中远海运港口有限公司作为国有中远海运的子公司，报告2025年净利润增长1.1%。公司高管预计美国、以色列和伊朗冲突对运营影响有限。公司将密切监测中东局势并制定应急计划。
中远海运港口有限公司（Cosco Shipping Ports）公布2025年业绩，净利润同比增长1.1%至3.121亿美元，收入增长11%至16.7亿美元。总集装箱吞吐量增长6.2%至1.53亿标准箱（TEUs）。海外码头吞吐量增长11.5%，高于中国内地4.6%的增速，后者占总量的约75%。该公司为香港上市企业，计划在新兴市场扩张，同时应对地缘政治风险。公司高管表示，将“密切监测”中东局势，评估潜在中断，并采取必要措施确保稳定运营。董事长朱涛表示：“最近，美国、以色列和伊朗的军事冲突影响了海湾地区，包括霍尔木兹海峡。短期内，中东局势将对我们阿布扎比码头的吞吐量产生一些影响，但对集团网络和总业务量的整体影响预计有限。”公司已准备应急计划，密切关注事态发展，并探索包括阿曼湾港口在内的替代路线，以帮助客户管理贸易流量。
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US-Israeli airstrikes over the weekend killed Iran's Supreme Leader Ayatollah Ali Khamenei, prompting Iranian retaliation across the region and the closure of the Strait of Hormuz. This escalation has driven oil prices above $85 per barrel, the highest since July 2024, amid concerns over disrupted energy flows. Global markets reacted with falling stocks and rising commodity prices.
The closure of the Strait of Hormuz due to escalating tensions in the Middle East has forced global shipping companies to reroute vessels around the Cape of Good Hope, causing delays and higher costs. South African retailers like Shoprite report disruptions with goods stuck in transit, while rising oil prices add to inflation pressures. Experts warn of supply chain shocks affecting businesses worldwide.
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US importers have cut orders from Hong Kong firms and shifted to short-term contracts amid a global oil crisis triggered by war in the Middle East. Business leaders warn of eroding profit margins and strained liquidity, urging the government to bolster ties with Central Asia and Asean nations to diversify market risks. Executive Council member Jeffrey Lam Kin-fung said the situation will impact SMEs' cash flow.
The United States has expanded its maritime blockade on Iranian-linked vessels, intercepting ships bound for China and pressuring Beijing's energy supplies. U.S. forces boarded the sanctioned tanker M/T Tifani in the Indo-Pacific on April 21, while another vessel, the Rich Starry, turned back from the Strait of Hormuz. Experts say China is managing short-term impacts through reserves but faces diplomatic challenges.
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Hong Kong International Airport expects revenue to grow by up to 10% this year despite disruptions from the Iran conflict, its CEO Vivian Cheung Kar-fay said. She aims to position the facility as an alternative aviation hub to the Middle East. The airport anticipates welcoming about 70 million passengers, up from 61 million last year.
One month into disruptions from the Middle East conflict, Trade Cabinet Secretary Lee Kinyanjui warned that Kenya's exports—especially to the key Middle East market worth Ksh164.6 billion—are facing doubled transit times of up to 20 days due to Red Sea and Gulf restrictions, spoiling time-sensitive flowers, coffee, and other goods while hiking freight costs. The government is pursuing alternative routes, port upgrades at Mombasa and Lamu, and market diversification.
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Seoul stocks opened sharply lower on Monday amid renewed energy price concerns after Iran's warning on the Strait of Hormuz. The KOSPI fell 4.72% in the first 15 minutes. The drop comes amid escalating U.S.-Iran tensions.