9月2日11时:广州基差、东北现货与北京提价

9月2日11时:广州基差、东北现货与北京提价

10:00至11:00新增3条可核验事件:广州植之元披露三段交货基差,东北四家43%豆粕现货上调10至20元,北京三河汇福上调30元。

[ { "event_id": "mysteel-cn-20260902-guangzhou-zhizhiyuan-basis", "title": "广州植之元 9 月基差报 M01-70 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-02T02:38:00Z", "event_type": "spot_basis", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": 0, "confidence": 92, "horizon": "weeks", "raw_facts": { "统计日期": "2026-09-02", "市场": "广州", "油厂": "东凌粮油/植之元", "9 月交货基差": "M01-70 元/吨", "10 月 1 日至 15 日交货基差": "M01-40 元/吨", "10 月至次年 1 月交货基差": "M01+20 元/吨", "现货绝对价格": "未披露", "较前次变化": "未披露" }, "transmission_chain": [ "广州东凌粮油/植之元披露 9 月、10 月上半月和 10 月至次年 1 月的豆粕交货基差,分别为 M01-70、M01-40 和 M01+20 元/吨。", "近月贴水与远月升水并存,页面未披露前次报价或成交量,不能据此判定基差强化或走弱;豆粕 ETF 方向信号保持中性。" ], "invalidation_conditions": [ "油厂后续调整任一已披露交货期的基差报价。", "后续披露的前次报价或成交数据表明本次报价对应的实际供需方向与当前中性判断不一致。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26090210/367EAE72F75F13D3_abc.html](https://ncp.m.mysteel.com/a/26090210/367EAE72F75F13D3_abc.html)](https://m.mysteel.com/a/26090210/367EAE72F75F13D3_abc.html](https://ncp.m.mysteel.com/a/26090210/367EAE72F75F13D3_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260902-northeast-spot-up", "title": "东北四家 43%豆粕现货上调 10 至 20 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-02T02:22:00Z", "event_type": "spot_basis", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": 1, "confidence": 95, "horizon": "intraday", "raw_facts": { "统计日期": "2026-09-02", "市场": "东北", "品种": "43%豆粕现货", "营口益海": "3360 元/吨,较前日涨 10 元/吨", "盘锦汇福": "3350 元/吨,较前日涨 10 元/吨", "盘锦中储粮大片粕": "3520 元/吨,较前日涨 20 元/吨", "铁岭九三": "3360 元/吨,较前日涨 10 元/吨" }, "transmission_chain": [ "东北四家油厂 43%豆粕现货报价较前一日上调 10 至 20 元/吨。", "多个油厂同向提价抬升区域现货价格,对豆粕 ETF 构成盘中弱正向支撑;页面未披露成交量,信号仅限短线。" ], "invalidation_conditions": [ "上述油厂报价回落并抹平本次 10 至 20 元/吨涨幅。", "后续成交数据表明提价缺乏需求承接,或其他主要区域报价普遍转弱。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26090210/168C09AD4B9EBDF5_abc.html](https://ncp.m.mysteel.com/a/26090210/168C09AD4B9EBDF5_abc.html)](https://m.mysteel.com/a/26090210/168C09AD4B9EBDF5_abc.html](https://ncp.m.mysteel.com/a/26090210/168C09AD4B9EBDF5_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260902-beijing-sanhe-spot-up", "title": "北京三河汇福 43%豆粕报价上调 30 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-02T02:57:00Z", "event_type": "spot_basis", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": 1, "confidence": 88, "horizon": "intraday", "raw_facts": { "统计日期": "2026-09-02", "市场": "北京", "油厂": "三河汇福", "品种": "43%豆粕现货", "较前一日变化": "上调 30 元/吨", "现货绝对价格": "未披露", "成交量": "未披露" }, "transmission_chain": [ "北京三河汇福披露 43%豆粕现货报价较前一日上调 30 元/吨。", "区域现货挂牌上调改善近月豆粕价格承接预期,对豆粕 ETF 形成弱正向支撑;详情页未披露绝对价格和成交量。" ], "invalidation_conditions": [ "北京三河汇福报价回落并抹平本次 30 元/吨涨幅。", "其他主要区域现货报价普遍转弱,或后续成交数据未能支持本次提价。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26090210/8EE96DF8F372888A_abc.html](https://ncp.m.mysteel.com/a/26090210/8EE96DF8F372888A_abc.html)](https://m.mysteel.com/a/26090210/8EE96DF8F372888A_abc.html](https://ncp.m.mysteel.com/a/26090210/8EE96DF8F372888A_abc.html))" ], "source_tier": "B" } ]

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