本周小麦市场稳中偏弱运行，终端面粉备货进入尾声，粉企补库需求减弱，购销节奏放缓，小麦市场逐 渐进入春节盘整期，不过节前加工企业仍有刚需备货需求，对麦价形成一定支撑。临近春节，内河粮船 运价继续受船民返乡安排主导，呈现明显的"船期导向"，运输路径与粮船返乡方向一致的航线运价相对 平稳，反之则因临时调船成本上升而报价走高。 来源：市场资讯 （来源：南方小麦网） 原标题：春节临近运价持稳，市场节奏逐步放缓 来源：南方小麦网 内河运输： 距离春节还有不到10天，基层市场购销逐渐趋缓，内河粮食运量较前期减少，但同时回乡过年的粮船也 开始增多，内河粮运市场根据各线路的运力情况调整运价。 沿海运输： 沿海粮食运输市场延续平淡态势，苏皖等地小麦南运至华南的货量依然有限。受货源不足制约，南下航 线运价整体企稳，暂无大幅波动。具体来看，安宁港至广东5000吨级海轮运费约60-65元/吨，至福建航 线运费约50-55元/吨。 目前下游面粉采购已接近尾声，市场购销活动平缓，厂家继续收购意愿不强，均是按照自身库存和订单 情况调整收购量。随着春节临近，市场重心已转向船舶调度与停航计划，部分船只陆续执行节前末班运 输并准备停运，市场交投逐 ...

Core Insights - Jining, an inland resource-based city, is set to achieve a cargo throughput of 116 million tons by 2025, becoming one of China's "billion-ton ports" [1] - The city is leveraging its strategic location along the Grand Canal to transform into a new logistics hub through multimodal transport [1][6] - Jining's port development is supported by a comprehensive port network and a focus on integrating industry and logistics [6][13] Multimodal Transport Activation - Liangshan Port, a key coal emergency reserve base, is expected to handle over 40 million tons of coal by 2025, accounting for 70% of Shandong's coal supply [3] - The port's strategic location allows for efficient connections between coal, grain, and the Yangtze River Delta, enhancing logistics capabilities [4] - Multimodal transport significantly reduces costs, with transportation expenses being one-third of rail and one-seventh of road costs, saving 50-60 yuan per ton [4] Containerization and Automation - Longgong Port has implemented full automation in container handling, achieving a container loading and unloading time of just 2 minutes [5] - By 2025, Longgong Port is projected to handle 335,000 TEUs, marking a 25% increase [5] - The port's focus on containerization and multimodal transport positions it as a benchmark for smart transformation in inland ports [5] Port Network Development - Jining has established a well-structured port network with eight major port areas and 30 container shipping routes, aiming for a throughput of 116 million tons by 2025, a 20% increase year-on-year [6] - The port industry is expected to generate over 100 billion yuan in revenue, reflecting simultaneous growth in scale and efficiency [6] Strategic Future Planning - Jining aims to become a northern inland shipping center, with plans to enhance its port capabilities and expand its infrastructure [7] - The provincial planning outlines a "one main, four auxiliary, multiple points" layout for the inland port cluster, indicating a significant strategic opportunity for Jining [7] Industry Integration and Urban Transformation - The integration of port and industry is crucial for Jining's urban transformation, with a focus on creating a "front port—middle warehouse—backyard" industrial model [12] - The establishment of industrial parks around ports is designed to attract logistics, trade, and financial services, enhancing the regional economic ecosystem [12][13] - Jining's approach aims to convert shipping flows into tangible economic growth, moving beyond traditional port functions [12][13] Green and Intelligent Development - Jining is prioritizing green development in its shipping industry, with a focus on transitioning to LNG and electric-powered vessels [15] - The establishment of a smart manufacturing base for inland new energy vessels aims to enhance the sustainability of the shipping sector [15][16] - The introduction of standardized shipbuilding processes is expected to lower costs and improve operational efficiency in the long term [16][18]

Core Viewpoint - Shandong province, as the "first province in the north," is entering a new era of "ten trillion," with Jining city focusing on three major positions: new industrialization strong city, northern inland shipping center, and world cultural tourism city [1][2] Group 1: Industrial Transformation - Jining aims to transform from a traditional resource-based city to a diversified, modern, and resilient industrial system, moving away from reliance on coal [3][4] - The city is implementing a dual-track approach of "cultivating new momentum" and "transforming old engines" for industrial change [4] - Notable projects include the establishment of a new energy battery base by CATL and the innovative use of mining subsidence areas for photovoltaic power generation, aiming for a billion-level industrial cluster [6] - Traditional industries are undergoing green and high-end transformations, with significant investments such as Shandong Hengxin Group's 3 billion yuan technology upgrade [6] - Jining's industrial upgrade plan includes over 1,000 technical transformation projects, enhancing traditional industries [6] - Economic indicators show positive results, with industrial added value growing by 7.8% and manufacturing value by 10.2% in 2025 [6] Group 2: Shipping Center Development - Jining's positioning as a "northern inland shipping center" leverages its geographical advantages, particularly the Grand Canal [8][10] - The city plans to develop five key centers: commercial logistics, multimodal transport, port industries, green ship manufacturing, and shipping service innovation, targeting a cargo throughput of over 140 million tons [8] - The construction of the shipping center is aligned with ecological protection, including the introduction of electric-powered vessels to reduce carbon emissions [10] Group 3: Cultural Empowerment - The designation of Jining as a "world cultural tourism city" focuses on transforming cultural heritage into economic growth [12][14] - The city aims to protect its historical sites while promoting cultural value through events like the International Confucius Cultural Festival [12] - Jining's strategy includes creating modern experiences from historical narratives, enhancing its appeal and competitiveness in attracting talent and resources [14]

