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荷姆兹海峡通航量创两个月新低!遇袭事件创新高 原油通过量重挫27%

2026-10-09 00:05:24 网络 阅读(1)

荷姆兹海峡的油轮遇袭事件在上周触及伊朗战争爆发以来单周最高纪录之后,航运数据显示,这条关键水道通航的船舶数量,本周触及逾两个月来最低。

荷姆兹海峡通航量创两个月新低!遇袭事件创新高 原油通过量重挫27%

航运分析公司Kpler数据显示,本周二共有七艘载运大宗商品的运输船通过荷姆兹海峡,为7月23日以来最低。

Kpler分析师Emmanuel Belostrino和Yui Torikata说:「通过荷姆兹海峡的原油数量比前一周所创下的战时高点低了27%,降至每日至少1010万桶。这已回到9月平均水准,但只有战前水准的74%。」

分析师补充,降幅主要来自阿曼湾的船对船(ship-to-ship ,STS)转运,也就是货物在此由一艘油轮转移至另一艘油轮。

不过分析师也说,阿曼湾沿岸及红海出口量上升至每日670万桶,是战前水准的两倍以上,这弥补了荷姆兹海峡供应减少的部分缺口。也因此,中东原油整体出口量得以维持在战前水准。

通过荷姆兹海峡的船舶数量在周三小幅升至10艘,但仍远低于周日和周一的每日超过20艘。

数据显示,过去两天以来,进入荷姆兹海峡的船舶数量多于驶出的船舶。上述统计不包括为了避免被侦测到而关闭自动识别系统(AIS)转发器的船舶。

LSEG涵盖所有通过荷姆兹海峡船舶的统计显示,周二共有八艘船通过,其中进出各四艘,低于前一天的14艘。

LSEG表示,这些船舶包括五艘油轮,以及液化天然气(LNG)运输船Al Mafyar。该船在卡达拉斯拉凡(Ras Laffan)装载货物,原定前往巴基斯坦卡拉奇附近的卡西姆港(Port Qasim)。

海事安全消息人士追踪的事件显示,油轮在荷姆兹海峡航行时遭到攻击事件,在上周写下伊朗战争爆发以来单周最高纪录。而与此同时,波斯湾产油国更积极出口能源。

英国海事贸易行动办公室(UKMTO)周三表示,在最新一起事件中,一艘油轮在卡达北部城市梅赛义德(Madinat ash Shamal)以北51海里处遭抛射物击中,并传出有人员伤亡。

在2月28日伊朗战争爆发前,每天约有125艘大型商船通过荷姆兹海峡,包括油轮、天然气运输船、散装货轮及货柜船。这些船舶运载的货物占全球原油与液化天然气供应量的五分之一。

