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Route Analysis航线分析

One Million Tonnes in Month One: The Pinglu Canal's Industrial Ledger — Where the Cargo Comes From and How It Sails Through通航首月产业账本:100 万吨之后,货从哪来、在哪换装、从哪出海

Published on Nov 38 min readPingluCanal.org Intelligence Desk
发布于 11月3日阅读约 8 分钟平陆运河情报台
One Million Tonnes in Month One: The Pinglu Canal's Industrial Ledger — Where the Cargo Comes From and How It Sails Through

Public Beta · Reference parameters captured Oct–Nov 2026. Port and throughput figures are from Guangxi Daily (via Sohu republication) and China News Service reporting; the per-container saving is a shipper statement. Freight rates are planning context, not quotes — verify at booking. Spotted a discrepancy? Tell us — this page exists to be challenged.

Key Numbers (First-Month Industrial Ledger)#

Metric Reference value
First-month canal lockage >1,000,000 t (crossed 17 Oct, one month after opening)
Beibu Gulf Port Group share >970,000 t of canal-related cargo
Xijiang-port group throughput (to 15 Oct) >940,000 t of canal-related cargo; National-Day-holiday throughput ×21 y/y
Estuary berth retrofit 13 berths complete; ≈32M t added river-sea transshipment capacity
Nanning Liujing 10 berths; 6.48M t/yr capacity; new 40-t crane: transshipment 300 → 800 t/h
Scheduled river-sea routes Nanning–Yangpu; Nanning Port–Cần Thơ (Vietnam)
Qinzhou ops best day 68,700 t single-day river-vessel cargo (National Day holiday); 97%+ direct-berthing rate, avg port stay 5 h
Sourcing campaign 6 teams, 200+ enterprises in Guizhou/Yunnan/Sichuan; "one enterprise, one plan"
Baise staging yard 70 mu, 116,700 t storage; >300,000 t dispatched by 16 Oct
First bonded water-water transit 30 Oct, Guigang → canal → Qinzhou → Vietnam; shipper: ~10% saving per box (statement)
Provincial policy frame "十五五" Pinglu Canal economic belt; "overseas raw materials + Guangxi processing + domestic & export markets" model

Aerial view of a busy inland river port terminal at golden hour: gantry cranes transshipping bulk cargo directly from a river barge to an ocean vessel berthed alongside, stacked containers and trucks, canal corridor industry theme

The industrial ledger in one frame: a 40-t gantry crane at Nanning Liujing transships cargo river-to-sea at 800 tonnes per hour. The first million tonnes was recruited enterprise by enterprise, not waited for.

1. From Waypoint to Origin Port: Nanning Liujing's Flip#

The most instructive single change in the first month happened at Nanning Port's Liujing operating area. Historically a Xijiang-waterway node whose exports detoured east through the Pearl River Delta, Liujing is now, in port GM Wang Fukun's phrase, "no longer a waypoint on someone else's corridor, but the origin port on our own doorstep" — 5,000-t vessels load here and run south through the canal directly to the Beibu Gulf.

The hardware behind the phrase: a newly commissioned 40-tonne gantry crane performing direct ship-to-ship transshipment at 800 t/h, up from 300 t/h. Ten berths now give the port 6.48M tonnes/year of capacity, and two scheduled river-sea services anchor the sailing calendar: Nanning–Yangpu (Hainan) and Nanning Port–Cần Thơ in Vietnam's Mekong Delta — the water-side counterpart of the corridor coverage mapped in the Cần Thơ feeder analysis. A smart dispatch center now ties river port, shipping, locks and sea port into one data chain, so vessels berth into work on arrival.

2. The Estuary Question, Answered: 13 Berths, 32 Million Tonnes#

The standard international-forwarder objection to river-sea corridors is estuary congestion: river fleets queuing for sea berths. The first-month data addresses it directly. On the Qinzhou sea side, all 13 adaptive-retrofit berths are complete, adding approximately 32 million tonnes of dedicated river-sea transshipment capacity, and scheduled 5,000-t canal vessels now berth there as routine. Holiday-peak operations show the slack: a single-day record of 68,700 t of river-vessel cargo, a 97%+ direct-berthing rate and 100% schedule fulfillment at the Honggang terminal, with average port stay of five hours.

