来源：市场资讯 本周持粮主体小麦出货节奏理性，储备轮换小麦投放规模也处于低位水平，整体市场可流通粮源相对偏 紧。与此同时，稻谷等秋粮陆续上市，为内河运输提供了额外的货源增量，支撑粮运需求基本盘，内河 粮船运价高位运行。江船方面，受上游枯水期影响，运力较为紧张，加之东北玉米集中到港潮的到来， 共同推高了江船运费。此外，部分地区闸口检修也进一步加剧了运力周转压力，对运价形成支撑。 后市行情预测： 后市秋粮上市节奏预计继续加快，内河货运需求仍将保持活跃，后市需密切关注小麦和秋粮的现货购销 动态以及运力供求的变化。 沿海运输： 沿海粮运方面，本周苏皖地区小麦南下流通粮源未见明显放量。不过南下海轮运费在北方运输行情的影 响下继续高位运行，具体，安宁港至广东5000吨级船运费80-85元/吨，至福建运费为70-75元/吨。 （来源：南方小麦网） 从基本面看，苏皖地区小麦南下发运量并未显着放大，下游面粉及饲用需求整体平淡，难以独立支撑高 运价。运价得以维持高位的关键在于北方市场的强劲拉动以及沿海大风天气的影响。近期北方港口船期 周转效率下降，加之东北铁路、汽运成本上涨，刺激水运需求增加，大量原本服务于南方航线的海轮运 力北 ...

央视网消息：随着东北地区秋粮收获接近尾声，秋粮运输迎来了高峰期。从10月中下旬开始，全国重要商品粮生产基地——吉林省已经调 出粮食近400万吨。作为秋粮运输的重要始发地的吉林扶余，从秋收后88个粮食发运站已开启高位运输模式。 长春铁路物流中心扶余营业部是秋粮运输的关键枢纽，秋粮运输简单来说就是将产粮区的优质粮食通过物流运输送往各地。 工人师傅们正在紧张有序地将粮食从货车上卸下来，一袋袋金灿灿的玉米通过传送带被运送到列车车厢里。这里每5个师傅编成一个运输 小队，两名师傅在高处负责将粮食卸车放到运输带上，另外三位师傅则在车厢里将粮食码好。据了解这一袋粮食有60公斤重，一辆货车上大约 有30吨粮食，一个运输小队一天需要搬运四辆货车的粮食。 据了解，吉林省已经连续4年粮食总产量超过了800亿斤，今年的产量有望再创新高。从今年10月中旬开始，长春铁路物流中心就一直处于 高位运输的状态。10月份以来，吉林省累计发送粮食400万吨，同比增长近50%，吉林省内88个粮食发运站、112条专用线"火力全开"，24小时 连续作业。为确保粮食运输通道持续畅通高效，国铁沈阳局为重点粮食生产企业开辟绿色通道，优先保障粮食运输需求，提升全 ...

Inland Transportation - The inland transportation market remains stable due to the gradual release of wheat and the steady increase in the supply of autumn grains like rice, providing support for cargo availability [1] - Wheat market prices are experiencing fluctuations, with some grain holders choosing to sell, while the demand for wheat is weakened by the increased supply of quality corn for feed, reducing wheat's competitive edge [1] - Localized shipping efficiency issues and concentrated short-term cargo flows have led to slight tightness in shipping capacity, with some inland routes in the Jiangsu and Anhui regions maintaining stable freight rates after a previous increase of 3-5 yuan/ton [1] Coastal Transportation - The coastal grain transportation market shows a strong performance with stable cargo volumes and rising freight rates, specifically reporting freight rates of 78-83 yuan/ton from Anning Port to Guangdong and 68-73 yuan/ton to Fujian for 5000-ton vessels [3] - Despite the stable demand for wheat in southern sales areas, the overall consumption remains flat, with milling companies purchasing based on demand and feed companies maintaining safe inventory levels, leading to limited cargo support [3] - Typhoon weather has caused delays in port operations, tightening market shipping capacity and resulting in an overall increase in freight rates by approximately 10 yuan/ton compared to the previous week [3] Market Outlook - The inland transportation market is expected to remain stable with the ongoing release of autumn grains, while freight rates are anticipated to fluctuate slightly based on actual conditions of various routes [2] - The coastal grain shipping market has reached relatively high freight rates, and future trends will depend on the impact of typhoons and the alignment of shipping capacity with actual cargo demand [4]

Core Insights - The report highlights the significant role of logistics in transporting grain during the harvest season in Henan, with over 405.8 million tons of grain transported in the first half of September, equivalent to circling the Earth 1,359 times [1][3]. Transportation Data - A total of 130,000 truck trips were made for grain transportation in September, covering a distance of 54.454 million kilometers [3]. - Key transportation routes include Zhumadian to Xinxiang and Nanyang to Jiaozuo within the province, while cross-province routes include Zhoukou to Heze and Zhumadian to Heze [3]. - The 13-meter high-barrier truck has emerged as the primary vehicle for grain transportation due to its balanced load capacity and flexibility [3]. Key Crops and Distribution - Corn and peanuts are identified as the main crops for external transportation from Henan, with key shipping cities including Kaifeng, Zhumadian, and Nanyang [5]. - The furthest corn shipment traveled 4,860 kilometers to Tibet, while peanuts were shipped as far as 1,578 kilometers to provinces like Jiangxi, Hunan, and Guangdong [5]. Support for Truck Drivers - On the Chinese Farmers' Harvest Festival, a "Harvest Station" was established to provide truck drivers with free rest services and hot meals, recognizing their crucial role in the grain transportation process [7]. - A documentary titled "Autumn Equinox: Harvest Ferryman" was premiered, showcasing the entire process from harvesting to transportation [7]. Digital Logistics Impact - The use of mobile apps for logistics has been praised for its convenience, allowing farmers to easily find transportation [9]. - The logistics platform aims to enhance transportation efficiency through technological innovation and to provide better support for drivers, acknowledging their contributions to modern agriculture [9][14]. Historical Context - The evolution from historical grain storage practices to modern digital logistics reflects a commitment to ensuring food security, with 64,000 drivers playing a vital role in this mission [14].

Core Viewpoint - The launch of the first container grain special train from Xinjiang to Sichuan marks a significant step in enhancing grain transportation and supporting regional economic development, particularly during the summer harvest season [1] Group 1: Grain Transportation - A freight train carrying 3,250 tons of corn departed from the Emen Station in Xinjiang, heading to Meishan Station in Sichuan, representing the first container grain special train of the year [1] - The railway department has prioritized grain transportation as part of its key material plan to meet the strong demand from major grain-producing areas such as Tacheng, Emen, and Yili during the summer harvest [1] Group 2: Regional Economic Impact - Xinjiang has consistently ranked first in the country for new grain acreage and production over the years, being the only province to achieve a cumulative grain increase of over 10 billion jin in three years [1] - The operation of the "Xinjiang Grain Export" special train is expected to contribute positively to regional economic development and enhance efforts to ensure national food security [1]