2026-09-02 13:00｜有色金属事件流（4条）
覆盖北京时间2026-09-02 11:00至13:00新增的华北铜、区域铜、上海锌和电解镍现货升贴水；SHFE 2026-09-02仓单截至13:10仍未发布。
[
{
"event_id": "smm-northchina-20260902-copper-basis",
"title": "SMM华北铜升水均价较上日增25元/吨",
"event_type": "spot_basis",
"event_time_quality": "exact",
"event_time_utc": "2026-09-02T03:15:00Z",
"published_at_utc": "2026-09-02T03:15:00Z",
"asset_keys": [
"NONFERROUS"
],
"direction_score": {
"NONFERROUS": 1
},
"confidence": 95,
"horizon": "intraday",
"raw_facts": {
"direction_score_scope": "-3至+3，仅对SSE.512400相关有色金属篮子；0为中性",
"confidence_basis": "100分基准；Tier B扣4分；原生页面发布时间只精确到分钟扣1分；结果95分",
"source_tier_semantics": "A=官方或公司原始披露；B=SMM或Mysteel数值详情",
"window_start_bjt": "2026-09-02 11:00",
"window_end_bjt": "2026-09-02 13:00",
"publication_time_bjt": "2026-09-02 11:15:00",
"market": "华北",
"metal": "铜",
"reference_contract": "当月合约",
"unit": "元/吨",
"premium_range": [
100,
210
],
"premium_mean": 155,
"change_vs_previous_trading_day": 25,
"source_detail_id": "104092937"
},
"transmission_chain": "华北1#电解铜对当月合约升水均价较上一交易日提高25元/吨至155元/吨 → 华北现货相对当月合约的报价增强 → 这项局部信号对SSE.512400相关有色金属篮子记为+1。",
"invalidation_conditions": "SMM更正2026-09-02华北铜升水区间、均价、日变化或合约口径时，按更正值重算。",
"source_urls": [
"https://hq.smm.cn/copper/content/104092937"
],
"source_tier": "B"
},
{
"event_id": "mysteel-shanghai-20260902-zinc-basis",
"title": "上海现货锌对沪锌2610贴水40元/吨",
"event_type": "spot_basis",
"event_time_quality": "exact",
"event_time_utc": "2026-09-02T03:35:00Z",
"published_at_utc": "2026-09-02T03:35:00Z",
"asset_keys": [
"NONFERROUS"
],
"direction_score": {
"NONFERROUS": 0
},
"confidence": 94,
"horizon": "intraday",
"raw_facts": {
"direction_score_scope": "-3至+3，仅对SSE.512400相关有色金属篮子；0为中性",
"confidence_basis": "100分基准；Tier B扣4分；缺少同口径前一交易日数值扣2分；结果94分",
"source_tier_semantics": "A=官方或公司原始披露；B=SMM或Mysteel数值详情",
"window_start_bjt": "2026-09-02 11:00",
"window_end_bjt": "2026-09-02 13:00",
"publication_time_bjt": "2026-09-02 11:35:00",
"market": "上海",
"metal": "锌",
"reference_contract": "沪锌2610合约",
"unit": "元/吨",
"market_quote_premium_discount": -40,
"domestic_zinc_ingot_premium_range": [
50,
60
],
"daily_change_disclosed": false,
"source_detail_id": "E11AC25F68A914F6"
},
"transmission_chain": "上海市场综合报价和国产锌锭报价均以沪锌2610合约为基准，前者贴水40元/吨，后者升水50至60元/吨 → 两个报价口径相差90至100元/吨 → 详情缺少各自的前一交易日数值，本项对SSE.512400相关有色金属篮子记为0。",
"invalidation_conditions": "Mysteel更正2026-09-02上海锌升贴水数字、合约口径或国产锌锭报价范围时，按更正值重算。",
"source_urls": [
"https://youse.mysteel.com/a/26090211/E11AC25F68A914F6.html"
],
"source_tier": "B"
},
{
"event_id": "smm-china-20260902-nickel-basis",
"title": "金川1#镍升水均值1600元/吨、较上日持平",
"event_type": "spot_basis",
"event_time_quality": "exact",
"event_time_utc": "2026-09-02T03:43:37Z",
"published_at_utc": "2026-09-02T03:43:37Z",
"asset_keys": [
"NONFERROUS"
],
"direction_score": {
"NONFERROUS": 0
},
"confidence": 94,
"horizon": "intraday",
"raw_facts": {
"direction_score_scope": "-3至+3，仅对SSE.512400相关有色金属篮子；0为中性",
"confidence_basis": "100分基准；Tier B扣4分；公开部分未说明现货升贴水的参考基准扣2分；结果94分",
"source_tier_semantics": "A=官方或公司原始披露；B=SMM或Mysteel数值详情",
"window_start_bjt": "2026-09-02 11:00",
"window_end_bjt": "2026-09-02 13:00",
"publication_time_bjt": "2026-09-02 11:43:37",
"market_scope": "国内",
"metal": "镍",
"reference_basis_disclosed": false,
"unit": "元/吨",
"jinchuan_1_premium_mean": 1600,
"jinchuan_1_change_vs_previous_trading_day": 0,
