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物流行业亚甄研究院 · 2026年10月29日

百余港口只停一天,地中海却要排两周:10月30日联合行动,发欧洲的柜子先核四件事

意大利交通部已登记10月30日全国港口24小时罢工,法国CGT号召约24个港区同步停工,组织方称参与港口扩至17国100多个。一天的停摆会通过靠泊窗口、支线接驳和滞港费向后传导两到三周,地中海的柜子要先核四件事。

百余港口只停一天,地中海却要排两周:10月30日联合行动,发欧洲的柜子先核四件事

本周五,也就是10月30日,欧洲与地中海的港口工人将进行一次跨国联合行动。意大利交通部的罢工登记表已经把这一天登记为港口业全国24小时罢工,热那亚、利沃诺、的里雅斯特、奇维塔韦基亚、安科纳、拉文纳、焦亚陶罗都在名单上。组织方意大利基层工会USB在10月21日的通告里称,参与或声援的港口已扩到17个国家、100多个,横跨四大洲。对发欧洲货的人来说,真正要判断的不是这个数字有多大,而是一天的停摆会往后推多久。

先把100多个港口这个说法拆开看,风险其实分三档。第一档已进法定程序:意大利全国港口24小时罢工,装卸、闸口、内陆衔接都会受影响。第二档已宣布但细节待定:法国CGT港口工会号召10月30日全国24小时罢工,涉及约24个港区,含勒阿弗尔、敦刻尔克、马赛-福斯、加来,工会称95%的法国港口会停摆,这是工会口径,不是港务局数据。第三档是声援:汉堡、旧金山与奥克兰、韦拉克鲁斯等地工会表示参与或支持,但公开通告还没确认全码头停工。三档混着说成百余港口全关,会让人过度反应;只当示威,又会低估意大利和法国这两个点位。

靠泊窗口是排他资源,这是海运和公路最大的不同。一艘周班船错过一个窗口,下一个窗口就是七天以后,不是晚一天。干线船如果临时跳港,重箱要么在下一港卸下再倒回来,要么等下一班船,中间这一段既产生堆存费,也要重排拖车和报关。港口作业还是串联的,岸桥停一天,堆场、闸口、铁路、拖车全部顺延,恢复时很难按停摆时长等比例恢复,通常是前松后紧,越靠近枢纽港越堵。

这次名单里最需要盯的是中转枢纽。焦亚陶罗2025年处理约449万标准箱,是地中海最大中转港之一;马赛-福斯约145万标准箱、总货量7500万吨;比雷埃夫斯是东地中海的门口。这几个点一停,受影响的不只是挂靠它们的船,还有靠它们接驳的支线。中国发往意大利内陆、希腊岛屿、巴尔干和北非的货,很多是干线到枢纽再支线转运,干线跳一次港,支线就断一档,内陆交货期按周算,不按天算。

时点不巧。苏伊士运河10月已通行982艘次、日均46.8艘次,德路里统计上周有55艘集装箱船双向通过,是去年同周的两倍多,地中海方向的流量正在回来。同期鹿特丹前三季度中转箱量降了两成,港方归因于深水泊位不足、部分货分流去了别的港。流量在往上走,中转能力在往下收,中间没有多少缓冲吸收一次突发停摆。

成本上还有一层叠加。11月1日起多家船公司的附加费集中生效,达飞对亚洲至非洲方向按到岸区域分档收旺季附加费,西非南段每标准箱900美元、西非中段700美元,东非与蒙巴萨一线300美元,另对毛重超18吨的20尺干柜加收300美元超重费。罢工带来的改港费、滞港费、二次拖车费,会和这批附加费出现在同一张账单上。报价不分项,就是一个说不明白的总数。

具体到这两天的动作,四件事值得做完。

一是核船。把本周挂靠意大利、法国、希腊、摩洛哥、土耳其的船逐条过一遍,问船公司三个问题:是否跳港、是否顺延、是否改挂靠。改挂靠的备选一般是瓦伦西亚、阿尔赫西拉斯、丹吉尔地中海港这一线,但备选港也会被挤,舱位和支线接驳要提前问。

二是核时间。罢工前一天闸口通常最挤,截关、截港、VGM截止时间有可能提前,拖车预约也可能抢不到号。已装箱待发的柜子,能赶在29日进港就不要留到30日。

三是核货。按交期把货分级:赶交期的考虑直航替代,或者用铁路、空运补一段;不赶的留出三到五天缓冲。不要一窝蜂改港,改港费和舱位价格会一起被推上去。

四是核条款。免堆期和免箱期从哪天起算、滞港费由谁承担、改港费能不能谈,这三条要在订舱确认时写进去。合同里如果有港口中断的处理条款,这次正好检验它能不能用。

口径要提醒一句。组织方估算涉及约4万个集装箱、代表地中海约四成集装箱吞吐量的工人,两个数字都来自工会,没有公开测算方法,也没有第三方核实。预案可按此量级准备,但写进客户说明或索赔,要用船公司和码头的书面通知。

一天的罢工不可怕,可怕的是按只停一天去安排后面的两周。10月30日当天更适合等船司的书面通知,真正的动作要在29日之前做完。

English Version / 英文版

One Day of Strikes, Two Weeks of Queues: What to Check Before the Oct 30 Port Action

This Friday, October 30, port workers across Europe and the Mediterranean will stage a coordinated international action. Italy's transport ministry strike register already lists a nationwide 24-hour walkout by port-sector workers for that date, with Genoa, Livorno, Trieste, Civitavecchia, Ancona, Ravenna and Gioia Tauro among the named ports. In a notice published on October 21, the Italian grassroots union USB said participation and support had spread to more than 100 ports in 17 countries across four continents. For anyone shipping to Europe, the question that matters is not how large that number sounds, but how far a single lost day pushes everything behind it.

