青旅情报站｜国际物流行业每周热点资讯(2026.10.31 - 11.06）

聚焦欧洲/中东/空运/运价/行业前沿动态

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

10月30日至11月2日，霍尔木兹与阿曼湾连续发生袭船：Nakilat液化天然气船AL MAYEDA中弹、巴拿马籍拖轮SELAT STORM中弹沉没，UKMTO对两艘油轮/船舶发出遇袭警告。威胁已从油轮扩散至LNG船与近海支持船，并延伸至阿曼外海与阿拉伯湾北部。

Between 30 October and 2 November, attacks struck the Strait of Hormuz and the Gulf of Oman: Nakilat’s LNG carrier AL MAYEDA was hit, the Panamanian tug SELAT STORM sank after being struck, and UKMTO warned of two more vessels hit near Ras Al Khafji and off Lima, Oman. The threat has spread from tankers to LNG carriers and offshore support vessels and reached the waters off Oman and the northern Arabian Gulf.

路透社11月2日援引军方消息称，胡塞武装已推进至距也门临时首都亚丁约80公里并控制Al-Maqatirah，挪威海事局将曼德海峡定为ISPS海上安全三级、南北红海相关水域为二级。截至11月3日，本轮推进尚未出现经独立证实的曼德海峡商船遇袭或航道关闭。

Reuters reported on 2 November, citing military sources, that Houthi forces advanced to within about 80 km of Aden — Yemen’s interim capital — and took Al-Maqatirah, while Norway’s maritime authority set Bab el-Mandeb at ISPS Security Level 3, with Level 2 across specified southern and northern Red Sea areas. As of 3 November no independently confirmed attack on a commercial vessel transiting Bab el-Mandeb or closure of the strait had been established.

欧盟委员会税务与海关同盟总司（DG TAXUD）10月30日公告，ICS2将于11月6日19:00（CET）至11月8日23:59进行年度系统维护，期间ICS2相关应用可能出现临时中断或不可用，但业务连续性计划（BCP）不激活。企业仍须按现有要求提交完整ENS；空运须在装机前提交最低数据组，公路与铁路在opt-in国家仍可通过NCTS第6阶段合并提交。

The European Commission’s DG TAXUD announced on 30 October that ICS2 will undergo annual maintenance from 19:00 CET on 6 November to 23:59 on 8 November, during which ICS2-related applications may face temporary interruption or unavailability, with the Business Continuity Plan not activated. Operators must still lodge a complete ENS per current rules; air cargo files the minimum data set pre-loading, and road and rail in opt-in countries may still file combined through NCTS Phase 6.

欧盟授权条例(EU)2026/2152于11月1日生效，对以远程销售方式从欧盟境外直邮给欧盟消费者的包裹开征联盟处理费（Union Handling Fee），费率为每商品品类2欧元，属永久性收费、每两年评估一次，与7月起的150欧元以下小件3欧元进口关税叠加。同步要求货值不超过150欧元的B2C包裹在商品明细级别强制申报产品标识符（PID），缺失或不符将导致清关延误、扣留乃至退运。

EU Regulation (EU) 2026/2152 took effect on 1 November, charging a permanent Union Handling Fee of €2 per product category on parcels posted directly to EU consumers from outside the Union, reviewed every two years and stacked on the €3 duty for sub-€150 items introduced in July. It also makes product identifier (PID) declaration at item level mandatory for B2C parcels not exceeding €150; missing or mismatched PIDs can cause clearance delays, holds or returns.

TAC指数显示，截至11月2日一周全球波罗的海空运指数BAI00报2744点，周跌1.1%、同比涨22.8%，连续数周高于过去两个旺季峰值，受高企航油与旺季需求支撑。分枢纽看，上海浦东出港BAI80报6138点（周涨2.8%、同比+14.4%），香港BAI30报4941点（周涨0.7%、同比+28.0%），法兰克福BAI20报1227点（周跌6.5%、同比+25.7%）。

TAC Index data for 2 November put the global Baltic Air Freight Index (BAI00) at 2,744, down 1.1% on the week and up 22.8% year on year, sustained above the previous two peak-season highs by high jet-fuel prices and peak demand. By hub, Shanghai Pudong outbound (BAI80) stood at 6,138 (+2.8% WoW, +14.4% YoY), Hong Kong (BAI30) at 4,941 (+0.7% WoW, +28.0% YoY) and Frankfurt (BAI20) at 1,227 (-6.5% WoW, +25.7% YoY).

