Kev Tshawb Fawb Txog Kev Tsim Kho Kev Lag Luam Trends
Mar 26, 2026| Txij li thaum Lub Peb Hlis 2026, cov neeg Ixayees nce ntxiv -Tebchaws Asmeskas qhov xwm txheej tau ua rau muaj kev kub ntxhov "ob-blockade" hauv Middle East txoj kab kev thauj khoom, ncaj qha hloov kho cov kev sib txuas thiab kev lag luam ntawm kev lag luam txawv teb chaws hauv cov khoom siv xws li formwork thiab scaffolding. Raws li cov khoom siv tseem ceeb rau kev tsim kho, cov khoom siv hauv tsev xa tawm yog nyob ntawm lub ntiaj teb shipping network. Txoj kev nyab xeeb thiab kev hloov pauv ntawm tus nqi yog yuam kom kev lag luam los kho nws cov tswv yim, nthuav tawm peb lub ntsiab lus tseem ceeb: kev hloov pauv cov saw hlau, kev thov cov qauv sib txawv, thiab kev hloov kho thev naus laus zis nrawm.
I. Shipping Impact: Txoj Kev Txhim Kho Txoj Kev Txhim Kho Cov Nqi Them Nqi, Qhov Tseem Ceeb Lengthening Delivery Cycles
Tam sim no, txoj kev pheej hmoo ntawm Middle East shipping txoj kab tau kis los ntawm Hiav Txwv Liab ib leeg mus rau ob leeg tuag tes tuag taw ntawm "Hiav txwv liab-Hormuz Strait" caj pas, ncaj qha cuam tshuam rau kev lag luam txawv teb chaws hauv cov khoom siv hauv tsev.
(I) Kev Sib Tw Txoj Kev Sib Tw, Ob Chav Ncej hauv Sijhawm thiab Nqi
Ntau tshaj 30% ntawm lub ntiaj teb cov nkoj ntim tau tso tseg Hiav Txwv Liab - txoj kev Suez Canal thiab taug kev ncig lub Cape of Good Hope. Raws li lub Peb Hlis thaum ntxov, tus naj npawb ntawm cov nkoj taug kev tau nce los ntawm 112% piv rau tib lub sijhawm xyoo tas los. Tom qab kev taug kev, lub sijhawm thauj khoom ntawm cov khoom siv hauv tsev los ntawm Asia mus rau Tebchaws Europe thiab Middle East tau nce los ntawm 10-14 hnub, thiab kev caij nkoj los ntawm Far East mus rau Mediterranean tau txuas ntxiv los ntawm 3,500-4,000 nautical mais.
Ntawm cov nqi, cov nqi thauj mus los ntawm ib lub nkoj thauj khoom tau nce los ntawm 400,000 mus rau 1 lab US las, tus nqi thauj khoom yooj yim tau nce 15% -20%, thiab tus nqi xauj tsev ntawm 20-foot thawv tau nce 200 US las. Ua ke nrog cov nqi hluav taws xob thaum muaj xwm txheej ceev thiab kev tuav pov hwm kev ua tsov ua rog (uas tau nce mus rau 10% ntawm lub nkoj tus nqi), cov nqi thauj khoom tag nrho ntawm cov khoom siv hluav taws xob txawv teb chaws tau nce ntau dua 30%.
(II) Intensified Capacity Shortage, nce nyuaj hauv Cargo chaw lav
Cov tsheb khiav ntawm Strait ntawm Hormuz poob los ntawm 94% hauv lub Peb Hlis piv nrog tib lub sijhawm hauv 2025, thiab tus naj npawb ntawm cov nkoj hla poob mus rau xoom thawj zaug thaum Lub Peb Hlis 14, ua rau muaj kev poob qis hauv kev ua haujlwm ntawm lub ntiaj teb cov khoom siv hauv tsev thiab cov thawv ntim khoom [18]. Cov tuam txhab thauj khoom loj xws li Maersk, Hapag-Lloyd, thiab CMA CGM tau ncua kev taug kev ntawm cov kev cuam tshuam, nrog rau 187 lub thawv nkoj ntawm kev taug kev, thiab qhov sib txawv ntawm qhov chaw thauj khoom txuas ntxiv nthuav dav. Cov neeg xa khoom yuav tsum tau book qhov chaw thauj khoom 60 hnub ua ntej thiab them 200% -300% tus nqi, thiab qee lub tuam txhab lag luam me thiab nruab nrab txawv teb chaws tau ntsib teeb meem ntawm "muaj kev txiav txim tab sis tsis tuaj yeem book qhov chaw thauj khoom".