Start by separating the headline from the mechanics. The exposure comes in three tiers. First, action already written into law: Italy's nationwide 24-hour port strike, which will affect cargo handling, gate operations and inland connections. Second, action announced but not yet detailed: France's CGT ports and docks federation has called a nationwide 24-hour stoppage on October 30 covering roughly 24 port areas, including Le Havre, Dunkirk, Marseille-Fos and Calais; the union says 95 percent of French ports will be at a standstill, but that is a union figure, not a harbour authority figure. Third, solidarity: unions in Hamburg, San Francisco and Oakland, and Veracruz have signalled participation or support, yet public notices do not establish full terminal shutdowns. Lumping all three together as "a hundred ports closed" invites overreaction. Treating the whole thing as a demonstration underestimates Italy and France.

A berth window is an exclusive resource, and that is where shipping differs most from road transport. When a weekly vessel misses its window, the next one is seven days away, not one day. If a mainline ship skips a port, containers either come off at the next call and get carried back, or they wait for the following sailing. Either way the box sits longer, storage accrues, and the trucking and customs work has to be re-sequenced. Port operations are also serial: one day without gantry cranes pushes yard stacking, gate release, rail loading and truck pickups back in sequence. Recovery rarely tracks the length of the stoppage. It front-loads easy moves and then jams, and the jam is worst at the hub ports.

The names to watch on this list are the transshipment hubs. Gioia Tauro handled about 4.49 million TEU in 2025, making it one of the Mediterranean's largest transfer points. Marseille-Fos moved roughly 1.45 million TEU and 75 million tonnes of total cargo in 2025. Piraeus is the eastern Mediterranean's front door. When these nodes stop, the damage is not confined to the vessels that call there; it runs down the feeder network behind them. Much of the cargo from China to inland Italy, the Greek islands, the Balkans and North Africa moves mainline-to-hub, then hub-to-feeder. One skipped mainline call breaks a feeder link, and inland delivery dates are measured in weeks, not days.

The timing is unfortunate. The Suez Canal has already logged 982 transits in October, a daily average of 46.8, and Drewry counted 55 container ships passing in both directions last week, more than double the same week last year. Mediterranean volumes are coming back. At the same time, Rotterdam's transshipment box volume fell 20 percent in the first three quarters, which the port attributes to deep-water berth constraints and cargo diverting elsewhere. Flows are rising while transfer capacity is tightening, and there is little slack in between to absorb a sudden stoppage.

Costs stack on top of that. A batch of carrier surcharges takes effect on November 1. CMA CGM is applying a tiered peak-season surcharge from Asia to Africa: USD 900 per TEU to the southern West Africa range, USD 700 to the middle range and USD 300 to East Africa and Mombasa, plus a USD 300 overweight charge on 20-foot dry boxes above 18 tonnes gross. Diversion fees, demurrage and second-leg trucking from the strike will land on the same invoice as those surcharges. If a quotation does not itemise them, the customer sees one number nobody can explain.

Four things are worth finishing before the weekend.

Check the vessels. Go through every booking on ships calling Italy, France, Greece, Morocco and Turkey this week and ask the carrier three questions: will the call be skipped, will it be delayed, will it be shifted to another port. The usual alternatives run through Valencia, Algeciras and Tanger Med, but those ports get crowded too, so confirm slot and feeder connections early.

Check the cut-offs. Gates are busiest the day before a strike, and cargo cut-off, port cut-off and VGM deadlines may move earlier. Trucking slots may also be gone. If a container is packed and ready, get it through the gate on the 29th rather than the 30th.

Check the cargo. Sort by delivery commitment. Time-critical shipments should look at direct routings or a rail or air bridge for part of the journey. The rest should carry three to five days of buffer. Do not divert everything at once; diversion fees and slot prices will rise together.

Check the terms. When free time starts, who bears demurrage, and whether diversion fees are negotiable should all be written into the booking confirmation. If the contract has a port-disruption clause, this is the week to find out whether it actually works.

One caveat on the numbers. Organisers estimate some 40,000 containers could be delayed and say the unions involved represent workers handling about 40 percent of Mediterranean container traffic. Both figures come from the unions, with no published methodology and no independent verification. Plan for that order of magnitude, but when you explain the situation to a customer or file a claim, rely on written notices from carriers and terminals rather than union estimates.

A one-day strike is not the real problem. The real problem is planning the following two weeks as though only one day is lost. October 30 itself is a day for waiting on written carrier notices. The work belongs on October 29.

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