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      "title": "八贯受惠航海出货亮眼9月营收年增28% 订单能见度至明年Q2",
      "shortTitle": "八贯受惠航海出货亮眼9月营收年增28% 订单能见度至明年Q2",
      "img": "https://cimg.cnyes.cool/prod/news/6624735/l/51525244a19b3cb183dc8b8d6b774a0c.jpg",
      "createdAt": "2026-10-08T10:02:50.000Z",
      "description": "八贯9月营收2.99亿元,月减2.6%、年增28.05%;前3季合并营收28.6亿元、年增36.04%。
航太航海9月业绩月增48.22%,户外与军工年增54.7%、78.2%,带动第3季营收9.4亿、年增53.96%。
八贯称产能已排到2027年3月,新单须排至明年第2季后交货;全年获利有望创高。",
      "pv": 1,
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    },
    {
      "id": 19399,
      "title": "营收速报  - 阳明(2609)9月营收217.00亿元年增率高达69.94%",
      "shortTitle": "营收速报  - 阳明(2609)9月营收217.00亿元年增",
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      "createdAt": "2026-10-08T10:21:30.000Z",
      "description": "阳明(2609-TW)今天公告2026年9月营收为新台币217.00亿元,年增率69.94%,月增率0.41%。 今年1-9月累计营收为1,487.31亿元,累计年增率17.79%。 最新价为59.7元,近5日股价上涨1.53%,相关航 运 业下跌-0.73%,股价涨幅表现优于产业指数。近5日筹码 三大法人合计买卖超:+13909 张 外资买卖超:+13692 张 投信买卖超:-248 张 自营商买卖超:+465 张近6个月营收一览 月份 月营收 年增率 月增率 26/9 217.00亿 70%",
      "pv": 1,
      "pinyin": "hour",
      "name": "实时",
      "path": "/hour"
    },
    {
      "id": 19400,
      "title": "联发科9月营收553亿元 Q3营收1680亿元超越财测",
      "shortTitle": "联发科9月营收553亿元 Q3营收1680亿元超越财测",
      "img": "https://cimg.cnyes.cool/prod/news/6625088/l/a740624a8539bc67b8a0623c0bfb65b2.jpg",
      "createdAt": "2026-10-08T10:15:42.000Z",
      "description": "IC 设计厂联发科 (2454-TW) 今 (8) 日公布 9 月营收为 553.99 亿元,月减约一成,第3季营收1680.57亿元,呈季年双增,超越原先设定的1522亿至1598亿元财测预估区间,超出财测上缘多达82.57亿元。 联发科9月营收553.99亿元,月减13.7%,年增1.97%;第三季营收约1,680.6亿元,季增10.43%、年增18.27%;今年累计前三季营收4,693.9亿元,年增5.3%。 云端运算已成为市场高度关注的下一阶段核心成长引擎。联发科首款资料中心人工智慧加速",
      "pv": 1,
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      "name": "实时",
      "path": "/hour"
    },
    {
      "id": 19423,
      "title": "ChatGPT还没问世就出手!老虎环球押对OpenAI 帐面获利上看50亿美元",
      "shortTitle": "ChatGPT还没问世就出手!老虎环球押对OpenAI 帐面",
      "img": "https://cimg.cnyes.cool/prod/news/6625825/l/1bc73030a3338e30792ede0ea621809a.jpg",
      "createdAt": "2026-10-08T12:00:05.000Z",
      "description": "Tiger Global早在2021年投资OpenAI,若以1.4兆美元估值计算,帐面获利可达50亿美元
阿特曼以157亿美元估值邀请入股,Tiger环球先投1.5亿美元并多次加码,成为首家投资OpenAI的避险基金
OpenAI助Tiger今年前九个月避险基金涨9.4%、创投基金IRR达65%。",
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    {
      "id": 19424,
      "title": "营收速报  - 长荣航(2618)9月营收207.49亿元年增率高达32.86%",
      "shortTitle": "营收速报  - 长荣航(2618)9月营收207.49亿元年",
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      "createdAt": "2026-10-08T11:51:04.000Z",
      "description": "长荣航(2618-TW)今天公告2026年9月营收为新台币207.49亿元,年增率32.86%,月增率-9.36%。 今年1-9月累计营收为1,943.80亿元,累计年增率19.48%。 最新价为41.4元,近5日股价下跌-1.9%,相关航 运 业下跌-0.73%,短期股价无明显表现。近5日筹码 三大法人合计买卖超:-2142 张 外资买卖超:-3434 张 投信买卖超:-218 张 自营商买卖超:+1510 张近6个月营收一览 月份 月营收 年增率 月增率 26/9 207.49亿 33% -",
