截至2026年8月19日11时：10条豆粕ETF结构化事件

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["[https://ncp.[m.mysteel.com/a/26081910/DC52A5A1CBA45303_abc.html](https://ncp.m.mysteel.com/a/26081910/DC52A5A1CBA45303_abc.html)](https://m.mysteel.com/a/26081910/DC52A5A1CBA45303_abc.html](https://ncp.m.mysteel.com/a/26081910/DC52A5A1CBA45303_abc.html))"], "source_tier": "B" }, { "event_id": "mysteel-cn-20260819-chongqing-spot", "title": "重庆 43%豆粕报价持平，江津 3190 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-19T02:48:58Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 0, "confidence": 98, "horizon": "days", "raw_facts": { "report_date": "2026-08-19", "region": "重庆", "product": "43%豆粕现货", "quotes_yuan_per_ton": {"江津益海": 3190, "重庆一德": 3160}, "change_vs_previous_day_yuan_per_ton": {"江津益海": 0, "重庆一德": 0}, "comparison_basis": "两家报价均较前一交易日持平" }, "transmission_chain": "重庆两家油厂 43%豆粕报价较前一交易日持平，区域现货没有新的涨跌方向；该信号对豆粕 ETF 近端价格影响中性。", "invalidation_conditions": [ "重庆主要油厂报价出现连续同向调整", "区域成交或基差明显偏离当前稳定报价" ], "source_urls": ["[https://ncp.[m.mysteel.com/a/26081910/928D449CFF916F31_abc.html](https://ncp.m.mysteel.com/a/26081910/928D449CFF916F31_abc.html)](https://m.mysteel.com/a/26081910/928D449CFF916F31_abc.html](https://ncp.m.mysteel.com/a/26081910/928D449CFF916F31_abc.html))"], "source_tier": "B" }, { "event_id": "mysteel-cn-20260819-sichuan-spot", "title": "四川 43%豆粕三家报价均持平", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-19T02:48:34Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 0, "confidence": 98, "horizon": "days", "raw_facts": { "report_date": "2026-08-19", "region": "四川", "product": "43%豆粕现货", "quotes_yuan_per_ton": {"成都中储粮": 3240, "广汉益海": 3240, "彭山中粮": 3240}, "change_vs_previous_day_yuan_per_ton": {"成都中储粮": 0, "广汉益海": 0, "彭山中粮": 0}, "comparison_basis": "三家报价均较前一交易日持平" }, "transmission_chain": "四川三家油厂 43%豆粕报价均为 3240 元/吨且较前一交易日持平，区域现货信号保持中性；后续成交变化决定这一稳定报价是否延续。", "invalidation_conditions": [ "四川主要油厂报价出现同向上调或下调", "区域成交价格连续偏离 3240 元/吨" ], "source_urls": ["[https://ncp.[m.mysteel.com/a/26081910/B8838C12CDFECDE3_abc.html](https://ncp.m.mysteel.com/a/26081910/B8838C12CDFECDE3_abc.html)](https://m.mysteel.com/a/26081910/B8838C12CDFECDE3_abc.html](https://ncp.m.mysteel.com/a/26081910/B8838C12CDFECDE3_abc.html))"], "source_tier": "B" }, { "event_id": "mysteel-cn-20260819-fujian-supply", "title": "福建豆粕上一交易日报价 3040 元，成交为零", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-19T02:45:06Z", "event_type": "supply_demand", "asset_keys": ["SOYMEAL_ETF"], "direction_score": -1, "confidence": 97, "horizon": "days", "raw_facts": { "report_date": "2026-08-19", "region": "福建", "product": "豆粕现货", "previous_trading_day_quote_yuan_per_ton": 3040, "previous_trading_day_trade_volume_ton": 0, "crush_operating_rate_percent": 58.75, "operating_plants": ["福清长德", "长乐元成", "漳州中纺", "泉州福海", "厦门中禾", "福清集佳"], "shutdown_plants": ["福清康宏"], "comparison_basis": "上一交易日成交量为 0 吨；现货报价为 3040 元/吨" }, "transmission_chain": "福建上一交易日豆粕报价为 3040 元/吨但成交量为 0 吨，区域开机率为 58.75%；报价缺少成交确认，短线对豆粕 ETF 的现货支撑偏弱。", "invalidation_conditions": [ "福建现货成交量恢复并持续增加", "区域报价上调且成交价格同步确认" ], "source_urls": ["[https://ncp.