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DAILY LOGISTICS BRIEF

ISA

Built by Robin Yu

中粮家佳康行情研究部

整理日期2026-06-10 07:00

ISA和NABSA有大量同船重合，ISA/NABSA与WBL有极少量同船重合。

ISA信息范围较NABSA更大，建议以ISA + WBL 作为最佳观察对象。

ISA

日期

2026-06-09

玉米已靠泊口径

471,000

大麦已靠泊口径

0

小麦已靠泊口径

132,100

豆粕已靠泊口径

317,722

豆油已靠泊口径

116,750

葵粕已靠泊口径

0

葵籽已靠泊口径

0

港口

港口	吨数	占比
SAN LORENZO	3,594,115	40.3%
BAHIA BLANCA	950,478	10.7%
ROSARIO	898,240	10.1%
PUERTO ROSALES	624,651	7.0%
NUEVA PALMIRA (URUGUAY)	523,640	5.9%
SAN NICOLAS	511,255	5.7%
MONTEVIDEO	428,773	4.8%
NECOCHEA	399,081	4.5%
CAMPANA	219,325	2.5%
PUERTO MADRYN	156,200	1.8%
RAMALLO	129,210	1.4%
VILLA CONSTITUCION	123,056	1.4%

货类

货类	吨数	占比
玉米	2,127,477	23.9%
豆粕	1,584,424	17.8%
SBS	717,908	8.1%
MEDANITO	494,651	5.5%
Soybean Oil	392,134	4.4%
小麦	292,700	3.3%
铁矿石	287,450	3.2%
WOOD PULP	241,600	2.7%
COAL	230,000	2.6%
高粱	218,000	2.4%
ESCALANTE	185,000	2.1%
化肥	184,204	2.1%

目的地

目的地	吨数	占比
CHINA	1,305,689	17.7%
PERU	456,800	6.2%
VIETNAM	446,422	6.0%
SAUDI ARABIA	432,279	5.8%
pending_confirmation	364,500	4.9%
INDIA	320,088	4.3%
MALAYSIA	307,000	4.2%
BRAZIL	249,000	3.4%
USA	247,000	3.3%
ARGENTINA	225,500	3.1%
MOROCCO	214,200	2.9%
ALGERIA	192,000	2.6%

货物 × 目的地Top组合

货物	目的地	Tons	ETS当日	ETS3日内	ETS7日内	ETS15日内	ETS15日后
SBS	CHINA	670,908	181,000	366,908	485,908	624,908	46,000
玉米	PERU	351,500	53,000	167,000	242,500	351,500	0
玉米	SAUDI ARABIA	320,779	54,000	118,479	185,479	320,779	0
Soybean Oil	INDIA	262,488	26,250	134,759	171,759	250,247	12,241
玉米	MALAYSIA	251,200	0	100,000	157,000	251,200	0
高粱	CHINA	218,000	0	40,000	115,000	148,000	70,000
玉米	VIETNAM	200,200	0	42,000	70,000	200,200	0
WOOD PULP	CHINA	199,400	0	34,450	34,450	166,000	33,400
豆粕	VIETNAM	144,522	0	59,022	59,022	144,522	0
玉米	ALGERIA	144,000	33,000	77,000	109,000	144,000	0

到中国货物

货物	目的地	Tons	ETS当日	ETS3日内	ETS7日内	ETS15日内	ETS15日后
SBS	中国	670,908	181,000	366,908	485,908	624,908	46,000
高粱	中国	218,000	0	40,000	115,000	148,000	70,000
WOOD PULP	中国	199,400	0	34,450	34,450	166,000	33,400
大麦	中国	111,381	24,200	51,381	111,381	111,381	0
PETCOKE	中国	34,000	0	34,000	34,000	34,000	0
铁矿石	中国	31,500	0	0	0	31,500	0
High Oleic Sunflower Oil	中国	12,000	0	0	0	12,000	0
Sunflower Meal Pellets	中国	6,500	0	0	0	0	6,500

