2026-09-03 13:00｜有色金属事件流（5条）
覆盖北京时间2026年9月3日11:00至13:00，收录铜、铝、氧化铝和锌的现货升贴水及期限结构新读数；SHFE当日仓单截至窗口截止仍未形成可核验发布。
[
{
"event_id": "smm-mysteel-china-20260903-copper-spot-basis",
"title": "区域铜升水多数回落，广东逆势上升60元/吨",
"event_type": "spot_basis",
"event_time_quality": "day_only",
"event_time_utc": null,
"published_at_utc": "2026-09-03T03:56:00Z",
"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",
"source_tier_semantics": "A=官方或公司原始披露；B=SMM或Mysteel数值详情",
"window_start_bjt": "2026-09-03 11:00",
"window_end_bjt": "2026-09-03 13:00",
"confidence_basis": "Mysteel原生区域速递、上海与重庆午评，以及SMM华北和山东原生详情交叉核对；各平台口径分开保留，不对不同样本求平均",
"publication_time_bjt": "2026-09-03 11:56:00",
"component_publication_times_bjt": {
"Mysteel区域速递": "2026-09-03 11:56:00",
"Mysteel上海午评": "2026-09-03 11:45:00",
"Mysteel重庆午评": "2026-09-03 11:02:00",
"SMM华北铜现货": "2026-09-03 11:33:00",
"SMM山东铜快讯": "2026-09-03 11:44:21"
},
"data_date_bjt": "2026-09-03",
"metal": "1#电解铜",
"unit": "元/吨",
"mysteel_reference_contract": "未标注",
"mysteel_regions": {
"上海": {
"low": 150,
"high": 350,
"average": 250,
"change_vs_20260902_average": -95
},
"江苏": {
"low": 150,
"high": 350,
"average": 250,
"change_vs_20260902_average": -115
},
"山东": {
"low": 100,
"high": 170,
"average": 135,
"change_vs_20260902_average": -100
},
"江西": {
"low": 250,
"high": 300,
"average": 275,
"change_vs_20260902_average": -75
},
"天津": {
"low": 60,
"high": 120,
"average": 90,
"change_vs_20260902_average": -100
},
"广东": {
"low": 220,
"high": 320,
"average": 270,
"change_vs_20260902_average": 60
},
"湖北": {
"low": 260,
"high": 260,
"average": 260,
"change_vs_20260902_average": -120
},
"安徽": {
"low": 200,
"high": 320,
"average": 260,
"change_vs_20260902_average": -115
},
"河南": {
"low": 80,
"high": 120,
"average": 100,
"change_vs_20260902_average": -80
},
"重庆": {
"low": 0,
"high": 280,
"average": 140,
"change_vs_20260902_average": 0
},
"辽宁": {
"low": 60,
"high": 100,
"average": 80,
"change_vs_20260902_average": -90
}
},
"mysteel_region_count_down": 9,
"mysteel_region_count_up": 1,
"mysteel_region_count_unchanged": 1,
"mysteel_shanghai_tiers": {
"好铜": {
"low": 320,
"high": 350,
"change_vs_previous_day": -95
},
"平水铜": {
"low": 150,
"high": 250,
"change_vs_previous_day": -115
},
"湿法铜": {
"low": 130,
"high": 170,
"change_vs_previous_day": -120
}
},
"smm_huabei": {
"reference_contract": "当月合约",
"low": 60,
"high": 180,
"average": 120,
"change_vs_previous_day": -35
},
"smm_shandong": {
"reference_contract": null,
"spot_premium": 110,
"change_vs_previous_day": null
},
"comparability_note": "Mysteel与SMM使用各自报价样本；同地区读数作为并列序列保留，不互换也不相互平均",
"quote_time_status": "各详情页只标明2026-09-03当日读数，未给统一的具体报价时刻；页面发布时间仅用于published_at_utc",
"direction_score_basis": "Mysteel同口径序列中11地有9地均值下降、1地上升、1地持平；SMM华北相对当月合约均价下降35元/吨。Mysteel未标注参考合约，方向-1表示现货报价指标边际走弱，不把该序列解释为统一的期现基差。",
"source_mapping": {
"Mysteel区域速递": "https://youse.mysteel.com/a/26090311/F0F852E0885774B2.html",
"Mysteel上海午评": "https://youse.mysteel.com/a/26090311/8BBED2307602500C.html",
"Mysteel重庆午评": "https://youse.mysteel.com/a/26090311/9B8123823F1E4840.html",
"SMM华北铜现货": "https://hq.smm.cn/copper/content/104095379",
"SMM山东铜快讯": "https://news.smm.cn/live/detail/104095400"
}
},
"transmission_chain": "多数地区现货升水读数下降 → 可见现货报价的溢价幅度边际收窄（Mysteel参考合约未标注，SMM华北基于当月合约）→ 现货端支撑信号偏弱，方向记为-1。",
"invalidation_conditions": "Mysteel或SMM更正地区、牌号、参考合约、均值或日变动时，按更正值重算；下午同口径升水普遍回升并收复上午跌幅时，方向分降为0。",
"source_urls": [
"https://youse.mysteel.com/a/26090311/F0F852E0885774B2.html",
"https://youse.mysteel.com/a/26090311/8BBED2307602500C.html",
"https://youse.mysteel.com/a/26090311/9B8123823F1E4840.html",
"https://hq.smm.cn/copper/content/104095379",
"https://news.smm.cn/live/detail/104095400"
],
"source_tier": "B"
},
{
"event_id": "mysteel-yangshan-20260903-copper-premium",
