2026-09-08 13:00｜有色金属事件流（8条）
北京时间11:00—13:00窗口内8条可核验的铜、锌现货升贴水与锡精矿加工费事件；SHFE 2026-09-08仓单日报在13:00前尚未形成。
[
{
"event_id": "smm-shanghai-20260908-copper-basis",
"event_type": "spot_basis",
"asset_keys": [
"NONFERROUS"
],
"title": "SMM一号铜升贴水均价较前次降60元/吨",
"event_time_quality": "exact",
"event_time_utc": "2026-09-08T03:06:00Z",
"published_at_utc": "2026-09-08T03:06:00Z",
"direction_score": {
"NONFERROUS": 0
},
"confidence": 86,
"horizon": "intraday",
"raw_facts": {
"coverage_window_beijing": "2026-09-08 11:00-13:00",
"published_at_beijing": "2026-09-08 11:06",
"market": "上海",
"metric": "SMM 1#电解铜现货升贴水均价",
"unit": "元/吨",
"change_vs_previous_update_day": -60.0,
"brand_changes": {
"平水铜升贴水均价": -50.0,
"升水铜升贴水均价": -55.0,
"贵溪铜升贴水均价": -60.0,
"湿法铜升贴水均价": -60.0
},
"comparison_basis": "较上个更新日均价",
"absolute_value_note": "页面公开文本给出变动量，绝对升贴水值被登录限制遮蔽"
},
"transmission_chain": "上海1#电解铜升贴水均价较上个更新日下降60元/吨→现货相对期货的报价变化偏弱但绝对基差方向仍需绝对值确认→影响沪铜基差交易与持货商出货报价。",
"invalidation_conditions": "SMM更正2026-09-08 1#电解铜升贴水均价变动，或后续同系列修订稿替代本数据。",
"source_urls": [
"https://hq.smm.cn/copper/content/104102199"
],
"source_tier": "B"
},
{
"event_id": "smm-huabei-20260908-copper-basis",
"event_type": "spot_basis",
"asset_keys": [
"NONFERROUS"
],
"title": "SMM华北铜均价贴水20元，较上日降70元",
"event_time_quality": "exact",
"event_time_utc": "2026-09-08T03:21:00Z",
"published_at_utc": "2026-09-08T03:21:00Z",
"direction_score": {
"NONFERROUS": -1
},
"confidence": 93,
"horizon": "intraday",
"raw_facts": {
"coverage_window_beijing": "2026-09-08 11:00-13:00",
"published_at_beijing": "2026-09-08 11:21",
"market": "华北",
"metric": "1#电解铜对当月合约现货升贴水",
"unit": "元/吨",
"range": "贴水80~升水40",
"average_basis": -20.0,
"average_basis_change_vs_previous_trading_day": -70.0,
"average_transaction_price": 111070.0,
"average_transaction_price_change_vs_previous_trading_day": 1340.0,
"comparison_basis": "较上一交易日"
},
"transmission_chain": "华北1#电解铜均价贴水20元/吨且较上日走弱70元/吨→现货接货意愿弱于盘面、区域基差承压→华北现货报价与沪铜近月合约的基差交易偏空。",
"invalidation_conditions": "SMM更正华北1#电解铜当日升贴水，或当日更晚时段报价明确替代该午间数据。",
"source_urls": [
"https://hq.smm.cn/copper/content/104102839"
],
"source_tier": "B"
},
{
"event_id": "smm-ningbo-20260908-zinc-basis",
"event_type": "spot_basis",
"asset_keys": [
"NONFERROUS"
],
"title": "SMM宁波锌对2610贴水65元/吨",
"event_time_quality": "exact",
"event_time_utc": "2026-09-08T03:40:00Z",
"published_at_utc": "2026-09-08T03:40:00Z",
"direction_score": {
"NONFERROUS": 0
},
"confidence": 93,
"horizon": "intraday",
"raw_facts": {
"coverage_window_beijing": "2026-09-08 11:00-13:00",
"published_at_beijing": "2026-09-08 11:40",
"market": "宁波",
"metric": "常规品牌0#锌对沪锌2610合约现货升贴水",
"unit": "元/吨",
"mainstream_transaction_range": "27280~27630",
