青旅情报站｜国际物流行业每周热点资讯(2026.9.12 - 9.18）

聚焦欧洲/中东/空运/运价/行业前沿动态

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

WorldACD第37周数据显示，全球计费重量环比+4%(亚太+5%、北美因劳动节+10%反弹)，均价微涨+1%至$2.58/kg；亚太出港运价同比+24%、MESA同比+53%，全球均价同比+14%、较2019年9月高逾50%。区域分化加剧：孟加拉→美即期运价连续4周破$7、本周$7.49/kg(同比+219%)；孟加拉→欧连续3周超$5；中东与南亚(MESA)需求持续强劲，红海/霍尔木兹扰动推高相关航线。整体被视为Q4旺季前的提前走强信号。

WorldACD Week 37 shows global chargeable weight up +4% WoW (Asia Pacific +5%, North America +10% on Labour Day rebound), with the average rate edging +1% to $2.58/kg; Asia-Pacific origin rates are +24% YoY and MESA +53%, lifting the worldwide average +14% YoY and more than +50% above September 2019. Divergence is stark: Bangladesh→USA spot rates held above $7 for four weeks at $7.49/kg (+219% YoY), Bangladesh→Europe above $5 for three weeks, and MESA demand stays exceptionally strong as Red Sea/Hormuz disruptions lift related lanes — an early signal of a firming Q4 peak.

两海峡扰动叠加冬季前备货，布伦特原油9.15–16重回100美元上方(Regulas称盘中最高达103.80美元)，较9月初明显抬升。IATA数据显示7月航油价格环比+12.2%、同比+56.9%，多家分析指出油价破百将对航空燃油附加费形成持续上行压力；加之运力窄幅波动(全球±1%)，空运全成本易涨难跌。

With both chokepoints disrupted and pre-winter stocking underway, Brent returned above $100 on 15–16 Sep (Regulas cites an intraday $103.80), well up from early September. IATA data shows jet fuel rose +12.2% MoM and +56.9% YoY in July, and multiple analysts flag that oil above $100 will keep sustained upward pressure on air fuel surcharges; with capacity moving in a narrow ±1% band, all-in air costs are biased upward.

继9.10攻占红海港口城市穆哈、控制曼德海峡内迈翁岛后，胡塞武装9.13又夺取红海南部大、小哈尼什群岛，逼近吉布提美军基地(约32公里)。Kpler数据显示，穆哈失守当天下午曼德海峡过境船舶即从周三30艘、周二26艘骤降至6艘(5艘驶出、1艘驶入)；布伦特当日站上100美元(盘中最高达103.80)。联合国安理会就也门局势召开紧急会议，秘书长特使警告也门面临2022年停火以来最严重全面战争风险。

After seizing the Red Sea port city of Mokha on 10 Sep and the island of Mayun inside Bab el-Mandeb, the Iran-aligned Houthis captured the Greater and Lesser Hanish islands on 13 Sep, advancing to within ~32 km of the US base in Djibouti. Kpler data shows Bab el-Mandeb transits collapsed from 30 vessels on Wednesday to just 6 (five outbound, one inbound) the afternoon Mokha fell; Brent topped $100 (intraday $103.80). The UN Security Council held an emergency session, with the envoy warning Yemen faces its gravest risk of full-scale war since the 2022 truce.

CGTN 9.15报道，美伊就谈判释放矛盾信号、通行仍大范围受限：周末商品船日通过量跌至个位数，10日移动均值仅14艘(远低于冲突前约130–140艘)；美军中央司令部与伊朗对"El Gaia"超级油轮事件说法不一(伊方称触雷起火、美方称遭导弹/无人机再袭)。SANA 9.16称周二仅4艘船过峡(前一日7艘)，无VLCC或LNG船；阿曼海上安全中心确认该巴拿马旗油轮在穆桑代姆附近起火，2人失踪、23人获救。韩国外长拟就护航自由航行与美方磋商。

CGTN (15 Sep) reports conflicting US–Iran signals on talks and traffic still largely restricted: weekend commodity-vessel transits fell to single digits, with a 10-day moving average of just 14 (far below the pre-conflict ~130–140); CENTCOM and Iran give conflicting accounts of the El Gaia supertanker (Iran says it hit mines and caught fire, the US says it was struck again by missile/drone). SANA (16 Sep) says only four vessels crossed on Tuesday (down from seven), with no VLCCs or LNG carriers; Oman's Maritime Security Centre confirmed the Panama-flagged tanker caught fire near Musandam with two missing and 23 rescued. South Korea's FM is set to discuss freedom-of-navigation escort with Washington.

欧盟海关改革完成最后立法步骤：欧洲议会9.16批准、与理事会达成的最终文本将签署并刊登于欧盟公报。新规设立去中心化"欧盟海关管理局"(EUCA，落户法国里尔、2027年运营)，统管EU Customs Data Hub；非欧盟电商平台在售欧时被视同进口商、须自办清关与缴税；最严重违规可处上一年进口额6%罚款、撤销海关特权乃至平台准入限制；覆盖小包裹监控成本的处理费最迟11.1开征(与7.1起实施的€3低值件关税相叠加)；电商平台强制使用数据中枢自2028.7起、全行业2034.3起。

The EU customs overhaul cleared its final legislative step as the European Parliament approved the agreed text on 16 Sep ahead of signature and publication in the Official Journal. The reform establishes a decentralised EU Customs Authority (EUCA, based in Lille, operating from 2027) overseeing the EU Customs Data Hub; non-EU e-commerce platforms are treated as the importer when selling into the EU and must handle customs formalities and duties; the most serious breaches face fines up to 6% of prior-year import value, loss of customs privileges or platform-access limits; a parcel handling fee arrives by 1 November (stacking with the €3 low-value duty in force since 1 July); platforms must use the data hub from July 2028, all traders from March 2034.

