沿海运价显著回落，江船运价延续涨势

Group 1: Inland Transportation - The wheat market is experiencing weak fluctuations at high levels, with increased willingness to sell among grain holders as year-end approaches, leading to a temporary increase in market circulation [1] - The demand for inland shipping is supported by the ongoing release of autumn grain, with limited fluctuations in mainstream freight rates [1] - Jiangsu river shipping continues to show a strong trend, with freight rates rising by 5-10 yuan/ton due to tight available shipping capacity and increased grain circulation [1] Group 2: Coastal Transportation - The coastal grain transportation market is experiencing a significant decline, with freight rates for 5000-ton grain ships from Anning Port to Guangdong dropping to 68-73 yuan/ton, a decrease of about 10 yuan/ton from the previous week [3] - The decline is driven by improved operational efficiency at northern ports, which has released previously stranded shipping capacity, and weak demand from the southern market [3] - The market sentiment has noticeably declined due to the lack of incremental demand, with flour companies maintaining low inventory levels and a strategy of purchasing based on need [3] Group 3: Market Forecast - Inland transportation is expected to remain stable, with attention on the dynamics of wheat and autumn grain sales and pre-holiday stocking sentiment [2] - Coastal transportation rates are likely to remain under pressure in the short term, with potential for further slight declines due to the gradual return of shipping capacity and subdued demand [4]