泼天的富贵,为啥让东南亚航线接住了?|港口圈

📅 2026年10月02日 行业动态 原文(微信公众号)↗
中文

泼天的富贵,为啥让东南亚航线接住了?|港口圈

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别以为只有美西、亚欧这些远洋干线才赚钱,一些开东南亚航线的船公司正在闷声发财!#港口#码头#东南亚#制造业转移#海丰国际#集装箱班轮
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你觉得船公司开哪种航线赚得最多?很多人第一反应都觉得肯定是美西、亚欧这些远洋干线。还真不一定!实际上,一些主营东南亚航线的船公司正在闷声发财。

 

首先,亚洲区内航线的集装箱货量占全球近三分之一,比美线、欧线都大。近年来,随着制造业向东南亚转移,中国-东盟贸易额2025年首次突破1万亿美元,2026年前8个月贸易总额约8875亿美元,同比上涨20.6%,随着贸易趋势的变化,可以预见,后续东南亚航线的货量需求将进一步提升。

 

其次,东南亚航线的另一大特色在于能够重去重回,中国向东南亚出口电子元器件、机械零部件等,供当地工厂加工组装,东南亚向中国出口橡胶、木材、水果以及组装好的半成品。如果船公司精打细算,可以在东南亚航线做到重去重回,保证盈利水平。

 

以专注亚洲区内航线的海丰国际为例,2024年净利10.34亿美元,2025年净利12.3亿美元,2026年上半年净利6.8亿美元,逐年上升。

 

不过,这富贵不是谁都能接。光有钱、有船还不行,东南亚许多港口泊位吃水浅、泊位紧张、装卸效率参差不齐。老牌玩家早早在当地锁定了码头、堆场和仓储物流资源,拥有极强的护城河。跟风进来的玩家,不少在低价战里折了戟。

 

如果你是船公司,会选择做大做强远洋干线,还是深耕区域内小而精的短途航线?评论区聊聊吧。

 

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English

Why did the Southeast Asian airline catch the sky high prosperity? Port Circle

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Don't think that only long-distance routes such as the US West Coast and Asia Europe can make money. Some shipping companies that operate Southeast Asian routes are quietly making a fortune! #Port # Terminal # Southeast Asia # Manufacturing Transfer # Haifeng International # Container Shipping
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Which route do you think shipping companies make the most money on? Many people's first reaction is that it must be long-distance routes such as the US West Coast and Asia Europe. Not necessarily! In fact, some shipping companies specializing in Southeast Asian routes are quietly making a fortune.

 

Firstly, the container cargo volume of intra Asian routes accounts for nearly one-third of the global total, which is larger than that of the US and European routes. In recent years, with the shift of manufacturing to Southeast Asia, the trade volume between China and ASEAN has exceeded 1 trillion US dollars for the first time in 2025. The total trade volume in the first eight months of 2026 is about 887.5 billion US dollars, a year-on-year increase of 20.6%,With the changing trend of trade, it can be foreseen that the demand for cargo volume on Southeast Asian routes will further increase in the future。

 

Secondly,Another major feature of Southeast Asian routes is the ability to revisit and returnChina exports electronic components, mechanical parts, etc. to Southeast Asia for local factories to process and assemble, while Southeast Asia exports rubber, wood, fruits, and assembled semi-finished products to China. If the shipping company is budget conscious, it can achieve repeat operations on Southeast Asian routes and ensure profitability.

 

Taking Haifeng International, which focuses on intra Asian routes, as an example, its net profit was 1.034 billion US dollars in 2024, 1.23 billion US dollars in 2025, and 680 million US dollars in the first half of 2026, increasing year by year.

 

However, not everyone can accept this wealth and prosperity. Having money and ships alone is not enough. Many ports in Southeast Asia have shallow draft berths, tight berths, and uneven loading and unloading efficiency. Established players have already secured ports, yards, and warehousing logistics resources in the local area, with extremely strong moats. Many players who followed the trend were defeated in the low price war.

 

If you were a shipping company, would you choose to expand and strengthen your long-distance routes, or focus on developing small and refined short haul routes within your region? Let's chat in the comment section.

 

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