Agri明细

ETS	Corn	Barley	Wheat
ETS	Tons	Tons	Tons
2026-06-09	110,000	-	60,000
2026-06-10	205,000	24,200	12,100
2026-06-11	98,000	27,181	30,000
2026-06-12	265,979	-	42,100
2026-06-13	179,300	-	-
2026-06-14	131,000	37,000	70,000
2026-06-15	80,900	44,000	-
2026-06-16	109,000	-	12,500
2026-06-17	119,500	-	-
2026-06-18	110,200	-	33,000
2026-06-19	60,000	-	-
2026-06-20	60,000	-	-
2026-06-21	101,300	-	33,000
2026-06-22	90,000	-	-
2026-06-23	75,098	-	-
2026-06-24	152,000	-	-
2026-06-25	134,200	-	-
2026-06-26	22,000	-	-
2026-06-28	24,000	-	-

ETS	soybeans	soybean_meal	sunflower_meal
ETS	Tons	Tons	Tons
2026-06-09	22,000	81,700	23,192
2026-06-10	181,000	41,300	-
2026-06-11	39,500	191,722	9,000
2026-06-12	74,408	245,452	-
2026-06-13	85,000	147,172	-
2026-06-14	-	79,000	-
2026-06-15	45,000	144,172	-
2026-06-16	74,000	138,000	15,300
2026-06-17	12,000	145,600	8,000
2026-06-18	97,000	98,500	-
2026-06-19	-	57,000	-
2026-06-20	20,000	148,000	-
2026-06-21	-	86,250	11,300
2026-06-22	-	-	16,000
2026-06-23	22,000	-	20,300
2026-06-24	-	5,000	6,000
2026-06-25	-	44,000	-
2026-06-26	24,000	45,550	-
2026-06-27	22,000	-	-
2026-06-28	-	16,000	6,500

ETS	soybean_oil	corn_oil	sunflower_oil
ETS	Tons	Tons	Tons
2026-06-09	12,000	-	-
2026-06-10	36,250	-	3,750
2026-06-11	50,000	-	6,250
2026-06-12	44,500	-	23,000
2026-06-13	34,775	-	6,000
2026-06-14	19,950	-	7,850
2026-06-15	30,000	-	-
2026-06-16	3,980	-	10,000
2026-06-17	24,200	-	-
2026-06-18	15,000	-	17,000
2026-06-19	46,000	-	3,000
2026-06-20	12,000	-	7,000
2026-06-22	22,000	-	-
2026-06-23	28,750	-	-
2026-06-24	488	-	-
2026-06-26	12,241	-	-

ETS	sunflower_seed	wheat_bran_pellets
ETS	Tons	Tons
2026-06-09	33,000	-
2026-06-10	19,701	-
2026-06-11	-	16,000

Biofuel明细

港口	ETS	Operation	货物	Tons	Role	目的地	发货人	船名
DEL GUAZU	2026-06-09	load	UCO	736	目的地	NETHERLANDS	BROKER WORLD SRL	BOW PANTHER
DEL GUAZU	2026-06-09	load	UCO	639	目的地	NETHERLANDS	GREEN OIL	BOW PANTHER
DEL GUAZU	2026-06-09	load	UCO	350	目的地	NETHERLANDS	MILO	BOW PANTHER
MONTEVIDEO	2026-06-12	load	TALLOW	3,000	目的地	pending_confirmation	CARDAMA	GINGA LYNX
MONTEVIDEO	2026-06-12	load	TALLOW	6,000	目的地	pending_confirmation	CIA. DE ALIMENTOS	GINGA LYNX
ROSARIO	2026-06-09	load	生物柴油	8,500	目的地	SPAIN	CARGILL	ATROTOS
ROSARIO	2026-06-15	load	GLYCERINE	500	目的地	NETHERLANDS	LDC	STOLT ISLAND