--- title: "由於伊朗戰爭，集裝箱航運路線正在發生變化，這可能導致商品價格上漲" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/286556649.md" description: "正在進行的伊朗戰爭正在擾亂集裝箱航運路線，導致運輸成本上升和通貨膨脹擔憂。船隻正在避開霍爾木茲海峽，選擇通過印度、斯里蘭卡和巴拿馬運河的更長航線。自衝突開始以來，集裝箱運輸價格已上漲超過 30%，影響全球貿易，並可能推高消費者價格。這一局勢對脆弱的全球供應鏈構成風險，而該供應鏈已經受到之前地緣政治緊張局勢的影響" datetime: "2026-05-15T11:30:25.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286556649.md) - [en](https://longbridge.com/en/news/286556649.md) - [zh-HK](https://longbridge.com/zh-HK/news/286556649.md) --- # 由於伊朗戰爭，集裝箱航運路線正在發生變化，這可能導致商品價格上漲 By Claudia Assis Ships are increasingly sailing through India and Sri Lanka, and through the Panama Canal. A cargo ship and tugboat sail through the Panama Canal's Cocoli Locks in Panama. The near-standstill of shipping traffic through the Strait of Hormuz is redrawing the map for container shipping - the backbone of global trade - and adding to worries about inflation. Trade is like water - it will find its way. But all that rejiggering takes a toll, and the cost of shipping goods around the world continues to rise. A composite index tracking global container-shipping spot prices is up more than 30% since the start of the U.S.-Israel war with Iran. Container-shipping companies "are adjusting their operation, they cannot wait," said Antonella Teodoro, an economist and analyst at freight and logistics consulting firm MDS Transmodal. Eleven weeks into the war, container shipping disruptions are more acute than at the start of the conflict, she said. Container-shipping routes are bypassing once-key Middle Eastern ports such as Dubai's Jebel Ali, the world's ninth-busiest container port, stopping instead at Colombo, Sri Lanka; and Mundra and Nhava Sheva in India, which are far down on the list of major container ports. Ships continue to avoid the Red Sea and the Suez Canal, rerouting through South Africa's Cape of Good Hope, which adds about two weeks to a trip from Asia to Europe and adds to fuel costs. Since more ships are needed for the same trip frequencies, all other shipping routes feel the impact, even if the Asia-Europe routes are at the center of concerns. There have been no reports of attacks by Iran-backed Houthis in the Red Sea, but shipping companies prefer the safety of the South Africa route, Teodoro said. Any upticks in the price of goods from the higher shipping costs would come at a fraught moment for the global economy - and particularly the U.S. - where retail prices of gasoline and diesel are near all-time highs and have pushed U.S. inflation to its worst in nearly three years. Don't miss: Inflation jumps to 3-year high, CPI shows, and that's not the end of it U.S. retail sales rose, but only modestly if higher prices at gas pumps are taken out of the equation. Markets remain worried about a potential pullback in consumer spending as the conflict grinds on and retail energy prices continue to climb. Companies can elect to pass on to consumers the higher shipping and energy costs, but they also risk losing customers. Container-cargo flows are nowhere near as dependent on the Strait of Hormuz as crude oil is - about a fifth of the world's crude and crude products navigated through Hormuz in peacetime. But the war is a threat to the global supply chain, already fragile after other recent geopolitical shocks and trade wars. Shipping prices were down before the Iran conflict, as the market had excess capacity and there were concerns about diminished trade amid trade wars. The war changed that trajectory, and spot container shipping started to climb. The Drewry's World Container Index increased 12% to $2,553 per 40-foot container this week, and is up nearly 35% from the start of the war. Prices had stabilized around $2,200 and $2,300 per 40-foot container in April as hopes grew that the conflict might be nearing a resolution. However, as negotiations between the U.S. and Iran fizzled, they rose again. Hormuz's pain is Panama Canal's gain Some container shipping is going through the Panama Canal, which has reported increases in daily transits since the war, without specifying which types of ships. Daily transits rose 24% to an average of 39 daily crossings in April from 34 in January, canal authorities said. But passage through Panama is not a choice all ships can make. The canal's locks have strict ship size limits, and even its expanded locks cannot handle some of the world's newest and biggest container ships, which have the capacity to transport about 24,000 twenty-foot equivalent units, or TEUs. Fully laden massive oil tankers, or Very Large Crude Carriers, also cannot transit through the Panama Canal due to size constraints. But the standoff at the Strait of Hormuz has led to increased transits of smaller tankers through the canal, according to maritime data-analytics firm Kpler, which measures weekly transits. That shows a 46% increase in weekly tanker transits through the canal - from 76 weekly transits in the week of May 4, from 52 weekly transits in the week of Feb. 23, some four days before the start of the war. \-Claudia Assis This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. (END) Dow Jones Newswires 05-15-26 0723ET Copyright (c) 2026 Dow Jones & Company, Inc. ### 相關股票 - [BOAT.US](https://longbridge.com/zh-HK/quote/BOAT.US.md) - [IYT.US](https://longbridge.com/zh-HK/quote/IYT.US.md) - [159666.CN](https://longbridge.com/zh-HK/quote/159666.CN.md) - [BDRY.US](https://longbridge.com/zh-HK/quote/BDRY.US.md) - [FTXR.US](https://longbridge.com/zh-HK/quote/FTXR.US.md) - [159662.CN](https://longbridge.com/zh-HK/quote/159662.CN.md) - [XTN.US](https://longbridge.com/zh-HK/quote/XTN.US.md) - [SEA.US](https://longbridge.com/zh-HK/quote/SEA.US.md) ## 相關資訊與研究 - [《航運指數》波羅的海乾貨指數跌 1.23%](https://longbridge.com/zh-HK/news/286980203.md) - [鉅亨速報 - Factset 最新調查：瑞安航空 (RYAAY-US) EPS 預估下修至 4.4 元，預估目標價為 72.59 元](https://longbridge.com/zh-HK/news/286961729.md) - [國泰 6 月起登機時間提前 起飛前 15 分鐘關閉閘口](https://longbridge.com/zh-HK/news/286502065.md) - [《航運指數》波羅的海乾貨指數跌 1.87%](https://longbridge.com/zh-HK/news/286831767.md) - [南方航空 4 月載客量 1346 萬人次，按年跌 0.6% 按月跌近 8%](https://longbridge.com/zh-HK/news/286691625.md)