Supporting works continue down the coast — Beihai Tieshangang's Berths 7–10 (south) commissioned, Qinzhou Dalanping Berths 4–5 handed over — while on the river side, Nanning Hesun Berth 5 has broken ground. The physical chain from Xijiang trunk to Beibu Gulf quay is closing link by link (operations detail in the 30-day audit).

Wide view of a coastal container terminal with a row of retrofitted river-sea berths: barges and feeder ships berthed simultaneously, gantry cranes working both sides, calm sea and port skyline in background

The estuary answer: 13 retrofitted berths on the Qinzhou sea side, ~32M tonnes of added river-sea capacity. River vessels and sea feeders now berth alongside each other instead of queuing.

3. The Cargo Was Recruited: Sourcing the Southwest#

A million tonnes in a month does not arrive by itself. Before water opened, Beibu Gulf Port Group sent six sourcing teams into Guizhou, Yunnan and Sichuan, visiting more than 200 enterprises and delivering tailor-made "one enterprise, one plan" river-sea proposals. The composition of the cargo confirms the campaign worked: alongside local grain and construction materials now stand sodium sulfate, special cement, pulp and minerals from the Southwest — the port book has gone from "mostly local" to "hinterland + local."

Downstream logistics got the same treatment. Baise received a 70-mu staging yard (≈4.7 ha, 116,700-t storage) with consolidated trucking for last-mile distribution, four service patterns (direct, transfer, bulk-to-container, road-rail-water), and >300,000 t dispatched by mid-October. Two commercial firsts are already on the books: the canal's first Vietnam foreign-trade container route, and Guangxi's first multimodal "single-bill" export movable-asset pledge-financing transaction — cargo financed while still on the waterway, the same structure later proven again on the Malaysia lane (Port Klang case).

4. Customs Joins the Corridor: The First "湾港通" Water-Water Transit#

On 30 October the canal's first bonded water-to-water multimodal export cleared under Nanning Customs' "湾港通" model: the river barge Hua Hang 905 carried six foreign-trade containers of plywood from Guigang through the canal to Qinzhou, where they transferred to an ocean vessel for Vietnam. One multimodal application in the single window delivers "one declaration, one box through, shared data, whole-journey supervision" — no separate procedures at origin, transfer point and exit port.

The shipper's arithmetic, stated on the record: switching from trucking to the canal corridor now saves about 10% per container, with exceptions handled locally instead of at the border. For export planners the model matters beyond the saving — it makes the river leg documented cargo, eligible for the financing and insurance products that were previously sea-port privileges. Pair this with the 2027 lockage tariff (free through 31 Dec 2026) and Q4 is the cheapest window this corridor will ever offer.

5. What the Province Signals Next#

The policy frame around the ledger is now explicit: at the 2 November press briefing, Guangxi's industry authorities named the Pinglu Canal economic belt a "十五五" priority and committed to scaling the proven template — "overseas raw materials + Guangxi deep processing + domestic and export markets" — across metal new materials, new-energy vehicles, green chemicals and smart manufacturing. Working proofs already cited: Indonesian nickel ore refined into new-energy materials at Qinzhou; Malaysian swiftlet nests deep-processed in the China–Malaysia Qinzhou Industrial Park; Liuzhou vehicles and parts selling at scale into ASEAN (the EV numbers behind that lane are analyzed in the Liuzhou–Thailand cost breakdown).

For buyers, the practical read: the corridor's first month proves operational reliability (schedules, berths, customs); months two through six will prove capacity depth. Contracts that assume both should cite the berth numbers and the customs model explicitly.

FAQ#

Is the million tonnes mostly local Guangxi cargo?#

No — that is the point of the sourcing campaign. The mix has shifted to "Southwest hinterland + local": sodium sulfate, special cement, pulp and minerals now arrive from Yunnan, Guizhou, Sichuan and Chongqing, alongside Guangxi's own grain and building materials.

