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海运价格亚甄研究院 · 2026年11月1日

非洲线一个月三次调价:同一个舱位,目的国、箱型、毛重分别计价

达飞11月1日起将西非中部旺季附加费提至700美元/TEU、南部900美元,为一个月内第三次上调;马士基南非线自11月9日起由250/500美元升至1000/2000美元。非洲线已从航线一口价转为三维计价。

非洲线一个月三次调价:同一个舱位,目的国、箱型、毛重分别计价

10月27日,达飞轮船再发一轮公告:11月1日起装船的中国至西非货物,西非中部旺季附加费调至每TEU 700美元,西非南部900美元,塞内加尔400美元。这是同一家船司一个月内的第三次上调——9月30日公告的10月15日标准是中部200、南部400、北部400美元;10月5日公告的10月22日标准升至中部350、南部550、北部550美元,科纳克里维持200美元不变。

三轮公告并排看,定价逻辑已经变了。过去是一条航线一个价,现在同一个舱位按三个维度分别计价。

第一个维度是目的国。这一轮西非中部的700美元适用于尼日利亚、科特迪瓦、贝宁、赤道几内亚和多哥,加纳被明确排除在外、维持原标准;塞内加尔单列400美元。同一条船、同一个装港、同一周装船,目的港隔一条国境线,附加费可能差几百美元。

第二个维度是箱型。马士基9月29日公告的南非及毛里求斯标准是20尺250美元、40尺500美元;10月26日公告自11月9日起(越南11月10日)调整为20尺1000、40尺2000美元,不到一个月翻了两番。同期至肯尼亚、达累斯萨拉姆、西非的20尺与40尺标准分别为1000与2000、1200与2000、800与1600美元。赫伯罗特自11月1日起对蒙巴萨和达累斯萨拉姆全箱型统一800美元/TEU,11月3日起对德班和开普敦500美元/TEU。

第三个维度是毛重。达飞对部分中国至东非航线的20尺干货重箱新增每箱300美元超重附加费。小箱装重货开始被单独收费,靠重货走小箱压成本的算法要重算一遍。

达飞德班线最能说明节奏。远东至德班标准每TEU 750美元,10月22日起执行;中国起运另设窗口,华南按装船日期10月22日至31日1050美元/TEU,华北及中部10月28日至31日1150美元/TEU。9月10日公布的初始水平仅100美元/TEU,两个月变成10.5至11.5倍。

附加费往上走,目的港成本也在往上走。莫桑比克贝拉港平均等待15至16天、极端30天,拥堵预计持续到2026年底,已有货代把塞港费从每柜300美元上调到800美元。德班第43周平均在港近8天,Pier 1延误6至11天,DGT码头10至16天。拉各斯锚地等待普遍14至21天;特马约5.87天但冷藏插头利用率100%;科纳克里约12.2天。

运力端有改善。罗安达新增直达路径,由达飞ASAFGR、中远海运WAX4和马士基FEW6共舱,周四开航、航程约38天,首班11月3日;黑角有MSC IROKO周三班约30天、达飞WAX2与马士基FEW3周三班约43天两档。直达降低了中转不确定性,但没有消除目的港效率风险——黑角堆场利用率约95%,固定窗口与先到先得靠泊已暂停。

最实际的应对是重做报价模板:把附加费拆成目的国、箱型、毛重三列,单独标注PSS是否已含、按装船日期还是离港日期适用。装船节点要倒排,11月1日是达飞东非、南非、西非与赫伯罗特东非的生效日,11月3日是赫伯罗特南非线,11月9日是马士基东非、南非和毛里求斯线,能前置的尽量前置。超重货先算重量账,多出的300美元/箱有时拆成两个小箱更划算。贝拉和德班默认船期会二次调整,报价里预留一次改配预算;考虑马普托、纳卡拉的,要同步确认替代港是否也收拥堵附加费、设备是否够用。

非洲线附加费已不是旺季的临时工具,而是常规调价手段。长约里把附加费上限或调价通知期写进去,比旺季逐票议价省事。

English Version / 英文版

Three Rate Rises in a Month on Africa Trades: Destination, Box Type and Cargo Weight Priced Separately

On 27 October CMA CGM issued another round of notices: for China-origin cargo loaded from 1 November, the peak season surcharge to central West Africa rises to USD 700 per TEU, to southern West Africa to USD 900, and to Senegal to USD 400. That is the third increase from the same carrier in a single month. The 30 September notice set the 15 October level at USD 200 for the central range, USD 400 for the south and USD 400 for the north. The 5 October notice lifted the 22 October level to USD 350, USD 550 and USD 550, with Conakry held at USD 200.

