2026-08-13 11:00｜有色金属事件流（2条）

[
  {
    "event_id": "mysteel-shanghai-20260813-copper-spot-basis",
    "title": "上海1#铜均贴水165元/吨",
    "event_time_utc": "2026-08-13T02:23:50Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-13T02:23:50Z",
    "asset_keys": [
      "NONFERROUS"
    ],
    "source_urls": [
      "http://mp.weixin.qq.com/s?__biz=MzkwMjMwMTQ3Ng==&mid=2247499563&idx=1&sn=3359536820c54f75a99d6c1f3cdaf543",
      "http://mp.weixin.qq.com/s?__biz=MzkwMjMwMTQ3Ng==&mid=2247499563&idx=3&sn=995d423e2e5f386744784628af7d374d"
    ],
    "source_tier": "B",
    "event_type": "spot_basis",
    "direction_score": {
      "NONFERROUS": -2
    },
    "confidence": 94,
    "horizon": "intraday",
    "raw_facts": [
      "上海1#铜现货价107870至108420元/吨，均价108145元/吨，较上一日下跌315元/吨",
      "上海1#铜升贴水为贴水280至贴水50元/吨，均价贴水165元/吨，较上一日下降150元/吨",
      "近月Back月差扩大至400元/吨附近；盘初差平品牌报升水0至10元/吨、主流平水铜报升水30至50元/吨，第二交易时段分别降至贴水50至贴水30元/吨和贴水20元/吨",
      "日内差平品牌集中成交于贴水80元/吨附近，主流平水铜有部分成交于贴水60元/吨"
    ],
    "transmission_chain": "上海铜均贴水降150元/吨且近月Back月差扩大→高价与换月压力促使持货商降价出货、下游维持刚需→沪铜现货端短线承压",
    "invalidation_conditions": "后续上海1#铜平均升贴水回升150元/吨以上至贴水15元/吨或更高，或Mysteel修正本次报价"
  },
  {
    "event_id": "mysteel-guangdong-20260813-copper-spot-basis",
    "title": "广东1#铜均贴水70元/吨",
    "event_time_utc": "2026-08-13T02:23:50Z",
    "event_time_quality": "exact",
    "published_at_utc": "2026-08-13T02:23:50Z",
    "asset_keys": [
      "NONFERROUS"
    ],
    "source_urls": [
      "http://mp.weixin.qq.com/s?__biz=MzkwMjMwMTQ3Ng==&mid=2247499563&idx=1&sn=3359536820c54f75a99d6c1f3cdaf543",
      "http://mp.weixin.qq.com/s?__biz=MzkwMjMwMTQ3Ng==&mid=2247499563&idx=3&sn=995d423e2e5f386744784628af7d374d"
    ],
    "source_tier": "B",
    "event_type": "spot_basis",
    "direction_score": {
      "NONFERROUS": -1
    },
    "confidence": 94,
    "horizon": "intraday",
    "raw_facts": [
      "广东1#铜现货价108030至108450元/吨，均价108240元/吨，较上一日下跌205元/吨",
      "广东1#铜升贴水为贴水120至贴水20元/吨，均价贴水70元/吨，较上一日下降40元/吨",
      "广东平水铜早间报贴水80至升水0元/吨；近月Back月差扩大至400元/吨，临近交割换月时持货商降价出货"
    ],
    "transmission_chain": "广东铜均贴水降40元/吨且近月Back月差扩大→交割换月前持货商降价、现货承接偏弱→广东铜现货端短线承压",
    "invalidation_conditions": "后续广东1#铜平均升贴水回升至贴水30元/吨或更高，或Mysteel修正本次报价"
  }
]
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