巴以冲突对义乌外贸的影响：订单延期与市场动荡

巴以冲突对义乌外贸的影响：订单延期与市场动荡

Impact of Israel-Palestine Conflict on Yiwu Foreign Trade: Order Delays and Market Turbulence

随着巴以冲突升级，中国外贸企业正面临前所未有的挑战。 《每日经济新闻》记者近日走访义乌市场发现，众多外贸商户的以色列订单被迫延期，部分客户甚至"失联"。

As the Israel-Palestine conflict escalates, Chinese foreign trade enterprises are facing unprecedented challenges. Reporters from National Business Daily recently visited Yiwu market and found that many foreign trade merchants' orders from Israel have been forced to be delayed, with some customers even "disappearing".

订单困境：从延期到弃货

Order Dilemma: From Delays to Abandonment

宁波智能家居外贸商陈志（化名）向记者透露："我们有价值100多万元的以色列客户货物，原本计划节后发货，现在客户要求延期交易。"这批定制产品因规格特殊，无法转售其他国家，只能积压在仓库。

Ningbo smart home foreign trader Chen Zhi (pseudonym) told reporters: "We have goods worth more than 1 million yuan from Israeli customers that were originally planned to be shipped after the holiday, but now customers are requesting delayed transactions." These customized products cannot be resold to other countries due to special specifications and can only accumulate in warehouses.

义乌帽子商户也遭遇类似情况："9月刚接了几万元的时装帽订单，现在客户不回消息也不付款。"与此同时，防护类产品需求却逆势上涨，某防护背心工厂表示："冲突地区对这类产品的需求确实增加了。"

Yiwu hat merchants also encountered similar situations: "We just received an order for tens of thousands of yuan worth of fashion hats in September, but now customers are not responding to messages or making payments." Meanwhile, demand for protective products has bucked the trend and risen. A protective vest factory said: "Demand for such products in conflict areas has indeed increased."

物流挑战：港口运营受限

Logistics Challenges: Port Operations Restricted

阿什凯隆港因火箭弹袭击关闭，阿什杜德港也对危险品装卸实施限制。虽然马士基和MSC等航运公司表示以色列主要港口仍在运作，但货运代理普遍反映运输时效难以保证。

The Port of Ashkelon was closed due to rocket attacks, and the Port of Ashdod has also imposed restrictions on the loading and unloading of dangerous goods. Although shipping companies such as Maersk and MSC said Israel's major ports are still operating, freight forwarders generally reported that transportation timeliness is difficult to guarantee.

中国信保宁波分公司建议企业全面梳理在手订单，科学控制订单量，及时调整合同条款。货运之外，多家邮轮公司也调整了停靠计划。

China Credit Insurance Ningbo Branch suggested that companies comprehensively review orders in hand, scientifically control order volume, and adjust contract terms in a timely manner. In addition to freight, several cruise companies have also adjusted their docking plans.

金融波动：避险资产受追捧

Financial Fluctuations: Safe-haven Assets in Demand

冲突导致国际油价跳涨，纽约黄金期货价格上涨0.59%。以色列关闭Tamar天然气平台后，全球三大区域天然气价格大幅上涨，其中欧洲TTF现货价格飙升25%。

The conflict caused international oil prices to jump, and New York gold futures prices rose by 0.59%. After Israel closed the Tamar gas platform, natural gas prices in the world's three major regions rose sharply, with European TTF spot prices soaring by 25%.

分析师指出，虽然以色列天然气产量仅占全球0.5%，但若冲突升级波及周边产油国，市场影响可能扩大。目前油价上涨主要受担忧情绪驱动，而非供需关系变化。

Analysts pointed out that although Israel's natural gas production accounts for only 0.5% of the world's total, if the conflict escalates and affects surrounding oil-producing countries, the market impact may expand. Currently, the rise in oil prices is mainly driven by concerns rather than changes in supply and demand.

这场冲突给全球贸易带来连锁反应，中国外贸企业需密切关注局势发展，灵活调整经营策略。 正如陈志所说："以前觉得冲突离我们很远，现在感觉非常近。期望冲突能早日缓和。"

This conflict has brought a chain reaction to global trade, and Chinese foreign trade enterprises need to pay close attention to the development of the situation and flexibly adjust their business strategies. As Chen Zhi said: "I used to think conflicts were far away from us, but now it feels very close. I hope the conflict can ease as soon as possible."