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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2026-10-31 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

2026-10-27

玉米已靠泊口径

1,028,588

大麦已靠泊口径

0

小麦已靠泊口径

250,400

豆粕已靠泊口径

484,700

豆油已靠泊口径

69,690

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	3,198,777	36.9%
ROSARIO	1,122,617	12.9%
BAHIA BLANCA	1,122,269	12.9%
PUERTO ROSALES	918,000	10.6%
SAN NICOLAS	430,931	5.0%
NUEVA PALMIRA (URUGUAY)	374,497	4.3%
CAMPANA	310,855	3.6%
NECOCHEA	290,955	3.4%
MONTEVIDEO	279,550	3.2%
DEL GUAZU	111,000	1.3%
COMODORO RIVADAVIA	100,000	1.2%
VILLA CONSTITUCION	96,000	1.1%

货类

货类	吨数	占比
玉米	2,246,247	25.9%
豆粕	1,552,230	17.9%
MEDANITO	824,762	9.5%
小麦	690,600	8.0%
SBS	492,776	5.7%
Soybean Oil	330,085	3.8%
铁矿石	272,200	3.1%
Urea	213,629	2.5%
WOOD PULP	196,100	2.3%
ESCALANTE	160,000	1.8%
NAPHTHA	103,000	1.2%
COAL	85,000	1.0%

目的地

目的地	吨数	占比
CHINA	798,750	10.7%
VIETNAM	606,239	8.1%
USA	521,110	7.0%
PERU	396,000	5.3%
pending_confirmation	395,500	5.3%
BRAZIL	374,400	5.0%
INDONESIA	339,150	4.6%
ALGERIA	249,500	3.3%
INDIA	239,205	3.2%
NETHERLANDS	225,110	3.0%
MOROCCO	204,000	2.7%
ITALY	200,430	2.7%

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	392,339	80,000	223,984	296,484	392,339	0
SBS	CHINA	334,000	21,000	89,000	228,000	334,000	0
MEDANITO	USA	300,000	0	0	200,000	300,000	0
玉米	PERU	200,000	0	74,000	163,500	200,000	0
MEDANITO	pending_confirmation	200,000	0	0	0	100,000	100,000
小麦	INDONESIA	176,900	0	23,900	109,400	154,900	22,000
小麦	BRAZIL	145,500	33,000	63,000	145,500	145,500	0
豆粕	SPAIN	142,300	49,500	97,500	117,300	142,300	0
豆粕	ITALY	141,000	0	41,000	106,000	141,000	0
玉米	PHILIPPINES	125,500	45,000	67,500	125,500	125,500	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	334,000	21,000	89,000	228,000	334,000	0
WOOD PULP	中国	94,500	17,000	17,000	35,650	52,500	42,000
铁矿石	中国	48,000	48,000	48,000	48,000	48,000	0
PETCOKE	中国	34,000	0	0	0	34,000	0
高粱	中国	23,000	0	0	0	23,000	0

Agri明细

ETS	Corn	Barley	Wheat
ETS	Tons	Tons	Tons
2026-10-27	110,705	-	72,500
2026-10-28	140,000	20,000	61,000
2026-10-29	155,640	-	-
2026-10-30	233,330	-	-
2026-10-31	180,000	-	33,000
2026-11-01	164,913	11,000	83,900
2026-11-02	162,000	-	-
2026-11-03	237,100	10,000	65,200
2026-11-04	12,500	-	88,000
2026-11-05	120,000	-	-
2026-11-06	208,500	-	-
2026-11-07	92,000	-	115,500
2026-11-08	160,555	-	-
2026-11-09	26,000	-	-
2026-11-10	32,000	-	20,000
2026-11-11	25,000	27,000	-
2026-11-12	24,000	-	40,000
2026-11-13	30,000	-	25,500
2026-11-14	50,000	-	31,000
2026-11-16	50,000	-	-
2026-11-17	32,004	-	22,000
2026-11-18	-	-	33,000

ETS	soybeans	soybean_meal	sunflower_meal
ETS	Tons	Tons	Tons
2026-10-27	15,226	-	-
2026-10-28	20,000	46,000	-
2026-10-29	22,550	91,400	-
2026-10-30	90,000	105,200	-
2026-10-31	21,000	115,500	24,000
2026-11-01	-	101,200	-
2026-11-02	68,000	140,250	-
2026-11-03	-	148,700	-
2026-11-04	69,000	161,000	-
2026-11-05	70,000	164,800	-
2026-11-06	-	194,970	-
2026-11-07	-	68,000	-
2026-11-08	-	102,800	-
2026-11-09	26,000	89,810	8,000
2026-11-10	20,000	57,500	-
2026-11-11	20,000	-	-
2026-11-12	-	59,100	-
2026-11-13	20,000	9,000	-
2026-11-15	20,000	-	-
2026-11-19	11,000	-	-

ETS	soybean_oil	corn_oil	sunflower_oil
ETS	Tons	Tons	Tons
2026-10-27	14,872	-	-
2026-10-28	7,400	-	-
2026-10-29	28,300	-	-
2026-10-30	26,518	-	5,000
2026-11-01	-	-	17,000
2026-11-04	12,000	-	600
2026-11-05	72,078	-	1,500
2026-11-06	36,000	-	-
2026-11-08	33,530	-	-
2026-11-09	52,500	-	12,400
2026-11-10	22,287	-	-
2026-11-11	20,000	-	1,500
2026-11-13	18,000	-	-
2026-11-14	-	4,500	-
2026-11-16	18,000	-	-
2026-11-19	4,000	-	-
2026-11-20	6,200	-	3,000

ETS	sunflower_seed	wheat_bran_pellets
ETS	Tons	Tons
该分类当前无符合条件的 ISA 记录

Biofuel明细

港口	ETS	Operation	货物	Tons	Role	目的地	发货人	船名
DEL GUAZU	2026-11-10	load	TALLOW	3,000	目的地	USA	TBC	BOW TIGER
DEL GUAZU	2026-10-31	load	生物柴油	4,000	目的地	NETHERLANDS	INPASA DEL PY	HAFNIA AVENTURINE
MONTEVIDEO	2026-10-27	load	TALLOW	10,000	目的地	CHINA	TBC	BOCHEM BRISBANE
MONTEVIDEO	2026-11-10	load	TALLOW	4,850	目的地	VENEZUELA	TBC	MTM AMAZON
ROSARIO	2026-10-28	load	生物柴油	21,000	目的地	NETHERLANDS	CARGILL	HAFNIA VALENTINO
ROSARIO	2026-10-28	load	生物柴油	10,000	目的地	NETHERLANDS	LDC	WECO MEMPHIS BELLE
ROSARIO	2026-11-01	load	生物柴油	10,000	目的地	NETHERLANDS	LDC	BOW LEOPARD
SAN LORENZO	2026-11-03	load	生物柴油	7,000	目的地	NETHERLANDS	COFCO	LAGERI
SAN LORENZO	2026-11-04	load	生物柴油	11,600	目的地	NETHERLANDS	BUNGE	LAGERI