[m.mysteel.com/a/26081910/C2FCC69E701B2264_abc.html](https://ncp.m.mysteel.com/a/26081910/C2FCC69E701B2264_abc.html)](https://m.mysteel.com/a/26081910/C2FCC69E701B2264_abc.html](https://ncp.m.mysteel.com/a/26081910/C2FCC69E701B2264_abc.html))"], "source_tier": "B" }, { "event_id": "mysteel-cn-20260819-guangxi-spot", "title": "广西 43%豆粕报价稳定，钦州中粮 3090 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-19T02:28:08Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 0, "confidence": 98, "horizon": "days", "raw_facts": { "report_date": "2026-08-19", "region": "广西", "product": "43%豆粕现货", "quotes_yuan_per_ton": {"钦州中粮": 3090, "防城港大海": 3110, "钦州港青": 3090}, "change_vs_previous_day_yuan_per_ton": {"钦州中粮": 0, "防城港大海": 0, "钦州港青": 0}, "comparison_basis": "三家报价均保持稳定" }, "transmission_chain": "广西三家油厂 43%豆粕报价稳定在 3090 至 3110 元/吨，区域现货暂未出现新的方向变化；豆粕 ETF 近端现货信号中性。", "invalidation_conditions": [ "广西主要油厂报价出现同向调整", "区域成交和基差持续偏离当前报价" ], "source_urls": ["[https://ncp.[m.mysteel.com/a/26081910/9718BD38CF5E1F7A_abc.html](https://ncp.m.mysteel.com/a/26081910/9718BD38CF5E1F7A_abc.html)](https://m.mysteel.com/a/26081910/9718BD38CF5E1F7A_abc.html](https://ncp.m.mysteel.com/a/26081910/9718BD38CF5E1F7A_abc.html))"], "source_tier": "B" }, { "event_id": "mysteel-cn-20260819-nanchang-spot", "title": "南昌益海 43%豆粕 3210 元涨 10 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-19T02:12:00Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 1, "confidence": 98, "horizon": "days", "raw_facts": { "report_date": "2026-08-19", "region": "江西南昌", "producer": "南昌益海油厂", "product": "43%豆粕现货", "quote_yuan_per_ton": 3210, "change_vs_previous_day_yuan_per_ton": 10, "comparison_basis": "较此前上涨 10 元/吨" }, "transmission_chain": "南昌益海 43%豆粕现货一口价上调 10 元至 3210 元/吨，区域报价边际走强；若成交跟随，豆粕 ETF 近端现货信号偏多。", "invalidation_conditions": [ "南昌成交价格未跟随 3210 元/吨报价", "后续报价回落并收回本次 10 元涨幅" ], "source_urls": ["[https://ncp.[m.mysteel.com/a/26081910/79B2A0ED424A6FA9_abc.html](https://ncp.m.mysteel.com/a/26081910/79B2A0ED424A6FA9_abc.html)](https://m.mysteel.com/a/26081910/79B2A0ED424A6FA9_abc.html](https://ncp.m.mysteel.com/a/26081910/79B2A0ED424A6FA9_abc.html))"], "source_tier": "B" }, { "event_id": "mysteel-cn-20260819-qingdao-spot", "title": "青岛渤海 43%豆粕 3130 元涨 10 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-19T02:09:43Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 1, "confidence": 98, "horizon": "days", "raw_facts": { "report_date": "2026-08-19", "region": "山东青岛", "producer": "青岛渤海油厂", "product": "43%豆粕现货", "quote_yuan_per_ton": 3130, "limit_volume_ton": 12000, "change_vs_previous_day_yuan_per_ton": 10, "additional_fact": "46%蛋白豆粕升水 140 元/吨", "comparison_basis": "43%豆粕现货较前一日上涨 10 元/吨" }, "transmission_chain": "青岛渤海 43%豆粕现货报价上调 10 元至 3130 元/吨，限量 12000 吨；北方现货报价边际走强，若成交确认，豆粕 ETF 短线现货信号偏多。", "invalidation_conditions": [ "限量货源未形成实际成交", "青岛后续报价回落并收回本次涨幅" ], "source_urls": ["[https://ncp.