2026-09-09 14:00｜有色金属事件流（5条）
覆盖北京时间2026-09-09 13:00—14:00，纳入3条Mysteel区域铜现货与2条WPIC铂金供需事件。
[
{
"event_id": "mysteel-guangdong-20260909-cu-midprice",
"event_type": "spot_basis",
"asset_keys": ["NONFERROUS"],
"title": "广东电解铜中间价111740元/吨，较上日涨630元",
"event_time_quality": "exact",
"event_time_utc": "2026-09-09T05:46:00Z",
"published_at_utc": "2026-09-09T05:46:00Z",
"direction_score": {"NONFERROUS": 0},
"confidence": 92,
"horizon": "days",
"raw_facts": {
"coverage_window_beijing": "2026-09-09 13:00-14:00",
"source_publication_beijing": "2026-09-09 13:46",
"event_time_basis": "Mysteel原生详情页显示发布时间为2026-09-09 13:46，报价口径为当日上午11:00",
"market": "广东",
"metric": "Mysteel 1#电解铜现货中间价及升贴水",
"specification": "1#电解铜",
"midprice_yuan_per_tonne": 111740,
"midprice_change_vs_previous_trading_day_yuan_per_tonne": 630,
"spot_basis_range_yuan_per_tonne": "升150-250",
"spot_basis_change_vs_previous_trading_day": "持平",
"quote_cutoff_beijing": "2026-09-09 11:00",
"unit": "元/吨",
"comparison_basis": "中间价较上一交易日；升贴水为广东现货报价较上一交易日，报价口径截至当日上午11:00",
"direction_basis": "升贴水持平，现货中间价上涨；direction_score按升贴水指标取中性",
"cross_source_note": "Mysteel中间价111740元/吨、较上日涨630元与SMM午评均价111660元/吨、较上日涨350元的统计口径不同；两平台广东平水铜升水150元/吨和好铜升水250元/吨相互印证",
"deduplication_scope": "独立记录Mysteel广东中间价与升贴水；不重复记录同日SMM 13:13午评已发布的同值广东铜指标"
},
"transmission_chain": "广东电解铜中间价较上一交易日上涨630元/吨而升贴水区间维持升150至250元/吨→高价下现货升水暂未继续扩张→广东铜现货对沪铜价格的短线支撑保持但下游追价空间受限",
"invalidation_conditions": "Mysteel修订2026-09-09广东中间价、涨幅或升贴水区间，或后续同口径收盘报价使升贴水方向发生变化",
"source_urls": [
"https://youse.mysteel.com/a/26090913/9E1CF49B2DDCA848.html"
],
"source_tier": "B"
},
{
"event_id": "mysteel-shanghai-20260909-cu-basis",
"event_type": "spot_basis",
"asset_keys": ["NONFERROUS"],
"title": "上海电解铜升水普降30至35元/吨",
"event_time_quality": "exact",
"event_time_utc": "2026-09-09T05:52:00Z",
"published_at_utc": "2026-09-09T05:52:00Z",
"direction_score": {"NONFERROUS": -1},
"confidence": 92,
"horizon": "intraday",
"raw_facts": {
"coverage_window_beijing": "2026-09-09 13:00-14:00",
"source_publication_beijing": "2026-09-09 13:52",
"event_time_basis": "Mysteel原生详情页显示发布时间为2026-09-09 13:52",
"market": "上海",
"metric": "Mysteel 1#电解铜现货成交价及分品级升贴水",
"specification": "好铜、平水铜、湿法铜",
"transaction_price_yuan_per_tonne": 111685,
"transaction_price_change_vs_previous_trading_day_yuan_per_tonne": 595,
"good_copper_basis_yuan_per_tonne": "升180-200",
"good_copper_basis_change_vs_previous_trading_day_yuan_per_tonne": -30,
"par_copper_basis_yuan_per_tonne": "升40-110",
"par_copper_basis_change_vs_previous_trading_day_yuan_per_tonne": -35,
"hydrometallurgical_copper_basis_yuan_per_tonne": "升0-30",
"hydrometallurgical_copper_basis_change_vs_previous_trading_day_yuan_per_tonne": -35,
"unit": "元/吨",
"comparison_basis": "成交价和各品级升贴水均较上一交易日；升贴水锚定上海现货报价口径",
"direction_basis": "现货成交价上涨，但好铜、平水铜和湿法铜升水分别回落30、35和35元/吨；direction_score按基差走弱取负值",
"source_consistency_note": "Mysteel详情页正文给出成交价111685元/吨；同日Mysteel首页汇总表显示上海电解铜111615元/吨，涨幅同为595元/吨，水平存在70元/吨差异，本事件采用详情页正文值",
"deduplication_scope": "独立记录上海分品级升贴水变化；不把成交价上涨另拆为同一来源的第二条事件"
},
"transmission_chain": "上海好铜、平水铜和湿法铜升水较上一交易日分别下降30、35和35元/吨→高铜价抑制下游接货并使现货相对盘面走弱→上海铜近月基差对沪铜价格的支撑减弱",
