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Shipping Liuzhou Auto & Machinery to Thailand: Landed Cost Breakdown via Pinglu Canal & Qinzhou Direct Berths柳州汽车与机械出口泰国:经平陆运河与钦州直靠泊位的落地成本拆解

Published on Oct 127 min readPingluCanal.org Intelligence Desk
发布于 10月12日阅读约 7 分钟平陆运河情报台
Shipping Liuzhou Auto & Machinery to Thailand: Landed Cost Breakdown via Pinglu Canal & Qinzhou Direct Berths

Public Beta · Reference ranges calibrated Oct 2026, consistent with the Sep 2026 Pinglu Canal trial navigation. These are planning estimates, not a formal quote. Spotted a discrepancy? Tell us — this page exists to be challenged.

Key Numbers#

Metric Reference value
Ro-ro record 2,727 vehicles, Changrongkou, Qinzhou → Duqm (Oman), 8 Oct 2026 — largest single sailing since ro-ro began Apr 2025 (≈1,500 vehicles then)
Ro-ro run-rate 10+ sailings since Apr 2025; 11,000+ vehicles & machines exported by end-Sep 2026; Jul 2026 sailing ≈2,600; Aug 2,661; Oct 2,727
Ro-ro economics Direct Middle East ro-ro: transit 10–15% faster, logistics cost −8%+ vs traditional routing; port ro-ro capacity 372,000 vehicles/yr
Berth consolidation Dalantun berths 1–3 (2×70,000 t + 1×50,000 t, in service Dec 2023) to be injected into the listed port company; berth + yard unified operation
Canal inland leg Pinglu Canal opened to navigation 16 Sep 2026; Nanning-basin cargo routes via the canal are 560+ km shorter than the traditional Guangzhou-port detour
Liuzhou export base Jan–Apr 2026: exports ¥14.64 bn, +15.9% y/y; EVs +485%; lithium batteries +274.6%; ASEAN +50.5%
Thailand lane Qinzhou–Laem Chabang direct container service since Apr 2024, ≈5 days (Jinjiang/COSCO network); RCEP top-4 corridor partner
ASEAN river-sea proof Nanning Port–Can Tho (Vietnam) direct container route maiden voyage 24 Sep 2026; Beibu Gulf Port runs 39 Vietnam routes, 129k TEU Jan–Aug 2026 (+52% y/y)

1. Two Signals in One Week#

Two pieces of news in early October 2026, read together, describe the moment Liuzhou's vehicle and machinery exporters get a genuine factory-to-berth lane.

Signal one — the record. On 8 October, the ro-ro vessel Changrongkou (常荣口) left Qinzhou's Dalantun terminal with 2,727 vehicles bound for Duqm, Oman — the largest single sailing since the port's first ro-ro route opened in April 2025 with ~1,500 vehicles. Growth has been steep: 10+ sailings and 11,000+ vehicles/machines by end-September, with single-sailing volumes climbing 2,600 (Jul) → 2,661 (Aug) → 2,727 (Oct). Notably, the cargo is no longer only Southwest-China Changan vehicles from Chongqing: FAW Bestune and Hongqi vehicles from northeast China reached Qinzhou by long-haul road for the first time, joining brands from Fujian, Anhui and Zhejiang.

Signal two — the consolidation. On 9 October, Beibu Gulf Port's listed company approved a plan to acquire 100% of Henggang Terminal — owner of Dalantun berths 1–3 and their yard land — from the port group. The stated goal is to unify berth and yard operations, and the plan explicitly frames the berths as sitting at the sea mouth of the Pinglu Canal, positioned to absorb the river-sea transshipment growth the canal unlocks.

Separately, each story is incremental. Together they say: Qinzhou is building the "factory–port–overseas" closed loop for finished vehicles and machinery at industrial scale — and the canal is the inland half of that loop.

