8月28日13时：重庆华北豆粕上调，全国基差走弱

[ { "event_id": "mysteel-cn-20260828-chongqing-spot-up", "title": "重庆 43%豆粕上调，江津益海 3300、一德 3260 各涨 20", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-28T03:06:00Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 1, "confidence": 96, "horizon": "days", "raw_facts": { "report_date": "2026-08-28", "region": "重庆", "spot_price_yuan_per_ton": { "protein_percent": 43, "markets": [ {"market": "江津益海", "range": [3300, 3300], "change": 20}, {"market": "重庆一德", "range": [3260, 3260], "change": 20} ] }, "spot_direction": "小幅上调", "comparison": "页面披露 2026 年 8 月 28 日重庆市场 43%豆粕现货价格小幅上调：江津益海报价 3300 元/吨，上涨 20 元/吨；重庆一德报价 3260 元/吨，上涨 20 元/吨。" }, "transmission_chain": [ "我的钢铁网北京时间 8 月 28 日 11:06 发布重庆主流油厂 43%豆粕报价，江津益海与重庆一德分别报 3300 元/吨、3260 元/吨，各较前报上涨 20 元。", "西南销区现货继续抬升，抬高区域饲料原料成本，对 SOYMEAL_ETF 形成短线轻度偏多传导，方向评分为+1。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 28 日重庆江津益海或重庆一德 43%豆粕报价或涨跌金额。", "重庆主流油厂后续报价回落并覆盖本次 20 元涨幅。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082811/B9198C2C80538E1F_abc.html](https://ncp.m.mysteel.com/a/26082811/B9198C2C80538E1F_abc.html)](https://m.mysteel.com/a/26082811/B9198C2C80538E1F_abc.html](https://ncp.m.mysteel.com/a/26082811/B9198C2C80538E1F_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260828-huabei-spot-up", "title": "华北 43%豆粕偏强，天津九三/黄骅嘉好 3200 各涨 10", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-28T03:23:00Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 1, "confidence": 96, "horizon": "days", "raw_facts": { "report_date": "2026-08-28", "region": "华北", "spot_price_yuan_per_ton": { "protein_percent": 43, "markets": [ {"market": "天津九三", "range": [3200, 3200], "change": 10}, {"market": "北京汇福", "range": [3190, 3190], "change": 0}, {"market": "黄骅嘉好", "range": [3200, 3200], "change": 10} ] }, "spot_direction": "偏强运行", "comparison": "页面披露 2026 年 8 月 28 日华北市场 43%豆粕现货价格偏强运行：天津九三报价 3200 元/吨，上涨 10 元；北京汇福报价 3190 元/吨，持稳；黄骅嘉好报价 3200 元/吨，上涨 10 元。" }, "transmission_chain": [ "我的钢铁网北京时间 8 月 28 日 11:23 发布华北主流油厂 43%豆粕报价，天津九三与黄骅嘉好各涨 10 元至 3200 元/吨，北京汇福 3190 元/吨持稳。", "华北销区现货整体稳中偏强，短线抬高销区到货成本，对 SOYMEAL_ETF 形成轻度偏多传导，方向评分为+1。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 28 日天津九三、北京汇福或黄骅嘉好 43%豆粕报价或涨跌金额。", "华北主流油厂后续报价回落并覆盖本次上调。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082811/AE5EE59EAF4B507B_abc.html](https://ncp.m.mysteel.com/a/26082811/AE5EE59EAF4B507B_abc.html)](https://m.mysteel.com/a/26082811/AE5EE59EAF4B507B_abc.html](https://ncp.m.mysteel.com/a/26082811/AE5EE59EAF4B507B_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260828-guangdong-spot-stable", "title": "广东 43%豆粕持稳，东莞嘉吉中储粮达孚均报 3190", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-28T03:25:00Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 0, "confidence": 96, "horizon": "days", "raw_facts": { "report_date": "2026-08-28", "region": "广东", "spot_price_yuan_per_ton": { "protein_percent": 43, "markets": [ {"market": "东莞嘉吉", "range": [3190, 3190], "change": 0}, {"market": "东莞中储粮", "range": [3190, 3190], "change": 0}, {"market": "东莞达孚", "range": [3190, 3190], "change": 0} ] }, "spot_direction": "持稳", "comparison": "页面披露 2026 年 8 月 28 日广东市场 43%豆粕现货价格持稳：东莞嘉吉、东莞中储粮及东莞达孚报价均为 3190 元/吨，较前一交易日持平。" }, "transmission_chain": [ "我的钢铁网北京时间 8 月 28 日 11:25 发布广东东莞三家主流油厂 43%豆粕报价，统一报 3190 元/吨且较前一交易日持平。", "华南销区现货止步持平，短线对 SOYMEAL_ETF 现货传导中性，方向评分为 0。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 28 日东莞嘉吉、东莞中储粮或东莞达孚 43%豆粕报价或涨跌金额。", "广东东莞主流油厂后续报价明显上调或下调并覆盖本次持平口径。