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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2026-07-19 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

2026-07-16

玉米已靠泊口径

1,433,790

大麦已靠泊口径

0

小麦已靠泊口径

162,000

豆粕已靠泊口径

560,756

豆油已靠泊口径

89,150

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	3,794,967	40.9%
ROSARIO	1,365,781	14.7%
BAHIA BLANCA	949,700	10.2%
PUERTO ROSALES	765,000	8.2%
NUEVA PALMIRA (URUGUAY)	437,282	4.7%
SAN NICOLAS	329,279	3.6%
NECOCHEA	323,682	3.5%
MONTEVIDEO	323,003	3.5%
CAMPANA	262,750	2.8%
RAMALLO	223,748	2.4%
DEL GUAZU	95,000	1.0%
PUERTO MADRYN	86,700	0.9%

货类

货类	吨数	占比
玉米	3,118,960	33.6%
豆粕	1,760,947	19.0%
MEDANITO	635,000	6.8%
Soybean Oil	422,056	4.6%
小麦	421,000	4.5%
SBS	209,078	2.3%
DIESEL	201,668	2.2%
铁矿石	169,450	1.8%
高粱	147,000	1.6%
PETROLEUM	130,000	1.4%
WOOD PULP	128,150	1.4%
Urea	126,610	1.4%

目的地

目的地	吨数	占比
VIETNAM	770,318	9.6%
CHINA	482,900	6.0%
PERU	448,145	5.6%
INDIA	415,196	5.2%
SAUDI ARABIA	361,346	4.5%
pending_confirmation	337,700	4.2%
CHILE	328,672	4.1%
MALAYSIA	315,540	3.9%
USA	310,500	3.9%
PHILIPPINES	305,212	3.8%
SOUTH KOREA	292,620	3.6%
ARGENTINA	252,500	3.1%

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	481,994	0	159,705	288,705	436,994	45,000
玉米	MALAYSIA	227,490	0	128,112	195,990	227,490	0
Soybean Oil	INDIA	226,796	0	59,600	126,600	226,796	0
玉米	PHILIPPINES	211,812	42,800	101,170	186,812	211,812	0
MEDANITO	USA	165,000	0	165,000	165,000	165,000	0
玉米	SOUTH KOREA	161,260	0	23,750	141,260	161,260	0
豆粕	ECUADOR	159,490	44,990	139,490	159,490	159,490	0
玉米	SAUDI ARABIA	156,000	0	67,000	112,000	156,000	0
豆粕	pending_confirmation	151,500	0	0	0	1,500	150,000
高粱	CHINA	147,000	0	40,000	117,000	147,000	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
高粱	中国	147,000	0	40,000	117,000	147,000	0
铁矿石	中国	94,840	48,000	94,840	94,840	94,840	0
WOOD PULP	中国	73,950	0	0	36,450	73,950	0
大麦	中国	27,500	0	0	27,500	27,500	0
SBS	中国	20,000	0	20,000	20,000	20,000	0

Agri明细

ETS	Corn	Barley	Wheat
ETS	Tons	Tons	Tons
2026-07-16	139,360	-	27,500
2026-07-17	327,880	25,000	57,500
2026-07-18	374,948	-	30,000
2026-07-19	251,273	-	-
2026-07-20	340,329	28,000	47,000
2026-07-21	240,596	-	6,000
2026-07-22	199,162	-	36,000
2026-07-23	171,790	27,500	30,000
2026-07-24	247,095	-	-
2026-07-25	137,283	-	15,000
2026-07-26	156,200	-	7,000
2026-07-27	52,599	-	-
2026-07-28	80,990	-	80,000
2026-07-29	62,900	-	30,000
2026-07-30	49,000	-	-
2026-07-31	53,655	-	-
2026-08-01	22,000	-	-
2026-08-02	85,600	-	-
2026-08-04	-	-	30,000
2026-08-05	22,500	-	-
2026-08-06	32,000	-	-
2026-08-07	-	-	25,000
2026-08-10	71,800	-	-

ETS	soybeans	soybean_meal	sunflower_meal
ETS	Tons	Tons	Tons
2026-07-16	-	71,654	-
2026-07-17	45,000	102,695	19,268
2026-07-18	35,000	120,746	-
2026-07-19	41,478	132,404	8,000
2026-07-20	-	192,800	24,500
2026-07-21	33,200	121,694	6,000
2026-07-22	30,000	121,300	-
2026-07-23	-	143,100	-
2026-07-24	12,400	115,700	18,000
2026-07-25	-	83,300	7,000
2026-07-26	-	83,900	9,000
2026-07-27	-	83,000	6,000
2026-07-28	-	131,700	-
2026-07-29	-	30,000	22,000
2026-07-30	-	57,000	-
2026-07-31	-	39,897	-
2026-08-02	-	6,600	-
2026-08-03	12,000	-	-
2026-08-07	-	80,000	-
2026-08-09	-	50,000	-
2026-08-10	-	40,000	-
2026-08-11	-	78,000	-
2026-08-14	-	39,600	-

ETS	soybean_oil	corn_oil	sunflower_oil
ETS	Tons	Tons	Tons
2026-07-16	26,000	-	-
2026-07-17	51,500	-	5,000
2026-07-18	-	-	36,500
2026-07-19	-	-	11,000
2026-07-20	21,030	-	10,000
2026-07-21	44,000	-	-
2026-07-22	37,000	-	-
2026-07-23	22,202	-	9,000
2026-07-24	32,350	-	-
2026-07-25	40,000	-	8,750
2026-07-26	31,000	-	-
2026-07-27	3,000	-	1,000
2026-07-28	16,934	-	7,750
2026-07-29	68,800	-	-
2026-07-30	20,520	-	-
2026-07-31	22,600	-	-
2026-08-01	18,000	-	-
2026-08-05	18,500	-	-

ETS	sunflower_seed	wheat_bran_pellets
ETS	Tons	Tons
2026-07-18	12,000	-
2026-07-24	4,100	-
2026-07-25	-	18,960
2026-07-27	30,000	-

Biofuel明细

港口	ETS	Operation	货物	Tons	Role	目的地	发货人	船名
DEL GUAZU	2026-07-23	load	生物柴油	5,000	目的地	pending_confirmation	INPASA DEL PY	CHAMPION TRUST
MONTEVIDEO	2026-07-22	load	TALLOW	5,000	目的地	MEXICO	CARDAMA	SPARROWHAWK
ROSARIO	2026-07-19	load	生物柴油	10,000	目的地	NETHERLANDS	LDC	NAVIG8 EXCELLENCE