2. Why Liuzhou Cargo Belongs on This Lane#

Liuzhou is Guangxi's heavy-industry base and one of China's vehicle-export clusters — SGMW (Wuling), Liugong (construction machinery) and Dongfeng Liuzhou all ship from there. The Jan–Apr 2026 export print shows the slope: ¥14.64 bn of exports (+15.9% y/y), with EVs up 485%, lithium batteries up 274.6%, and ASEAN-bound exports up 50.5%. The pinglusea daily log even recorded SGMW KD auto parts moving via the "Liuzhou–Pinglu Canal–Vietnam" lane into Nanning port in September 2026.

Construction machinery being loaded onto a vessel at a Chinese port

Liugong excavators already move via Qinzhou — 113 units shipped to Indonesia in a single batch in May 2026.

Thailand is the strategic ASEAN anchor for this cargo: it is RCEP's largest vehicle market in mainland Southeast Asia, Laem Chabang is its dedicated deep-sea gateway with ro-ro terminals for vehicles and machinery, and Qinzhou has run a direct container service to Laem Chabang since April 2024 (≈5 days, no transshipment). Thailand-bound vehicles and machines from Liuzhou currently travel either by long-haul road through Vietnam or by rail/road to coastal ports with a transshipment — both add handling steps that a canal-basin direct berth removes.

And the canal's ASEAN half is already moving: on 24 September the Nanning Port–Can Tho (Vietnam) direct river-sea container route made its maiden voyage through the canal, and Beibu Gulf Port now runs 39 Vietnam routes — 129k TEU moved Jan–Aug 2026, up 52% y/y.

3. The Lane, Door to Port#

The new lane is best understood as three segments, each with its own cost logic:

Segment 1 — Liuzhou factory → Qinzhou berth (inland, ≈230–300 km). Two modes, mirroring the patterns the port already runs: rail cage-car or container-block trains straight from the factory (the Changan model), or long-haul truck delivery (the northeast-FAW model). The "一港装" (one-port-loading) model then completes storage, inspection and loading entirely inside the Qinzhou port zone — no intermediate port, no extra handling. Pre-declaration, arrive-and-load and appointment clearance keep the port dwell measured in hours.

Rows of export-ready vehicles parked at a ro-ro terminal yard in southern China

Qinzhou's vehicle terminal yard: in-zone storage, inspection and loading — the "one-port loading" closed loop.

Segment 2 — Qinzhou berth → vessel. This is where the berth consolidation matters. Dalantun berths 1–3 were built for general cargo and ro-ro-scale units, commissioned in December 2023; folding them and their yard into the listed port operator removes the split between berth owner and operator. For exporters the practical read: direct berthing for foreign-trade cargo, in-zone storage/inspection/loading, and port dwell in hours rather than days.

Segment 3 — Qinzhou → Laem Chabang (sea, ≈5 days direct). The direct COSCO/Jinjiang-linked service has run since April 2024. Door-to-port, shippers skip the two extra handling layers of the Vietnam-road option and the hub transshipment — the same direct-versus-transshipped economics that the ro-ro data already prices at 10–15% faster and 8%+ cheaper.

A container vessel at berth in Laem Chabang, Thailand's deep-sea gateway

Laem Chabang: Thailand's deep-sea gateway, with dedicated ro-ro and breakbulk capacity for vehicles and machinery.

4. The Cost Stack, Per Unit (Reference Model)#

Putting the segments together for a Liuzhou-built vehicle or compact machine bound for Thailand (reference bands, not quotes; verify at booking):

