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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2026-09-10 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

2026-09-09

玉米已靠泊口径

526,542

大麦已靠泊口径

66,000

小麦已靠泊口径

194,002

豆粕已靠泊口径

411,269

豆油已靠泊口径

0

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	3,524,676	38.5%
ROSARIO	1,164,774	12.7%
BAHIA BLANCA	1,033,973	11.3%
PUERTO ROSALES	620,000	6.8%
NUEVA PALMIRA (URUGUAY)	469,522	5.1%
NECOCHEA	423,145	4.6%
SAN NICOLAS	391,775	4.3%
MONTEVIDEO	377,532	4.1%
RAMALLO	224,300	2.4%
CAMPANA	214,554	2.3%
COMODORO RIVADAVIA	208,000	2.3%
VILLA CONSTITUCION	115,127	1.3%

货类

货类	吨数	占比
玉米	2,162,867	23.6%
豆粕	1,654,680	18.1%
SBS	785,156	8.6%
小麦	616,216	6.7%
MEDANITO	530,000	5.8%
Soybean Oil	452,486	4.9%
ESCALANTE	268,000	2.9%
铁矿石	265,000	2.9%
WOOD PULP	264,861	2.9%
Urea	209,595	2.3%
大麦	190,200	2.1%
葵花籽油	123,600	1.3%

目的地

目的地	吨数	占比
CHINA	1,109,271	13.9%
VIETNAM	905,536	11.4%
pending_confirmation	453,500	5.7%
ARGENTINA	340,000	4.3%
BRAZIL	338,560	4.3%
INDONESIA	317,804	4.0%
SAUDI ARABIA	312,200	3.9%
INDIA	267,556	3.4%
PERU	249,400	3.1%
USA	237,443	3.0%
THAILAND	222,500	2.8%
SOUTH KOREA	219,250	2.8%

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	683,336	96,876	293,376	415,336	661,336	22,000
SBS	CHINA	567,308	95,000	190,000	213,400	499,308	68,000
WOOD PULP	CHINA	264,861	29,611	94,161	202,311	202,311	62,550
小麦	INDONESIA	244,304	45,000	96,000	154,304	244,304	0
玉米	SOUTH KOREA	219,250	28,000	28,000	173,000	195,250	24,000
玉米	SAUDI ARABIA	204,000	0	45,000	80,000	204,000	0
小麦	BRAZIL	203,410	0	26,000	168,000	203,410	0
豆粕	VIETNAM	198,600	40,000	86,200	173,600	198,600	0
Soybean Oil	INDIA	196,356	0	11,000	101,000	184,206	12,150
ESCALANTE	ARGENTINA	170,000	0	170,000	170,000	170,000	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	567,308	95,000	190,000	213,400	499,308	68,000
WOOD PULP	中国	264,861	29,611	94,161	202,311	202,311	62,550
铁矿石	中国	90,000	0	45,000	45,000	45,000	45,000
大麦	中国	66,000	0	66,000	66,000	66,000	0
高粱	中国	35,000	0	35,000	35,000	35,000	0
PETCOKE	中国	32,000	0	32,000	32,000	32,000	0

Agri明细

ETS	Corn	Barley	Wheat
ETS	Tons	Tons	Tons
2026-09-09	74,613	-	42,002
2026-09-10	252,929	-	85,000
2026-09-11	199,000	-	67,000
2026-09-12	97,700	66,000	-
2026-09-13	163,000	-	10,000
2026-09-14	222,960	-	82,804
2026-09-15	22,000	50,000	100,000
2026-09-16	220,000	24,200	19,000
2026-09-17	170,000	25,000	55,000
2026-09-18	141,900	-	90,000
2026-09-19	62,000	-	35,410
2026-09-20	132,250	-	-
2026-09-21	7,000	-	-
2026-09-22	180,515	25,000	30,000
2026-09-23	52,000	-	-
2026-09-24	43,000	-	-
2026-09-25	46,000	-	-
2026-09-29	54,000	-	-
2026-09-30	22,000	-	-

ETS	soybeans	soybean_meal	sunflower_meal
ETS	Tons	Tons	Tons
2026-09-09	55,432	141,946	-
2026-09-10	126,600	127,269	20,000
2026-09-11	95,000	127,500	-
2026-09-12	15,000	189,100	8,000
2026-09-13	33,316	162,600	6,000
2026-09-14	-	82,312	6,074
2026-09-15	-	188,050	26,069
2026-09-16	-	154,750	-
2026-09-17	68,400	33,600	14,600
2026-09-18	76,500	168,900	-
2026-09-19	30,500	106,000	-
2026-09-20	66,408	38,000	-
2026-09-21	-	128,000	-
2026-09-22	90,000	26,999	-
2026-09-23	20,000	49,000	-
2026-09-24	-	31,200	-
2026-09-25	40,000	19,000	-
2026-09-26	23,000	24,000	-
2026-09-27	20,000	7,000	24,500
2026-09-29	25,000	-	-

ETS	soybean_oil	corn_oil	sunflower_oil
ETS	Tons	Tons	Tons
2026-09-10	6,000	-	2,000
2026-09-11	41,900	-	34,400
2026-09-12	11,000	-	15,000
2026-09-13	21,000	-	19,000
2026-09-14	17,000	-	13,000
2026-09-15	30,702	-	-
2026-09-16	33,000	-	3,000
2026-09-17	74,500	-	-
2026-09-18	69,298	-	-
2026-09-19	25,200	-	11,000
2026-09-20	31,006	-	-
2026-09-22	29,180	-	-
2026-09-23	30,000	-	-
2026-09-24	-	-	6,200
2026-09-25	-	-	17,000
2026-09-26	32,750	-	5,000
2026-09-27	19,250	-	-
2026-09-28	6,000	-	-
2026-09-29	6,200	-	5,000
2026-10-02	12,000	-	-

ETS	sunflower_seed	wheat_bran_pellets
ETS	Tons	Tons
2026-09-16	-	16,000

Biofuel明细

港口	ETS	Operation	货物	Tons	Role	目的地	发货人	船名
CAMPANA	2026-09-18	load	TALLOW	2,000	目的地	USA	COTO	ALDEN
CAMPANA	2026-09-18	load	TALLOW	1,000	目的地	USA	RIS	ALDEN
CAMPANA	2026-09-18	load	TALLOW	5,000	目的地	USA	SWIFT	ALDEN
DEL GUAZU	2026-09-12	load	UCO	1,800	目的地	NETHERLANDS	TBC	BOW FIRDA
MONTEVIDEO	2026-09-14	load	TALLOW	2,100	目的地	MEXICO	CARDAMA	BOCHEM CALLAO
MONTEVIDEO	2026-09-18	load	TALLOW	5,000	目的地	MEXICO	TBC	BOCHEM NEW ORLEANS
MONTEVIDEO	2026-09-14	load	TALLOW	10,000	目的地	USA	CARDAMA	ALDEN
ROSARIO	2026-09-11	load	GLYCERINE	1,600	目的地	NETHERLANDS	LDC	BOW FIRDA
ROSARIO	2026-09-28	load	GLYCERINE	2,500	目的地	pending_confirmation	LDC	XT SEA LION
SAN LORENZO	2026-09-16	load	生物柴油	13,000	目的地	NETHERLANDS	BUNGE	ATLANTIC ROSA
SAN LORENZO	2026-09-16	load	生物柴油	13,000	目的地	NETHERLANDS	MOLINOS AGRO	ATLANTIC ROSA