2026-09-01 13:00｜有色金属事件流（4条）

[
  {
    "event_id": "smm-mysteel-shanghai-20260901-zinc-basis",
    "title": "上海0#锌按两种基准报升水与贴水",
    "event_type": "spot_basis",
    "event_time_quality": "exact",
    "event_time_utc": "2026-09-01T03:51:00Z",
    "published_at_utc": "2026-09-01T03:51:00Z",
    "asset_keys": [
      "NONFERROUS"
    ],
    "direction_score": {
      "NONFERROUS": 0
    },
    "confidence": 95,
    "horizon": "intraday",
    "raw_facts": {
      "data_date": "2026-09-01",
      "smm_publication_time_utc": "2026-09-01T03:50:00Z",
      "smm_0_zinc_spot_price_cny_per_tonne": [
        26880,
        27100
      ],
      "smm_basis_vs_smm_average_cny_per_tonne": {
        "quote": "升水",
        "from": 40,
        "to": 60
      },
      "mysteel_publication_time_utc": "2026-09-01T03:51:00Z",
      "mysteel_shanghai_market_basis_vs_shfe_2610_cny_per_tonne": {
        "quote": "贴水",
        "value": -45
      },
      "mysteel_shanghai_domestic_zinc_basis_vs_shfe_2610_cny_per_tonne": {
        "quote": "升水",
        "from": 50,
        "to": 70,
        "source_qualifier": "附近"
      },
      "comparison_available": false,
      "comparison_note": "两篇原文没有披露各自同口径的前一交易日升贴水数值；SMM均价与SHFE2610合约属于不同基准，不能直接相减。",
      "direction_score_basis": "方向分值0仅表示缺少同口径前值，未对锌价方向作出判断。"
    },
    "transmission_chain": "上海0#锌按SMM均价和SHFE2610合约形成三组不可直接互比的报价 → 不同基准和品牌范围决定当日可执行价差 → 缺少同口径前值，本事件不判断锌价方向。",
    "invalidation_conditions": "后续同日或下一交易日的同口径报价披露前值并显示升贴水走强或走弱，或SMM、Mysteel更正本次基准、品牌范围与数值时，本次方向分值应重新计算。",
    "source_urls": [
      "https://hq.smm.cn/zinc/content/104090825",
      "https://youse.mysteel.com/a/26090111/F016D75F2BC83416.html"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "smm-ningbo-20260901-zinc-basis",
    "title": "宁波常规品牌锌对2610贴水55元/吨",
    "event_type": "spot_basis",
    "event_time_quality": "exact",
    "event_time_utc": "2026-09-01T03:49:00Z",
    "published_at_utc": "2026-09-01T03:49:00Z",
    "asset_keys": [
      "NONFERROUS"
    ],
    "direction_score": {
      "NONFERROUS": 0
    },
    "confidence": 94,
    "horizon": "intraday",
    "raw_facts": {
      "data_date": "2026-09-01",
      "source_publication_time_utc": "2026-09-01T03:49:00Z",
      "mainstream_brand_0_zinc_spot_price_cny_per_tonne": [
        26900,
        27100
      ],
      "regular_brand_basis_vs_shfe_2610_cny_per_tonne": {
        "quote": "贴水",
        "value": -55
      },
      "regular_brand_basis_vs_shanghai_spot_cny_per_tonne": {
        "quote": "升水",
        "value": 50
      },
      "comparison_available": false,
      "comparison_note": "原文没有披露同口径前一交易日数值；SHFE2610合约与上海现货属于不同基准。",
      "direction_score_basis": "方向分值0仅表示缺少同口径前值，未对锌价方向作出判断。"
    },
    "transmission_chain": "宁波常规品牌对SHFE2610合约贴水55元/吨、对上海现货升水50元/吨 → 两组价差分别进入区域调货与采购结算比较 → 缺少同口径前值，本事件不判断锌价方向。",
    "invalidation_conditions": "后续同市场同品牌报价披露可比较前值，或SMM更正本次合约、地区基准、品牌范围与数值时，本次方向分值应重新计算。",
    "source_urls": [
      "https://hq.smm.cn/zinc/content/104090816"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "mysteel-chongqing-20260901-copper-basis",
    "title": "重庆铜现货升水均值上调10元/吨",
    "event_type": "spot_basis",
    "event_time_quality": "exact",
    "event_time_utc": "2026-09-01T03:04:00Z",
    "published_at_utc": "2026-09-01T03:04:00Z",
    "asset_keys": [
      "NONFERROUS"
    ],
    "direction_score": {
      "NONFERROUS": 1
    },
    "confidence": 98,
    "horizon": "intraday",
    "raw_facts": {
      "data_date": "2026-09-01",
      "source_publication_time_utc": "2026-09-01T03:04:00Z",
      "chongqing_1_copper_mid_price_cny_per_tonne": 110240,
      "mid_price_change_vs_previous_trading_day_cny_per_tonne": 1230,
      "spot_basis_cny_per_tonne": {
        "quote": "升水",
        "from": 0,
        "to": 280,
        "average": 140
      },
      "average_basis_change_vs_previous_quote_cny_per_tonne": 10,
      "comparison_period": "原文仅称环比，未披露比较日期或时刻",
      "prior_average_basis_cny_per_tonne_derived": 130,
      "prior_value_derivation": "140元/吨减去环比上调10元/吨",
      "direction_score_basis": "升水均值环比上调10元/吨，方向分值为+1。"
    },
    "transmission_chain": "重庆铜现货升水均值环比上调10元/吨至140元/吨 → 铜现货相对报价基准走强 → 铜价可能获得短线支撑（推断）。",
    "invalidation_conditions": "下一份重庆同口径报价的升水均值低于140元/吨，或Mysteel更正本次区间、均值与环比数值时，本次短线支撑判断失效。",
    "source_urls": [
      "https://youse.mysteel.com/a/26090111/9F977B32609C984E.html"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "mysteel-china-20260901-tin-tc",
    "title": "锡精矿两档加工费均较前一交易日持平",
    "event_type": "supply_demand",
    "event_time_quality": "exact",
    "event_time_utc": "2026-09-01T03:43:00Z",
    "published_at_utc": "2026-09-01T03:43:00Z",
    "asset_keys": [
      "NONFERROUS"
    ],
    "direction_score": {
      "NONFERROUS": 0
    },
    "confidence": 98,
    "horizon": "weeks",
    "raw_facts": {
      "data_date": "2026-09-01",
      "source_publication_time_utc": "2026-09-01T03:43:00Z",
      "tin_concentrate_40pct_tc_cny_per_metal_tonne": {
        "from": 16500,
        "to": 18500,
        "average": 17500,
        "change_vs_previous_trading_day": 0
      },
      "tin_concentrate_60pct_tc_cny_per_metal_tonne": {
        "from": 12500,
        "to": 14500,
        "average": 13500,
        "change_vs_previous_trading_day": 0
      },
      "comparison_period": "前一交易日",
      "direction_score_basis": "两档加工费均与前一交易日持平，方向分值为0，仅表示该指标没有变化。"
    },
    "transmission_chain": "40%与60%锡精矿加工费均较前一交易日持平 → 两档公开加工费报价没有边际变化 → 该加工费指标没有提供新的锡价方向信号。",
    "invalidation_conditions": "下一份同口径报价中，40%品位均值不再为17500元/金属吨，或60%品位均值不再为13500元/金属吨时，本次持平判断失效。",
    "source_urls": [
      "https://youse.mysteel.com/a/26090111/6BAA1120EE57106C.html"
    ],
    "source_tier": "B"
  }
]
Related content