Can ocean-going carriers' containers move through the canal now?#

Yes, in two documented ways: scheduled river-sea services (Nanning–Yangpu, Nanning–Cần Thơ) and the "湾港通" water-water transit model cleared at Guigang on 30 Oct, which moves sealed foreign-trade boxes end-to-end under one declaration.

How much estuary capacity exists now?#

All 13 retrofit berths on the Qinzhou sea side are complete, adding ≈32M tonnes of river-sea transshipment capacity; the canal's scheduled 5,000-t vessels berth there routinely, with 97%+ direct-berthing rates reported in peak operations.

What does this mean for 2027 freight planning?#

Stability signals are strong (berths, schedules, customs), and the metered lockage fee from 1 Jan 2027 is noise-level per tonne. The operational risks to watch are no longer infrastructure but peak-season lock queues — track the cadence in the 30-day operations audit.

Methodology & Data Sources#

Throughput, berth and equipment figures are from Guangxi Daily's first-month operations review (republished via Sohu, original outlet credited) and China News Service reporting; the per-container saving is a single shipper's on-record statement and is labeled as such. Corridor context is cross-linked to prior site coverage. No unsourced freight rates are published per this site's sourcing rules.

  1. First-month lockage >1M t (17 Oct); Beibu Gulf Port GroupB >970,000 t; Liujing 40-t crane 300→800 t/h; 10 berths, 6.48M t/yr; Nanning–Yangpu & Nanning–Cần Thơ routes; holiday ×21 throughput; 13 berths complete, ≈32M t added river-sea capacity; Qinzhou record day 68,700 t; 97%+ direct berthing, 5-h avg stay; Hesun Berth 5 started — Guangxi DailyA (via SohuB), 17–20 Oct 2026
  2. Sourcing campaign (6 teams, 200+ enterprises in Guizhou/Yunnan/Sichuan); Baise 70-mu yard, 116,700-t storage; >300,000 t dispatched; first Vietnam foreign-trade container route; first multimodal "single-bill" pledge-financing — Guangxi Daily (via Sohu), Oct 2026
  3. First "湾港通" water-water transit: Hua Hang 905, 6 TEU plywood, Guigang→Qinzhou→Vietnam (30 Oct); "one declaration, one box through"; ~10% per-container saving (shipper statement) — Nanning CustomsS / GACCS "Today's Customs", 2 Nov 2026 (via Sohu)
  4. "十五五" canal economic belt; "overseas raw materials + Guangxi processing + domestic & export markets" template; nickel/swiftlet/vehicle proof cases — Guangxi government press conferenceS (Department of Industry & IT), 2 Nov 2026, via China News ServiceA
  5. Corridor context: lockage fee free to 31 Dec 2026, RMB 1.0/GT from 1 Jan 2027 — lockage guide; early lock cadence — 30-day operations audit

Get a Tailored Logistics Assessment#

Run your cargo through the cost simulator — Baise, Liuzhou, Nanning and Chongzuo origins all priced, lockage included — or apply to be listed in the verified supplier directory. Reference values only; not a formal quote.

公开测试版 · 参数采集于 2026 年 10–11 月。港口与吞吐数据出自广西日报(搜狐转载,文内注明原始出处)及中新网报道;单柜节省为企业口径。运价为规划背景,非报价——订舱前请核实。发现出入请告诉我们——这个页面就是用来被检验的。

关键数字(首月产业账本)#

指标 参考值
首月过闸量 突破 100 万吨(10 月 17 日,通航满一个月)
北部湾港集团份额 运河相关过货 超 97 万吨
西江港口群(至 10/15) 运河相关吞吐 超 94 万吨;国庆假期吞吐 同比 ×21
海侧泊位改造 13 个泊位全部完成;新增江海联运能力约 3200 万吨
南宁六景 10 个泊位、年吞吐 648 万吨;新 40 吨门机直取效率 300→800 吨/时
江海联运航线 南宁—洋浦;南宁港—越南芹苴港
钦州作业峰值 单日昼夜 6.87 万吨;直靠率 97%+、平均在港 5 小时
组货行动 6 个调研组、云贵川 200+ 企业"一企一策"
百色堆场 70 亩、堆存 11.67 万吨;10/16 前累计发运超 30 万吨
首票水水中转 10 月 30 日贵港→运河→钦州→越南;企业口径单柜省约 10%
省级政策框架 "十五五"打造平陆运河经济带;"海外原材料+广西精深加工+国内外市场"模式