Put the three notices side by side and the pricing logic on Africa trades has clearly changed. It used to be one number per trade lane. Now the same slot is priced along three separate axes.

The first axis is the destination country. The USD 700 central West Africa figure applies to Nigeria, Cote d'Ivoire, Benin, Equatorial Guinea and Togo. Ghana is explicitly carved out and stays at the previous level. Senegal is quoted separately at USD 400, and the rest of the northern range is unchanged. Same vessel, same load port, same week of loading. A border line between destinations can be worth several hundred dollars per box.

The second axis is container type. Maersk's 29 September notice set South Africa and Mauritius at USD 250 per 20ft and USD 500 per 40ft. Its 26 October notice moves those to USD 1,000 and USD 2,000 from 9 November, with Vietnam from 10 November. That is a fourfold increase in under a month. Over the same period, China and Hong Kong to Kenya stands at USD 1,000 per 20ft and USD 2,000 per 40ft or 45ft; to Dar es Salaam at USD 1,200 and USD 2,000; and China plus Hong Kong and Taiwan to West Africa at USD 800 and USD 1,600. Hapag-Lloyd applies a flat USD 800 per TEU to all container types for Mombasa and Dar es Salaam from 1 November, and USD 500 per TEU to Durban and Cape Town from 3 November.

The third axis is cargo weight. CMA CGM has added a USD 300 per container overweight surcharge on certain 20ft dry heavy containers from China to East Africa. The old habit of putting dense cargo into small boxes is now priced separately, and the arithmetic that made heavy cargo in a 20ft work needs to be redone.

Durban shows the pace most clearly. The standard Far East to Durban surcharge is USD 750 per TEU from 22 October, but China-origin cargo runs on a separate window: South China exports loading between 22 and 31 October pay USD 1,050 per TEU, while North and central China pay USD 1,150 for loadings from 28 to 31 October. The initial level published on 10 September was USD 100 per TEU. Within two months it has become 10.5 to 11.5 times that.

While surcharges climb, destination costs are climbing too. At Beira in Mozambique, average vessel waiting time is 15 to 16 days and can reach 30 in the worst cases, with congestion expected to persist into the end of 2026; some forwarders have raised congestion fees from USD 300 to USD 800 per container. At Durban, average time in port in week 43 was close to eight days, arrival delays around six days, delays at Pier 1 of six to eleven days and at the DGT terminal of ten to sixteen days, with some vessels at 25 days. Lagos anchorage waits commonly run 14 to 21 days. Tema averages about 5.87 days but runs at 100 per cent reefer plug utilisation with truck turn-in queues close to seven days. Conakry averages 12.2 days, allocates berths first come first served, and admits one vessel per carrier.

Capacity is improving at the margin. A new direct service to Luanda, operated jointly by CMA CGM's ASAFGR, COSCO's WAX4 and Maersk's FEW6, sails on Thursdays with a transit of about 38 days and a first departure on 3 November. Pointe-Noire has two tiers: MSC's IROKO on Wednesdays at about 30 days, and CMA CGM's WAX2 with Maersk's FEW3 on Wednesdays at about 43 days. Direct calls remove uncertainty from the transshipment leg, but they do not remove destination efficiency risk. Pointe-Noire is running at roughly 95 per cent yard utilisation, with fixed windows and first-come-first-served berthing suspended.

For shippers, the most useful response is to rebuild the quotation template. Split surcharges into three columns: destination country, container type and cargo weight. State separately whether the PSS is already inside the quoted rate and whether it applies by loading date or departure date. Work loading dates backwards from the effective dates: 1 November for CMA CGM's East, South and West Africa lanes and Hapag-Lloyd's East Africa; 3 November for Hapag-Lloyd's South Africa; 9 November for Maersk's East Africa, South Africa and Mauritius. Whatever can be loaded before those dates should be pulled forward. For heavy cargo, run the weight calculation first: the extra USD 300 on a 20ft dry heavy box sometimes makes two smaller boxes the cheaper option. Assume schedules to Beira and Durban will be adjusted again and budget for one rebooking. If Maputo or Nacala is being considered as an alternative, confirm at the same time whether those ports also levy congestion surcharges and whether equipment is available.

Over the longer run, surcharges on Africa trades are no longer a peak season instrument. They are a routine pricing lever. Writing a surcharge cap or a notice period into annual contracts saves more trouble than negotiating box by box during the peak.

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