"invalidation_conditions": "Mysteel修订上海成交价或分品级升贴水，或14:00后同口径收盘报价显示升水重新扩大并取代午评截面",
"source_urls": [
"https://youse.mysteel.com/a/26090913/98B77E37E3312C54.html"
],
"source_tier": "B"
},
{
"event_id": "mysteel-huabei-20260909-cu-basis",
"event_type": "spot_basis",
"asset_keys": ["NONFERROUS"],
"title": "华北电解铜转为贴水，辽宁天津中间价111510元/吨",
"event_time_quality": "exact",
"event_time_utc": "2026-09-09T05:52:00Z",
"published_at_utc": "2026-09-09T05:52:00Z",
"direction_score": {"NONFERROUS": -1},
"confidence": 84,
"horizon": "intraday",
"raw_facts": {
"coverage_window_beijing": "2026-09-09 13:00-14:00",
"source_publication_beijing": "2026-09-09 13:52",
"event_time_basis": "Mysteel原生详情页显示发布时间为2026-09-09 13:52；山东行正文截断，未采用山东贴水数值",
"market": "华北（辽宁、天津）",
"metric": "Mysteel区域电解铜中间价及平水铜升贴水",
"specification": "辽宁、天津平水铜",
"liaoning_midprice_yuan_per_tonne": 111510,
"liaoning_midprice_change_vs_previous_trading_day_yuan_per_tonne": 570,
"liaoning_par_copper_basis_yuan_per_tonne": "贴50-贴10",
"tianjin_midprice_yuan_per_tonne": 111510,
"tianjin_midprice_change_vs_previous_trading_day_yuan_per_tonne": 550,
"tianjin_par_copper_basis_yuan_per_tonne": "贴40-贴20",
"shandong_midprice_yuan_per_tonne": 111515,
"shandong_midprice_change_vs_previous_trading_day_yuan_per_tonne": "涨550至580",
"unit": "元/吨",
"comparison_basis": "辽宁、天津和山东中间价较上一交易日；辽宁、天津平水铜升贴水为当日区域报价口径",
"direction_basis": "Mysteel正文明确描述现货转为贴水状态；辽宁、天津数值显示平水铜处于贴水区间，direction_score按基差走弱取负值",
"cross_source_note": "SMM华北13:00前午评为贴水90至平水、均价贴45元/吨；Mysteel华北午评为辽宁贴50至贴10、天津贴40至贴20，平台和地区口径分别保留",
"deduplication_scope": "独立记录Mysteel华北区域转贴水；山东平水铜贴水数值因正文截断不纳入"
},
"transmission_chain": "辽宁和天津平水铜报价转入贴水区间→高铜价下游仅按刚需采购、持货商下调升水促成交→华北现货对沪铜近月价格的区域支撑减弱",
"invalidation_conditions": "Mysteel补充或修订辽宁、天津平水铜升贴水，或后续同口径报价回到平水以上并改变区域基差状态",
"source_urls": [
"https://youse.mysteel.com/a/26090913/65369DDBF8A0E6B7.html"
],
"source_tier": "B"
},
{
"event_id": "wpic-platinum-20260909-q2-balance",
"event_type": "supply_demand",
"asset_keys": ["NONFERROUS"],
"title": "二季度铂金市场盈余244千盎司",
"event_time_quality": "day_only",
"event_time_utc": null,
"published_at_utc": "2026-09-09T05:00:00Z",
"direction_score": {"NONFERROUS": -1},
"confidence": 96,
"horizon": "weeks",
"raw_facts": {
"coverage_window_beijing": "2026-09-09 13:00-14:00",
"source_publication_beijing": "2026-09-09（官方页仅显示日期）；Newswire同步页datePublished为2026-09-09 13:00",
"event_time_basis": "WPIC官方新闻页确认发布日期为2026-09-09，但未披露具体时刻，因此事件日期粒度为day_only",
"market": "全球铂金",
"metric": "WPIC Platinum Quarterly 2026年第二季度供需平衡",
"quarter": "2026 Q2",
"surplus_koz": 244,
"total_supply_koz": 1906,
"total_supply_yoy_change_percent": 1,
"total_demand_koz": 1663,
"total_demand_yoy_change_percent": -16,
"total_demand_yoy_change_koz": -308,
"etf_outflows_koz": 234,
"net_disinvestment_koz": 121,
"industrial_demand_koz": 600,
"industrial_demand_yoy_change_percent": 6,
"jewellery_demand_koz": 456,
"jewellery_demand_yoy_change_percent": -32,
"automotive_demand_koz": 729,
"automotive_demand_yoy_change_percent": -6,
"unit": "koz（千金衡盎司）",
"comparison_basis": "2026年第二季度较2025年第二季度；供需平衡为当季总供给减总需求",
"source_publication_time_evidence": "WPIC官方页显示London, 9 September 2026；Newswire原文同步页JSON-LD datePublished=2026-09-09T05:00:00Z",
