← 返回总览

DAILY LOGISTICS BRIEF

ISA

Built by Robin Yu

中粮家佳康行情研究部

整理日期2026-09-15 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

2026-09-11

玉米已靠泊口径

1,004,441

大麦已靠泊口径

140,200

小麦已靠泊口径

296,304

豆粕已靠泊口径

991,881

豆油已靠泊口径

150,852

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	3,851,425	40.2%
ROSARIO	1,199,436	12.5%
BAHIA BLANCA	1,015,823	10.6%
PUERTO ROSALES	650,000	6.8%
NUEVA PALMIRA (URUGUAY)	568,086	5.9%
NECOCHEA	424,288	4.4%
SAN NICOLAS	416,865	4.4%
MONTEVIDEO	329,382	3.4%
RAMALLO	222,300	2.3%
CAMPANA	186,918	2.0%
COMODORO RIVADAVIA	148,000	1.5%
VILLA CONSTITUCION	124,927	1.3%

货类

货类	吨数	占比
玉米	2,087,746	21.8%
豆粕	1,922,955	20.1%
SBS	807,124	8.4%
小麦	590,714	6.2%
MEDANITO	530,000	5.5%
Soybean Oil	456,736	4.8%
WOOD PULP	288,450	3.0%
ESCALANTE	268,000	2.8%
Urea	225,895	2.4%
铁矿石	220,000	2.3%
大麦	190,199	2.0%
SHULLS	117,300	1.2%

目的地

目的地	吨数	占比
CHINA	1,148,558	13.6%
VIETNAM	825,268	9.8%
ARGENTINA	485,000	5.7%
pending_confirmation	481,000	5.7%
SAUDI ARABIA	356,200	4.2%
BRAZIL	354,059	4.2%
USA	348,100	4.1%
INDONESIA	332,804	3.9%
INDIA	287,556	3.4%
PERU	276,250	3.3%
CHILE	265,240	3.1%
UAE	211,200	2.5%

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	604,908	0	66,000	174,508	477,908	127,000
玉米	VIETNAM	478,318	42,318	126,318	274,318	433,318	45,000
Soybean Oil	INDIA	205,356	26,000	162,000	193,206	205,356	0
玉米	SOUTH KOREA	203,390	48,000	143,000	179,390	179,390	24,000
小麦	BRAZIL	192,910	57,000	87,000	177,410	192,910	0
小麦	INDONESIA	150,000	40,000	70,000	150,000	150,000	0
玉米	SAUDI ARABIA	134,000	0	35,000	103,000	134,000	0
豆粕	SAUDI ARABIA	127,000	0	40,000	58,000	102,000	25,000
WOOD PULP	CHINA	125,850	31,000	63,300	63,300	125,850	0
玉米	PERU	122,000	30,000	51,000	96,000	122,000	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	604,908	0	66,000	174,508	477,908	127,000
WOOD PULP	中国	125,850	31,000	63,300	63,300	125,850	0
铁矿石	中国	45,000	0	0	0	0	45,000
高粱	中国	32,000	0	0	0	32,000	0

Agri明细

ETS	Corn	Barley	Wheat
ETS	Tons	Tons	Tons
2026-09-11	163,523	-	41,000
2026-09-12	161,700	-	66,000
2026-09-13	69,500	-	28,304
2026-09-14	140,400	116,000	-
2026-09-15	168,318	-	118,000
2026-09-16	251,000	24,200	13,000
2026-09-17	110,000	-	52,500
2026-09-18	91,900	24,999	30,000
2026-09-19	144,250	-	60,410
2026-09-20	80,000	25,000	96,000
2026-09-21	121,640	-	34,000
2026-09-22	173,515	-	30,000
2026-09-23	45,000	-	-
2026-09-24	99,000	-	21,500
2026-09-25	69,000	-	-
2026-09-27	24,000	-	-
2026-09-28	11,000	-	-
2026-09-29	75,000	-	-
2026-10-01	24,000	-	-
2026-10-03	23,000	-	-
2026-10-04	20,000	-	-
2026-10-07	22,000	-	-