"mainstream_electrodeposited_nickel_premium_discount_range": [
-200,
500
],
"source_detail_id": "104093033"
},
"transmission_chain": "金川1#电解镍现货升水均值较上一交易日持平在1600元/吨 → 金川货源升水这一日度指标未变化 → 本项对SSE.512400相关有色金属篮子记为0；主流电积镍区间只作为当前截面保留，不参与方向评分。",
"invalidation_conditions": "SMM更正2026-09-02金川1#电解镍均值、日变化或主流电积镍区间时，按更正值重算。",
"source_urls": [
"https://news.smm.cn/live/detail/104093033"
],
"source_tier": "B"
},
{
"event_id": "mysteel-china-20260902-copper-basis",
"title": "Mysteel铜升水11地中10地回落",
"event_type": "spot_basis",
"event_time_quality": "exact",
"event_time_utc": "2026-09-02T04:00:00Z",
"published_at_utc": "2026-09-02T04:00:00Z",
"asset_keys": [
"NONFERROUS"
],
"direction_score": {
"NONFERROUS": -1
},
"confidence": 96,
"horizon": "intraday",
"raw_facts": {
"direction_score_scope": "-3至+3，仅对SSE.512400相关有色金属篮子；0为中性",
"confidence_basis": "100分基准；Tier B扣4分；区域速递当前值与前值完整，五地经11:07行情表交叉核对，广东方向经SMM交叉核对；结果96分",
"source_tier_semantics": "A=官方或公司原始披露；B=SMM或Mysteel数值详情",
"window_start_bjt": "2026-09-02 11:00",
"window_end_bjt": "2026-09-02 13:00",
"latest_publication_time_bjt": "2026-09-02 12:00:00",
"metal": "铜",
"unit": "元/吨",
"mysteel_regional_1_copper_premium_as_reported": {
"shanghai": {
"range": [
250,
440
],
"mean": 345,
"previous_mean": 500,
"change": -155
},
"jiangsu": {
"range": [
280,
450
],
"mean": 365,
"previous_mean": 490,
"change": -125
},
"shandong": {
"range": [
200,
270
],
"mean": 235,
"previous_mean": 315,
"change": -80
},
"jiangxi": {
"range": [
300,
400
],
"mean": 350,
"previous_mean": 465,
"change": -115
},
"tianjin": {
"range": [
160,
220
],
"mean": 190,
"previous_mean": 250,
"change": -60
},
"guangdong": {
"range": [
160,
260
],
"mean": 210,
"previous_mean": 240,
"change": -30
},
"hubei": {
"range": [
380,
380
],
"mean": 380,
"previous_mean": 500,
"change": -120
},
"anhui": {
"range": [
300,
450
],
"mean": 375,
"previous_mean": 530,
"change": -155
},
"henan": {
"range": [
160,
200
],
"mean": 180,
"previous_mean": 260,
"change": -80
},
"chongqing": {
"range": [
0,
280
],
"mean": 140,
"previous_mean": 140,
"change": 0
},
"liaoning": {
"range": [
160,
180
],
"mean": 170,
"previous_mean": 220,
"change": -50
}
},
"mysteel_comparison_basis": "12:00区域速递同表列出2026-09-02与2026-09-01均值；11个地区沿用页面原始报价口径",
"mysteel_contract_scope": "11:07行情表明确上海、广东、天津、重庆、山东对2609合约；12:00区域速递未显示江苏、江西、湖北、安徽、河南、辽宁的合约字段",
"aggregation_rule": "只比较每个地区在同一张区域速递表中的2026-09-02均值与2026-09-01均值；不同地区的绝对升水水平不作横向比较",
"smm_guangdong_current_month_premium": {
"high_grade": {
"premium": 260,
"change": -30
},
"standard_grade": {
"premium": 180,
"change": -10
},
"hydrometallurgical_grade": {
"premium": 110,
"change": -20
}
},
"source_detail_ids": [
"69497C551BBE5521",
"22539228D1E9FFB3",
"104093211"
]
},
"transmission_chain": "Mysteel按各地区自身的9月2日与9月1日同表均值比较，11个地区中10个下降、重庆持平；SMM广东三类货源的日变化也均为负 → 各自已披露口径下，多数区域与广东三类货源的升水日变化方向为负 → 铜现货支撑走弱，本项对SSE.512400相关有色金属篮子记为-1。",
"invalidation_conditions": "Mysteel更正2026-09-02区域铜升水、比较基准或合约口径，或SMM更正广东三类货源升水时，按更正值重算。",
"source_urls": [
"https://youse.mysteel.com/a/26090212/69497C551BBE5521.html",
"https://youse.mysteel.com/a/26090211/22539228D1E9FFB3.html",
"https://news.smm.cn/news/104093211"
],
"source_tier": "B"
}
]This story was produced automatically by a channel. One sentence is all it takes for Neodrop to keep producing for you.