JU2019NIANUNCTADDEBAOGAOTONGJI，CONGSHANGPINZHONGLIANGDEWEIDUJISUAN，HAIYUNMAOYILIANGZHANQUANQIUMAOYIZONGLIANGDE90%;ANSHANGPINJIAZHIDEWEIDUJISUAN，ZEZHANMAOYIEDE70%YISHANG。

RANER，YIQINGQIJIANZHEITIAOGUOJIMAOYIDONGMAIQUEBEILANYAOQIEDUAN，ZHUANGXIANGYUNFEILIQIBAOZHANG，CHUANCHUANBAOCANGJUWEINANQIU；JINDUANSHIJIANQUANQIUHAIYUNZHANGJIAQUEXIANGLANGCHAOGENGSHIYUFAXIONGYONG，FASHENGLESHENME？

美国国务院宣布终止与香港的三项双边协议

JUXIANGGANGWENHUIWANGDENGGANGMEIBAODAO，DANGDISHIJIAN8YUE19RI，MEIGUOGUOWUYUANYIZHONGGUOZHIDINGXIANGGANGGUOANFAWEIJIEKOU，SHENGCHENGYIJINGTONGZHIXIANGGANGTEQUZHENGFU，MEIFANGYIZANTINGHUOZHONGZHIYUXIANGGANGDESANXIANGSHUANGBIANXIEYI。SHOUYINGXIANGDEXIEYIBAOKUOYIJIAOTAOFANXIEDING、YIJIAOBEIPANXINGRENXIEDINGJIHUOMIANGUOJICHUANYUNLIDESHUI。

中美集装箱舱位紧缺

目前中国至美国西海岸的舱位尤其紧张。

BAYUEZHONGXUN，CAIXINYUANYINYIWEIYUNYINGMEIGUOXIANDEHUODAIRENSHIXIAOXIBAODAO：“ZUIJINYIGEYUEDOUZAIMANGMEIGUOJIZHUANGXIANGHANGXIANDECHUHUO，JIHUCHUANCHUANBAOCANG，XIANZAIZUIZAOZHINENGDINGDAOSANZHOUHOUDECANGWEI，XIANGCHUHUODEHUOZHUCHUJIADOUHENSHUANGKUAI。”ERQIEJIUSUANTIQIANDINGCANGZHIHOU，YEBUPAICHUYUDAOCHUANBOXIANGWEIJINZHANGBEI“SHUAIJU”DEQINGKUANG。

WEIHEJINQIZHONGMEIJIZHUANGXIANGCANGWEIRUCIJINQUE？

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其次，鉴于对美国政策走向的悲观预期，许多美国客户催促中国货主抓紧生产，抢急发货。这种提前透支未来出货量的紧张行为，也让中美航运公司缺箱情况愈发明显。在港口集装箱业务"青黄不接"阶段，叠加对未来贸易担忧情绪的影响下，中美航线运价更是屡创新高。

全球海运费用离奇暴涨！创历史之高！

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但事实上，放眼世界，这只是全球海运费用离奇暴涨的缩影。自六月份以来，从马士基到地中海航运，从亚欧到北美线等国际航线海运价格便齐齐开启猛涨模式，虽说影响海运费用的因素诸多，但讲起来真正左右海运费用的"关键因素"有以下两个：

下半年出口可能出现缺空箱情况

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由于此原因导致下半年将会出现以下情况：

1、船期基本在同一时间，装柜时间基本在同一时间，将会出现拖车紧张，装箱工紧张；
2、舱位紧张爆舱，停柜现在频繁出现；
3、海运费持续涨价；
4、下半年出口有可能出现缺、空箱的情况，事实上，已经有部分船公司已经出现缺、空箱的情况；

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WENZHANGLAIYUAN：JINSHISHUJU、CANKAOXIAOXIDENG，WEIYUNWANGZONGHEZHENGLIHUIBIANZHUANZAIQINGZHUMING

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