ETS	soybeans	soybean_meal	sunflower_meal
ETS	Tons	Tons	Tons
2026-09-11	30,000	133,569	8,000
2026-09-12	27,000	143,500	-
2026-09-13	33,316	264,600	-
2026-09-14	23,400	225,600	-
2026-09-15	-	136,050	10,569
2026-09-16	-	145,062	7,500
2026-09-17	45,000	54,275	28,674
2026-09-18	76,500	181,900	-
2026-09-19	-	102,000	-
2026-09-20	50,508	45,000	4,500
2026-09-21	-	157,000	-
2026-09-22	91,000	66,999	-
2026-09-23	45,000	49,000	-
2026-09-24	26,400	75,700	-
2026-09-25	103,000	-	-
2026-09-26	44,000	24,000	-
2026-09-27	20,000	69,300	6,500
2026-09-28	-	84,000	-
2026-09-29	65,000	-	-
2026-09-30	-	24,000	23,000
2026-10-01	72,000	-	-
2026-10-04	25,000	16,000	-
2026-10-06	30,000	50,000	8,000
2026-10-07	-	29,700	-
2026-10-09	-	-	8,000

ETS	soybean_oil	corn_oil	sunflower_oil
ETS	Tons	Tons	Tons
2026-09-11	31,900	-	21,000
2026-09-12	5,000	-	3,000
2026-09-13	5,000	-	-
2026-09-14	16,000	-	3,000
2026-09-15	59,952	-	16,000
2026-09-16	41,000	-	29,000
2026-09-17	47,500	-	-
2026-09-18	94,500	-	-
2026-09-19	29,298	-	5,000
2026-09-20	24,006	-	6,000
2026-09-21	28,380	-	-
2026-09-22	11,000	-	-
2026-09-23	30,000	-	-
2026-09-24	5,000	-	6,200
2026-09-26	20,000	-	5,000
2026-09-27	3,750	-	-
2026-09-28	21,500	-	-
2026-09-29	18,950	-	22,000
2026-10-02	12,000	-	-

ETS	sunflower_seed	wheat_bran_pellets
ETS	Tons	Tons
2026-09-16	-	16,000

Biofuel明细

港口	ETS	Operation	货物	Tons	Role	目的地	发货人	船名
CAMPANA	2026-09-18	load	TALLOW	2,000	目的地	USA	COTO	ALDEN
CAMPANA	2026-09-18	load	TALLOW	1,000	目的地	USA	RIS	ALDEN
CAMPANA	2026-09-18	load	TALLOW	5,000	目的地	USA	SWIFT	ALDEN
DEL GUAZU	2026-09-15	load	UCO	1,800	目的地	NETHERLANDS	TBC	BOW FIRDA
MONTEVIDEO	2026-09-14	load	TALLOW	2,100	目的地	MEXICO	CARDAMA	BOCHEM CALLAO
MONTEVIDEO	2026-09-18	load	TALLOW	5,000	目的地	MEXICO	TBC	BOCHEM NEW ORLEANS
MONTEVIDEO	2026-09-14	load	TALLOW	10,000	目的地	USA	CARDAMA	ALDEN
ROSARIO	2026-09-11	load	GLYCERINE	1,600	目的地	NETHERLANDS	LDC	BOW FIRDA
ROSARIO	2026-09-28	load	GLYCERINE	2,500	目的地	pending_confirmation	LDC	XT SEA LION
SAN LORENZO	2026-09-19	load	生物柴油	13,000	目的地	NETHERLANDS	BUNGE	ATLANTIC ROSA
SAN LORENZO	2026-09-19	load	生物柴油	13,000	目的地	NETHERLANDS	MOLINOS AGRO	ATLANTIC ROSA
SAN LORENZO	2026-10-07	load	生物柴油	6,000	目的地	pending_confirmation	COFCO	TORM ATLANTIC