"basis_to_2610": -65.0,
"basis_to_shanghai_spot": 40.0,
"comparison_basis": "当日截面，页面未给前值"
},
"transmission_chain": "宁波常规品牌0#锌对2610合约贴水65元/吨、对上海现货升水40元/吨→宁波相对期货偏弱但区域货源仍有价差→影响沪甬锌现货跨区流向与基差报价。",
"invalidation_conditions": "SMM更正宁波0#锌当日升贴水，或2610合约交割阶段改变现货报价基准。",
"source_urls": [
"https://hq.smm.cn/zinc/content/104102942"
],
"source_tier": "B"
},
{
"event_id": "smm-shanghai-20260908-zinc-basis",
"event_type": "spot_basis",
"asset_keys": [
"NONFERROUS"
],
"title": "SMM上海锌对均价报价升水40~50元/吨",
"event_time_quality": "exact",
"event_time_utc": "2026-09-08T03:42:00Z",
"published_at_utc": "2026-09-08T03:42:00Z",
"direction_score": {
"NONFERROUS": 0
},
"confidence": 89,
"horizon": "intraday",
"raw_facts": {
"coverage_window_beijing": "2026-09-08 11:00-13:00",
"published_at_beijing": "2026-09-08 11:42",
"market": "上海",
"metric": "0#锌对SMM均价现货报价",
"unit": "元/吨",
"mainstream_transaction_range": "27280~27660",
"basis_to_smm_average": "升水40~50",
"basis_to_futures": "对盘暂无报价",
"comparison_basis": "当日截面，页面未给前值"
},
"transmission_chain": "上海0#锌对SMM均价报价升水40~50元/吨且对盘暂无报价→均价口径现货报价存在溢价、期货基差方向暂缺→锌现货成交与区域价差的可交易性受限。",
"invalidation_conditions": "SMM更正上海0#锌午评，或后续同日数据补充对盘报价并替代当前口径。",
"source_urls": [
"https://hq.smm.cn/zinc/content/104103002"
],
"source_tier": "B"
},
{
"event_id": "mysteel-shanghai-20260908-zinc-basis",
"event_type": "spot_basis",
"asset_keys": [
"NONFERROUS"
],
"title": "Mysteel上海锌对2610贴水50元，国产升水50元",
"event_time_quality": "exact",
"event_time_utc": "2026-09-08T03:44:00Z",
"published_at_utc": "2026-09-08T03:44:00Z",
"direction_score": {
"NONFERROUS": 0
},
"confidence": 94,
"horizon": "intraday",
"raw_facts": {
"coverage_window_beijing": "2026-09-08 11:00-13:00",
"published_at_beijing": "2026-09-08 11:44",
"market": "上海",
"metric": "锌现货对沪锌2610合约升贴水",
"unit": "元/吨",
"general_offer_to_2610": -50.0,
"domestic_zinc_offer_to_2610": 50.0,
"basis_change_vs_previous_day": 0.0,
"comparison_basis": "现货升贴水较上一日持平",
"scope_note": "Mysteel为对2610合约口径，与SMM上海对SMM均价报价口径不同"
},
"transmission_chain": "Mysteel上海锌一般报价对2610合约贴水50元/吨、国产锌锭升水50元/吨且较上日持平→高价下不同品牌现货基差分化而总体变化有限→影响上海锌锭品牌间升贴水与近月合约交易。",
"invalidation_conditions": "Mysteel更正上海锌当日升贴水，或后续同口径数据修订当日持平结论。",
"source_urls": [
"https://youse.mysteel.com/a/26090811/85945EDDD3F91FB0.html"
],
"source_tier": "B"
},
{
"event_id": "smm-tianjin-20260908-zinc-basis",
"event_type": "spot_basis",
"asset_keys": [
"NONFERROUS"
],
"title": "SMM天津0#锌对2610贴水0~150元/吨",
"event_time_quality": "exact",
"event_time_utc": "2026-09-08T03:46:00Z",
"published_at_utc": "2026-09-08T03:46:00Z",
"direction_score": {
"NONFERROUS": 0
},
"confidence": 93,
"horizon": "intraday",
"raw_facts": {
"coverage_window_beijing": "2026-09-08 11:00-13:00",