金色时刻繁忙内河港码头航拍:门机把散货从河驳直接过驳到并排靠泊的海船,集装箱堆场与卡车穿梭,运河走廊产业主题

一本账一个画面:六景作业区 40 吨门机以每小时 800 吨的效率船船直取。首个 100 万吨是一家一家企业跑出来的,不是在码头等来的。

一、从"过路站"到"始发港":六景的翻转#

首月最有示范意义的变化发生在南宁港六景作业区。过去南宁港是西江航道上的内河节点,货物出海要向东绕行珠三角。六景作业区现在的自我定位,用港口开发投资公司总经理王发坤的话说,是"不再是别家通道上的'过路站',而是自己家门口的'出海口'"——5000 吨级船舶在此装货即可南下,经运河直达北部湾。

硬件支撑是新投用的 40 吨门机:船船直取效率从每小时 300 吨提升到 800 吨。10 个泊位、648 万吨/年吞吐能力,加上两条定班江海联运航线——南宁—洋浦与南宁港—越南芹苴港(水路侧对应本站的芹苴支线分析)。江海联运智慧调度中心打通了内河港、航运、船闸、海港的数据壁垒,船舶到港即可作业。

二、河口问题有了答案:13 个泊位、3200 万吨#

国际货代对内河—海运走廊的标准疑虑是河口拥堵:河船在海边排队等泊。首月数据直接回应了这个疑虑。钦州海侧 13 个江海联运适应性改造泊位全部完成,新增约 3200 万吨专用吞吐能力,5000 吨级运河船舶常态化靠泊。峰值运营留有裕度:单日昼夜作业纪录 6.87 万吨,宏港码头直靠率 97% 以上、作业计划兑现率 100%、平均在港时长仅 5 小时。

配套工程沿海推进——北海铁山港北暮作业区南 7—10 号泊位投产、钦州大榄坪 4、5 号泊位交工验收;江侧南宁鹤笋作业区 5 号泊位开工。从西江干线到北部湾码头,干支协同的作业链条正在逐环闭合(运营细节见30 天运营审计)。

沿海集装箱码头宽景:一列改造后的江海联运泊位,驳船与支线船同时靠泊,两侧门机同时作业,海面平静、港口天际线为背景

河口答案:钦州海侧 13 个改造泊位、约 3200 万吨新增江海联运能力。河船与海船如今并排靠泊,而不是排队等待。

三、货是跑出来的:西南组货战#

一个月百万吨不会自己到来。通航前,北部湾港集团派出 6 个调研组深入贵州、云南、四川,走访 200 多家企业,把"一企一策"的江海联运方案送到企业案头。货类结构印证了campaign成效:本地粮食、矿建材料之外,元明粉、特种水泥、纸浆、矿产品开始从西南腹地沿运河南下——货源从"本地为主"变成"西南腹地+本地"。

下游物流同样被经营。百色布局 70 亩堆场(约合 4.7 公顷、堆存 11.67 万吨),整合车队做"最后一公里"短驳,打通直达、中转、散改集、公铁水联运四条通道,10 月 16 日前累计发运超 30 万吨。两项商业"首单"已落地:运河首条越南外贸集装箱航线,以及广西首笔多式联运"一单制"出口动产质押融资——货还在运河上,融资已经完成,与后来在马来西亚线上复现的结构同源(巴生港案例)。

四、海关入局:首票"湾港通"水水中转#

10 月 30 日,运河首票保税水水中转外贸货物在"湾港通"模式下通关:内河驳船"华航 905"装载 6 个外贸集装箱胶合板,从贵港经运河抵钦州换装海船出口越南。国际贸易"单一窗口"一次多式联运申请,实现"一次申报、一箱到底、数据互通、全程监管"——启运地、换装地、出境口岸不再分头办手续。