上海航运交易所周度数据：SCFI综合指数报3687.35点，连续第四周上行；分航线看，远东—地中海大涨4.48%至4318美元/TEU领涨，远东—欧洲温和上行，东南亚线连续四周站上千美元；美西报7479美元/FEU、美东10199美元/FEU，分别回落约1.0%与1.82%。行业机构Linerlytica称，11月1日这一轮亚欧与跨太同步宣涨"实质失败"，第二轮（11月中旬）FAK已挂出。

Shanghai Shipping Exchange weekly data put the SCFI composite at 3,687.35 for a fourth consecutive gain. By lane, Far East–Mediterranean led with a 4.48% rise to US$4,318/TEU, Far East–Europe edged up, and the Southeast Asia lane held above US$1,000 for a fourth week; US West read US$7,479/FEU and US East US$10,199/FEU, down about 1.0% and 1.82%. Linerlytica called the 1 November round of simultaneous Asia–Europe and trans-Pacific hikes a “substantive failure,” with a second FAK round flagged for mid-November.

Crane Worldwide与C.H. Robinson等物流机构的市场更新显示，全球空运需求增速继续高于运力，亚洲—北美航线受AI服务器与半导体货盘推动连续第七个月增长，跨太需求同比增幅居前。与之相对，欧洲—亚洲方向因欧盟7月1日取消小包免税后走软，部分航司将货机运力倾向美国方向，欧洲或亚洲区内货主可选方案或减少。

Market updates from Crane Worldwide and C.H. Robinson show global air demand still outpacing capacity, with Asia–North America lifted by AI-server and semiconductor cargo for a seventh consecutive month and trans-Pacific year-on-year growth among the strongest. By contrast, Europe–Asia has softened since the EU ended its de minimis exemption on 1 July, and some carriers are steering freighter capacity toward the US, potentially narrowing options for European or intra-Asia shippers.

IATA 9月数据：航油价格环比涨17.5%、同比涨103.4%，首席经济学家表示"收益率未能跟上"成本上涨，高燃油使盈利更具挑战。需求侧，9月全球CTK同比增7.7%、国际增8.6%，北美（+11.8%）与亚太（+8.6%）领先，中东（+3.8%）最弱、欧洲—中东同比降18%。运力管理上，部分航司将货机资源投向订舱更活跃的跨太方向，布宜诺斯艾利斯（EZE）因跑道维护至11月11日减能运行。

IATA’s September data show jet fuel up 17.5% month on month and 103.4% year on year; its chief economist said yields “have not kept pace” with cost, making profitable operations harder. On demand, September CTK rose 7.7% globally (+8.6% international), led by North America (+11.8%) and Asia-Pacific (+8.6%) and weakest in the Middle East (+3.8%), with Europe–Middle East down 18% year on year. In capacity management, some carriers are steering freighters toward the more active trans-Pacific lane, while Buenos Aires (EZE) is running at reduced capacity through 11 November for runway maintenance.

马士基与赫伯罗特11月3日宣布，将把双方共营的印度—欧洲双子星（Gemini）ME1航线恢复至红海与苏伊士运河路径，结束绕行好望角的安排。调整后的船期串联Mundra、Nhava Sheva、Salalah、Suez、Tangier与北欧港口，首班西行ATLANTA EXPRESS（航次644W）定于11月4日自Salalah启航，仍视红海安全态势持续监测。Crane Worldwide月报称，曼德海峡周度运力在六周内翻倍至危机前约48%，承运人正加速回归苏伊士。

Maersk and Hapag-Lloyd announced on 3 November that their jointly operated Gemini ME1 service between India and Europe will return to the Red Sea and Suez Canal routing, ending its diversion around the Cape of Good Hope. The revised rotation links Mundra, Nhava Sheva, Salalah, Suez, Tangier and northern European ports, with the first westbound ATLANTA EXPRESS (voyage 644W) scheduled to depart Salalah on 4 November, subject to continued monitoring of Red Sea security. Crane Worldwide’s monthly update says weekly Bab el-Mandeb capacity has doubled in six weeks to about 48% of pre-crisis levels as carriers accelerate their Suez return.

11月3日，一趟满载汽车配件与日用百货的中欧班列自内蒙古二连浩特铁路口岸启程驶向欧洲，标志着中欧班列"中通道"今年通行量突破4000列，创历史同期新高。二连浩特作为中通道唯一进出境口岸，目前通道运行线路达76条，通达10余个国家70多个枢纽站点。截至11月2日，中通道通行3993列、运输货物390.20万吨，同比分别增长4.0%与24.6%。

On 3 November a China–Europe freight train laden with auto parts and consumer goods departed the Erenhot rail port in Inner Mongolia for Europe, taking the central corridor’s annual count past 4,000 trains, a record for the period. Erenhot, the corridor’s sole border gateway, now links 76 routes to over 70 hub stations in more than 10 countries. As of 2 November the central corridor had run 3,993 trains carrying 3.902 million tonnes, up 4.0% and 24.6% year on year.

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