"published_at_beijing": "2026-09-08 11:46",
"market": "天津",
"metric": "0#锌与紫金品牌对沪锌2610合约现货升贴水",
"unit": "元/吨",
"mainstream_0_zinc_transaction_range": "27180~27710",
"basis_0_zinc_to_2610": "贴水0~150",
"zijin_basis_to_2610": "升水60~120",
"tianjin_vs_shanghai_spot": "贴水45",
"comparison_basis": "当日截面，页面未给前值"
},
"transmission_chain": "天津0#锌对2610合约报价为贴水0~150元/吨、紫金品牌为升水60~120元/吨且津市较沪市贴水45元/吨→品牌与区域之间的可交割溢价分化→影响锌现货跨区套利和近月基差报价。",
"invalidation_conditions": "SMM更正天津锌当日品牌或区域升贴水，或2610合约交割逻辑使该报价基准失效。",
"source_urls": [
"https://hq.smm.cn/zinc/content/104103088"
],
"source_tier": "B"
},
{
"event_id": "smm-guangdong-20260908-zinc-basis",
"event_type": "spot_basis",
"asset_keys": [
"NONFERROUS"
],
"title": "SMM广东锌对2610报价贴水100~70元/吨",
"event_time_quality": "exact",
"event_time_utc": "2026-09-08T03:55:00Z",
"published_at_utc": "2026-09-08T03:55:00Z",
"direction_score": {
"NONFERROUS": 0
},
"confidence": 83,
"horizon": "intraday",
"raw_facts": {
"coverage_window_beijing": "2026-09-08 11:00-13:00",
"published_at_beijing": "2026-09-08 11:55",
"market": "广东",
"metric": "主流品牌0#锌对沪锌2610合约现货升贴水",
"unit": "元/吨",
"mainstream_transaction_range": "27260~27610",
"basis_to_2610_source_wording": "贴水100~70",
"basis_to_shanghai_spot": 10.0,
"comparison_basis": "当日截面，页面未给前值",
"range_note": "原文按100~70顺序书写，区间端点存在倒序歧义；未改写为未经确认的单一顺序"
},
"transmission_chain": "广东主流品牌0#锌对2610合约报贴水100~70元/吨、对上海现货升水10元/吨→高价下广东现货相对近月偏弱且沪粤价差仍为正→影响锌锭区域调货与近月基差交易。",
"invalidation_conditions": "SMM更正广东锌原文区间或沪粤价差，或当日后续报价明确替代该午评。",
"source_urls": [
"https://hq.smm.cn/zinc/content/104103122"
],
"source_tier": "B"
},
{
"event_id": "mysteel-tin-20260908-concentrate-tc",
"event_type": "spot_basis",
"asset_keys": [
"NONFERROUS"
],
"title": "Mysteel锡精矿加工费17500/13500元均持平",
"event_time_quality": "exact",
"event_time_utc": "2026-09-08T04:00:00Z",
"published_at_utc": "2026-09-08T04:00:00Z",
"direction_score": {
"NONFERROUS": 0
},
"confidence": 95,
"horizon": "days",
"raw_facts": {
"coverage_window_beijing": "2026-09-08 11:00-13:00",
"published_at_beijing": "2026-09-08 12:00",
"market": "中国",
"metric": "40%和60%锡精矿加工费",
"unit": "元/金属吨",
"grade_40_percent": {
"range": "16500~18500",
"average": 17500.0,
"change_vs_previous_trading_day": 0.0
},
"grade_60_percent": {
"range": "12500~14500",
"average": 13500.0,
"change_vs_previous_trading_day": 0.0
},
"comparison_basis": "均较上一交易日持平"
},
"transmission_chain": "40%和60%锡精矿加工费均较上一交易日持平，均价分别为17500和13500元/金属吨→矿端与冶炼端的加工费分配暂未改变→锡供应利润与近月锡价的加工费信号中性。",
"invalidation_conditions": "Mysteel更正当日锡精矿加工费，或后续同口径报价修订两品位均持平结论。",
"source_urls": [
"https://youse.mysteel.com/a/26090812/38E8B0C7935D1653.html"
],
"source_tier": "B"
}
]
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