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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2026-05-10 21:00

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

2026-05-08

玉米已靠泊口径

573,126

大麦已靠泊口径

0

小麦已靠泊口径

131,565

豆粕已靠泊口径

487,249

豆油已靠泊口径

0

葵粕已靠泊口径

0

葵籽已靠泊口径

74,877

港口

港口	吨数	占比
SAN LORENZO	3,746,741	37.8%
ROSARIO	1,273,690	12.8%
BAHIA BLANCA	1,089,341	11.0%
NUEVA PALMIRA (URUGUAY)	734,825	7.4%
PUERTO ROSALES	692,900	7.0%
NECOCHEA	574,404	5.8%
SAN NICOLAS	511,394	5.2%
MONTEVIDEO	444,499	4.5%
DEL GUAZU	142,000	1.4%
CAMPANA	128,500	1.3%
RAMALLO	122,050	1.2%
LA PLATA	104,600	1.1%

货类

货类	吨数	占比
玉米	2,250,189	22.7%
豆粕	1,819,233	18.3%
SBS	1,606,519	16.2%
MEDANITO	462,900	4.7%
小麦	432,955	4.4%
铁矿石	343,000	3.5%
Soybean Oil	311,018	3.1%
ESCALANTE	230,000	2.3%
大麦	161,057	1.6%
NAPHTHA	152,200	1.5%
高粱	147,000	1.5%
化肥	132,625	1.3%

目的地

目的地	吨数	占比
CHINA	2,071,019	24.1%
VIETNAM	673,878	7.9%
SAUDI ARABIA	484,927	5.6%
pending_confirmation	395,200	4.6%
EGYPT	387,726	4.5%
PERU	355,553	4.1%
ALGERIA	285,000	3.3%
MALAYSIA	273,420	3.2%
MOROCCO	259,099	3.0%
INDONESIA	216,100	2.5%
USA	204,500	2.4%
ARGENTINA	187,597	2.2%

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
SBS	CHINA	1,354,904	45,000	320,200	731,200	1,255,904	99,000
玉米	VIETNAM	355,812	0	140,050	227,012	301,812	54,000
玉米	SAUDI ARABIA	280,783	43,000	83,828	165,783	260,783	20,000
玉米	EGYPT	231,000	22,000	62,000	102,000	205,000	26,000
豆粕	VIETNAM	224,000	0	99,000	224,000	224,000	0
玉米	PERU	221,200	0	62,200	132,200	221,200	0
玉米	ALGERIA	215,000	0	72,000	148,000	215,000	0
玉米	MALAYSIA	207,855	0	121,647	139,529	207,855	0
MEDANITO	USA	175,000	0	0	175,000	175,000	0
豆粕	INDONESIA	150,000	0	65,000	65,000	150,000	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	1,354,904	45,000	320,200	731,200	1,255,904	99,000
高粱	中国	147,000	0	75,000	107,000	147,000	0
铁矿石	中国	143,000	49,000	94,000	94,000	143,000	0
MEDANITO	中国	92,900	92,900	92,900	92,900	92,900	0
WOOD PULP	中国	68,000	26,000	50,000	50,000	50,000	18,000
PETCOKE	中国	32,000	0	0	32,000	32,000	0
大麦	中国	24,200	0	0	0	24,200	0
玉米	中国	18,000	0	18,000	18,000	18,000	0

Agri明细

ETS	Corn	Barley	Wheat
ETS	Tons	Tons	Tons
2026-05-08	161,800	-	41,436
2026-05-09	165,126	15,909	42,000
2026-05-10	65,000	-	25,000
2026-05-11	181,200	10,000	-
2026-05-12	173,550	-	96,782
2026-05-13	260,504	20,000	20,500
2026-05-14	206,837	-	-
2026-05-15	65,000	60,948	20,000
2026-05-16	90,684	-	26,100
2026-05-17	157,962	-	22,037
2026-05-18	209,326	-	5,000
2026-05-19	65,000	-	30,000
2026-05-20	147,000	-	50,000
2026-05-21	73,400	-	12,100
2026-05-22	20,000	24,200	-
2026-05-23	35,000	-	42,000
2026-05-25	52,800	-	-
2026-05-26	66,000	-	-
2026-05-27	26,000	-	-
2026-05-29	28,000	-	-
2026-05-31	-	20,000	-
2026-06-01	-	10,000	-

ETS	soybeans	soybean_meal	sunflower_meal
ETS	Tons	Tons	Tons
2026-05-08	32,615	19,799	26,644
2026-05-09	158,400	126,500	-
2026-05-10	45,000	90,000	15,000
2026-05-11	-	182,850	-
2026-05-12	171,000	289,250	7,000
2026-05-13	104,200	146,000	-
2026-05-14	231,000	101,000	-
2026-05-15	70,000	207,503	-
2026-05-16	125,000	113,661	8,000
2026-05-17	20,000	74,000	-
2026-05-18	100,000	101,000	8,000
2026-05-19	68,000	71,000	7,000
2026-05-20	120,600	106,900	-
2026-05-21	49,500	36,600	-
2026-05-22	106,645	59,000	-
2026-05-23	63,759	63,670	-
2026-05-24	41,800	43,000	-
2026-05-26	30,000	-	11,000
2026-05-29	44,000	-	-
2026-05-30	-	30,000	-
2026-05-31	25,000	-	-
2026-06-04	-	27,500	-

ETS	soybean_oil	corn_oil	sunflower_oil
ETS	Tons	Tons	Tons
2026-05-08	19,960	-	-
2026-05-09	10,000	3,400	3,300
2026-05-10	28,500	-	-
2026-05-12	27,100	-	10,000
2026-05-13	55,253	-	9,500
2026-05-14	22,000	-	-
2026-05-15	24,000	-	-
2026-05-16	15,000	-	3,000
2026-05-17	7,500	-	-
2026-05-18	65,000	-	-
2026-05-19	-	-	4,675
2026-05-20	3,000	-	-
2026-05-21	15,150	-	-
2026-05-22	9,500	-	28,500
2026-05-23	5,000	-	10,000
2026-05-24	2,000	-	-
2026-05-25	-	-	8,000
2026-05-26	488	-	-
2026-05-27	6,967	-	-

ETS	sunflower_seed	wheat_bran_pellets
ETS	Tons	Tons
2026-05-10	-	8,150
2026-05-12	74,877	-
2026-05-13	-	8,400
2026-05-14	-	8,000
2026-05-16	39,696	-
2026-05-19	33,000	-

Biofuel明细

港口	ETS	Operation	货物	Tons	Role	目的地	发货人	船名
该分类当前无符合条件的 ISA 记录