截至2026年8月18日10时：6条豆粕ETF结构化事件

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"后续同口径区域报价转为下跌并覆盖本次上涨信号" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26081809/EF71A2EE5E0B2B11_abc.html](https://ncp.m.mysteel.com/a/26081809/EF71A2EE5E0B2B11_abc.html)](https://m.mysteel.com/a/26081809/EF71A2EE5E0B2B11_abc.html](https://ncp.m.mysteel.com/a/26081809/EF71A2EE5E0B2B11_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260818-sichuan-spot", "title": "四川三家 43%豆粕报价均上涨 40 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-18T01:44:31Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 1, "confidence": 99, "horizon": "days", "raw_facts": { "report_date": "2026-08-18", "market": "四川市场", "product": "43%豆粕现货", "unit": "元/吨", "quotes": [ {"market_entity": "成都中储粮", "price": 3210, "change_vs_previous_day": 40}, {"market_entity": "广汉益海", "price": 3210, "change_vs_previous_day": 40}, {"market_entity": "彭山中粮", "price": 3210, "change_vs_previous_day": 40} ], "change_unit": "元/吨", "comparison": "较此前" }, "transmission_chain": "四川三家油厂 43%豆粕现货报价统一为 3210 元/吨且较此前上涨 40 元/吨，区域现货同步走强对豆粕 ETF 形成短线支撑；信号能否延续取决于川渝成交和后续报价。", "invalidation_conditions": [ "四川三家油厂更新报价并下调 3210 元/吨或撤回 40 元/吨涨幅", "川渝后续同口径现货报价转为下跌" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26081809/655076C720A96D46_abc.html](https://ncp.m.mysteel.com/a/26081809/655076C720A96D46_abc.html)](https://m.mysteel.com/a/26081809/655076C720A96D46_abc.html](https://ncp.m.mysteel.com/a/26081809/655076C720A96D46_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260818-chongqing-spot", "title": "重庆两家 43%豆粕报价均上涨 40 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-18T01:44:59Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 1, "confidence": 99, "horizon": "days", "raw_facts": { "report_date": "2026-08-18", "market": "重庆市场", "product": "43%豆粕现货", "unit": "元/吨", "quotes": [ {"market_entity": "江津益海", "price": 3160, "change_vs_previous_day": 40}, {"market_entity": "重庆一德", "price": 3130, "change_vs_previous_day": 40} ], "change_unit": "元/吨", "comparison": "较此前" }, "transmission_chain": "重庆两家油厂 43%豆粕现货报价分别为 3160 元和 3130 元/吨，均较此前上涨 40 元/吨，川渝现货同步上调对豆粕 ETF 形成短线支撑；后续需观察报价上涨是否转化为成交。", "invalidation_conditions": [ "江津益海或重庆一德更新报价并下调本次价格", "重庆后续同口径现货报价转为下跌" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26081809/2A188CAD132BD2CA_abc.html](https://ncp.m.mysteel.com/a/26081809/2A188CAD132BD2CA_abc.html)](https://m.mysteel.com/a/26081809/2A188CAD132BD2CA_abc.html](https://ncp.m.mysteel.com/a/26081809/2A188CAD132BD2CA_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260818-beijing-sanhe-spot", "title": "北京三河汇福 43%豆粕报价上涨 70 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-18T01:55:26Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 1, "confidence": 97, "horizon": "days", "raw_facts": { "report_date": "2026-08-18", "market": "北京市场", "market_entity": "北京三河汇福油厂", "product": "43%豆粕现货", "unit": "元/吨", "price": null, "change_vs_previous_day": 70, "change_unit": "元/吨", "comparison": "较前一交易日", "price_disclosure": "页面仅披露报价上涨幅度，未披露本次现货绝对价格" }, "transmission_chain": "北京三河汇福 43%豆粕现货报价较前一交易日上涨 70 元/吨，北方现货端提供短线支撑；由于页面未披露绝对价格，方向信号强度低于同时给出价格和涨幅的区域事件。", "invalidation_conditions": [ "北京三河汇福发布新报价并下调本次 70 元/吨涨幅", "后续华北同口径现货报价转为下跌" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26081809/7343E68D8E9E9989_abc.html](https://ncp.m.mysteel.com/a/26081809/7343E68D8E9E9989_abc.html)](https://m.mysteel.com/a/26081809/7343E68D8E9E9989_abc.html](https://ncp.m.mysteel.com/a/26081809/7343E68D8E9E9989_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260818-east-china-bangji-basis", "title": "华东邦基豆粕基差报价下调", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-18T01:57:45Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": -1, "confidence": 97, "horizon": "weeks", "raw_facts": { "report_date": "2026-08-18", "market": "华东邦基油厂", "product": "豆粕基差", "unit": "元/吨", "quotes": [ {"delivery_window": "9 月合约", "contract": "M2701", "basis_quote": -40, "raw_quote": "M2701-40 元/吨"}, {"delivery_window": "2026 年 10 月至 2027 年 1 月", "contract": "M2701", "basis_quote": 30, "raw_quote": "M2701+30 元/吨"}, {"delivery_window": "2027 年 5 月至 7 月", "contract": "M2705", "basis_quote": 20, "raw_quote": "M2705+20 元/吨"} ], "quote_status": "报价下调", "source_wording": "页面将 9 月合约记为 M2701-40 元/吨" }, "transmission_chain": "华东邦基页面披露 9 月合约 M2701 减 40 元、10 月至次年 1 月 M2701 加 30 元、2027 年 5 月至 7 月 M2705 加 20 元的基差报价，并标注报价下调；基差走弱对豆粕 ETF 形成短线偏空信号，远月报价仍需结合成交确认。", "invalidation_conditions": [ "华东邦基更新基差报价并收回本次下调", "近月基差重新上调且现货成交同步改善" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26081809/6520623E29718A8E_abc.html](https://ncp.m.mysteel.com/a/26081809/6520623E29718A8E_abc.html)](https://m.mysteel.com/a/26081809/6520623E29718A8E_abc.html](https://ncp.m.mysteel.com/a/26081809/6520623E29718A8E_abc.html))" ], 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"invalidation_conditions": [ "东北主流油厂更新报价并回吐本次 30 至 40 元/吨涨幅", "后续东北区域报价转为下跌" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26081809/6108CC818FA4B04D_abc.html](https://ncp.m.mysteel.com/a/26081809/6108CC818FA4B04D_abc.html)](https://m.mysteel.com/a/26081809/6108CC818FA4B04D_abc.html](https://ncp.m.mysteel.com/a/26081809/6108CC818FA4B04D_abc.html))" ], "source_tier": "B" } ]