[m.mysteel.com/a/26081910/D0061274E51BD56C_abc.html](https://ncp.m.mysteel.com/a/26081910/D0061274E51BD56C_abc.html)](https://m.mysteel.com/a/26081910/D0061274E51BD56C_abc.html](https://ncp.m.mysteel.com/a/26081910/D0061274E51BD56C_abc.html))"], "source_tier": "B" }, { "event_id": "mysteel-cn-20260819-shanghai-forward-spot", "title": "上海东辰豆粕报价 3100 至 3130 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-19T02:33:50Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 1, "confidence": 96, "horizon": "days", "raw_facts": { "report_date": "2026-08-19", "region": "上海", "producer": "上海东辰油厂", "product": "43%±0.5%蛋白豆粕", "quote_range_yuan_per_ton": [3100, 3130], "packaging": ["70 公斤定量包", "50 公斤定量包"], "pickup_period": "2026-08-26 至 2026-09-02", "valid_until": "报价当日 14:50 前", "sales_condition": "限量销售，随盘调价，售完即止", "comparison_basis": "页面标题和正文表述报价上涨，未披露上涨金额" }, "transmission_chain": "上海东辰 43%±0.5%蛋白豆粕报价上行至 3100 至 3130 元/吨，提货期为 8 月 26 日至 9 月 2 日；远期货源报价走强，为豆粕 ETF 提供偏多的区域现货信号，但页面未披露具体涨幅。", "invalidation_conditions": [ "报价在 14:50 前随盘下调", "限量销售未形成成交或后续基差转弱" ], "source_urls": ["[https://ncp.[m.mysteel.com/a/26081910/9EF01BB1EF59A006_abc.html](https://ncp.m.mysteel.com/a/26081910/9EF01BB1EF59A006_abc.html)](https://m.mysteel.com/a/26081910/9EF01BB1EF59A006_abc.html](https://ncp.m.mysteel.com/a/26081910/9EF01BB1EF59A006_abc.html))"], "source_tier": "B" }, { "event_id": "mysteel-cn-20260819-qinzhou-spot-basis", "title": "钦州中粮远期豆粕基差报 M01+40", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-19T02:36:22Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 0, "confidence": 96, "horizon": "weeks", "raw_facts": { "report_date": "2026-08-19", "region": "广西钦州", "producer": "钦州中粮油厂", "product": "豆粕远期基差", "basis_quotes_yuan_per_ton": {"2026 年 10 月至 2027 年 1 月": "M01+40", "2027 年 5 月至 7 月": "M05+40"}, "comparison_basis": "页面披露基差报价，未披露较前一交易日变动" }, "transmission_chain": "钦州中粮对 10 月至次年 1 月和 2027 年 5 月至 7 月豆粕分别报 M01+40 和 M05+40，远期基差结构保持正值；该报价描述远期定价水平，方向信号暂定中性。", "invalidation_conditions": [ "同期限基差报价明显下调", "远期合约价格或区域升贴水出现反向变化" ], "source_urls": ["[https://ncp.[m.mysteel.com/a/26081910/6A4A382DB8F4B450_abc.html](https://ncp.m.mysteel.com/a/26081910/6A4A382DB8F4B450_abc.html)](https://m.mysteel.com/a/26081910/6A4A382DB8F4B450_abc.html](https://ncp.m.mysteel.com/a/26081910/6A4A382DB8F4B450_abc.html))"], "source_tier": "B" }, { "event_id": "mysteel-cn-20260819-qing-forward-basis", "title": "钦州港青豆粕远期基差报 M01+0", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-19T02:24:26Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 0, "confidence": 96, "horizon": "weeks", "raw_facts": { "report_date": "2026-08-19", "region": "广西钦州港", "producer": "钦州港青油厂", "product": "豆粕远期基差", "basis_quotes_yuan_per_ton": {"2026 年 10 月至 11 月": "M01+0", "2027 年 5 月至 7 月": "M05+0"}, "comparison_basis": "页面披露基差报价，未披露较前一交易日变动" }, "transmission_chain": "钦州港青对 10 月至 11 月和 2027 年 5 月至 7 月豆粕分别报 M01+0 和 M05+0，远期基差为平水；该报价反映远期供需定价，方向信号暂定中性。", "invalidation_conditions": [ "同期限基差转为正值或负值", "远期成交确认与当前报价相反" ], "source_urls": ["[https://ncp.[m.mysteel.com/a/26081910/C5D14861A086405F_abc.html](https://ncp.m.mysteel.com/a/26081910/C5D14861A086405F_abc.html)](https://m.mysteel.com/a/26081910/C5D14861A086405F_abc.html](https://ncp.m.mysteel.com/a/26081910/C5D14861A086405F_abc.html))"], "source_tier": "B" } ]