企业口径的账(外贸经理龚伟希,公开发言):从公路运输转向运河走廊后,单柜物流成本省约 10%,异常情况可在本地处置。对出口计划者而言,这个模式的价值超过节省本身——它让内河段成为"有单证"的货物,可以享受过去只属于海港货物的融资与保险产品。叠加2027 年过闸费(2026 年 12 月 31 日前免费),Q4 是这条走廊历史上最便宜的窗口。

五、省级信号:十五五怎么接#

账本背后的政策框架已经明牌:11 月 2 日发布会上,广西工信部门把平陆运河经济带列为"十五五"重点,并承诺把已验证的模板——"海外原材料+广西精深加工+国内外市场"——扩展到金属新材料、新能源汽车、绿色化工、智能制造。已被点名的实证:钦州把印尼镍矿运来就地做成新能源材料;中马钦州产业园把马来西亚毛燕拿来深加工;柳州汽车与零配件大批销往东盟(该线的新能源数字见柳州—泰国成本拆解)。

对买家,实际读法是:首月证明了运营可靠性(船期、泊位、海关);第二到第六个月将证明运力深度。假设两者都成立的合同,应把泊位数字与海关模式显式写入条款。

常见问题#

100 万吨里主要是广西本地货吗?#

不是——这正是组货战的意义。结构已变成"西南腹地+本地":元明粉、特种水泥、纸浆、矿产品从云贵川渝沿运河南下,与广西本地粮食、建材并行。

海运公司的箱子现在能走运河了吗?#

能,已有两种方式被记录:定班江海联运航线(南宁—洋浦、南宁港—芹苴),以及 10 月 30 日在贵港通关的"湾港通"水水中转模式,封志外贸箱一单到底。

河口现在有多少能力?#

钦州海侧 13 个改造泊位全部完成,新增约 3200 万吨江海联运吞吐能力;5000 吨级船舶常态化直靠,峰值直靠率 97%+。

对 2027 年运价规划意味着什么?#

稳定性信号很强(泊位、船期、海关),2027 年 1 月 1 日起的过闸费摊到吨级属噪声。真正要盯的运营风险不再是基础设施,而是旺季船闸排队——节奏数据持续跟踪见30 天运营审计。

方法论与数据信源#

港口、泊位与设备数据出自广西日报首月运营复盘(经搜狐转载,文内注明原始出处)及中新网报道;单柜节省为单个企业的公开口径并已标注。走廊背景与站内既有报道交叉链接。按本站信源规则,未注明出处的运价一律不予发布。

  1. 首月过货破 100 万吨(10/17);北部湾港集团B超 97 万吨;六景 40 吨门机 300→800 吨/时;10 泊位 648 万吨/年;南宁—洋浦与南宁港—芹苴航线;国庆吞吐 ×21;海侧 13 泊位完成、新增约 3200 万吨;钦州单日纪录 6.87 万吨;直靠率 97%+、在港 5 小时;鹤笋 5 号泊位开工——广西日报A(经搜狐B转载),2026 年 10 月 17–20 日
  2. 组货行动(6 组、云贵川 200+ 企业);百色 70 亩堆场 11.67 万吨;发运超 30 万吨;首条越南外贸集装箱航线;首笔"一单制"质押融资——广西日报(经搜狐转载),2026 年 10 月
  3. 首票"湾港通"水水中转:"华航 905"、胶合板 6 柜、贵港→钦州→越南(10/30);"一次申报、一箱到底";单柜省约 10%(企业口径)——南宁海关S / 海关总署S《今日海关》,2026 年 11 月 2 日(经搜狐转载)
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Free PDF · 2026免费 PDF · 2026

Download the Complete 2026 Southwest Sourcing Playbook (PDF)

下载《2026 西南采购完整指南》(PDF)

Berth selection, corridor rates and the Form E checklist — compiled into one planning reference.

泊位选择、走廊运价与 Form E 核查清单,汇成一份规划参考。

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