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      "name": "实时",
      "path": "/hour"
    },
    {
      "id": 19425,
      "title": "营收速报  - 国乔(1312)9月营收41.55亿元年增率高达96.81%",
      "shortTitle": "营收速报  - 国乔(1312)9月营收41.55亿元年增率",
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      "createdAt": "2026-10-08T11:50:48.000Z",
      "description": "国乔(1312-TW)今天公告2026年9月营收为新台币41.55亿元,年增率96.81%,月增率74.5%。 今年1-9月累计营收为208.25亿元,累计年增率30.29%。 最新价为15.15元,近5日股价上涨3.77%,相关塑胶工业上涨20.02%,短期股价无明显表现。近5日筹码 三大法人合计买卖超:+17252 张 外资买卖超:+21836 张 投信买卖超:0 张 自营商买卖超:-4584 张近6个月营收一览 月份 月营收 年增率 月增率 26/9 41.55亿 97% 75% 26/8",
      "pv": 1,
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    {
      "id": 19426,
      "title": "王品Q3营收飙出单季新高纪录 Q4乐观续旺",
      "shortTitle": "王品Q3营收飙出单季新高纪录 Q4乐观续旺",
      "img": "https://cimg.cnyes.cool/prod/news/6625127/l/5151380f36e5b8652e27294a1e549bb5.jpg",
      "createdAt": "2026-10-08T11:49:55.000Z",
      "description": "王品9月合并营收20.9亿元,年增19.73%,创同期新高
第三季营收67.17亿元,季增6%、年增15.04%,创单季新高;前三季195.34亿元、年增13.08%
中秋连假营收3.59亿元、13家门市破千万业绩;第四季看好火锅与尾牙春酒需求带动旺季续旺",
      "pv": 1,
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      "name": "实时",
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    },
    {
      "id": 19427,
      "title": "〈电子五哥营收〉仁宝Q3营收2427亿元年增近3成 非PC业务动能强劲Q4持续往上",
      "shortTitle": "〈电子五哥营收〉仁宝Q3营收2427亿元年增近3成 非PC业",
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      "createdAt": "2026-10-08T11:48:42.000Z",
      "description": "仁宝(2324-TW)今(8)日公告9月营收944.34亿元,年月双成长,第三季营收2427.77亿元,季对季成长,年增近3成。仁宝指出,非PC业务包括伺服器、智慧装置等产品动能不错,预期第四季业务将再往上。  仁宝9月营收944.34亿元,月增40.24%,年增35.45%;第三季营收2427.77亿元,季增1.88%,年增29.74%;累计今年前三季营收6832.76亿元,年增20.42%。  至于9月PC出货,仁宝指出,9月PC出货170万台,月增21.43%,年减32",
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      "name": "实时",
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    {
      "id": 19428,
      "title": "〈电子五哥营收〉和硕AI伺服器、新机上市齐发力 9月营收2147亿元创单月高",
      "shortTitle": "〈电子五哥营收〉和硕AI伺服器、新机上市齐发力 9月营收21",
      "img": "https://cimg.cnyes.cool/prod/news/6625086/l/25ca0319f94a4d3245df897aa895b502.jpg",
      "createdAt": "2026-10-08T11:48:09.000Z",
      "description": "和硕(4938-TW)受惠AI伺服器出货,加上客户新机上市带动,今(8)日公告9月营收2147.53亿元,月增超过1倍,年增逾8成,创历史单月新高纪录,第三季营收3890.26亿元,季对季、年对年皆成长,为同期新高,累计前三季营收9076.26亿元。  和硕9月营收2147.53亿元,月增1.43倍,年增86.88%;第三季营收3890.73亿元,季增41.77%,年增50.89%;累计今年前三季营收9076.26亿元,年增13.79%。  至于9月笔电出货,和硕指出,9月出",
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      "name": "实时",
      "path": "/hour"
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    {
      "id": 19429,
      "title": "〈大立光法说〉FA通过客户认证 进一步切入FAU明年中量产",
      "shortTitle": "〈大立光法说〉FA通过客户认证 进一步切入FAU明年中量产",
      "img": "https://cimg.cnyes.cool/prod/news/6625808/l/634d7a651ff76878f33e59116a9be1fe.jpg",
      "createdAt": "2026-10-08T11:47:06.000Z",