Component Traditional (road via Vietnam / transshipped) Canal + direct-berth lane Basis
Inland Liuzhou → port Long-haul road or rail to coastal hub + hub handling Factory → Qinzhou direct, "one-port loading" No intermediate hub; verified ro-ro routing saves 8%+ logistics cost
Port handling & storage Multiple handling steps at intermediate hub Direct-berth, in-zone storage/inspection/loading Berth + yard unified operation (Henggang acquisition plan)
Ocean leg Via hub, often +2–5 days Qinzhou→Laem Chabang direct ≈5 days COSCO direct service since Apr 2024
Port dwell Days (hub queue) Hours (pre-declaration, arrive-and-load) Qinzhou customs facilitation, "smart bay" digital tracking
Canal segment (for Nanning-basin cargo) — Free through 2026; ≈< $15/slot from 1 Jan 2027 桂发改价费规〔2026〕533号; 7 Sep 2026 presser

Directionally, the pattern matches what the ro-ro data already proves on the Middle East lane: direct routing is 10–15% faster and 8%+ cheaper — and that is before the canal removes the Guangzhou-detour inland leg for Nanning-basin cargo entirely (560+ km shorter).

5. What to Watch Before Booking#

  • Berth deal completion: the Henggang acquisition still needs audit, valuation, shareholder votes, and exchange/CSRC review — the unified berth-yard operation it promises is a plan, not yet a fact.
  • Sailing frequency: the Laem Chabang direct service frequency and the ro-ro schedule to Thailand still trail the Thai fruit express (5–6/week); expect capacity to follow cargo.
  • Reefer/ro-ro equipment: peak-season slots book out; for vehicles, confirm deck space or container slots 3–4 weeks out.
  • Toll headlines: lockage resumes 1 Jan 2027 at RMB 1.0/GT/lockage — ≈¥25–75 per container slot. For a vehicle's logistics stack this is a rounding error; watch equipment and bunker charges instead.
  • Form E / RCEP origin: Thailand is a top-4 RCEP corridor partner for Qinzhou; keep origin documentation clean for 0% tariff claims.

Methodology & Data Sources#

Per-unit figures are reference bands assembled from port operator disclosures, official media reporting and industry pricing guides; ranges are not quotes. Vehicle prices are set by the market — this page prices the lane, not the vehicle. FX: USD 1 ≈ CNY 6.733 (SAFE, 9 Oct 2026).

  1. Ro-ro record — 2,727 vehicles on Changrongkou, Qinzhou→Duqm, 8 Oct 2026; 10+ sailings, 11,000+ vehicles since Apr 2025; ro-ro capacity 372,000/yr — Tencent News, 10 Oct 2026 (news.qq.com)
  2. "One-port loading" (一港装) model; rail cage-car + ro-ro intermodal; NE brands trucking in — Tencent News, 10 Oct 2026
  3. Henggang Terminal acquisition (Dalantun berths 1–3, 2×70,000 t + 1×50,000 t, commissioned Dec 2023; berth+yard integration; canal sea-mouth positioning; canal 560+ km shorter than the Guangzhou detour) — Daily Economic News via Toutiao, Oct 2026
  4. First ro-ro route Qinzhou–Jebel Ali (≈4,700 nm, transit −4–10 days, −8%+ cost) — XinhuaA, 9 Apr 2025
  5. Qinzhou–Laem Chabang direct container service — COSCO/Beibu Gulf Port, since 27 Apr 2024 (≈5 days, direct)
  6. Liuzhou Jan–Apr 2026 exports ¥14.64 bn (+15.9%), EV +485%, batteries +274.6%, ASEAN +50.5% — Caixinwire via Sina Finance, 10 Jun 2026
  7. SGMW KD parts via "Liuzhou–Pinglu Canal–Vietnam" lane; 113 Liugong excavators via Qinzhou — Pinglusea daily log / SohuB, Sep–May 2026
  8. Nanning Port–Can Tho (Vietnam) direct river-sea route maiden voyage 24 Sep 2026; canal opened to navigation 16 Sep 2026; Nanning Port river-sea volume 105,500 t / 2,800 TEU since opening — People's Weekly ( People's Daily) via Sohu; 10jqka, Oct 2026
  9. Beibu Gulf Port runs 39 Vietnam routes; Jan–Aug 2026 Vietnam cargo 5.2 Mt, container 129k TEU (+52% y/y); Guangxi–Vietnam trade topped ¥300 bn in 2025 — People's Weekly via Sohu, Oct 2026
  10. 桂发改价费规S〔2026〕533号 — lockage trial rate from 1 Jan 2027; toll-free trial through 31 Dec 2026 per Guangxi government press conferenceS, 7 Sep 2026

Get a Tailored Logistics Assessment#

Run your own numbers in the cost simulator — or apply to be listed in the verified supplier directory. Reference values only; not a formal quote.

