13:00–14:00：高纯铟量产与超节点盘中快照 (2026)

[
  {
    "event_id": "cls-cn-20260831-fainan-high-purity-indium",
    "title": "飞南资源产出99.997%高纯铟锭",
    "event_time_utc": null,
    "event_time_quality": "unknown",
    "published_at_utc": "2026-08-31T05:39:04Z",
    "event_type": "industry_data",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {"SEMICONDUCTOR": 0},
    "confidence": 88,
    "horizon": "weeks",
    "raw_facts": {
      "actual": "飞南资源4N7高纯铟技术改造项目已正式量产，首批产出纯度99.997%的高纯铟锭；报道给出的铟价为2023年约2500元/千克、2026年8月约5300元/千克。",
      "consensus": "原文未披露",
      "prior": "2023年铟价约2500元/千克。",
      "source_publication": "财联社详情2469345原生发布时间为2026年8月31日13:39:04；报道未给出项目正式量产的精确发生时刻。"
    },
    "transmission_chain": "高纯铟首批量产→磷化铟衬底等相关材料的供给与成本预期变化→高速光模块材料环节的供给约束变化→半导体ETF的边际定价影响。",
    "invalidation_conditions": "飞南资源后续公告或行业数据否认首批量产，或修正99.997%纯度、2023年约2500元/千克及2026年8月约5300元/千克等数字，或后续事实表明该材料未进入相关半导体产业链。",
    "source_urls": [
      "https://api3.cls.cn/share/article/2469345?os=&sv=8.4.4&app=CailianpressWap"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "cls-cn-20260831-supernode-sector-snapshot",
    "title": "超节点板块异动，星网锐捷7天4板",
    "event_time_utc": "2026-08-31T05:50:54Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-31T05:50:54Z",
    "event_type": "price_quote",
    "asset_keys": ["SEMICONDUCTOR"],
    "direction_score": {"SEMICONDUCTOR": 1},
    "confidence": 90,
    "horizon": "intraday",
    "raw_facts": {
      "actual": "财联社13:50:54报道超节点概念板块盘中异动；星网锐捷7天4板，爱华涨10%，浪潮信息涨9.99%，紫光股份涨7.13%，锐捷网络涨8.86%，智微智能涨4.43%，共进股份涨3.78%。",
      "consensus": "原文未披露",
      "prior": "原文未披露",
      "source_publication": "财联社详情2469357原生发布时间为2026年8月31日13:50:54。"
    },
    "transmission_chain": "超节点相关个股盘中涨幅与连板事实→AI服务器及互联硬件链的短线交易定价→半导体ETF盘中风险偏好与相关权重的边际变化。",
    "invalidation_conditions": "后续行情更正或源页面修正上述盘中涨幅、连板数，或收盘及后续快照否定2026年8月31日13:50:54这一时点的板块异动。",
    "source_urls": [
      "https://api3.cls.cn/share/article/2469357?os=&sv=8.4.4&app=CailianpressWap"
    ],
    "source_tier": "B"
  }
]
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