2022年12月6日

Covid限制的放宽中国恰逢航运需求的“意外”。据报道,一些中国城市放松管制后普遍anti-lockdown抗议;在北京、深圳和上海,PCR检测的通勤者使用公共交通已被取消。政策变化已经发生在天津、成都和重庆,而一些社区已被告知他们现在可以在家隔离,而不是政府机构,报告说。然而,根据Zencargo:“有广泛和定期测试在天津,这是延迟发货的工人负责包装货物被迫隔离。“卡车司机负责运输货物到港口也需要提交一份24小时Covid测试,这是由于处理时间造成延误。“下个月的农历新年假期(元)预计将导致比平常更多的延迟,Zencargo补充道,由于持续困难人员省市之间的旅行,在返回工作导致拖延。事实上,一些代理报道许多工厂可能会因为这个原因近两周的比平常早。Zencargo说,此外,船从远东到欧洲的利用率增加,本周,市场看到了一个令人惊讶的需求上升,由于“托运人集中预订前的圣诞节和新年假期,以及推进货物之前元1月22日开始。“这的需求增长很大程度上归因于亚洲各国和远东至欧洲贸易。 “While this rise in demand for the first half of December has not been reflected by an increase in rates, the severity of the decline has been notably weaker than seen in previous weeks.” There will also be fewer blank sailings next month, Zencargo said, with 6% of Asia-North Europe capacity set to be axed in January, compared with 15% in December, and 7% of transpacific capacity to the the US west coast lost, versus 18% in December. Meanwhile, even as China seems to be loosening restrictions, it may be too late to stop Apple’s supply chain shift from the country. According to the Wall Street Journal, the tech-giant wants to shift up to 45% of its iPhone production to India, compared with the current single-digit percentage. Comment on this article