青旅情报站｜国际物流行业每周热点资讯(2026.7.18-7.24）

聚焦欧洲/中东/空运/运价/行业前沿动态

Air Freight | Europe & Middle East | Rates | Industry Trends

也门胡塞武装宣称在红海对两艘沙特关联油轮实施袭击并引发船体火灾，此前该组织宣布禁止所有沙特关联船只通行曼德海峡。与此同时美军连续第12夜对伊朗实施空袭，美伊冲突持续升级，海湾地区航运安全风险进一步加剧，多家船公司正重新评估红海及亚丁湾航线部署。

Yemen's Houthis claimed responsibility for striking two Saudi-linked oil tankers in the Red Sea, causing onboard fires, after declaring a ban on all Saudi-associated vessels transiting the Bab el-Mandeb Strait. The US conducted its 12th consecutive night of airstrikes on Iran, further elevating Gulf shipping security risks as carriers reassess Red Sea and Gulf of Aden route deployments.

据FreightWaves 7月17日报道，国泰航空宣布延后恢复迪拜/利雅得客货运航班至10月底（原定于9月1日），国泰货运原定8月1日复飞的利雅得货机航班亦无限期推迟。卢森堡货航Cargolux也暂停恢复迪拜服务。以伊冲突重燃后，多家航司绕飞以色列、伊朗、伊拉克领空，航班改道导致燃油成本上升、腹舱运力压缩。据Xeneta与波音数据，全球航空运力同比虽仍增长约4%，但可用空域受限使运力增速放缓，2026年航空运价或因以伊战争影响上涨约15%。

Per FreightWaves July 17 report, Cathay Pacific postponed resumption of Dubai/Riyadh passenger and cargo flights to late October (from Sept 1), with freighter service to Riyadh indefinitely delayed. Cargolux also placed Dubai restart on hold. Airlines are rerouting around Israeli, Iranian, and Iraqi airspace, increasing fuel costs and reducing belly capacity. Per Xeneta and Boeing data, global air capacity is up ~4% YoY but growth is slowing due to restricted airspace, with 2026 air cargo rates projected to rise ~15% due to Iran war impacts.

2026年7月20日，欧盟以违反《数字服务法》（DSA）为由对速卖通（AliExpress）处以5.5亿欧元罚款，创DSA历史最高纪录。此前Temu已于5月28日被罚2亿欧元，SHEIN亦深陷调查。欧盟对中国跨境电商的监管正从关税、罚款、法规三个维度全面收紧。行业观察指出，中国电商低价出海模式的合规成本显著抬升，平台监管责任升级，低价直邮模式的生存空间被进一步压缩。

On July 20, 2026, the EU fined AliExpress EUR 550 million for Digital Services Act violations, the largest DSA penalty to date. Temu was fined EUR 200 million on May 28, and SHEIN remains under investigation. EU regulation of Chinese e-commerce is tightening across tariffs, fines, and regulations. Industry observers note that compliance costs for China's low-price cross-border model are rising significantly, with platform accountability escalating.

美东时间7月24日，美国10%临时进口附加税到期，综合税率从13%降至7.2%。但美方随即预告新一轮301关税，拟对中国加征12.5%额外关税，对欧盟等加征10%。叠加后，部分中国跨境品类税负或超临时附加税时期。

At 00:01 ET on July 24, the U.S. 10% temporary import surcharge expired, lowering the effective tariff rate from 13% to 7.2%. However, the USTR signaled new Section 301 tariffs, with 12.5% additional duties on China and 10% on the EU and others. Combined with existing rates, some Chinese categories may face higher burdens than before. 

上海出口集装箱运价指数（SCFI）自7月10日起结束自4月下旬以来的连续十周上涨，连续两周回落。7月17日SCFI综合指数报3080.31点，周跌幅3.3%。四大远洋航线中，美西航线调整最为明显，单周下跌8%至5721美元/FEU；欧洲航线下跌3.5%至3215美元/TEU。分析指出，前期"抢运潮"订单已基本消化，但三季度传统旺季尚未完全到来，短期运价深度下跌空间有限。

The Shanghai Containerized Freight Index (SCFI) ended its 10-week consecutive rally starting July 10, falling for two straight weeks. The July 17 SCFI stood at 3080.31, down 3.3% weekly. The US West Coast route dropped 8% to $5,721/FEU, while Europe fell 3.5% to $3,215/TEU. Analysts note that pre-tariff rush orders have been largely digested, but Q3 peak season support should prevent deep corrections.

