【霍尔木兹海峡与曼德海峡的海运流量走势出现显著分化】船舶跟踪机构MarineTraffic数据显示,霍尔木兹海峡船舶通行量下降 28%,降至 77 艘次;载货航次由 45 艘次降至 33 艘次。受制裁船只及影子船队通行数量从 50 艘次降至 23 艘次,另有 40 艘次航行路线无法确定,32 艘次采用伊朗单方面的通行机制。曼德海峡则呈现相反态势,船舶通行量回升 9.7% 至 248 艘次,载货航运量从 103 艘次增至 109 艘次。暗船通行量维持在 23 艘次附近,船舶遵守分道通航制比例约为 91%。数据显示海湾航运面临的压力持续加大,而红海航运的运营韧性依旧更强。
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