      "description": "大立光(3008-TW)今(8)日召开法说,董事长林恩平表示,光纤阵列(FA)已于9月通过客户认证,预计10月与客户进一步讨论产能建置规模,明年中完成产能建置;此外,公司目前已进一步切入光纤阵列单元(FAU),最快明年中出货,多排FA则仍处于送样阶段,预计将是2028年的案子。 林恩平指出,目前市场对FA及FAU需求强劲,客户希望多备货,但现有产能仍显不足,未来不排除采取部分外包模式。大立光除了FA布局外,也已切入FAU,将采购PMLA(棱镜/微透镜阵列)制成FAU,因客户希望直接取得FAU产品",
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      "pinyin": "hour",
      "name": "实时",
      "path": "/hour"
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阿曼湾与红海出口升至每日670万桶,部分抵销缺口,中东原油总出口维持战前水准",
    "img": "https://cimg.cnyes.cool/prod/news/6624432/l/64b9af56fe478741a9d5f712049ea94f.jpg",
    "content": "<p>荷姆兹海峡的油轮遇袭事件在上周触及伊朗战争爆发以来单周最高纪录之后,航运数据显示,这条关键水道通航的船舶数量,本周触及逾两个月来最低。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6624432/l/64b9af56fe478741a9d5f712049ea94f.jpg\" alt=\"荷姆兹海峡通航量创两个月新低!遇袭事件创新高 原油通过量重挫27%\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>航运分析公司Kpler数据显示,本周二共有七艘载运大宗商品的运输船通过荷姆兹海峡,为7月23日以来最低。</p>\n\n<p>Kpler分析师Emmanuel Belostrino和Yui Torikata说:「通过荷姆兹海峡的原油数量比前一周所创下的战时高点低了27%,降至每日至少1010万桶。这已回到9月平均水准,但只有战前水准的74%。」</p>\n\n<p>分析师补充,降幅主要来自阿曼湾的船对船(ship-to-ship ,STS)转运,也就是货物在此由一艘油轮转移至另一艘油轮。</p>\n\n<p>不过分析师也说,阿曼湾沿岸及红海出口量上升至每日670万桶,是战前水准的两倍以上,这弥补了荷姆兹海峡供应减少的部分缺口。也因此,中东原油整体出口量得以维持在战前水准。</p>\n\n<p>通过荷姆兹海峡的船舶数量在周三小幅升至10艘,但仍远低于周日和周一的每日超过20艘。</p>\n\n<p>数据显示,过去两天以来,进入荷姆兹海峡的船舶数量多于驶出的船舶。上述统计不包括为了避免被侦测到而关闭自动识别系统(AIS)转发器的船舶。</p>\n\n<p>LSEG涵盖所有通过荷姆兹海峡船舶的统计显示,周二共有八艘船通过,其中进出各四艘,低于前一天的14艘。</p>\n\n<p>LSEG表示,这些船舶包括五艘油轮,以及液化天然气(LNG)运输船Al Mafyar。该船在卡达拉斯拉凡(Ras Laffan)装载货物,原定前往巴基斯坦卡拉奇附近的卡西姆港(Port Qasim)。</p>\n\n<p>海事安全消息人士追踪的事件显示,油轮在荷姆兹海峡航行时遭到攻击事件,在上周写下伊朗战争爆发以来单周最高纪录。而与此同时,波斯湾产油国更积极出口能源。</p>\n\n<p>英国海事贸易行动办公室(UKMTO)周三表示,在最新一起事件中,一艘油轮在卡达北部城市梅赛义德(Madinat ash Shamal)以北51海里处遭抛射物击中,并传出有人员伤亡。</p>\n\n<p>在2月28日伊朗战争爆发前,每天约有125艘大型商船通过荷姆兹海峡,包括油轮、天然气运输船、散装货轮及货柜船。这些船舶运载的货物占全球原油与液化天然气供应量的五分之一。</p>\n<div class=\"related-articles seo-links\">\n  <h4>相关阅读</h4>\n  <ul>\n    <li><a href=\"/hour/article-19466.html\" title=\"川普喊话期中选举前不打伊朗!国际油价短线急挫 美债殖利率回落\">川普喊话期中选举前不打伊朗!国际油价短线急挫 美债殖利率回落</a></li>\n    <li><a href=\"/hour/article-19430.html\" title=\"玉山金补齐寿险版图 黄男州:「重返健康」为首务 中长期拚跻身前段班\">玉山金补齐寿险版图 黄男州:「重返健康」为首务 中长期拚跻身前段班</a></li>\n    <li><a href=\"/hour/article-19467.html\" title=\"川普投顾8月交易曝光:最多砸2500万美元买Meta、买SpaceX债券后推太空新政\">川普投顾8月交易曝光:最多砸2500万美元买Meta、买SpaceX债券后推太空新政</a></li>\n    <li><a href=\"/hour/article-19423.html\" title=\"ChatGPT还没问世就出手!老虎环球押对OpenAI 帐面获利上看50亿美元\">ChatGPT还没问世就出手!老虎环球押对OpenAI 帐面获利上看50亿美元</a></li>\n    <li><a href=\"/hour/article-19425.html\" title=\"营收速报  - 国乔(1312)9月营收41.55亿元年增率高达96.81%\">营收速报  - 国乔(1312)9月营收41.55亿元年增率高达96.81%</a></li>\n    <li><a href=\"/hour/article-19432.html\" title=\"债务压力与能源冲击夹击 欧股挫至近4个月新低\">债务压力与能源冲击夹击 欧股挫至近4个月新低</a></li>\n  </ul>\n</div>",
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    "createdAt": "2026-10-08T16:00:07.000Z",
    "updatedAt": "2026-10-08T16:05:24.000Z"
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