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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2026-04-17 15:00

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

2026-04-16

玉米已靠泊口径

804,129

大麦已靠泊口径

73,155

小麦已靠泊口径

170,432

豆粕已靠泊口径

366,870

豆油已靠泊口径

0

葵粕已靠泊口径

0

葵籽已靠泊口径

63,000

港口

港口	吨数	占比
SAN LORENZO	4,070,653	39.9%
ROSARIO	1,317,055	12.9%
BAHIA BLANCA	1,133,618	11.1%
PUERTO ROSALES	766,000	7.5%
NUEVA PALMIRA (URUGUAY)	593,399	5.8%
NECOCHEA	530,007	5.2%
SAN NICOLAS	476,539	4.7%
MONTEVIDEO	283,194	2.8%
CAMPANA	199,000	2.0%
COMODORO RIVADAVIA	173,200	1.7%
RAMALLO	123,177	1.2%
ZARATE	110,700	1.1%

货类

货类	吨数	占比
玉米	3,323,437	32.6%
豆粕	1,595,992	15.7%
MEDANITO	680,000	6.7%
小麦	629,954	6.2%
SBS	373,270	3.7%
Soybean Oil	318,025	3.1%
铁矿石	266,300	2.6%
ESCALANTE	259,200	2.5%
大麦	222,115	2.2%
葵籽	211,796	2.1%
WOOD PULP	204,700	2.0%
化肥	197,814	1.9%

目的地

目的地	吨数	占比
VIETNAM	1,069,373	12.0%
CHINA	666,780	7.5%
SAUDI ARABIA	642,817	7.2%
pending_confirmation	634,890	7.1%
EGYPT	586,723	6.6%
ALGERIA	327,600	3.7%
PERU	318,600	3.6%
MALAYSIA	318,583	3.6%
MOROCCO	276,528	3.1%
SINGAPORE	260,000	2.9%
INDIA	233,582	2.6%
BRAZIL	228,000	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
玉米	VIETNAM	718,084	25,636	154,684	269,684	533,084	185,000
玉米	EGYPT	503,868	41,700	184,700	306,868	503,868	0
玉米	SAUDI ARABIA	316,502	49,355	49,355	145,502	249,502	67,000
SBS	CHINA	293,270	0	0	0	149,000	144,270
玉米	ALGERIA	271,800	100,000	130,000	160,000	271,800	0
豆粕	SAUDI ARABIA	212,100	0	40,000	167,000	167,000	45,100
MEDANITO	SINGAPORE	210,000	0	110,000	210,000	210,000	0
玉米	MALAYSIA	201,132	0	25,132	95,132	176,132	25,000
MEDANITO	pending_confirmation	170,000	0	0	80,000	80,000	90,000
玉米	PERU	166,100	0	47,000	100,000	166,100	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	293,270	0	0	0	149,000	144,270
WOOD PULP	中国	125,510	0	64,660	64,660	101,510	24,000
高粱	中国	75,000	0	35,000	35,000	75,000	0
PETCOKE	中国	58,000	0	34,000	58,000	58,000	0
大麦	中国	55,000	0	55,000	55,000	55,000	0
铁矿石	中国	48,000	48,000	48,000	48,000	48,000	0
NAPHTHA	中国	12,000	0	12,000	12,000	12,000	0

Agri明细

ETS	Corn	Barley	Wheat
ETS	Tons	Tons	Tons
2026-04-16	253,320	-	97,000
2026-04-17	256,691	18,155	28,132
2026-04-18	258,118	-	45,300
2026-04-19	121,000	55,000	63,000
2026-04-20	244,318	-	64,581
2026-04-21	292,987	55,000	51,404
2026-04-22	202,525	-	-
2026-04-23	206,678	93,960	36,000
2026-04-24	112,700	-	-
2026-04-25	230,400	-	57,037
2026-04-26	186,100	-	-
2026-04-27	187,000	-	85,000
2026-04-28	214,800	-	26,500
2026-04-29	101,800	-	-
2026-04-30	67,000	-	-
2026-05-01	47,000	-	-
2026-05-02	20,000	-	60,000
2026-05-03	51,000	-	16,000
2026-05-05	22,000	-	-
2026-05-06	65,000	-	-
2026-05-07	47,000	-	-
2026-05-08	25,000	-	-
2026-05-09	22,000	-	-
2026-05-10	25,000	-	-
2026-05-11	22,000	-	-
2026-05-12	42,000	-	-

ETS	soybeans	soybean_meal	sunflower_meal
ETS	Tons	Tons	Tons
2026-04-16	-	121,811	-
2026-04-17	-	121,000	15,003
2026-04-18	-	145,200	15,500
2026-04-19	45,000	223,950	-
2026-04-20	-	117,629	8,000
2026-04-21	-	167,650	8,800
2026-04-22	-	143,000	15,000
2026-04-23	35,000	126,000	-
2026-04-24	-	172,922	-
2026-04-25	37,000	83,500	-
2026-04-26	44,000	83,200	-
2026-04-27	-	60,800	-
2026-04-28	40,000	71,400	8,000
2026-04-29	-	12,000	-
2026-04-30	28,000	30,000	-
2026-05-05	-	44,000	-
2026-05-06	100,270	-	-
2026-05-07	-	49,500	-
2026-05-08	-	27,500	-
2026-05-09	44,000	-	-

ETS	soybean_oil	corn_oil	sunflower_oil
ETS	Tons	Tons	Tons
2026-04-16	10,600	-	-
2026-04-17	10,000	-	2,000
2026-04-18	10,000	-	3,000
2026-04-19	18,470	-	8,500
2026-04-20	29,000	-	6,000
2026-04-21	30,000	-	8,000
2026-04-22	31,000	-	8,000
2026-04-23	12,000	-	5,900
2026-04-24	26,000	-	3,000
2026-04-25	13,000	-	-
2026-04-26	17,000	-	2,000
2026-04-27	12,600	1,500	5,000
2026-04-28	60,000	-	-
2026-04-29	8,255	-	-
2026-04-30	20,000	-	-
2026-05-01	10,000	-	-
2026-05-02	25,600	-	1,000
2026-05-03	25,100	-	-
2026-05-05	-	-	5,500
2026-05-08	18,500	-	-

ETS	sunflower_seed	wheat_bran_pellets
ETS	Tons	Tons
2026-04-19	64,100	-
2026-04-20	40,000	-
2026-04-22	55,000	-
2026-04-24	19,696	-
2026-04-25	-	16,000
2026-04-27	33,000	-

Biofuel明细

港口	ETS	Operation	货物	Tons	Role	目的地	发货人	船名
DEL GUAZU	2026-04-16	load	TALLOW	2,500	目的地	USA	MATTIEVICH	BOW FORTUNE
DEL GUAZU	2026-04-16	load	TALLOW	2,500	目的地	USA	SWIFT	BOW FORTUNE
MONTEVIDEO	2026-04-24	load	TALLOW	5,000	目的地	VENEZUELA	TBC	CHEM LITHIUM