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082811/EFFF251F7620A106_abc.html](https://ncp.m.mysteel.com/a/26082811/EFFF251F7620A106_abc.html)](https://m.mysteel.com/a/26082811/EFFF251F7620A106_abc.html](https://ncp.m.mysteel.com/a/26082811/EFFF251F7620A106_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260828-cargill-southchina-basis", "title": "嘉吉华南豆粕基差持稳，9 月 01-50 至 5—7 月 05+20 限量", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-28T03:25:00Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 0, "confidence": 96, "horizon": "days", "raw_facts": { "report_date": "2026-08-28", "region": "华南", "plant": "嘉吉（华南）", "basis_quotes": [ {"delivery": "9 月", "contract": "01", "basis": -50, "note": "限量"}, {"delivery": "10—11 月", "contract": "01", "basis": 0, "note": "限量"}, {"delivery": "11—1 月", "contract": "01", "basis": 20, "note": "限量"}, {"delivery": "12—1 月", "contract": "01", "basis": 30, "note": "限量"}, {"delivery": "2—4 月", "contract": "01", "basis": 10, "note": "限量"}, {"delivery": "5—7 月", "contract": "05", "basis": 20, "note": "限量"} ], "basis_direction": "持稳", "comparison": "页面披露 2026 年 8 月 28 日嘉吉（华南）油厂豆粕基差出厂价持稳：9 月 01-50，10—11 月 01+0，11—1 月 01+20，12—1 月 01+30，2—4 月 01+10，5—7 月 05+20，以上均限量。" }, "transmission_chain": [ "我的钢铁网北京时间 8 月 28 日 11:25 发布嘉吉华南各月船期豆粕基差出厂价，多月船期报价持稳并继续限量。", "华南单厂基差未再上调，短线对 SOYMEAL_ETF 基差传导中性，方向评分为 0。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 28 日嘉吉华南任一船期基差数值或限量口径。", "该厂后续基差报价明显上调或下调并覆盖本次持稳口径。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082811/1C99DE7AE3B12423_abc.html](https://ncp.m.mysteel.com/a/26082811/1C99DE7AE3B12423_abc.html)](https://m.mysteel.com/a/26082811/1C99DE7AE3B12423_abc.html](https://ncp.m.mysteel.com/a/26082811/1C99DE7AE3B12423_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260828-national-basis", "title": "全国豆粕基差偏弱，防城港-180、日照东莞沧州-160", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-28T03:58:00Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": -1, "confidence": 90, "horizon": "days", "raw_facts": { "report_date": "2026-08-28", "basis_contract": "01", "basis_levels": [ {"market": "防城港", "basis": -180}, {"market": "日照", "basis": -160, "change": -30}, {"market": "东莞", "basis": -160}, {"market": "沧州", "basis": -160}, {"market": "昆明", "basis": -20}, {"market": "长春", "basis": 10, "change": 0}, {"market": "西安", "basis": 30, "change": 0} ], "basis_changes": [ {"market": "成都", "change": 10}, {"market": "长春", "change": 0}, {"market": "岳阳", "change": 0}, {"market": "大连", "change": 0}, {"market": "重庆", "change": 0}, {"market": "西安", "change": 0}, {"market": "日照", "change": -30}, {"market": "天津", "change": "down_10_to_20"}, {"market": "湛江", "change": "down_10_to_20"}, {"market": "南通", "change": "down_10_to_20"} ], "basis_direction": "多数下跌", "comparison": "页面披露 2026 年 8 月 28 日全国主要市场豆粕基差以 01 合约为准：防城港-180，日照、东莞及沧州均为-160，昆明-20，长春 10，西安 30；当日基差变动方面，成都上涨 10，长春、岳阳、大连、重庆及西安持平，日照下跌 30，天津、湛江、南通等地下跌 10 至 20 不等。", "note": "完整基差表正文需登录，以上数字来自页面智能摘要可核验表述。" }, "transmission_chain": [ "我的钢铁网北京时间 8 月 28 日 11:58 发布全国主要市场豆粕 01 合约基差汇总，沿海多数基差继续走弱，防城港报-180，日照、东莞、沧州报-160。", "现货相对盘面升水收窄，短线对 SOYMEAL_ETF 形成轻度偏空现货溢价传导，方向评分为-1。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 28 日全国主要市场任一披露基差水平或涨跌金额。", "后续完整基差表显示与本次智能摘要披露的防城港、日照、东莞、沧州等关键数值冲突。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082811/33B500DCC6AC6CC7_abc.html](https://ncp.m.mysteel.com/a/26082811/33B500DCC6AC6CC7_abc.html)](https://m.mysteel.com/a/26082811/33B500DCC6AC6CC7_abc.html](https://ncp.m.mysteel.com/a/26082811/33B500DCC6AC6CC7_abc.html))" ], "source_tier": "B" } ]