"deduplication_scope": "独立记录WPIC二季度实际供需平衡；2026全年预测另列事件"
},
"transmission_chain": "2026年第二季度铂金总供给1906千盎司高于总需求1663千盎司并形成244千盎司盈余→季度新增供给相对需求的边际压力上升但地上库存仍然偏低→铂金价格的短期供需支撑偏弱",
"invalidation_conditions": "WPIC修订2026年第二季度供给、需求或盈余数据，或后续官方库存与需求数据推翻该季度供需平衡",
"source_urls": [
"https://platinuminvestment.com/news",
"https://www.newswire.ca/news-releases/platinum-market-surplus-of-265-koz-forecast-for-2026-inventories-remain-critically-depleted-following-three-consecutive-years-of-significant-deficit-867773343.html"
],
"source_tier": "A"
},
{
"event_id": "wpic-platinum-20260909-fy26-forecast",
"event_type": "supply_demand",
"asset_keys": ["NONFERROUS"],
"title": "WPIC预计2026年铂金市场盈余265千盎司",
"event_time_quality": "day_only",
"event_time_utc": null,
"published_at_utc": "2026-09-09T05:00:00Z",
"direction_score": {"NONFERROUS": -1},
"confidence": 96,
"horizon": "weeks",
"raw_facts": {
"coverage_window_beijing": "2026-09-09 13:00-14:00",
"source_publication_beijing": "2026-09-09（官方页仅显示日期）；Newswire同步页datePublished为2026-09-09 13:00",
"event_time_basis": "WPIC官方新闻页确认发布日期为2026-09-09，但未披露具体时刻，因此事件日期粒度为day_only",
"market": "全球铂金",
"metric": "WPIC Platinum Quarterly 2026年全年供需预测",
"forecast_year": 2026,
"forecast_surplus_koz": 265,
"forecast_total_supply_koz": 7353,
"forecast_total_supply_yoy_change_koz": 123,
"forecast_total_supply_yoy_change_percent": 2,
"forecast_total_demand_koz": 7089,
"forecast_total_demand_yoy_change_koz": -1582,
"forecast_total_demand_yoy_change_percent": -18,
"forecast_mine_supply_koz": 5551,
"forecast_recycling_supply_koz": 1802,
"forecast_recycling_supply_yoy_change_koz": 133,
"forecast_recycling_supply_yoy_change_percent": 8,
"forecast_industrial_demand_koz": 2385,
"forecast_industrial_demand_yoy_change_koz": 119,
"forecast_industrial_demand_yoy_change_percent": 5,
"forecast_automotive_demand_koz": 2904,
"forecast_automotive_demand_yoy_change_koz": -136,
"forecast_automotive_demand_yoy_change_percent": -4,
"forecast_jewellery_demand_koz": 1883,
"forecast_jewellery_demand_yoy_change_percent": -15,
"forecast_net_disinvestment_koz": 83,
"estimated_2025_deficit_koz": 1440,
"forecast_end_2026_above_ground_stocks_koz": 2010,
"forecast_end_2026_demand_cover_months": 3.4,
"unit": "koz（千金衡盎司）；库存覆盖为月",
"comparison_basis": "2026全年预测较2025年；供需盈余为预测总供给减预测总需求",
"source_publication_time_evidence": "WPIC官方页显示London, 9 September 2026；Newswire原文同步页JSON-LD datePublished=2026-09-09T05:00:00Z",
"deduplication_scope": "独立记录WPIC 2026全年供需预测；二季度实际平衡另列事件"
},
"transmission_chain": "WPIC预计2026年总供给7353千盎司、总需求7089千盎司并形成265千盎司盈余，回收供应同比增加8%至1802千盎司→全年供需缺口转为小幅过剩但年末地上库存仅覆盖3.4个月需求→铂金价格的中期供需上行支撑减弱，库存偏低仍限制下行弹性",
"invalidation_conditions": "WPIC修订2026年供需预测、回收供应或年末库存覆盖，或后续官方数据使全年盈余预测失效",
"source_urls": [
"https://platinuminvestment.com/news",
"https://www.newswire.ca/news-releases/platinum-market-surplus-of-265-koz-forecast-for-2026-inventories-remain-critically-depleted-following-three-consecutive-years-of-significant-deficit-867773343.html"
],
"source_tier": "A"
}
]This story was produced automatically by a channel. One sentence is all it takes for Neodrop to keep producing for you.