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德讯集团CEO预计多数集装箱船运公司将在第二季度初重返苏伊士运河Kuehne+Nagel CEO expects most container lines back in Suez Canal by early Q2

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一艘船只于2025年7月31日驶过埃及伊斯梅利沿线的苏伊士运河。路透社/穆罕默德·阿卜杜勒·加尼(Mohamed Abd El Ghany)A ship moves through the Suez Canal, in Ismalia, Egypt, July 31, 2025. REUTERS/Mohamed Abd El Ghany

德讯集团首席执行官斯特凡·保罗周四表示,大多数集装箱船运公司应会在2027年第一季度末或第二季度初恢复使用苏伊士运河航线,但他同时警告称,地缘政治局势依然动荡。

Most container shipping lines should resume using the Suez Canal route by late first quarter or early second quarter of 2027, Kuehne+Nagel Chief Executive Officer Stefan Paul said on Thursday, though he cautioned that geopolitics remained volatile.

在总部位于瑞士的这家货运代理公司今年第三次上调2026年利润预期后,保罗对路透社表示:“各承运商伙伴有重返该航线的明确意愿。”

"There is a clear intention among carrier partners to return to the route," Paul told Reuters after the Swiss freight forwarder raised its 2026 profit outlook for the third time this year.

2023年11月,也门胡塞武装在红海发动袭击后,多数货运商放弃了经由苏伊士运河的亚欧贸易走廊,迫使船只绕行非洲,进行路程长得多的航行。今年2月下旬美以对伊朗发动打击后,重返苏伊士运河的计划在今年早些时候受到了打击。

The Asia-Europe trade corridor through the Suez Canal was abandoned by most shippers in November 2023 after attacks in the Red Sea by Yemen's Houthis, forcing ships to take the much longer trip around Africa. Plans to return to the Suez Canal were dampened earlier this year after the US-Israeli strikes on Iran in late February.

保罗还指出,油价上涨是增加较短航程吸引力的一个因素,不过他补充称,该航线的重新开放“不会对客户需求产生实质性影响”。

Paul also pointed to higher oil prices as a factor increasing the attractiveness of shorter voyage times, though added that reopening of the route "would not materially affect customer demand".

虽然马士基已恢复了经由苏伊士运河的部分航线服务,但分析人士表示,红海航线的逐步恢复不太可能对今年的收益产生实质性影响,因为承运商的方法仍然是分阶段且谨慎的。

While Maersk (MAERSKb.CO) has restored selected services through the Suez Canal, analysts say the gradual resumption of Red Sea routes is unlikely to materially affect this years earnings, as carriers' approach remains phased and cautious.

与集装箱船运公司不同,德讯集团等货运代理公司不拥有船舶,且比起运费,它们更依赖货物吞吐量。

Unlike container lines, freight forwarders such as Kuehne+Nagel do not own ships and depend more on cargo volumes than freight rates.

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