(III) Chaw nres nkoj Congestion thiab Diversion mus rau lwm qhov chaw nres nkoj
Cov chaw nres nkoj ntxiv raws Cape of Good Hope txoj kev, xws li Durban thiab Cape Town hauv South Africa, tab tom muaj kev thauj khoom hnyav, ua rau cov nkoj queuing rau berth, ntxiv ncua sijhawm xa khoom ntawm cov khoom siv hauv tsev. Nyob rau tib lub sijhawm, qee qhov chaw nres nkoj nyob rau sab hnub tuaj Asia thiab Mediterranean (xws li Port Klang hauv Malaysia thiab Valencia hauv Spain) tau dhau los ua kev xaiv tshiab rau kev xa tawm cov khoom siv hauv tsev, tab sis lawv qhov chaw nres nkoj txwv tsis pub muaj peev xwm thiab kev sib txuas tsis zoo ua rau muaj kev nyuaj ntawm kev xa khoom.
II. Kev Lag Luam Trends: Parallel Development of Demand Differentiation and Technological Upgrading
(I) Kev Xav Tau Kev Ua Lag Luam Qhia Txog "Kev Sib Tw Hauv Cheeb Tsam thiab Kev Txhim Kho Cov Txheej Txheem" yam ntxwv
1. Kev xav tau hauv cheeb tsam: Cov kev xav tau ntawm cov vaj tse raws li "Belt and Road" nyob rau sab hnub tuaj Asia, Middle East, thiab Africa tseem yog cov kev txhawb nqa tseem ceeb. Hauv 2025, Tuam Tshoj tus scaffolding export ntim tau txog 1.43 billion US dollars, ib xyoos -ntawm- xyoo nce ntawm 11.7%. Txawm li cas los xij, tom qab kev cuam tshuam ntawm Middle East txoj kev, kev thov hauv kev lag luam Esxias sab hnub tuaj (xws li Malaysia thiab Nyab Laj) tseem nyob ruaj khov, thiab kev lag luam African (xws li Nigeria thiab Kenya) tau dhau los ua qhov kev loj hlob tshiab; cuam tshuam los ntawm kev nce cov nqi xa khoom, kev txiav txim hauv European thiab Asmeskas kev lag luam yog tsom rau hauv cov tuam txhab ua lag luam uas muaj peev xwm xa khoom sai, ua rau nws nyuaj rau cov lag luam me thiab nruab nrab - loj txawv teb chaws lag luam nthuav dav.
2. Cov Qauv Khoom: Kev xav tau ntsuab thiab siab - kev nyab xeeb formwork thiab scaffolding yog loj hlob sai. Tom qab kev siv cov tshiab version ntawm "Green Building Evaluation Standard" nyob rau hauv 2026, qhov yuav tsum tau siv tus piv ntawm recyclable aluminium alloy formwork nyob rau hauv tej yaam num tseem ceeb tau mus txog 60%, thiab cov export kev loj hlob tus nqi ntawm ntsuab cov khoom xws li txhuas formwork thiab ntse nce toj thav duab yog ho siab dua li cov tsoos steel formwork. Nyob rau tib lub sijhawm, qhov kev thov rau kev tiv thaiv - corrosion scaffolding thiab loj -span customized formwork hloov mus rau huab cua huab cua (high humidity, high salt, and extreme temperatures) yog nce, ua tau raws li qhov sib txawv ntawm cov kev xav tau ntawm kev tsim kho vaj tse nyob txawv teb chaws.
(II) Accelerated Supply Chain Restructuring, Localization thiab Diversification yog qhov tseem ceeb
1. Route thiab Logistics Optimization: Cov tuam txhab lag luam tau hloov kho lawv txoj kev npaj ua ntej, ua ntej kev ncaj qha los ntawm Far East mus rau Southeast Asia thiab los ntawm Far East mus rau East ntug dej hiav txwv ntawm teb chaws Africa kom txo tau dependence rau Middle East txoj kev hauv tsev; qee lub tuam txhab tau koom tes nrog kev lag luam luv luv - deb freight thiab Southeast Asian inland logistics tuam txhab los tsim kom muaj ib qho kev xa khoom xa tuaj ntawm "chaw nres nkoj hauv tsev - chaw nres nkoj - chaw nres nkoj ua lag luam" kom txo tau txoj kev pheej hmoo ntawm ib txoj kev.
2. Supply Chain Localization: Rau cov infrastructure- cov cheeb tsam nquag xws li Middle East thiab Africa, cov tuam txhab ua lag luam tau pib teeb tsa cov tsev khaws khoom txawv teb chaws, ua ntej - cov khoom lag luam hauv cov chaw thauj mus los xws li Malaysia thiab Peru kom luv lub voj voog xa khoom. Nyob rau tib lub sijhawm, koom tes nrog cov neeg tsim khoom tsim khoom lag luam txawv teb chaws hauv zos thiab tso siab rau lawv cov chaw khaws khoom thiab cov chaw xa khoom kom txhim kho cov lus teb ceev.
