Built by Robin Yu
中粮家佳康行情研究部
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。
| 港口 | 吨数 | 占比 |
|---|---|---|
| SAN LORENZO | 3,313,674 | 50.2% |
| BAHIA BLANCA | 839,860 | 12.7% |
| ROSARIO | 636,400 | 9.6% |
| NUEVA PALMIRA (R.O.U.) | 468,618 | 7.1% |
| NECOCHEA / QUEQUEN | 436,745 | 6.6% |
| MONTEVIDEO (R.O.U.) | 284,432 | 4.3% |
| SAN NICOLAS | 245,181 | 3.7% |
| CAMPANA | 147,500 | 2.2% |
| RAMALLO | 68,675 | 1.0% |
| DEL GUAZU | 61,500 | 0.9% |
| ZARATE | 33,300 | 0.5% |
| CONCEPCION DEL URUGUAY | 19,050 | 0.3% |
| 货类 | 吨数 | 占比 |
|---|---|---|
| 玉米 | 1,353,164 | 20.5% |
| 豆粕 | 1,034,700 | 15.7% |
| SOYA BEAN | 656,999 | 10.0% |
| 铁矿石 | 252,200 | 3.8% |
| COAL | 234,000 | 3.5% |
| SOYBEAN OIL | 233,436 | 3.5% |
| WOOD PULP | 223,600 | 3.4% |
| CORN P | 198,400 | 3.0% |
| 小麦 | 183,000 | 2.8% |
| 大麦 | 141,200 | 2.1% |
| SORGHUM C | 105,000 | 1.6% |
| 高粱 | 103,000 | 1.6% |
| 目的地 | 吨数 | 占比 |
|---|---|---|
| CHINA | 871,799 | 20.4% |
| VIETNAM | 487,560 | 11.4% |
| SAUDI ARABIA | 321,800 | 7.5% |
| MALAYSIA | 245,200 | 5.7% |
| INDONESIA | 195,000 | 4.6% |
| INDIA | 188,000 | 4.4% |
| ALGERIA | 166,900 | 3.9% |
| BRAZIL | 158,000 | 3.7% |
| PERU | 138,404 | 3.2% |
| CHILE | 122,000 | 2.9% |
| TURKEY | 90,000 | 2.1% |
| NETHERLANDS | 87,000 | 2.0% |
| 货物 | 目的地 | Tons | ETF当日 | ETF3日内 | ETF7日内 | ETF15日内 | ETF15日后 |
|---|---|---|---|---|---|---|---|
| SOYA BEAN | CHINA | 217,408 | 0 | 55,408 | 100,408 | 217,408 | 0 |
| WOOD PULP | CHINA | 107,400 | 0 | 0 | 27,500 | 74,000 | 33,400 |
| 高粱 | CHINA | 40,000 | 40,000 | 40,000 | 40,000 | 40,000 | 0 |
| WOOD LOGS | PORTUGAL | 30,000 | 0 | 30,000 | 30,000 | 30,000 | 0 |
| 小麦 | INDONESIA | 25,000 | 0 | 25,000 | 25,000 | 25,000 | 0 |
| 大麦 | BRAZIL | 20,000 | 0 | 0 | 0 | 20,000 | 0 |
| WOOD CHIPS | INDIA | 20,000 | 0 | 20,000 | 20,000 | 20,000 | 0 |
| WOOD LOGS | INDIA | 18,000 | 0 | 18,000 | 18,000 | 18,000 | 0 |
| 玉米 | PERU | 12,104 | 0 | 12,104 | 12,104 | 12,104 | 0 |
| 大麦 | CHINA | 12,000 | 0 | 0 | 12,000 | 12,000 | 0 |
| 货物 | 目的地 | Tons | ETF当日 | ETF3日内 | ETF7日内 | ETF15日内 | ETF15日后 |
|---|---|---|---|---|---|---|---|
| SOYA BEAN | 中国 | 217,408 | 0 | 55,408 | 100,408 | 217,408 | 0 |
| WOOD PULP | 中国 | 107,400 | 0 | 0 | 27,500 | 74,000 | 33,400 |
| 高粱 | 中国 | 40,000 | 40,000 | 40,000 | 40,000 | 40,000 | 0 |
| 大麦 | 中国 | 12,000 | 0 | 0 | 12,000 | 12,000 | 0 |
| ETF | Grain | Oilseed | Meal | Oil | Biofuel |
|---|---|---|---|---|---|
| Tons | Tons | Tons | Tons | Tons | |
| 2026-05-14 | 20,000 | - | - | - | - |
| 2026-06-04 | 33,000 | - | - | - | - |
| 2026-06-08 | 83,500 | - | 90,000 | 41,000 | - |
| 2026-06-09 | 107,600 | 33,000 | 74,892 | - | - |
| 2026-06-10 | 10,000 | - | - | - | - |
| 2026-06-11 | 57,104 | - | - | - | - |
| 2026-06-13 | - | - | 9,000 | 12,000 | - |
| 2026-06-16 | - | - | - | 6,000 | - |
| 2026-06-17 | 12,000 | - | - | - | - |
| 2026-06-19 | 20,000 | - | - | - | - |