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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2026-07-17 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

2026-07-14

玉米已靠泊口径

1,523,761

大麦已靠泊口径

0

小麦已靠泊口径

140,500

豆粕已靠泊口径

530,714

豆油已靠泊口径

157,100

葵粕已靠泊口径

69,268

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	3,762,062	42.3%
ROSARIO	1,172,998	13.2%
BAHIA BLANCA	897,719	10.1%
PUERTO ROSALES	725,000	8.1%
NUEVA PALMIRA (URUGUAY)	440,540	5.0%
SAN NICOLAS	326,779	3.7%
NECOCHEA	303,080	3.4%
MONTEVIDEO	278,890	3.1%
RAMALLO	228,948	2.6%
CAMPANA	177,250	2.0%
PUERTO MADRYN	136,200	1.5%
COMODORO RIVADAVIA	120,000	1.3%

货类

货类	吨数	占比
玉米	3,197,168	35.9%
豆粕	1,450,285	16.3%
MEDANITO	600,000	6.7%
小麦	438,500	4.9%
Soybean Oil	391,342	4.4%
SBS	197,078	2.2%
铁矿石	184,840	2.1%
Sunflower Meal Pellets	145,268	1.6%
ESCALANTE	145,000	1.6%
DIESEL	142,468	1.6%
WOOD PULP	137,200	1.5%
Urea	134,240	1.5%

目的地

目的地	吨数	占比
VIETNAM	843,647	10.9%
PERU	478,873	6.2%
CHINA	434,340	5.6%
INDIA	382,537	4.9%
SOUTH KOREA	344,210	4.4%
BRAZIL	314,500	4.1%
CHILE	311,000	4.0%
MALAYSIA	297,757	3.8%
USA	296,500	3.8%
PHILIPPINES	293,270	3.8%
ARGENTINA	290,800	3.8%
SAUDI ARABIA	281,460	3.6%

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	524,899	50,600	156,600	285,600	440,699	84,200
玉米	SOUTH KOREA	299,210	44,000	156,710	254,210	299,210	0
MEDANITO	USA	235,000	70,000	70,000	235,000	235,000	0
玉米	MALAYSIA	201,707	0	45,000	123,112	201,707	0
MEDANITO	URUGUAY	200,000	100,000	200,000	200,000	200,000	0
玉米	MOROCCO	197,000	35,000	130,000	165,000	165,000	32,000
玉米	PHILIPPINES	190,370	25,000	110,370	190,370	190,370	0
Soybean Oil	INDIA	185,534	12,000	71,600	106,600	185,534	0
小麦	BRAZIL	183,000	30,000	60,000	153,000	183,000	0
玉米	PERU	161,000	55,000	86,000	137,000	161,000	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	100,000	45,000	100,000	100,000	100,000	0
铁矿石	中国	94,840	0	48,000	94,840	94,840	0
高粱	中国	84,000	0	40,000	84,000	84,000	0
WOOD PULP	中国	36,450	0	0	0	36,450	0
大麦	中国	27,500	0	0	27,500	27,500	0

Agri明细

ETS	Corn	Barley	Wheat
ETS	Tons	Tons	Tons
2026-07-14	129,000	-	33,000
2026-07-15	406,347	-	20,000
2026-07-16	295,484	-	27,500
2026-07-17	383,600	25,000	30,000
2026-07-18	309,330	28,000	30,000
2026-07-19	300,601	-	14,000
2026-07-20	92,750	-	36,000
2026-07-21	103,000	-	6,000
2026-07-22	188,000	-	33,000
2026-07-23	153,400	27,500	30,000
2026-07-24	243,162	-	60,000
2026-07-25	99,095	-	-
2026-07-26	133,200	-	59,000
2026-07-27	31,500	-	-
2026-07-28	66,099	-	30,000
2026-07-29	22,000	-	-
2026-07-30	76,000	-	-
2026-08-01	22,000	-	-
2026-08-02	65,600	-	-
2026-08-04	-	-	30,000
2026-08-06	77,000	-	-

ETS	soybeans	soybean_meal	sunflower_meal
ETS	Tons	Tons	Tons
2026-07-14	-	104,070	-
2026-07-15	-	153,601	20,000
2026-07-16	-	54,753	22,000
2026-07-17	45,000	144,990	19,268
2026-07-18	35,000	102,800	8,000
2026-07-19	-	181,371	6,000
2026-07-20	61,478	68,300	-
2026-07-21	43,200	120,000	8,000
2026-07-22	-	76,000	-
2026-07-23	-	107,000	-
2026-07-24	12,400	42,900	-
2026-07-25	-	113,400	18,000
2026-07-26	-	31,400	16,000
2026-07-27	-	108,500	6,000
2026-07-28	-	82,000	-
2026-07-29	-	30,000	22,000
2026-07-30	-	7,500	-
2026-08-02	-	28,600	-
2026-08-11	-	28,000	-

ETS	soybean_oil	corn_oil	sunflower_oil
ETS	Tons	Tons	Tons
2026-07-14	36,800	-	7,000
2026-07-15	29,000	-	-
2026-07-16	54,500	-	11,500
2026-07-17	12,000	-	33,000
2026-07-18	31,300	-	-
2026-07-19	17,606	-	-
2026-07-20	38,600	-	7,000
2026-07-21	-	-	12,000
2026-07-22	15,202	-	-
2026-07-23	24,000	-	-
2026-07-24	23,000	-	-
2026-07-25	40,000	-	8,670
2026-07-26	35,134	-	-
2026-07-27	34,800	-	-
2026-07-28	-	-	8,750
2026-07-29	9,400	-	-
2026-08-01	18,000	-	-
2026-08-05	18,500	-	-

ETS	sunflower_seed	wheat_bran_pellets
ETS	Tons	Tons
2026-07-16	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	TBC	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