(III) Technology Innovation Drives Industry Upgrading
1. Deepening Intelligent Application: Internet of Things soj ntsuam thiab BIM digital ntxaib thev naus laus zis tau koom ua ke rau hauv kev tsim thiab kev tswj hwm ntawm formwork thiab scaffolding, txhim kho cov khoom adaptability thiab kev nyab xeeb, thiab dhau los ua qhov tseem ceeb ntawm kev sib tw sib txawv rau kev lag luam txawv teb chaws.
2. Rising Barriers to Standard Certification: Lub International Maritime Organization (IMO) 2026 kev tiv thaiv ib puag ncig cov cai tshiab tau raug nruj nruj, txwv tsis pub ua haujlwm ntawm cov nkoj qub. Nyob rau tib lub sijhawm, kev lag luam txawv teb chaws muaj cov kev cai nruj dua rau CE, ISO thiab lwm yam ntawv pov thawj rau cov khoom siv hauv tsev, ua rau cov tuam txhab lag luam nce cov peev txheej thev naus laus zis thiab kev ua raws li daim ntawv pov thawj, ua kom muaj kev lag luam nrawm dua.
III. Cov tswv yim ntawm Enterprise Response Strategies
(I) Optimize Logistics Layout kom txo tau txoj kev pheej hmoo
1. Muab qhov tseem ceeb uas tsis yog- tseem ceeb hauv Middle East txoj kev, kos npe ntev - lub sij hawm cargo qhov chaw cog lus nrog cov tuam txhab shipping kom kaw cov nqi thauj khoom yooj yim; rau siab - tus nqi xaj, kev yuav khoom tsov rog thiab kev pov hwm tsheb thauj mus los los hloov kev pheej hmoo.
2. Kev teeb tsa cov chaw xa khoom txawv teb chaws, tsom mus rau kev lag luam tseem ceeb hauv South Asia thiab Africa, kom ua tiav "pre-cov khoom xa tuaj thiab nyob ze", ua kom lub sijhawm xa khoom luv luv ntawm 40%-60%.
(II) Tsom ntsoov rau kev txhim kho cov khoom lag luam kom txhawb kev sib tw kom zoo dua
Ua kom muaj peev txheej hauv R&D ntawm cov khoom ntsuab thiab cov khoom ntse, tsom mus rau kev txhawb nqa aluminium alloy formwork, ntse nce toj ntaiv thiab lwm yam khoom; txhim kho cov khoom lag luam raws li qhov xav tau ntawm kev lag luam hauv cheeb tsam sib txawv (xws li kev tiv thaiv- corrosion scaffolding nyob rau hauv cov cheeb tsam kub thiab txias- resistant formwork nyob rau hauv txias txias) los txhim kho cov khoom muaj nqis ntxiv.
(III) nthuav dav Diversified Markets kom Diversify Regional Risks
Raws li kev sib koom ua lag luam ib txwm muaj nyob rau sab hnub tuaj Asia thiab Middle East, nquag tsim kev lag luam tsis tshua muaj kev cuam tshuam los ntawm Middle East txoj kev xws li Latin America (Peru, Brazil) thiab Oceania (Australia), txhim kho kev lag luam zoo, thiab txo qhov cuam tshuam ntawm kev hloov pauv hauv ib cheeb tsam.
IV. Summary thiab Outlook
Nyob rau hauv lub sij hawm luv luv, cov teeb meem thauj khoom los ntawm Middle East geopolitical tsis sib haum xeeb yuav txuas ntxiv mus, thiab kev lag luam txawv teb chaws hauv cov khoom siv hauv tsev yuav ntsib kev nyuaj siab los ntawm kev nce nqi logistics thiab kev xa mus ntev. Txawm li cas los xij, nyob rau lub sijhawm ntev, kev lag luam yuav nrawm hloov pauv mus rau kev cog qoob loo, kev txawj ntse, thiab cov saw hlau sib txawv. Cov tuam txhab lag luam tseem ceeb yuav ntxiv lawv cov kev lag luam sib koom nrog cov txiaj ntsig thev naus laus zis, cov khoom siv hluav taws xob muaj zog, thiab lub peev xwm tsim thoob ntiaj teb.
Rau cov lag luam tawm txawv teb chaws, qhov xwm txheej tam sim no yog ob qho kev sib tw thiab lub sijhawm. Lawv yuav tsum tau hloov kho cov tswv yim logistics sai sai, tsom mus rau kev txhim kho cov khoom lag luam, thiab nthuav dav ntau lub lag luam kom ruaj khov lawv cov lag luam thoob ntiaj teb nyob rau hauv cov kev hloov pauv thiab tuav lub hauv paus tseem ceeb rau siab - kev txhim kho zoo ntawm kev lag luam.