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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2026-10-26 13:00

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

2026-10-21

玉米已靠泊口径

1,030,520

大麦已靠泊口径

0

小麦已靠泊口径

271,067

豆粕已靠泊口径

537,500

豆油已靠泊口径

206,880

葵粕已靠泊口径

0

葵籽已靠泊口径

0

按 query_date 的 reviewed clean projection 展示

港口

港口	吨数	占比
SAN LORENZO	3,522,271	43.1%
BAHIA BLANCA	1,141,922	14.0%
ROSARIO	1,040,529	12.7%
PUERTO ROSALES	553,545	6.8%
NUEVA PALMIRA (URUGUAY)	346,615	4.2%
SAN NICOLAS	273,950	3.4%
CAMPANA	193,491	2.4%
MONTEVIDEO	175,800	2.2%
NECOCHEA	161,211	2.0%
RAMALLO	134,500	1.6%
VILLA CONSTITUCION	104,000	1.3%
LA PLATA	101,000	1.2%

货类

货类	吨数	占比
玉米	2,282,424	27.9%
豆粕	1,507,050	18.4%
小麦	599,667	7.3%
SBS	566,276	6.9%
MEDANITO	460,545	5.6%
Soybean Oil	389,366	4.8%
铁矿石	258,700	3.2%
NAPHTHA	155,000	1.9%
Urea	147,100	1.8%
DIESEL	121,931	1.5%
WOOD PULP	118,600	1.5%
SHULLS	93,915	1.1%

目的地

目的地	吨数	占比
CHINA	689,550	9.7%
VIETNAM	491,200	6.9%
USA	430,885	6.1%
PERU	378,186	5.3%
BRAZIL	348,400	4.9%
INDONESIA	338,717	4.8%
SOUTH KOREA	319,565	4.5%
pending_confirmation	281,400	4.0%
ARGENTINA	217,000	3.1%
MOROCCO	204,000	2.9%
MALAYSIA	196,000	2.8%
ITALY	195,430	2.7%

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
玉米	VIETNAM	403,200	0	22,500	284,200	403,200	0
SBS	CHINA	313,550	22,550	155,550	223,550	313,550	0
小麦	BRAZIL	204,000	27,500	90,500	174,000	204,000	0
豆粕	SPAIN	146,800	0	0	97,500	146,800	0
玉米	PERU	146,000	63,000	84,000	114,000	146,000	0
玉米	SOUTH KOREA	132,165	0	45,165	90,165	132,165	0
小麦	INDONESIA	128,160	44,260	44,260	68,160	128,160	0
玉米	JORDAN	127,000	0	85,000	107,000	127,000	0
玉米	MALAYSIA	102,000	35,000	35,000	75,000	102,000	0
豆粕	ITALY	100,000	0	0	0	100,000	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	313,550	22,550	155,550	223,550	313,550	0
WOOD PULP	中国	55,500	0	0	55,500	55,500	0
高粱	中国	23,000	0	0	23,000	23,000	0
玉米	中国	11,000	0	11,000	11,000	11,000	0

Agri明细

ETS	Corn	Barley	Wheat
ETS	Tons	Tons	Tons
2026-10-21	103,200	-	-
2026-10-22	146,800	-	30,000
2026-10-23	203,600	-	32,307
2026-10-24	90,500	-	77,000
2026-10-25	140,430	-	30,000
2026-10-26	98,000	-	71,760
2026-10-27	172,990	-	30,000
2026-10-28	155,000	-	-
2026-10-29	45,000	-	98,200
2026-10-30	152,000	-	58,500
2026-10-31	104,700	-	23,900
2026-11-01	238,900	20,000	-
2026-11-02	118,000	-	25,000
2026-11-03	125,800	-	30,000
2026-11-04	57,000	-	40,000
2026-11-05	46,000	-	-
2026-11-06	30,300	-	-
2026-11-07	47,000	-	-
2026-11-08	50,000	-	-
2026-11-09	25,000	-	-
2026-11-10	32,000	-	20,000
2026-11-11	38,200	-	-
2026-11-13	30,000	-	-
2026-11-17	32,004	-	-
2026-11-18	-	-	33,000

ETS	soybeans	soybean_meal	sunflower_meal
ETS	Tons	Tons	Tons
2026-10-21	39,500	107,200	-
2026-10-22	78,000	57,000	-
2026-10-23	-	104,000	6,000
2026-10-24	90,000	120,000	6,000
2026-10-25	45,226	97,115	-
2026-10-26	22,550	18,000	-
2026-10-27	21,000	112,000	-
2026-10-28	112,000	76,000	-
2026-10-29	-	126,400	-
2026-10-30	46,000	75,200	-
2026-10-31	22,000	48,000	16,000
2026-11-01	-	60,450	8,000
2026-11-02	-	104,500	-
2026-11-03	-	89,800	-
2026-11-04	70,000	114,500	-
2026-11-05	-	75,000	-
2026-11-06	-	126,500	8,000
2026-11-07	-	30,000	-
2026-11-08	-	35,000	-
2026-11-09	20,000	-	-
2026-11-11	-	19,800	-
2026-11-12	-	30,000	-

ETS	soybean_oil	corn_oil	sunflower_oil
ETS	Tons	Tons	Tons
2026-10-21	20,000	-	-
2026-10-22	170,000	-	13,000
2026-10-25	22,100	-	-
2026-10-27	22,180	-	-
2026-10-28	10,000	-	-
2026-10-29	26,956	-	600
2026-10-30	-	-	5,000
2026-11-02	35,000	-	10,100
2026-11-03	18,000	-	-
2026-11-04	18,000	-	-
2026-11-05	23,000	-	-
2026-11-08	43,530	-	-
2026-11-09	10,000	-	-
2026-11-12	10,000	-	-
2026-11-13	12,000	-	-

ETS	sunflower_seed	wheat_bran_pellets
ETS	Tons	Tons
该分类当前无符合条件的 ISA 记录

Biofuel明细

港口	ETS	Operation	货物	Tons	Role	目的地	发货人	船名
CAMPANA	2026-10-21	load	TALLOW	7,140	目的地	USA	SWIFT	BOCHEM BRISBANE
ROSARIO	2026-10-22	load	生物柴油	10,000	目的地	NETHERLANDS	LDC	WECO MEMPHIS BELLE
ROSARIO	2026-10-24	load	生物柴油	21,000	目的地	NETHERLANDS	CARGILL	HAFNIA VALENTINO
SAN LORENZO	2026-10-22	load	生物柴油	10,000	目的地	NETHERLANDS	COFCO	WECO MEMPHIS BELLE
SAN LORENZO	2026-10-25	load	生物柴油	10,200	目的地	NETHERLANDS	BUNGE	WECO MEMPHIS BELLE