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China-Europe freight trains gain momentum as Erenhot port handles 3,000th trip of year_我的网站

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This photo taken on June 14, 2025 shows an inbound China-Europe freight train (R) and an outbound one at the border gate at Erenhot Port in north China's Inner Mongolia Autonomous Region. (Xinhua/Yin Dongxun)
China's Erenhot railway port, a major border crossing between China and Mongolia in North China's Inner Mongolia Autonomous Region, saw its 3,000th China-Europe freight train of the year depart on Wednesday, marking a new milestone in the port's cross-border transport operations and reflecting steadily improving transport efficiency.
As of Tuesday, the Erenhot railway port had handled 2,999 China-Europe freight trains this year, up 11.57 percent year-on-year, transporting 2.8322 million tons of goods, up 26.74 percent, providing important support for the smooth operation of international logistics corridors.
As the only railway gateway for China-Europe freight trains along the central corridor, the Erenhot railway port currently handles 76 routes connecting more than 70 hub stations in over 10 countries, including Germany and Poland, while covering most Chinese cities that serve as departure points for the service.
The cargo mix has continued to improve, shifting from mainly metals, chemicals, and light industrial products in the early years to higher-value-added goods such as new-energy vehicles, electronics, and home appliances.
The progress at the Erenhot railway port is just one example of the rapid development of China-Europe freight trains, which have played an increasingly important role as a stabilizer for global trade.
As of August 7, the Yiwu-Xinjiang-Europe freight train service, known as Yixin'ou in Chinese, had handled more than 100,000 TEUs of export cargo this year, setting a record high for the same period and remaining among the top China-Europe freight train services by shipment volume.
China-Europe freight train services have completed more than 130,000 trips carrying goods worth more than $520 billion over the past decade, an official said at a press conference in Beijing on July 28, as the rail link increasingly serves as a buffer against volatility in global shipping.
Total trips grew from 1,702 in 2016 to 20,022 in 2025, an average annual growth rate of more than 30 percent, according to the official.
Global Times
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原标题：生意社：进入9月液氨底部反弹短期或维持偏强走势进入9月，国内液氨在底部反弹，国内多地价格较之上月末均有明显涨幅，市场供需紧俏，液氨装置检修偏多致开工率下滑，农业需求回升，买涨不买跌心理令成交量温和回升。

B | 据生意社监测，截止到9月13日，山东地区液氨涨幅在7.5%，目前主流报价区间在3800-4100元/吨。供应端供应面，近期，国内液氨供应量表现偏紧，虽然国内部分检修装置近期恢复运行，但多数未恢复的装置叠加不少厂家自用提升、外销量减，在下游化肥工厂开工提升的前提下，供应更显捉襟见肘。截止目前，河南金大地、山东施可丰、万华福建装置、湖北和远等大厂装置仍在检修期。

C | 供应持续收缩是价格筑底回升的主要原因。

D | 成本面成本普遍高企也助力液氨坚挺上行。游煤炭行情价格震荡上行，截止9月13日，9月以来动力煤涨幅在5.13%，价格仍在高位。不断挤压下游液氨利润，在下游需求略有启动的配合下，氨企为保利润只能被动抬高价格。

E | 但国家调控煤炭价格，煤炭涨势受到一定抑制，下游甲醇、液氨等产品利润仍在合理区间。天然气价格进入9月小幅上行，对西南气头氨企也有成本面的带动作用。据生意社监测，本月液化天然气涨幅在1.66%。需求端终端来看，液氨下游需求略有回升。尿素价格持续推涨，进入9月尿素上涨了5.83%。下游复合肥秋季需求陆续跟进，工业需求也有所好转，加之出口、淡储对市场的推动作用，尿素价格持续上涨，出货表现良好。叠加中秋节前下游备货增加，需求小幅升温。从上图，尿素与液氨比价图上得知，液氨和尿素走势基本一致。

F | 进入9月，二者价差明显收窄。从上图，液氨产业链图来看，目前液氨产业链利润尚可，气头上游天然气价格涨幅不大，但煤炭价格有较明显的涨幅。后期煤炭或仍有上行动力，因此液氨及下游或成本压力增加。下游产品来看，尿素（5.83%）表现偏强，其他产品如氯化铵（-14.85%）硝酸铵（-4.61%）、磷酸二铵（-4.6%）等产品表现较弱。后市预测生意社认为，目前来看，国内液氨市场供需格局变动不大，无论是农业还是工业需求都温和增长，出口需求也有一定刺激。但随着贵州、重庆等地均有装置复产临近，未来供应量也有增加预期。