公开测试版 · 参考区间为 2026 年 10 月校准,与 2026 年 9 月平陆运河试通航口径一致。这些是规划估计,非正式报价。发现出入?告诉我们——这个页面就是用来被检验的。

关键数字#

指标 参考值
滚装纪录 2,727 辆,"常荣口"轮,钦州 → 阿曼杜库姆,2026 年 10 月 8 日——2025 年 4 月滚装首航(约 1,500 辆)以来最大单航次
滚装运行量 2025 年 4 月以来开行 10 航次以上;截至 2026 年 9 月底出口整车及工程机械 1.1 万辆+;7 月单航次约 2,600 辆、8 月 2,661 辆、10 月 2,727 辆
滚装经济性 中东直航滚装:时效提升 10–15%,物流成本降 8%+(对比传统路径);港口滚装年吞吐能力 37.2 万辆
泊位整合 大榄坪 1—3 号泊位(2 个 7 万吨级 + 1 个 5 万吨级,2023 年 12 月投产)拟注入上市公司;泊位 + 堆场一体化
运河内陆段 平陆运河 2026 年 9 月 16 日投运;南宁流域货源经运河出海较广州港路径缩短 560 公里以上
柳州出口基本盘 2026 年 1–4 月:出口 146.4 亿元,同比 +15.9%;电动汽车 +485%;锂电池 +274.6%;对东盟 +50.5%
泰国通道 钦州—林查班直航集装箱航线 2024 年 4 月起开,约 5 天(锦江/中远海运网络);泰国为钦州 RCEP 前四大往来国
东盟江海直达实证 南宁港—越南芹苴港直航集装箱航线 2026 年 9 月 24 日首航;北部湾港对越航线 39 条,2026 年 1–8 月集装箱 12.9 万标箱(同比 +52%)

一、一周内的两个信号#

把 2026 年 10 月初的两条新闻放在一起读,就能看清柳州整车与机械出口"工厂到泊位"通道成型的时刻。

信号一——纪录。 10 月 8 日,滚装船"常荣口"轮满载 2,727 辆汽车从钦州大榄坪作业区启航,驶往阿曼杜库姆港——这是 2025 年 4 月北部湾港首条滚装航线开通(单航次约 1,500 辆)以来的最大单航次。增长曲线很陡:截至 9 月底累计开行 10 航次以上、出口整车及工程机械超 1.1 万辆,单航次从 7 月的约 2,600 辆爬到 8 月的 2,661 辆、10 月的 2,727 辆。值得注意的是货源结构:本次航程中,长春一汽奔腾、红旗首次经公路长途汽运直达钦州港完成堆存、通关、装船全流程——加上重庆长安等西南车企和福建、安徽、浙江品牌,钦州港正在从"服务本地车企"变成"承接全国品牌集散发运"。

信号二——整合。 10 月 9 日,北部湾港上市公司董事会审议通过重组预案,拟发行股份及支付现金收购恒港码头 100% 股权——核心资产就是大榄坪作业区 1—3 号泊位及后方土地海域。预案明言目的:泊位与堆场一体化运营,且这 3 个泊位"正位于平陆运河出海口核心区位,将直接承接江海联运货源的跨越式增长"。

