中国最大的远洋运输企业中国远洋海运控股股份有限公司（中远海控）在推出应急响应系统以应对日益加剧的地缘政治冲突、基础设施瓶颈和气候相关干扰时，将韧性列为优先事项。
China Cosco Shipping Holdings, the country’s largest ocean carrier, has prioritised resilience as it rolls out an emergency response system to cope with rising geopolitical conflicts, infrastructure bottlenecks and climate-related disruptions.
董事长万敏表示，作为该计划的一部分，公司正在推出新的运力和新的贸易航线，以确保其供应链能够承受各种潜在冲击。
The company is launching fresh capacity and new trade routes as part of the plan, as it looks to ensure its supply chains can withstand a mix of potential shocks, according to chairman Wan Min.
他在周二于上海举行的航运业会议北外滩国际航运论坛上表示：“我们认为，真正的韧性不仅仅局限于单一航线。”
“We believe that true resilience is not merely restricted to a single route,” he said at the North Bund Summit, a shipping industry conference, in Shanghai on Tuesday.
“一个完全有韧性的航运体系应包含充足的备份，以确保整个供应链的安全稳定运行。”这位董事长还补充说，中远海控还将公路运输纳入其航线，以规避中东冲突的影响。
“A fully resilient shipping system should comprise adequate backup to ensure a safe and stable operation through the entire supply chain.”Cosco had also added road transport into its routes as a way of dodging the impact of conflicts in the Middle East, the chairman added.
自2月底美国-以色列对伊朗开战以来，全球集装箱航运业一直在争相实施结构性改道策略。
The global container shipping industry has been racing to implement structural re-routing strategies since the US-Israel war on Iran erupted in late February.
紧张局势不仅扰乱了中东的航运交通，还推高了集装箱班轮公司的能源成本，迫使企业相应提高运价。
The tensions have not only disrupted shipping traffic in the Middle East, but have also raised energy costs for container lines, forcing firms to increase freight rates in response.
万敏表示，为适应军事冲突和意外的气候相关干扰，将需要对基础设施和运输设备进行大规模投资，目前全球80%的贸易通过海运完成。
Wan said massive investment in infrastructure and transport equipment would be needed to adapt to military conflicts and unexpected climate-related disruptions, with 80 per cent of global trade currently being conducted via ocean freight.
上海国际航运研究中心集装箱运输市场分析师张杰姝表示，人们越来越担心，大量新造船将大幅增加新运力，而这些运力未来可能变得过剩。据经纪公司杰富瑞本月早些时候发布的报告，在中东冲突持续之际，集装箱海运运价自2月以来已飙升130%。
Worries are mounting that a massive construction of new vessels will immensely add new capacity that may become redundant in futureZhang Jieshu, Shanghai International Shipping Institute Container ocean freight rates have jumped 130 per cent since February amid the prolonged Middle East conflicts, according to a report released by brokerage firm Jefferies earlier this month.
报告还称，航线变化可能增加运输成本，并影响货物在全球主要贸易走廊的流动。
Changes to shipping routes could increase freight costs and affect the movement of goods across major global trade corridors, it added.
香港上市公司中远海运报告称，2026年上半年净利润为134亿元人民币（约合20亿美元），较去年同期下降23.6%。其营收下降2.6%至1119亿元人民币。
Hong Kong-listed Cosco reported a net profit of 13.4 billion yuan (US$2 billion) for the first half of 2026, down 23.6 per cent from the same period last year. Its revenue dropped 2.6 per cent to 111.9 billion yuan.
该公司投资并运营65个港口码头，在全球运营350多条集装箱航线。
The company invests in and operates 65 port terminals and runs more than 350 container lines around the world.
全球集装箱航运公司也在订造更多船舶以提升运力，以此配合其调整航线策略。
Global container lines have also been ordering more vessels to raise their capacity as they implement their re-routing strategies.
“由于地缘冲突结束尚不在望，运价有望上涨，”上海国际航运研究院秘书长张杰书表示，该机构是一家政府支持的研究组织。
“Freight rates look set to grow since an end to the geopolitical conflict is not in sight yet,” said Zhang Jieshu, secretary general of the Shanghai International Shipping Institute, a government-backed research organisation.
“但担忧正在加剧，大规模新造船将大幅增加新增运力，未来可能变得过剩。”为期两天的外滩大会于周二开幕，吸引了包括交通运输部部长刘伟在内的数百名政府官员以及主要航运和航空企业的高管与会，共同探讨推动全球物流产业的韧性发展。
“But worries are mounting that a massive construction of new vessels will immensely add new capacity that may become redundant in future.”The two-day North Bund conference, starting on Tuesday, attracted hundreds of government officials including Minister of Transport Liu Wei and executives with major shipping and aviation companies to discuss promoting the resilient development of the global logistics industry.
自2010年超越新加坡以来，上海一直是世界最大集装箱港口。2025年，上海港处理集装箱5510万标准箱（TEU），比上年增长6.9%。
Shanghai has been the world’s biggest container port since 2010, when it overtook Singapore. Ports in Shanghai handled 55.1 million 20-foot-equivalent units (TEUs) of containers in 2025, 6.9 per cent more than a year earlier.