节点：下游（终端消费/应用）位置：下游情绪：利好参考度：3/10
随着伊朗局势紧张，霍尔木兹海峡物流中断的冲击已从石油市场向其他领域扩散。该海峡作为全球重要航运通道，航运风险上升直接影响跨国物流链路稳定性，相关产业的供应链与出口交付均受波及。
据知情人士透露，因日本至中东出口运输受阻，日产汽车本月将在日本九州工厂减产约1200辆。日产九州分公司（福冈县）针对中东市场的X-Trail（海外称Rogue）及Serena车型减产，以腾出整车仓储空间；但日产车体九州株式会社（核心大型SUV生产主体）无减产计划，因该类车型为中东市场核心主力，需求旺盛且利润较高。
日产已计划在日本国内暂存原定发往中东的整车..
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