我们现就中东地区形势最新进展及其对全球运输网络的影响，为您提供最新综合运营动态。
目前该地区空域及海运限制仍较为严峻，相关管控措施可能随时调整。
一、空运——区域及全球网络影响
多个中东国家空域仍处于关闭或高度管制状态，传统欧亚空中走廊经海湾地区的航班受到严重干扰。当前仅有限撤侨或临时航班在严格条件下运行，常规商业航班尚未恢复正常。
受此影响：
- 航空公司普遍绕开冲突区域调整航线，导致整体运力及航班频次下降
- 原海湾地区技术经停已暂停，进一步加剧运力紧张
- 航线绕行延长导致燃油消耗增加、操作复杂度上升
当前运营环境仍充满不确定性，相关法规及航空通告（NOTAM）频繁更新，对航班计划与全球网络稳定性造成持续影响。
此外，上述变化进一步引发：
- 欧洲与亚洲间长途货运运力持续紧张，可调整空间有限
- 伊斯坦布尔、雅典、开罗、约翰内斯堡等替代枢纽出现不同程度拥堵
- 市场运价波动加剧
- 燃油及相关附加费用存在进一步上调风险
在亚洲区域，受航司网络及运力调整影响，舱位资源持续紧张。我们正积极评估其他替代口岸及多式联运方案，包括海空联运等组合模式，以保障供应链稳定。
二、海运——航道受限
霍尔木兹海峡航运通行持续受限，严重影响往返波斯湾的船舶正常运营。多家船公司仍在限制或暂停该地区新订舱业务，另有部分船公司持续重新评估航线，以保障船舶及船员安全。
主要运营影响包括：
- 部分服务需改经更长替代航道（如好望角），视起运地与目的地不同，运输时效可能延长10–20天
- 战争风险附加费、保险相关费用持续上升
- 次级及替代港口拥堵风险增加
- 船公司持续调整船期排班以平衡运力供给
在途货物可能根据船公司指示出现延误或改线，网络调整期间船期稳定性仍存在不确定性。
三、陆运及内陆操作
部分区域公路运输仍受严格管控，跨境运输优先保障授权物资及人道救援货物。
在允许正常运输的区域，客户需提前预期可能出现的边境拥堵、海关查验延迟及运输时效波动。整体运营环境将随安保措施变化持续动态调整。
四、客户建议
鉴于当前全球运力紧张及运营环境波动，我们建议：
- 提前共享最新货量预测，便于我司更精准规划运力并协助锁定舱位
- 尽早确认订舱，航线调整及舱位缩减可能导致临时舱位紧张
- 审查货物保险保障，尤其关注战争风险相关条款，确保货物获得充分保障
- 合理评估并优化安全库存水平，应对运输时效波动带来的供应链风险
We are pleased to provide you with the latest comprehensive operational updates regarding the recent developments in the Middle East and their impact on the global transportation network.
At present, airspace and maritime restrictions in the region remain severe, and relevant control measures may be adjusted at any time.
I. Air Freight – Impact on Regional and Global Networks
Airspace in multiple Middle Eastern countries remains closed or under strict control, severely disrupting flights on the traditional Eurasian air corridor via the Gulf region. Currently, only a limited number of evacuation or temporary flights are operating under strict conditions, and regular commercial flights have not yet resumed normal operations.
As a result:
- Airlines are generally adjusting their routes to bypass conflict zones, leading to a decrease in overall capacity and flight frequency
- Technical stops in the Gulf region have been suspended, further exacerbating capacity constraints
- Extended detour routes have resulted in increased fuel consumption and operational complexity
The current operating environment remains full of uncertainties, and relevant regulations and Notices to Airmen (NOTAM) are frequently updated, which continue to affect flight schedules and the stability of the global network.
In addition, the above changes have further led to:
- Persistent tightness in long-haul air freight capacity between Europe and Asia with limited room for adjustment
- Varying degrees of congestion at alternative hubs such as Istanbul, Athens, Cairo, and Johannesburg
- Increased volatility in market freight rates
- Potential risk of further increases in fuel and related surcharges
In the Asian region, due to adjustments to airline networks and capacity, cargo space resources remain tight. We are actively evaluating other alternative ports and multimodal transportation solutions, including sea-air combined transportation, to ensure supply chain stability.
II. Sea Freight – Restricted Shipping Lanes
Shipping traffic through the Strait of Hormuz remains restricted, seriously affecting the normal operation of ships traveling to and from the Persian Gulf. Many shipping companies are still restricting or suspending new booking services to the region, while others are continuously re-evaluating routes to ensure the safety of ships and crew.
Key operational impacts include:
- Some services need to be rerouted via longer alternative shipping lanes (such as the Cape of Good Hope), and transportation time may be extended by 10–20 days depending on the origin and destination
- Continuous increases in war risk surcharges and insurance-related costs
- Increased risk of congestion at secondary and alternative ports
- Shipping companies continue to adjust sailing schedules to balance capacity supply
In-transit cargo may be delayed or rerouted in accordance with shipping company instructions, and sailing schedule stability remains uncertain during the network adjustment period.
III. Land Transport and Inland Operations
Road transportation in some regions remains under strict control, and cross-border transportation prioritizes authorized materials and humanitarian aid cargo.
In regions where normal transportation is permitted, customers should anticipate potential border congestion, customs inspection delays, and fluctuations in transportation time. The overall operating environment will continue to be dynamically adjusted in response to changes in security measures.
IV. Recommendations for Customers
In view of the current global capacity constraints and volatile operating environment, we recommend:
- Share the latest cargo volume forecasts in advance to facilitate our more accurate capacity planning and help lock in cargo space
- Confirm bookings as early as possible, as route adjustments and capacity reductions may lead to temporary cargo space shortages
- Review cargo insurance coverage, especially war risk clauses, to ensure adequate protection for goods
- Reasonably assess and optimize safety stock levels to address supply chain risks caused by fluctuations in transportation time