依托洙水河、新万福河这两条"黄金水道"，菏泽成功实现了与京杭运河、长江等国家核心内河航道 的无缝衔接，构建起依托京杭运河，连接江海的全新物流大通道。现在，装载着焦炭、精煤、玻璃、石 英砂、建材、粮食、化肥、钢材等大宗货物的千吨级船舶，来往于洙水河、新万福河。菏泽的商品可直 达江浙地区及长江沿线，航程最远已延伸至重庆市，更可通过长江沿线港口转运出海，真正实现了"通 江达海"的发展目标。 吞吐量数据最能直观反映发展成效：2021年，全市内河港口吞吐量完成280万吨；2022年大幅增长 至627.85万吨；2024年全年吞吐量已达716万吨，2025年吞吐量达1002.3万吨，再创历史新高。这样的增 长速度，充分彰显了菏泽内河水运对区域经济发展的支撑作用。 为推动内河水运持续发力，全力推进内河港航的后续建设及规划。2024年10月，新万福河航道二期 开工建设。该项目起点位于侯楼截污导流闸下240米处，终点顺接一期工程，采用Ⅲ级航道标准建设， 全长22.55公里。另外，郓城新河航道前期工作正在积极推进。这些项目建成后，菏泽"川"字型内河航 道布局将全面完成，通航能力和辐射范围将大幅提升，为菏泽乃至鲁西南地区经济社会高 ...

Core Viewpoint - The construction of the Pinglu Canal, a new waterway connecting Nanning to the Beibu Gulf, is expected to significantly enhance logistics efficiency and economic development in Guangxi, addressing long-standing transportation challenges and facilitating direct maritime access for goods [1][10][11]. Group 1: Project Overview - The Pinglu Canal, spanning 134.2 kilometers, is set to open by the end of 2026, allowing 5,000-ton vessels to navigate directly from Nanning to the sea via Qinzhou [1][3]. - The canal construction involves 52 months of work, including the excavation of 339 million cubic meters of earth and the pouring of 12.9 million cubic meters of concrete, equivalent to a highway stretching over 1,650 kilometers [6][10]. - The project has been a long-term goal for Guangxi, gaining momentum after being included in national strategic plans in 2019 and 2021 [10][11]. Group 2: Economic Impact - The Pinglu Canal is projected to reduce shipping distances significantly, with transport costs decreasing by 58.19 yuan/ton for Nanning and up to 80.11 yuan/ton for other cities like Chongzuo [11][12]. - The canal will facilitate faster shipping routes to Southeast Asia, with transport times to ports in Thailand and Vietnam reduced by up to 86% and 83%, respectively [11][12]. - The canal is expected to transform Guangxi's economic landscape, shifting from a "channel economy" to an "industrial economy" by attracting industries to the region [12][13]. Group 3: Strategic Development - The development of the Pinglu Canal is seen as a catalyst for regional economic integration, with the potential to create a "Qin Triangle" similar to the Yangtze and Pearl River Deltas, enhancing competitiveness through urban collaboration [17][18]. - Local governments are actively promoting the canal in their investment strategies, with companies like BYD establishing operations near the canal to leverage reduced logistics costs [15][16]. - The success of the canal will depend on effective industrial planning, policy innovation, and the integration of urban development along the waterway [13][18].

Core Insights - The development of inland shipping in Henan province is accelerating, with significant growth in port activities and infrastructure, particularly at Xinyang Port and Zhoukou Port [3][5]. Group 1: Xinyang Port Development - Xinyang Port, specifically the Huai Bin Center Port, has become the largest comprehensive single port in Henan, with a container throughput of 7,628 TEUs as of January 26, 2023, representing a 14-fold increase year-on-year [3]. - The total bulk cargo handled reached 145,000 tons, marking a 7-fold increase compared to the previous year [3]. - The local government aims to establish a "four-port linkage" system centered around Huai Bin Port to enhance logistics efficiency and connectivity [3]. Group 2: Zhoukou Port Growth - Zhoukou Port is projected to handle a cargo throughput of 55.43 million tons in 2025, reflecting a year-on-year growth of 6.49%, with container throughput expected to reach 175,400 TEUs, a 7.5% increase [5]. - The port has transformed from an underdeveloped area into a vital economic zone, contributing to local employment and economic growth [5][6]. - Local initiatives have led to the establishment of various industries, including garment manufacturing and agricultural projects, significantly boosting the collective economy and benefiting over 3,000 households [6].

