<p>（第一財經）3 月 6 日——在中遠海運宣佈因當地海上交通限制將暫停所有往返中東國家的新訂單後，國有航運巨頭中國中遠海運的其他上市子公司告訴第一財經，它們的生產和運營仍然正常。</p>
<p>中遠海運能源運輸，一家從事油氣運輸的投資公司，昨日告訴第一財經，儘管霍爾木茲海峽的關閉對全球能源運輸產生了重大影響，但其生產和運營仍然正常。中遠海運能源補充道，由於第一季度的收益通常反映的是 12 月、1 月和 2 月的運費，因此尚無法評估這一情況對其財務數據的影響。</p>
<p>3 月 4 日，中遠海運表示，將立即暫停相關航線的新預訂服務，直至另行通知，以最大限度地保障貨物安全和整體航運運營的穩定，考慮到中東衝突升級及霍爾木茲海峽的海上交通限制。此次暫停將影響全球至阿聯酋、卡塔爾、巴林、伊拉克、沙特阿拉伯和科威特的新預訂，反之亦然。</p>
<p>中遠海運發展主要經營集裝箱製造及集裝箱和船舶租賃，因此其業務不會直接受到中東局勢的影響，該公司告訴第一財經。</p>
<p>中遠海運專業運輸公司對中東的運輸量在其業務中佔比較小，因此衝突對其收入的影響可能較小，該海洋和沿海貨運服務提供商向第一財經解釋道。</p>
<p>“中遠海運專業運輸將繼續關注中東局勢的發展，如果存在安全風險，可能會採取與中遠海運類似的措施，” 該公司指出。</p>
<p>與此同時，中遠海運控股對第一財經表示，將跟隨中遠海運暫停所有往返中東的預訂。為了評估衝突對財務數據的影響，該集裝箱航運公司將不得不等待第一季度的收益報告，並指出運費受多種因素影響，目前船舶和貨物的安全是首要考慮。</p>
<p>截至去年年底，中遠海運的船隊由 1660 艘船舶組成，總載重噸位為 1.35 億噸，全球排名第一。該公司在全球擁有 1600 多家分支機構，其航線覆蓋 160 多個國家和地區的 1500 多個港口。</p>
<p>所有往返中東的航線已被暫停，一些已經在途的船隻被迫掉頭，一位高級專家告訴第一財經。由於公司不確定等待航線重新開放是否更方便，還是支付更多費用將貨物運送到遠離目的地的港口再轉運，行業處於觀望狀態，該專家指出。</p>
<p>其他中國航運公司近期也對中東局勢表示關注。3 月 3 日，招商能源航運表示，其生產和運營正常，預計中東局勢的整體影響可控。然而，其進入和離開波斯灣的油輪航線面臨重大安全風險，該公司補充道。</p>
<p>同一天，盛航航運表示，其危險化學品的國際水路運輸主要集中在東北亞、東南亞和印度，因此中東地區的衝突對其業務運營沒有直接影響。然而，衝突引發的國際油價波動將產生一定影響，該公司指出。</p>
<p>近期集裝箱航運期貨市場經歷了大幅波動。例如，上海國際能源交易所的集裝箱航運指數（歐洲航線）期貨主合約在 3 月 2 日和 3 日觸及日漲停，但隨後在次日暴跌，多隻個股觸及日跌停。</p>
<p>伊朗哈塔姆·阿爾·安比亞中央指揮部副指揮官阿米爾·海達裏昨日在國家電視台表示，伊朗並未封鎖霍爾木茲海峽，船隻的通行仍按照國際協議進行。消息傳出後，曾在當天上漲超過 17% 的集裝箱航運指數（歐洲航線）期貨主合約暴跌，收盤下跌超過 3%。</p>
<p>鑑於地緣政治形勢的升級，超大型原油運輸市場的需求超出預期，而供應則經歷了剛性收縮，導致現貨運費率大幅增長，中國工商銀行瑞士信貸基金表示。</p>
<p>霍爾木茲海峽的航行禁令可能在短期內進一步推高 VLCC 運費率，儘管它們已經達到了高位，ICBCCS 表示。需要進一步關注中東局勢的變化。</p>
<p>編輯：Futura Costaglione</p>

