A-Choice
国际贸易亚甄研究院 · 2026年10月24日

普货的边界正在收紧:14家船司要把锂电池从隐形货变成可见货

CINS 联合 14 家班轮公司呼吁改革 IMDG 的 SP188 豁免:所有含锂电池货物强制申报,单柜电池总毛重上限 20 公斤。达飞、赫伯罗特、MSC 已先行收紧,罚则最高 1.5 万美元/柜。出口企业现在该盘的三件事。

普货的边界正在收紧:14家船司要把锂电池从隐形货变成可见货

10 月下旬,由 14 家大型集装箱班轮公司组成的货物事故通报系统(CINS)发布立场文件,呼吁改革《国际海运危险货物规则》(IMDG Code)中的 SP188 豁免条款。核心建议两条:所有含锂离子电池的货物,无论是否满足现行豁免条件,都必须履行危险品申报;走 SP188 通道的货物,单柜锂离子电池总毛重不得超过 20 公斤,超过即按第 9 类危险品完整流程运输。

SP188 是过去十年最省事的一条通道。单体电池额定能量不超过 20Wh、电池组不超过 100Wh,通过跌落测试等条件,就可以不按危险品申报,按普货订舱、堆存、报关。问题出在颗粒度:这条规则管的是单件包装,没管整柜累计。船公司从订舱单上看得到箱里有电池,看不到有多少电池。

CINS 给出的背景数据是,全球集装箱船火灾频率约为每 17 天一起,锂离子电池热失控被认为是主要诱因之一。放到一年两亿多个集装箱的体量里看,单次概率不高;但一次火灾的代价是全船货值、船员生命和船体本身。承运人不会长期接受一个连数量都看不见的风险敞口。

必须说清楚,这是行业组织的建议文件,不是国际海事组织已通过的修正案,写进 IMDG 正式文本要走修正程序,周期以年计。但另一条线已在动:船公司自己先收紧。达飞在印度、越南等市场要求所有锂离子电池在订舱或装柜前申报,未申报按瞒报处理,每柜罚款可达 1.5 万美元;赫伯罗特对非危锂电池要求 MSDS、货物运输条件鉴定书和 UN38.3 报告,并另行申请舱位;MSC 要求 UN38.3 摘要、MSDS 及 SP188 符合性声明。德国、荷兰、新加坡、泰国等也已在 IMO 框架下推动修订。

最容易被低估的是范围。被卷进来的不是"电池"这一个品类:手机、笔记本、电动工具、小家电、充电宝、扫地机器人、电动自行车、便携储能,以及大量内置电池的机电产品,都是 SP188 的常客。很多发货人判断"这是普货",依据是"这不是电池",而不是"这箱电池总重多少"。这两个判断之间,差着一整套合规责任。

一旦按第 9 类走,成本是具体的:危险品订舱审核通常比普货多三到五个工作日,另有 DG 附加费、指定堆场与隔离堆存、专用舱位、部分船司和港口的接载限制,以及报关端的危包证。这些成本分布并不均匀——整柜带电产品和几公斤的样品件,单位成本能差出几倍。

还有一种情况要单独处理:已经在海上、按普货申报出运的带电产品。一旦中途被查出货证不符,通常的处理是到港后补做危申报或直接退运,费用和延误都由发货人承担。这类在途货现在就该把 UN38.3 和 MSDS 补齐备好,别等查验通知下来才去找。

现阶段能做的有三件事。第一,按瓦时值把 SKU 重盘一遍,分三档:单体不超 20Wh 且电池组不超 100Wh,可能仍在豁免内;超阈值,必然第 9 类;纯电池(UN3480、UN3481)本来就是第 9 类。第二,把"单柜电池总毛重"当成新的核算指标,这正是 20 公斤门槛对应的口径,做拼柜的尤其要算——一个柜里三家货拼起来很容易过线。第三,单证包前置:UN38.3、MSDS、货物运输条件鉴定书、跌落测试报告、SP188 符合性声明,加装箱时电池位置实拍。船司查验缺一份就要退关重来。

A-Choice 给客户的操作建议是:订舱前做一次带电预审,把品类、瓦时值、单柜电池总毛重三项写进订舱委托;合同里把申报不实导致的罚金、扣柜、退运和滞箱费责任做成背靠背条款;对长期客户按季度更新电池参数,换电芯供应商、换型号都会改变瓦时值,这一点最容易被漏。

规则尚未落地,不必恐慌性改流程。但承运人自主收紧已是既定方向,等 IMDG 正式修订再动,通常意味着已经先吃过一张罚单。现在花的力气,是把货从"隐形货"变成"可见货",越早做越便宜。

English Version / 英文版

The Boundary of General Cargo Is Tightening: 14 Carriers Want Lithium Batteries to Become Visible Cargo

In late October, the Cargo Incident Notification System (CINS), whose members are 14 major container lines, published a position paper calling for reform of Special Provision 188 of the IMDG Code. Two proposals sit at its centre: every shipment containing lithium-ion batteries should be subject to a mandatory dangerous goods declaration, regardless of whether it qualifies for the current exemption; and consignments moving under SP188 should be capped at 20 kg of gross battery mass per container, above which full Class 9 compliance applies.