Group 1 - The Guangdong Provincial Government's work report emphasizes the importance of building a strong private economy, reflecting a comprehensive and systematic approach to enhancing the private sector [1] - The report highlights the need for a high-level cold chain logistics system to facilitate the smooth transition of quality agricultural products from rural areas to urban markets [1] - Infrastructure development in marine economy sectors such as marine new energy, marine electronic information, and deep-sea equipment is identified as a key support for accelerating marine economic growth [1] Group 2 - The report stresses the development of inland shipping by leveraging the West River and North River waterways, promoting a strategy of integrated river-sea transport to optimize the marine economic development framework [2] - The report calls for community involvement in ecological construction, including initiatives like the "Yue Mountain Afforestation" and the promotion of zero-carbon transport corridors [2] - Enhancing the quality of education and building a professional teacher workforce is highlighted as a priority, along with the need to strengthen protections for minors [2]

依托洙水河、新万福河这两条"黄金水道"，菏泽成功实现了与京杭运河、长江等国家核心内河航道的无 缝衔接，构建起依托京杭运河，连接江海的全新物流大通道。现在，装载着焦炭、精煤、玻璃、石英 砂、建材、粮食、化肥、钢材等大宗货物的千吨级船舶，来往于洙水河、新万福河。菏泽的商品可直达 江浙地区及长江沿线，航程最远已延伸至重庆市，更可通过长江沿线港口转运出海，真正实现了"通江 达海"的发展目标。 为推动内河水运持续发力，全力推进内河港航的后续建设及规划。2024年10月，新万福河航道二期开工 建设。该项目起点位于侯楼截污导流闸下240米处，终点顺接一期工程，采用Ⅲ级航道标准建设，全长 22.55公里。另外，郓城新河航道前期工作正在积极推进。这些项目建成后，菏泽"川"字型内河航道布 局将全面完成，通航能力和辐射范围将大幅提升，为菏泽乃至鲁西南地区经济社会高质量发展提供更坚 实的交通保障。 近年来，菏泽紧跟国家和省大力推进内河航运建设的战略部署，内河航运实现了从"零的突破"到"跨越 升级"的稳步迈进。"十三五"时期，洙水河航道顺利通航，让菏泽告别了没有内河航道的历史。进入"十 四五"，我们乘势而上、持续发力，新万福河航道（一 ...

Core Insights - Inland waterway transportation serves as a crucial link between inland and ocean transport markets, significantly reducing costs and enhancing long-distance transport of bulk goods and foreign trade [1] - The construction of a "waterway expressway" is becoming increasingly important for regional economic development, particularly in addressing bottlenecks in inland waterway transport [1] Group 1: Economic Impact - The development of inland waterway transport is a key strategy for economic provinces to strengthen their advantages and address shortcomings [1] - The city of Zhoukou has made significant investments in port infrastructure, leading to a cargo throughput exceeding 50 million tons for two consecutive years [1] - Zhoukou Port's container throughput has surpassed 1 million TEUs, establishing it as a major inland port in Henan and the Huai River basin [1] Group 2: Strategic Recommendations - Suggestions have been made to advance the construction of dedicated railway lines to Zhoukou Port, enhancing intermodal transport and solidifying its status as a key inland port [2] - The integration of port development with urban planning is recommended to create a synergistic relationship that promotes economic growth [2] - The Henan provincial government aims to optimize water transport facilities and promote high-quality development of inland ports as part of its strategic initiatives for 2026 [2]

（来源：中国改革报） 在时代大潮中，河南枢纽经济发展的首要路径在于通过政策与规划，破除限制要素流动的体制机制障 碍，建构低成本、高效率的发展环境。这一路径的核心并非单纯的政策叠加，而是以"降低全社会物流 成本"为牵引，实施系统性的经济政策与规划引领。在此过程中，需注意统筹不同运输方式的衔接，实 现航空、铁路、公路、水运的联动与整合，形成多式联运的高效体系。需要注意创新技术是提升枢纽经 济效率的关键，应积极引导和扶持相关高科技企业，借此推动智能化技术在枢纽经济中的应用。此外， 枢纽经济离不开国际市场和区域合作，政策规划应注重制定开放型经济政策。 优质健康的营商环境是枢纽经济高质量发展的重要支撑，要以高远战略制定一系列政策措施为相关企业 提供良好的发展和竞争条件。要简化行政审批流程，提高行政审批效率，破除跨区域迁移难、经营成本 高等痛点。要降低市场准入门槛，进一步降低物流、交通、信息等行业的市场准入门槛，吸引更多国内 外社会资本进入枢纽经济相关行业，营造出适度竞争的营商环境。要提供税收优惠与政策支持，对关键 领域的企业，特别是创新型企业，提供税收减免和财政补贴，提升企业参与积极性。此外，枢纽经济的 健康发展离不开 ...