单看每条都是渐进消息;合起来说的是:钦州正在为整车与机械打造"工厂—港口—海外"全链路闭环——而运河是这个闭环的内陆半边。

二、为什么柳州货该走这条通道#

柳州是广西的工业重镇、全国整车出口集群之一——上汽通用五菱、柳工、东风柳汽的货都从这儿出。2026 年 1–4 月的外贸数据说明了斜率:出口 146.38 亿元(同比 +15.9%),其中电动汽车 +485%、锂电池 +274.6%,对东盟出口 +50.5%。平陆运河每日情报简报还记录:2026 年 9 月,一批上汽通用五菱 KD 汽配件首次经"柳州—平陆运河—越南"物流线路运抵南宁港。

中国港口装载工程机械上船作业

柳工挖掘机早已走钦州出海——2026 年 5 月曾单批 113 台发往印尼。

泰国是这批货在东盟的战略锚点:泰国是 RCEP 框架下中南半岛最大的汽车市场,林查班港是其专用深水门户,配有整车和机械的滚装/件杂货泊位;而钦州自 2024 年 4 月起就开行了至林查班的直航集装箱航线(约 5 天、无中转)。目前柳州发往泰国的整车与机械,要么长卡穿越越南,要么铁/公路到沿海枢纽港再中转——两种都多装卸环节,而运河流域直靠泊位恰好把这些环节砍掉。

运河的东盟半边也已经在动:9 月 24 日,南宁港—越南芹苴港直航江海联运集装箱航线经运河首航;北部湾港现有对越航线 39 条,2026 年 1–8 月对越集装箱吞吐量 12.9 万标箱、同比增长 52%。

三、这条通道:门到港三段论#

新通道可以拆成三段,每段有自己的成本逻辑:

第一段——柳州工厂 → 钦州泊位(内陆,约 230–300 公里)。 两种模式,与港口现有操作完全同构:铁路笼车/集装箱专列工厂直发(重庆长安模式),或公路长途直送(东北一汽模式)。随后"一港装"模式在钦州港区内一次完成堆存、查验、装船——不中转、不换港。提前申报、抵港直装、预约通关把港口滞留压到小时级。

南方港口滚装码头的整车堆场,待出口车辆整齐排列

钦州整车堆场:港区内堆存、查验、装船一次完成——"一港装"闭环。

第二段——钦州泊位 → 船舶。 这正是泊位整合的意义所在。大榄坪 1—3 号泊位为通用泊位、适配滚装尺度,2023 年 12 月投产;注入上市公司后,泊位产权方与运营方分离的问题解决。对出口商的实务含义:外贸货直靠作业,港区内堆存、查验、装船一次完成,港口滞留从"天级"压到"小时级"。

第三段——钦州 → 林查班(海运,直航约 5 天)。 中远海运/锦江网络的直航服务 2024 年 4 月起开行。门到港全程,货主省掉穿越越南陆运或枢纽中转多出来的两层装卸——这与滚装数据已定价的"直达 vs 中转"经济性完全同构:时效快 10–15%、成本低 8%+。

泰国深水门户林查班港,靠泊中的集装箱船

林查班:泰国深水门户,具备整车与机械的专用作业能力。

四、单台成本栈(参考模型)#

把三段拼起来,一台柳州造、发往泰国的整车或小型机械(参考带,非报价;订舱前务必核实):

分项 传统(穿越南陆运 / 中转) 运河 + 直靠泊位通道 依据
内陆 柳州 → 港 长卡或铁路到沿海枢纽 + 枢纽作业 工厂 → 钦州直达,"一港装" 无中转枢纽;已验证直线路由省物流成本 8%+
港口作业与堆存 中转枢纽多次装卸 直靠泊位,港区内堆存/查验/装船 泊位 + 堆场一体化(恒港码头收购预案)
海运段 经枢纽中转,常多 2–5 天 钦州→林查班直航约 5 天 中远海运直航,2024 年 4 月起
港口滞留 天级(枢纽排队) 小时级(提前申报、抵港直装) 钦州海关便利化、"智慧湾"全程数字化监控
运河段(南宁流域货源) — 2026 年内免费;2027 年 1 月 1 日起每箱 < $15 桂发改价费规〔2026〕533 号;9 月 7 日发布会