巴拿马运河管理局公告，自2026年7月24日起，Neopanamax级船舶最大允许吃水深度由49.5英尺下调至49英尺，并计划于8月15日进一步降至48.5英尺。7月21日至22日船闸维修期间，运河通航名额减少，可能导致船期延误和阶段性运力收紧。据上海航交所及Mysteel 7月20日报道，当前美东航线运价表现相对坚挺（7月17日SCFI报8172美元/FEU，周涨0.47%），巴拿马运河限制将对依赖该水道的美东航线形成持续运力支撑，船舶装载率将受一定影响。

The Panama Canal Authority announced that maximum authorized draft for Neopanamax vessels will be reduced from 49.5 feet to 49 feet from July 24, 2026, with a further reduction to 48.5 feet from August 15. During lock maintenance on July 21-22, transit slots will decrease, potentially causing schedule delays. Per Shanghai Shipping Exchange and Mysteel July 20 reports, the US East Coast route remains firm at $8,172/FEU (up 0.47% weekly per July 17 SCFI), and canal restrictions will continue to support rates by constraining effective capacity and vessel load factors.

据FreightWaves 7月17日援引Xeneta与波音数据的报道，以伊冲突重燃后，多家航司绕飞中东高危空域，全球航空可用运力再度收缩。2026年全球航空货运运价或因以伊战争影响上涨约15%。与此同时，冲突早期阶段全球航空运力曾下降超过12%，当前运力同比虽仍增长约4%（受益于777改装货机投入市场），但随战事升级，可用空域进一步受限，航班绕航增加燃油与时间成本，运力增速预计放缓。亚太至欧洲及中东方向航线受冲击最为直接。

FreightWaves reported on July 17, citing Xeneta and Boeing data, that with airlines rerouting around Middle East conflict airspace, global available air cargo capacity is contracting again. 2026 global air cargo rates could rise approximately 15% due to Iran war impacts. During the conflict's early phase, global capacity fell over 12%. While capacity is currently up ~4% YoY (benefiting from 777 converted freighter entries), available airspace is further constrained as fighting escalates, increasing fuel and time costs from detours. Asia-Europe and Middle East routes are most directly impacted.

据海关总署7月20日发布的数据，2026年上半年中欧班列运行热度持续攀升。西安海关监管中欧班列（西安）累计开行3310列，货运量375.3万吨，同比分别增长8.3%、6.2%；满洲里海关监管进出境中欧班列2962列，同比增长35.1%。截至7月12日，霍尔果斯铁路口岸年内通行量正式突破5000列大关，日均通行稳定在27列以上，平均每2小时完成一列入境班列换装。受欧洲极端高温天气拉动，空调等制冷家电出口需求集中释放，中欧班列凭借时效稳定优势成为本轮欧洲保供的核心物流通道。

Per General Administration of Customs data released July 20, China-Europe rail freight continued strong growth in H1 2026. Xi'an supervised 3,310 trains (up 8.3% YoY) with 3.753 million tonnes of cargo (up 6.2% YoY); Manzhouli supervised 2,962 trains (up 35.1% YoY). Khorgos gateway surpassed 5,000 trains YTD as of July 12, averaging 27+ daily with inbound reloads completed every ~2 hours. Driven by Europe's extreme heatwave, demand for air conditioners surged, with rail freight's stable transit times making it a core logistics channel for European supply assurance.

7月21日，全国首趟跨境海铁公"一单制"班列从烟台港发车，货物经韩国仁川海运至烟台、铁路直达喀什、再转海关监管拖车出境至吉尔吉斯斯坦比什凯克，全程运输时效12天，较传统分段运输模式缩短约5天。该班列依托95306平台签发全程提单，实现"一次委托、一单到底、一箱到底"的跨境多式联运新模式，为中亚方向货物提供了兼具时效与成本竞争力的替代方案。

On July 21, China launched its first cross-border sea-rail-road "one-bill" train from Yantai Port. Cargo travels from Incheon by sea to Yantai, then by rail to Kashgar, and onward by customs-supervised truck to Bishkek, Kyrgyzstan — completing the full journey in 12 days, approximately 5 days faster than traditional segmented transport. The service issues a through bill of lading via the 95306 platform, enabling "one commission, one document, one container" cross-border multimodal transport and offering a time- and cost-competitive alternative for Central Asia-bound cargo.

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