中遠海能

中遠海科

招商輪船

中遠海控

<p>中遠海運集運因中東地區衝突升級導致當地海事限制，已暫停新訂單的進出航線。中國遠洋海運集團的其他子公司報告運營正常，對其財務影響有限。中遠海運能源指出，霍爾木茲海峽的關閉影響全球能源運輸，但其財務數據目前未受影響。其他公司，包括招商能源運輸，也報告運營正常，但承認波斯灣存在安全風險。由於地緣政治形勢，集裝箱航運期貨市場出現了顯著波動</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>（第一財經）3 月 6 日——在中遠海運宣佈因當地海上交通限制將暫停所有往返中東國家的新訂單後，國有航運巨頭中國中遠海運的其他上市子公司告訴第一財經，它們的生產和運營仍然正常。</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>中遠海運能源運輸，一家從事油氣運輸的投資公司，昨日告訴第一財經，儘管霍爾木茲海峽的關閉對全球能源運輸產生了重大影響，但其生產和運營仍然正常。中遠海運能源補充道，由於第一季度的收益通常反映的是 12 月、1 月和 2 月的運費，因此尚無法評估這一情況對其財務數據的影響。</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，中遠海運表示，將立即暫停相關航線的新預訂服務，直至另行通知，以最大限度地保障貨物安全和整體航運運營的穩定，考慮到中東衝突升級及霍爾木茲海峽的海上交通限制。此次暫停將影響全球至阿聯酋、卡塔爾、巴林、伊拉克、沙特阿拉伯和科威特的新預訂，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>中遠海運發展主要經營集裝箱製造及集裝箱和船舶租賃，因此其業務不會直接受到中東局勢的影響，該公司告訴第一財經。</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>中遠海運專業運輸公司對中東的運輸量在其業務中佔比較小，因此衝突對其收入的影響可能較小，該海洋和沿海貨運服務提供商向第一財經解釋道。</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>“中遠海運專業運輸將繼續關注中東局勢的發展，如果存在安全風險，可能會採取與中遠海運類似的措施，” 該公司指出。</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>與此同時，中遠海運控股對第一財經表示，將跟隨中遠海運暫停所有往返中東的預訂。為了評估衝突對財務數據的影響，該集裝箱航運公司將不得不等待第一季度的收益報告，並指出運費受多種因素影響，目前船舶和貨物的安全是首要考慮。</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，中遠海運的船隊由 1660 艘船舶組成，總載重噸位為 1.35 億噸，全球排名第一。該公司在全球擁有 1600 多家分支機構，其航線覆蓋 160 多個國家和地區的 1500 多個港口。</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>所有往返中東的航線已被暫停，一些已經在途的船隻被迫掉頭，一位高級專家告訴第一財經。由於公司不確定等待航線重新開放是否更方便，還是支付更多費用將貨物運送到遠離目的地的港口再轉運，行業處於觀望狀態，該專家指出。</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>其他中國航運公司近期也對中東局勢表示關注。3 月 3 日，招商能源航運表示，其生產和運營正常，預計中東局勢的整體影響可控。然而，其進入和離開波斯灣的油輪航線面臨重大安全風險，該公司補充道。</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，盛航航運表示，其危險化學品的國際水路運輸主要集中在東北亞、東南亞和印度，因此中東地區的衝突對其業務運營沒有直接影響。然而，衝突引發的國際油價波動將產生一定影響，該公司指出。</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>近期集裝箱航運期貨市場經歷了大幅波動。例如，上海國際能源交易所的集裝箱航運指數（歐洲航線）期貨主合約在 3 月 2 日和 3 日觸及日漲停，但隨後在次日暴跌，多隻個股觸及日跌停。</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·阿爾·安比亞中央指揮部副指揮官阿米爾·海達裏昨日在國家電視台表示，伊朗並未封鎖霍爾木茲海峽，船隻的通行仍按照國際協議進行。消息傳出後，曾在當天上漲超過 17% 的集裝箱航運指數（歐洲航線）期貨主合約暴跌，收盤下跌超過 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>鑑於地緣政治形勢的升級，超大型原油運輸市場的需求超出預期，而供應則經歷了剛性收縮，導致現貨運費率大幅增長，中國工商銀行瑞士信貸基金表示。</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>霍爾木茲海峽的航行禁令可能在短期內進一步推高 VLCC 運費率，儘管它們已經達到了高位，ICBCCS 表示。需要進一步關注中東局勢的變化。</p>
</div><p>Editor: Futura Costaglione</p>
<div class="lb-trans"><p>編輯：Futura Costaglione</p>
</div>

在中遠海運集運暫停訂單後，其他上市的中遠海運單位淡化了中東危機的影響