9月13日06:52，国货航CA1191航班从乌鲁木齐天山机场起飞，开通"乌鲁木齐—格拉斯哥"全货机航线(A330F，周2班、首班载54.51吨跨境电商货)，覆盖英国苏格兰及西北物流市场；这是继9.3"乌鲁木齐—列日"(A330-200F，首班53吨)后，国货航10天内从乌鲁木齐开通的第二条欧洲全货机线。列日主攻西欧集散、格拉斯哥补位英国本土直连，形成"西欧枢纽+英国市场"双枢纽布局；乌鲁木齐空港口岸已直连英国多地及比利时、瑞士、匈牙利、波兰等关键货运点，向西空中走廊持续加密。

On 13 Sep at 06:52, Air China Cargo flight CA1191 departed Urumqi Tianshan for Glasgow, launching a direct freighter route (A330F, twice weekly, maiden load 54.51t of cross-border e-commerce) serving Scotland and northwest UK — its second Europe freighter from Urumqi within ten days after Urumqi–Liège (A330-200F, 53t maiden) on 3 Sep. Liège anchors West-European distribution while Glasgow fills the UK-mainland gap, forming a "Western-Europe hub + UK market" dual layout; Urumqi's air port now links the UK plus Belgium, Switzerland, Hungary and Poland, densifying its westward air corridor.

Expeditors 9.16中东运营更新称，往返多哈(DOH)航班仍经与有关方面协调建立的专用走廊运行，海湾枢纽在双海峡扰动中保持运转。伴随红海/霍尔木兹受阻，绕开两海峡、经海湾中转的空运需求上升，迪拜(DXB)、多哈(DOH)、伊斯坦布尔(IST)等枢纽承接相关中转与高价值货集散；thetraveler.org 9.12报道，迪拜与多哈正加码机场、机队与连通性，在 intensifying 的全球枢纽竞争中扩大运力。对欧/中东方向货主，中东枢纽"空运+卡车联运"仍是规避海运咽喉风险的高弹性选项。

Expeditors' 16 Sep Middle East update says flights to and from Doha continue via dedicated corridors established in coordination with relevant authorities, with Gulf hubs holding operations amid the twin-chokepoint disruption. As the Red Sea and Hormuz stay blocked, air demand rerouted around both straits and transshipped via the Gulf is rising, with Dubai (DXB), Doha (DOH) and Istanbul (IST) absorbing related transshipment and high-value consolidation; thetraveler.org (12 Sep) reports Dubai and Doha are scaling airports, fleets and connectivity to expand capacity in an intensifying global hub race. For Europe/Middle East shippers, "air + truck" via Gulf hubs remains a high-resilience option to bypass sea-chokepoint risk.

中欧班列周报(第37周,9.16发布)显示，国内口岸大风管控已解除、西行发运常态；但欧洲境外段多重突发扰动叠加：波兰火车司机9.11因道口事故全国抗议(当日中午结束，全国平交道口限速20km/h，超千列晚点)，经马拉舍维奇枢纽班列普遍晚点；意大利9.8山体滑坡全线封路、10日晚恢复但货流未疏；奥意布伦纳罗通道因边境维修+假期运力大减、仅每周1班；斯洛伐克日利纳枢纽9.14–28供电制式转换施工、日间运力严重受限。多重因素下马拉舍维奇严重积压，口岸过境换装周期拉长至2–3周，部分米兰方向班列全程超38天，行业普遍采用"马拉舍维奇卸柜拆分+跨境卡车"铁卡联运保交付；波兰—意大利通道预计第39周起逐步恢复。

The China–Europe Railway Express weekly report (Week 37, published 16 Sep) shows domestic border-port wind controls lifted and westbound dispatch normal, but multiple sudden disruptions hit the European leg: Polish train drivers protested nationwide on 11 Sep (ended at noon, 20 km/h level-crossing limit, 1,000+ trains delayed), delaying trains via Małaszewicze; an Italian landslide closed the line on 8 Sep, reopening 10 Sep evening with freight still backlogged; the Austria–Italy Brenner corridor cut to one train/week on border works plus holidays; Slovakia's Žilina hub runs 14–28 Sep power-system conversion with severe daytime capacity limits. Małaszewicze is severely congested (transload cycle 2–3 weeks, some Milan trains over 38 days), pushing the industry to "unstuff at Małaszewicze + cross-border truck" rail-truck intermodal; the Poland–Italy corridor is expected to recover from Week 39.

沙特港务局(Mawani)9.17签署七项物流协议、总额约SAR10亿(约2.66亿美元)，使全国港口物流中心增至34个，其中17个位于吉达伊斯兰港——红海沿岸最大贸易门户。配套此前SMEC披露的吉达港分期总体规划，沙特正持续加码红海门户的集装箱吞吐与多式联运能力，以承接绕开曼德/霍尔木兹、改走红海—苏伊士方向的货运增量，并为中东—欧洲—非洲三角贸易提供更强枢纽支撑。

Saudi Arabia's Ports Authority (Mawani) signed seven logistics agreements totalling about SAR 1 billion (~$266m) on 17 Sep, lifting the kingdom's port-based logistics centres to 34 — 17 of them at Jeddah Islamic Port, the largest Red Sea trade gateway. Together with SMEC's phased Jeddah masterplan, Saudi Arabia is steadily scaling Red Sea gateway container throughput and multimodal capacity to absorb cargo rerouted from Bab el-Mandeb/Hormuz via the Red Sea–Suez axis and to strengthen the Middle East–Europe–Africa triangle hub.

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