头，一位高级专家告诉第一财经。由于公司不确定等待航线重新开放是否更方便，还是支付更多费用将货物运送到远离目的地的港口再转运，行业处于观望状态，该专家指出。</p>
</div><p>Other Chinese shipping companies also addressed concerns about the situation in the Middle East these days. On March 3, China Merchants Energy Shipping said that its production and operations are normal, with the overall impact of the Middle Eastern situation expected to be controllable. However, its tanker routes entering and leaving the Persian Gulf face significant safety risks, the firm added.</p>
<div class="lb-trans"><p>其他中国航运公司近期也对中东局势表示关注。3 月 3 日，招商能源航运表示，其生产和运营正常，预计中东局势的整体影响可控。然而，其进入和离开波斯湾的油轮航线面临重大安全风险，该公司补充道。</p>
</div><p>On the same day, Shenghang Shipping said that its international waterway transportation of hazardous chemicals is mainly concentrated in Northeast Asia, Southeast Asia, and India, so the regional conflict in the Middle East has no direct impact on its business operations. However, international oil price fluctuations triggered by the conflict will have a certain impact, the company noted.</p>
<div class="lb-trans"><p>同一天，盛航航运表示，其危险化学品的国际水路运输主要集中在东北亚、东南亚和印度，因此中东地区的冲突对其业务运营没有直接影响。然而，冲突引发的国际油价波动将产生一定影响，该公司指出。</p>
</div><p>The container shipping futures market has experienced large fluctuations these days. For example, the Container Shipping Index (Europe Route) Futures Main Contract at the Shanghai International Energy Exchange hit the daily upper limit on March 2 and 3 but then plunged the following day, with multiple individual stocks hitting the daily lower limit.</p>
<div class="lb-trans"><p>近期集装箱航运期货市场经历了大幅波动。例如，上海国际能源交易所的集装箱航运指数（欧洲航线）期货主合约在 3 月 2 日和 3 日触及日涨停，但随后在次日暴跌，多只个股触及日跌停。</p>
</div><p>Amir Heydari, deputy commander of Iran’s Khatam al-Anbiya Central Command, said on state television yesterday local time that Iran had not blocked the Strait of Hormuz, as the passing of ships continued according to international protocols. Upon the news, the Container Shipping Index (Europe Route) Futures Main Contract, which had surged over 17 percent during the day, plunged to close down over 3 percent.</p>
<div class="lb-trans"><p>伊朗哈塔姆·阿尔·安比亚中央指挥部副指挥官阿米尔·海达里昨日在国家电视台表示，伊朗并未封锁霍尔木兹海峡，船只的通行仍按照国际协议进行。消息传出后，曾在当天上涨超过 17% 的集装箱航运指数（欧洲航线）期货主合约暴跌，收盘下跌超过 3%。</p>
</div><p>Given the escalation of the geopolitical situation, demand in the very large crude carrier market exceeded expectations, while supply underwent a rigid contraction, bringing about extremely strong growth in spot freight rates, according to the Industrial and Commercial Bank of China Credit Suisse Fund.</p>
<div class="lb-trans"><p>鉴于地缘政治形势的升级，超大型原油运输市场的需求超出预期，而供应则经历了刚性收缩，导致现货运费率大幅增长，中国工商银行瑞士信贷基金表示。</p>
</div><p>The ban on navigation in the Strait of Hormuz may further push up VLCC freight rates in the short term, even though they have already reached high levels, per ICBCCS. Further attention is needed on changes in the Middle East situation.</p>
<div class="lb-trans"><p>霍尔木兹海峡的航行禁令可能在短期内进一步推高 VLCC 运费率，尽管它们已经达到了高位，ICBCCS 表示。需要进一步关注中东局势的变化。</p>
</div><p>Editor: Futura Costaglione</p>
<div class="lb-trans"><p>编辑：Futura Costaglione</p>
</div>

在中远海运集运暂停订单后，其他上市的中远海运单位淡化了中东危机的影响