2026-08-11 10:00｜有色金属事件流（1条）

[
  {
    "event_id": "smm-china-20260810-recycled-copper-spot",
    "title": "再生铜升贴水均价升至80元/吨",
    "event_time_utc": "2026-08-10T03:30:00Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-11T01:33:00Z",
    "asset_keys": [
      "NONFERROUS"
    ],
    "source_urls": [
      "http://mp.weixin.qq.com/s?__biz=Mzk2NDg5NTkzOA==&mid=2247493780&idx=1&sn=3dda70554d1493e996649c3fe076669c"
    ],
    "source_tier": "B",
    "event_type": "spot_basis",
    "direction_score": {
      "NONFERROUS": 0
    },
    "confidence": 84,
    "horizon": "days",
    "raw_facts": [
      "2026年8月10日11:30，再生铜现货升贴水均价80元/吨，较上一交易日上升10元/吨",
      "沪铜期货收盘价107770元/吨，较上一交易日下降630元/吨；再生铜原料价格环比下降300元/吨",
      "再生铜原料销售情绪指数2.71，采购情绪指数1.96；精废价差4404元/吨，环比收窄281元/吨；精废杆价差1650元/吨"
    ],
    "transmission_chain": "再生铜升贴水上升10元/吨但原料价格下降300元/吨、采购情绪指数仅1.96→现货溢价改善与需求偏弱相抵→铜价及有色板块信号中性",
    "invalidation_conditions": "SMM后续修正本次数据，或下一次报价显示再生铜升贴水均价脱离70—90元/吨且采购情绪同步改变"
  }
]
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