方向上,这与滚装数据在中东线上已经证明的规律一致:直达路由时效快 10–15%、成本低 8%+——这还没算运河为南宁流域货源彻底免除的广州绕行内陆段(缩短 560 公里以上)。

五、订舱前要盯什么#

  • 泊位交易进度:收购恒港码头仍需审计评估、股东大会、交易所审核与证监会注册——"泊位堆场一体化"目前是预案,不是事实。
  • 班期密度:林查班直航的班期与赴泰滚装排期仍逊于泰国水果快线(每周 5–6 班);运能会跟着货源走,订舱前先问班表。
  • 滚装/舱位设备:旺季舱位紧张;整车需提前 3–4 周确认甲板位或箱位。
  • 过闸费头条:2027 年 1 月 1 日恢复征收 1.0 元/总吨·次——折合每箱约 ¥25–75。对一台车的物流费用栈是零头;盯设备和燃油附加费更实际。
  • Form E / RCEP 原产地:泰国是钦州 RCEP 前四大往来伙伴,单证干净才能吃到 0 关税。

方法论与数据来源#

单台数字为参考带,由港口运营方披露、官方媒体报道与行业报价指南交叉组装;区间非报价。车价由市场决定——本页算的是通道,不是车。汇率:1 美元 ≈ 6.733 元(外管局,2026 年 10 月 9 日)。

  1. 滚装纪录——"常荣口"轮 2,727 辆、钦州→杜库姆、2026 年 10 月 8 日;累计 10 航次以上、1.1 万辆+;滚装年能力 37.2 万辆——腾讯新闻,2026 年 10 月 10 日(news.qq.com)
  2. "一港装"模式;铁路笼车 + 滚装联运;东北品牌公路直达——腾讯新闻,2026 年 10 月 10 日
  3. 恒港码头收购(大榄坪 1—3 号泊位,2 个 7 万吨级 + 1 个 5 万吨级,2023 年 12 月投产;泊位堆场一体化;运河出海口定位;运河较广州绕行缩短 560 公里以上)——每日经济新闻(头条转载),2026 年 10 月
  4. 首条滚装航线钦州—杰贝阿里(约 4,700 海里,时效缩短 4–10 天、成本降 8%+)——新华社,2025 年 4 月 9 日
  5. 钦州—林查班直航集装箱航线——中远海运/北部湾港,2024 年 4 月 27 日起(约 5 天、直达)
  6. 柳州 2026 年 1–4 月出口 146.4 亿元(+15.9%)、电动汽车 +485%、锂电池 +274.6%、对东盟 +50.5%——财联社(新浪财经转载),2026 年 6 月 10 日
  7. 五菱 KD 件经"柳州—平陆运河—越南"线路;113 台柳工挖掘机经钦州——平陆运河每日情报简报 / 搜狐,2026 年 5–9 月
  8. 南宁港—越南芹苴港直航江海联运航线 2026 年 9 月 24 日首航;平陆运河 2026 年 9 月 16 日投运;通航以来南宁港江海联运业务量 10.55 万吨、集装箱 2,800 标箱——人民日报《人民周刊》(搜狐转载);同花顺新三板,2026 年 10 月
  9. 北部湾港对越航线 39 条;2026 年 1–8 月对越货物吞吐量约 520 万吨、集装箱 12.9 万标箱(同比 +52%);2025 年广西对越进出口突破 3,000 亿元——人民日报《人民周刊》(搜狐转载),2026 年 10 月
  10. 桂发改价费规〔2026〕533 号——2027 年 1 月 1 日起试行费率;试通航至 2026 年 12 月 31 日免费——自治区政府新闻发布会,2026 年 9 月 7 日

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