内河行情略有抬头 海轮基本稳定

Inland Transportation - The grain transportation market in the Su-Wan region has shown slight improvement this week, although the increase is limited [1] - The first auction of minimum purchase price wheat planned to sell 198,800 tons, with actual transactions of 105,400 tons, including approximately 22,000 tons in the Su-Wan region [1] - The supply of wheat remains sufficient due to ongoing market releases and increased turnover of reserve wheat, while demand is subdued as flour mills reduce operating rates ahead of the Spring Festival [1] Coastal Transportation - The coastal wheat transportation market remains quiet, with low circulation of Su-Wan wheat southward, and overall coastal wheat transportation prices are stable [3] - Freight rates for coastal shipping are approximately 65-70 yuan/ton from Anning Port to Guangdong and 55-60 yuan/ton to Fujian [3] - The demand for wheat transportation is weak, influenced by high labor and energy costs, and shipping capacity is expected to decrease as some shipowners plan to stop operations for the holiday [3] Market Outlook - The short-term outlook for the Su-Wan wheat market indicates that purchasing volumes are unlikely to see significant breakthroughs, with inland transportation expected to experience fluctuations [2][4] - The coastal transportation market is anticipated to maintain a stable yet weak trend, with attention needed on pre-holiday stocking pace and changes in coastal shipping capacity [4]