A-Choice
物流行业亚甄研究院 · 2026年10月14日

马尼拉堵到整港停收:赫伯罗特暂停菲律宾三大门户港订舱至年底,发东南亚的货主该做四件事

空箱还不出去,逼出罕见措施:赫伯罗特即日起停收至马尼拉、八打雁、苏比克湾的新订舱,暂定持续到12月31日。这是目的港作业问题,不是运价问题——发菲律宾的货主要重新算交期与费用两本账。

马尼拉堵到整港停收:赫伯罗特暂停菲律宾三大门户港订舱至年底,发东南亚的货主该做四件事

菲律宾港口的空箱危机终于逼出了极端措施。赫伯罗特发布客户通告,即日起暂停接收至马尼拉(PHMNL)、八打雁(PHBTG)与苏比克湾(PHSFS)三个主要门户港的新订舱,不限起运地与航线,暂停期暂定至2026年12月31日。一家主要船司对整组门户港停收两个多月,在近年的东南亚航线里相当罕见,通告甚至没有给出提前恢复的条件,只称如有变化将另行通知。

导火索是空箱返还体系的瘫痪。10月5日起,菲律宾执业报关行协会发起口岸休息日,会员不再生成放行单、订舱单与卡车舱单;次日五个卡车与港口团体跟进罢运一周。矛盾的核心在还箱环节:司机还一车空箱要等约两周,个别情况被拖到一个月,数千个空箱滞留在私营堆场与车队院内,反过来挤占重箱的作业空间。10月8日报关行协会宣布暂缓抗议,称两大码头运营商已恢复连续收箱,但这一说法尚未获独立证实,协会的核心诉求——外国船司清走积压空箱——也并没有得到解决。结构性的病根更深:马尼拉进口与出口箱量长期接近三比一,进口卸箱产生的空箱远多于出口能带走的量,堆场不扩容,这个结就解不开。

政府层面正在补课。财政、交通、贸工、海关与港务局五个部门的联合行政令已起草完毕待签,将要求船司迁移空箱,并在瓦伦苏埃拉、布拉干、甲米地、内湖等地开辟新堆场;港务局总经理公开表示,长期解法就是让外国船司自建空箱堆场。海关同时在严格执行外国集装箱90天滞留红线。这并非菲律宾第一次陷入类似僵局:2018年马尼拉就因还空难谈出一项空箱24小时返还上限的临时协议。可见堆场不足是多年顽疾,不是一场罢工能解决的。

对货主的影响会如何落地?年底前去菲律宾的舱位都可能偏紧:赫伯罗特停收后,其他船司要么跟进限制,要么借机加收拥堵附加费,而四季度恰是东南亚传统出货旺季。A-Choice建议四件事:第一,立即向承运人确认是否跟风停收或限制订舱,提前锁定替代船司,必要时评估经宿务、达沃等南部港口中转的可行性;第二,进口端盯紧90天滞留红线,到港前完成预清关,卸箱后第一时间安排还空,滞箱费按天累积,晚动一天就是真金白银;第三,把空箱返还义务与拥堵附加费的承担方式写进与船司、卡车行的协议,明确等待超时的费用归属;第四,四季度发菲律宾的交期至少多留一周缓冲,并提前与收货人同步。

东南亚是A-Choice的核心航线。马尼拉这一轮风波再次说明:运价只是成本的一半,目的港的作业能力才是交期能否兑现的另一半。报价时把这两半一起算清,才不至于在旺季被目的港牵着走。

English Version / 英文版

Manila Hits a Wall: Hapag-Lloyd Suspends Bookings to Three Philippine Gateways Until Year-End

The empty container crisis in the Philippines has finally forced an extreme response. Hapag-Lloyd has announced that, effective immediately, it will not accept new bookings to Manila (PHMNL), Batangas (PHBTG) or Subic Bay (PHSFS) from any origin on any trade lane, with the suspension scheduled to run through 31 December 2026. For a major carrier to close an entire gateway group for more than two months is rare on Southeast Asian services, and the advisory sets no conditions for an early resumption.

The trigger was a breakdown in empty container returns. On 5 October the Practicing Customs Brokers Association of the Philippines began a digital protest and rest day, asking members to stop generating gate passes, bookings and truck manifests; a day later, five trucking and port groups started a week-long trucking holiday. At the heart of the dispute is depot capacity: truckers wait up to two weeks - and reportedly as long as a month - to return empties, leaving thousands of containers stranded in private yards and blocking slots for laden cargo. On 8 October the brokers' association paused its protest, saying the two terminal operators had resumed accepting empties, though that claim remains unverified and the core demand - that foreign carriers evacuate their empties - is still unmet. The structural problem runs deeper: Manila handles roughly three imports for every export, so far more empties are generated than outbound cargo can absorb. Without new depots, the knot cannot be untied.

The government is catching up. A joint administrative order drafted by five agencies - Finance, Transportation, Trade and Industry, Customs and the Ports Authority - awaits signature and would require carriers to relocate empties and open new depots in Valenzuela, Bulacan, Cavite and Laguna. The Ports Authority has said publicly that the long-term fix is for foreign carriers to build their own empty container yards. Customs, meanwhile, is strictly enforcing the 90-day dwell limit for foreign containers. This is not the first such standoff: in 2018 Manila negotiated a 24-hour cap on empty returns - a reminder that depot scarcity is a chronic problem no single strike can fix.

For shippers, expect tight capacity to the Philippines through year-end. After Hapag-Lloyd's move, other carriers may follow with restrictions or add congestion surcharges, right as the traditional fourth-quarter peak gets under way. Four recommendations from A-Choice. First, confirm with your carrier whether it will match the suspension, line up alternatives, and evaluate routing via southern gateways such as Cebu or Davao where necessary. Second, on imports, watch the 90-day dwell limit closely: complete pre-clearance before arrival and return empties immediately after unstuffing - detention accrues daily. Third, put empty return obligations and congestion surcharge responsibility explicitly into your contracts with carriers and truckers, including who pays when waits run long. Fourth, add at least a week of buffer to fourth-quarter Philippines transit plans and keep consignees informed early.

Southeast Asia is a core trade for A-Choice. The Manila disruption is one more reminder that freight rates are only half the cost equation - destination terminal capability is the other half. Quote both halves honestly, and the peak season is far less likely to catch you off guard.

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