SP188 has been the easiest route in the rulebook for a decade. A lithium-ion cell rated at no more than 20 Wh, or a pack at no more than 100 Wh, that passes the drop test can travel without a DG declaration, booked, stacked and cleared as general cargo. The flaw is granularity: the provision governs each package, not the accumulated total inside a box. A carrier can see from the booking that batteries are on board. It cannot see how many.

CINS puts the frequency of container ship fires at roughly one every 17 days, with lithium-ion thermal runaway identified as a leading contributor. Against more than 200 million containers moved by sea each year, the probability per shipment is modest. The cost of one fire is not: the cargo on board, the crew, the hull. No carrier will carry an exposure whose size it cannot measure indefinitely.

It should be said plainly that this is an industry recommendation, not an amendment adopted by the IMO. Writing it into the IMDG Code requires the formal amendment process, measured in years. A second track is already moving, however: carriers are tightening on their own. CMA CGM requires all lithium-ion battery cargo to be declared at booking or stuffing in markets including India and Vietnam, with undeclared shipments treated as misdeclaration and fines of up to USD 15,000 per container. Hapag-Lloyd asks for MSDS, a cargo transport conditions certificate and a UN38.3 report for non-DG lithium batteries, plus a separately arranged slot. MSC requires the UN38.3 test summary, MSDS and an SP188 conformity statement. Germany, the Netherlands, Singapore and Thailand are among those pushing for revision within the IMO framework.

What is most often underestimated is the scope. The category is not "batteries" but anything with a battery inside: phones, laptops, power tools, small appliances, power banks, robot vacuums, e-bikes, portable energy storage, and a long tail of machinery with built-in cells. Many shippers conclude that a shipment is general cargo because it is not a battery, rather than because they know how much battery mass the container holds. Between those two judgements sits an entire compliance obligation.

Once Class 9 applies, the added cost is concrete: DG booking review typically runs three to five working days longer, plus a DG surcharge, designated yards and segregated storage, dedicated slots, acceptance restrictions at certain carriers and ports, and a dangerous goods packing certificate at the customs end. These costs do not fall evenly. A full container of battery-heavy goods and a few kilograms of samples can differ severalfold on a unit basis.

One case needs separate handling: battery goods already at sea and declared as general cargo. If an inspection finds the cargo does not match the documents, the usual outcome is a retrospective DG declaration at destination or re-export, with cost and delay falling on the shipper. For this cargo in transit, complete the UN38.3 and MSDS files now rather than waiting for a query to arrive.

Three things are worth doing now. First, re-sort the SKU list by watt-hour rating into three tiers: cells at or below 20 Wh with packs at or below 100 Wh, which may still qualify; anything above, which will be Class 9; and standalone batteries under UN3480 and UN3481, which were always Class 9. Second, treat total battery mass per container as a planning metric, which is precisely what the 20 kg threshold measures. Consolidators need to run it carefully, because three shippers' cargo in one box adds up quickly. Third, assemble documentation before booking: UN38.3, MSDS, cargo transport conditions certificate, drop test report, SP188 conformity statement, and photographs of battery placement at stuffing. One missing document at inspection means destuffing and starting over.

Our advice at A-Choice is to run a battery pre-check before booking, recording product category, watt-hour rating and total battery mass per container on the booking instruction; to mirror declaration-related penalties, container holds, re-export and demurrage back-to-back in the transport contract; and for regular shippers, to refresh battery specifications quarterly, since changing a cell supplier or a model number changes the watt-hour figure, and that is the detail most often missed.

The rule has not landed yet, and there is no case for panic. But carrier-level tightening is a settled direction, and waiting for the formal amendment usually means absorbing a fine first. The work being done now is moving cargo from invisible to visible. The earlier it starts, the cheaper it is.

需要这条航线的运价与舱位方案?
提交起运港与目的港,10 秒获取参考运价,专人跟进未命中航线
立即询价
返回行业洞察