霍尔木兹海峡陷入封锁:冲突如何扰乱全球最关键石油咽喉航道
发布时间:2026 年7月30日
来源:Voronoiapp
作者:埃桑・索尔塔尼(Ehsan Soltani)
作者简介:经济学家、数据可视化从业者

2026 年 2 月 28 日,美国与以色列对伊朗发动空袭后,行经霍尔木兹海峡(Strait of Hormuz)的油轮通航量大幅锐减。这条航道日常承担全球约 20% 的海上石油贸易运输,航运秩序遭到严重扰乱。
4 月的两周停火协议仅允许有限船舶恢复通行;6 月 8 日达成大范围停火,叠加美伊双方于 6 月 17 日签署《谅解备忘录》(Memorandum of Understanding,简称 MOU),海峡航运迎来更大幅度回暖。
但停火局势在 7 月 8 日彻底破裂:针对商用船舶的袭击再度爆发,促使美国采取新一轮军事行动并出台制裁措施,油轮通航量再度下滑。
即便在航运回暖阶段,海峡月度通航船舶数量也远低于正常状态下约 1500 艘的水平,凸显全球能源供应对这一关键航道的高度依赖。
数据板块
|
霍尔木兹海峡油轮通航数据 |
指标:7日移动均值 |
|
|
|
2025 |
2026 |
|
1/1/26 |
39 |
39 |
|
1/2/26 |
38 |
37 |
|
1/3/26 |
39 |
35 |
|
1/4/26 |
40 |
36 |
|
1/5/26 |
40 |
36 |
|
1/6/26 |
40 |
35 |
|
1/7/26 |
41 |
35 |
|
1/8/26 |
39 |
36 |
|
1/9/26 |
42 |
39 |
|
1/10/26 |
42 |
41 |
|
1/11/26 |
44 |
43 |
|
1/12/26 |
46 |
43 |
|
1/13/26 |
48 |
43 |
|
1/14/26 |
48 |
41 |
|
1/15/26 |
48 |
41 |
|
1/16/26 |
49 |
39 |
|
1/17/26 |
49 |
37 |
|
1/18/26 |
48 |
35 |
|
1/19/26 |
45 |
34 |
|
1/20/26 |
46 |
35 |
|
1/21/26 |
47 |
34 |
|
1/22/26 |
48 |
34 |
|
1/23/26 |
48 |
33 |
|
1/24/26 |
46 |
33 |
|
1/25/26 |
47 |
36 |
|
1/26/26 |
51 |
35 |
|
1/27/26 |
51 |
35 |
|
1/28/26 |
51 |
37 |
|
1/29/26 |
52 |
38 |
|
1/30/26 |
52 |
40 |
|
1/31/26 |
54 |
44 |
|
2/1/26 |
51 |
41 |
|
2/2/26 |
48 |
44 |
|
2/3/26 |
49 |
45 |
|
2/4/26 |
51 |
41 |
|
2/5/26 |
50 |
39 |
|
2/6/26 |
48 |
39 |
|
2/7/26 |
45 |
38 |
|
2/8/26 |
46 |
40 |
|
2/9/26 |
47 |
39 |
|
2/10/26 |
47 |
39 |
|
2/11/26 |
48 |
44 |
|
2/12/26 |
51 |
44 |
|
2/13/26 |
56 |
47 |
|
2/14/26 |
59 |
50 |
|
2/15/26 |
60 |
51 |
|
2/16/26 |
58 |
51 |
|
2/17/26 |
56 |
50 |
|
2/18/26 |
52 |
50 |
|
2/19/26 |
51 |
55 |
|
2/20/26 |
49 |
55 |
|
2/21/26 |
47 |
55 |
|
2/22/26 |
48 |
60 |
|
2/23/26 |
46 |
65 |
|
2/24/26 |
46 |
64 |
|
2/25/26 |
48 |
66 |
|
2/26/26 |
44 |
63 |
|
2/27/26 |
42 |
59 |
|
2/28/26 |
41 |
54 |
|
3/1/26 |
40 |
44 |
|
3/2/26 |
41 |
34 |
|
3/3/26 |
44 |
29 |
|
3/4/26 |
45 |
20 |
|
3/5/26 |
48 |
12 |
|
3/6/26 |
54 |
7 |
|
3/7/26 |
57 |
2 |
|
3/8/26 |
60 |
1 |
|
3/9/26 |
60 |
0 |
|
3/10/26 |
59 |
0 |
|
3/11/26 |
56 |
0 |
|
3/12/26 |
56 |
0 |
|
3/13/26 |
51 |
0 |
|
3/14/26 |
47 |
0 |
|
3/15/26 |
47 |
1 |
|
3/16/26 |
51 |
1 |
|
3/17/26 |
50 |
1 |
|
3/18/26 |
54 |
0 |
|
3/19/26 |
54 |
0 |
|
3/20/26 |
55 |
1 |
|
3/21/26 |
58 |
1 |
|
3/22/26 |
56 |
0 |
|
3/23/26 |
53 |
1 |
|
3/24/26 |
54 |
1 |
|
3/25/26 |
52 |
1 |
|
3/26/26 |
49 |
1 |
|
3/27/26 |
46 |
1 |
|
3/28/26 |
47 |
1 |
|
3/29/26 |
54 |
1 |
|
3/30/26 |
59 |
1 |
|
3/31/26 |
60 |
2 |
|
4/1/26 |
