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观察人士称：集装箱航运业或于2026年驶入下行周期

业内预计运力将增加，而需求将下降

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Tay Peck Gek

Tay Peck Gek

Published Fri, Jan 2, 2026 · 07:00 AM
    • 尽管重返红海航线意味着比绕行南非航程更短、油耗更低、碳排放更少，但其直接的连锁反应不仅是运力增加，还包括港口拥堵。
    • 尽管重返红海航线意味着比绕行南非航程更短、油耗更低、碳排放更少，但其直接的连锁反应不仅是运力增加，还包括港口拥堵。 照片：商业时报资料照片

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    [新加坡] 集装箱航运业可能在新的一年经历周期性低迷，因为预计运力将超过需求，而船只重返苏伊士运河将加剧供需动态失衡。

    Vespucci Maritime首席执行官Lars Jensen表示，从全球供需预测来看，行业将陷入低迷的结论是显而易见的——行业正走向一个“相当正常”的周期性下行。换句话说，这并非崩盘。

    他在一次小组讨论中详细阐述道：“对我而言，崩盘是指我们在2008至2009年金融危机期间所见到的情况。我们现在面临的并非崩盘，而是像2015至2016年那样的运力过剩。”

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