常常有人在说运价涨上去物价会飙，所以政府一定打压
这边分享一点经济学者的观点
Economic Bulletin issue3 2021 里面有一篇文章
"What is driving the recent surge in shipping costs?"
https://reurl.cc/W3bYVy
里面提到了
"According to the World Input-Output Tables, shipping costs make up less than
3% of the final cost of manufacturing output, implying that international
shipping costs make up less than 1%."
运输成本总共只占了世界制造成本3%以下，而国际航运只占了1%以下
这对于通膨的影响如何呢？里面也说到
"Even a 50% annual increase in the Harpex – similar to that experienced
leading up to January 2021 – could raise annual PCE inflation by up to 0.25
percentage points one year later. "
即使Harpex（船舶租赁价格的指数）今年又再涨了50%，对于PCE的影响也只有0.25%
另外一篇文章（OECD所属的经济学者写的）
"How will rising shipping cost affect inflation in OECD countries?"
https://reurl.cc/GmaqLG
也参考了上篇文章，计算了海运价格对于OECD国家CPI的影响
推论出即使从Q2开始每季都比上一季运费上涨10%，最终对于CPI的影响也仅小于0.25
共同结论：运价上涨对于物价的影响相当有限
欢迎各路专家打脸

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老美就是老二大啊，真的要搞还需要啥理由

航酸：糟糕 又被废一招武功