64 |
2 |
|
4/2/26 |
67 |
2 |
|
4/3/26 |
70 |
3 |
|
4/4/26 |
70 |
4 |
|
4/5/26 |
65 |
4 |
|
4/6/26 |
63 |
3 |
|
4/7/26 |
64 |
3 |
|
4/8/26 |
65 |
3 |
|
4/9/26 |
68 |
3 |
|
4/10/26 |
69 |
3 |
|
4/11/26 |
68 |
3 |
|
4/12/26 |
69 |
3 |
|
4/13/26 |
69 |
3 |
|
4/14/26 |
68 |
3 |
|
4/15/26 |
62 |
4 |
|
4/16/26 |
61 |
4 |
|
4/17/26 |
57 |
6 |
|
4/18/26 |
50 |
7 |
|
4/19/26 |
46 |
7 |
|
4/20/26 |
45 |
7 |
|
4/21/26 |
47 |
7 |
|
4/22/26 |
53 |
7 |
|
4/23/26 |
52 |
6 |
|
4/24/26 |
55 |
5 |
|
4/25/26 |
58 |
3 |
|
4/26/26 |
66 |
3 |
|
4/27/26 |
67 |
2 |
|
4/28/26 |
64 |
2 |
|
4/29/26 |
60 |
2 |
|
4/30/26 |
59 |
2 |
|
5/1/26 |
61 |
2 |
|
5/2/26 |
65 |
3 |
|
5/3/26 |
59 |
3 |
|
5/4/26 |
58 |
3 |
|
5/5/26 |
61 |
2 |
|
5/6/26 |
64 |
2 |
|
5/7/26 |
63 |
2 |
|
5/8/26 |
56 |
1 |
|
5/9/26 |
55 |
1 |
|
5/10/26 |
55 |
1 |
|
5/11/26 |
56 |
2 |
|
5/12/26 |
57 |
2 |
|
5/13/26 |
57 |
2 |
|
5/14/26 |
61 |
2 |
|
5/15/26 |
65 |
3 |
|
5/16/26 |
64 |
3 |
|
5/17/26 |
67 |
2 |
|
5/18/26 |
68 |
2 |
|
5/19/26 |
64 |
2 |
|
5/20/26 |
64 |
3 |
|
5/21/26 |
62 |
2 |
|
5/22/26 |
64 |
2 |
|
5/23/26 |
65 |
2 |
|
5/24/26 |
64 |
2 |
|
5/25/26 |
62 |
2 |
|
5/26/26 |
62 |
2 |
|
5/27/26 |
60 |
1 |
|
5/28/26 |
60 |
1 |
|
5/29/26 |
63 |
1 |
|
5/30/26 |
66 |
1 |
|
5/31/26 |
67 |
1 |
|
6/1/26 |
69 |
1 |
|
6/2/26 |
69 |
1 |
|
6/3/26 |
70 |
2 |
|
6/4/26 |
72 |
2 |
|
6/5/26 |
70 |
2 |
|
6/6/26 |
66 |
2 |
|
6/7/26 |
64 |
2 |
|
6/8/26 |
64 |
2 |
|
6/9/26 |
64 |
2 |
|
6/10/26 |
63 |
1 |
|
6/11/26 |
58 |
1 |
|
6/12/26 |
58 |
1 |
|
6/13/26 |
56 |
1 |
|
6/14/26 |
56 |
1 |
|
6/15/26 |
57 |
1 |
|
6/16/26 |
53 |
1 |
|
6/17/26 |
52 |
1 |
|
6/18/26 |
54 |
2 |
|
6/19/26 |
54 |
3 |
|
6/20/26 |
55 |
5 |
|
6/21/26 |
54 |
5 |
|
6/22/26 |
51 |
6 |
|
6/23/26 |
53 |
6 |
|
6/24/26 |
52 |
9 |
|
6/25/26 |
49 |
11 |
|
6/26/26 |
47 |
13 |
|
6/27/26 |
46 |
12 |
|
6/28/26 |
45 |
14 |
|
6/29/26 |
48 |
14 |
|
6/30/26 |
51 |
15 |
|
7/1/26 |
52 |
15 |
|
7/2/26 |
52 |
14 |
|
7/3/26 |
52 |
14 |
|
7/4/26 |
54 |
15 |
|
7/5/26 |
55 |
15 |
|
7/6/26 |
52 |
16 |
|
7/7/26 |
48 |
16 |
|
7/8/26 |
48 |
14 |
|
7/9/26 |
51 |
12 |
|
7/10/26 |
54 |
9 |
|
7/11/26 |
52 |
8 |
|
7/12/26 |
54 |
6 |
|
7/13/26 |
55 |
5 |
|
7/14/26 |
59 |
4 |
|
7/15/26 |
62 |
4 |
|
7/16/26 |
62 |
3 |
|
7/17/26 |
62 |
3 |
|
7/18/26 |
63 |
3 |
|
7/19/26 |
63 |
4 |
|
7/20/26 |
66 |
4 |
|
7/21/26 |
65 |
4 |
|
7/22/26 |
61 |
3 |
|
7/23/26 |
60 |
3 |
数据来源:克拉克森航运数据平台(kpler.com)
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