"title": "上海洋山铜四档溢价均下跌2美元/吨",
"event_type": "spot_basis",
"event_time_quality": "day_only",
"event_time_utc": null,
"published_at_utc": "2026-09-03T03:52:00Z",
"asset_keys": [
"NONFERROUS"
],
"direction_score": {
"NONFERROUS": -1
},
"confidence": 90,
"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",
"source_tier_semantics": "A=官方或公司原始披露；B=SMM或Mysteel数值详情",
"window_start_bjt": "2026-09-03 11:00",
"window_end_bjt": "2026-09-03 13:00",
"confidence_basis": "Mysteel原生详情的正文与表格核对；湿法仓单摘要出现“元”字样，表格及其余字段统一为美元/吨，因此保留单位冲突说明并下调置信度",
"publication_time_bjt": "2026-09-03 11:52:00",
"data_date_bjt": "2026-09-03",
"market": "上海洋山/美金铜",
"unit": "美元/吨",
"premium_quotes": {
"仓单_火法": {
"low": 68,
"high": 88,
"mid": 78,
"change_vs_previous_day": -2
},
"仓单_湿法": {
"low": 66,
"high": 80,
"mid": 73,
"change_vs_previous_day": -2
},
"提单_火法": {
"low": 67,
"high": 83,
"mid": 75,
"change_vs_previous_day": -2
},
"提单_湿法": {
"low": 66,
"high": 80,
"mid": 73,
"change_vs_previous_day": -2
}
},
"previous_day_mid_values": {
"仓单_火法": 80,
"仓单_湿法": 75,
"提单_火法": 77,
"提单_湿法": 75
},
"delivery_terms_note": "页面标注ETA09与QP09；原文未扩写其含义",
"source_text_unit_conflict": "摘要将湿法仓单区间写成66—80元，表格与同页其他三档采用美元/吨；本事件按表格的统一美元/吨口径记录",
"quote_time_status": "详情页只标明2026-09-03当日读数，未给四档报价的具体形成时刻；页面发布时间仅用于published_at_utc",
"direction_score_basis": "四档中间价均较上一交易日下降2美元/吨；方向-1仅表示进口铜现货溢价报价走弱，不单独判断需求、到货节奏或报价口径变化的原因。",
"interpretation_boundary": "页面数字支持报价方向，不单独识别进口需求、到货节奏或报价方法对变动的贡献"
},
"transmission_chain": "上海洋山铜四档现货溢价报价均下降2美元/吨 → 进口铜现货溢价读数走弱 → 在其他变量不变时，进口现货端的短线价格支撑信号减弱，方向记为-1。",
"invalidation_conditions": "Mysteel更正任一档区间、中间价、日变动或单位时，按更正值重算；同口径溢价在后续更新中回升2美元/吨以上时，上午的负向信号失效。",
"source_urls": [
"https://youse.mysteel.com/a/26090311/64684CF250988666.html"
],
"source_tier": "B"
},
{
"event_id": "smm-zhongyuan-20260903-aluminum-basis-2609",
"title": "中原铝现货对沪铝09贴水110—150元/吨",
"event_type": "spot_basis",
"event_time_quality": "day_only",
"event_time_utc": null,
"published_at_utc": "2026-09-03T03:21:03Z",
"asset_keys": [
"NONFERROUS"
],
"direction_score": {
"NONFERROUS": 0
},
"confidence": 90,
"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",
"source_tier_semantics": "A=官方或公司原始披露；B=SMM或Mysteel数值详情",
"window_start_bjt": "2026-09-03 11:00",
"window_end_bjt": "2026-09-03 13:00",
"confidence_basis": "SMM原生快讯详情公开地区、品种、参考合约、成交贴水区间和秒级发布时间；详情页未给同口径前值",
"publication_time_bjt": "2026-09-03 11:21:03",
"data_date_bjt": "2026-09-03",
"region": "中原",
"product": "铝锭",
"reference_contract": "沪铝09合约（AL2609）",
"unit": "元/吨",
"spot_basis_low": -150,
"spot_basis_high": -110,
"change_vs_previous_day": null,
"comparison_status": "同一详情页未给前值；本事件不使用列表页旧值计算方向",
"quote_time_status": "详情页只标明2026-09-03当日成交区间，未给具体形成时刻；页面发布时间仅用于published_at_utc"
},
"transmission_chain": "中原铝锭现货对沪铝09合约贴水110—150元/吨 → 该地区现货价格低于对应期货合约 → 同口径前值暂缺，事件只建立上午截面，方向记为0。",
"invalidation_conditions": "SMM更正地区、合约、区间或单位时，按更正值更新；后续同口径前值披露后，应根据贴水走扩或收窄重新计算方向分。",
"source_urls": [
"https://news.smm.cn/live/detail/104095220"
],
"source_tier": "B"
},
{
"event_id": "smm-alumina-20260903-index-vs-main-discount",
"title": "氧化铝指数对主力合约贴水46.82元/吨",
"event_type": "spot_basis",
"event_time_quality": "exact",
"event_time_utc": "2026-09-03T03:30:00Z",
"published_at_utc": "2026-09-03T03:53:00Z",
"asset_keys": [
"NONFERROUS"
],
"direction_score": {
"NONFERROUS": 0
},
"confidence": 93,
"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",
"source_tier_semantics": "A=官方或公司原始披露；B=SMM或Mysteel数值详情",
"window_start_bjt": "2026-09-03 11:00",
"window_end_bjt": "2026-09-03 13:00",
"confidence_basis": "SMM原生快讯详情公开氧化铝指数对主力合约的贴水数值、单位、11:30成交口径和发布时间",
"publication_time_bjt": "2026-09-03 11:53:00",
"data_date_bjt": "2026-09-03",
"metric": "SMM氧化铝指数对主力合约升贴水",
"reference_time_bjt": "2026-09-03 11:30",
"unit": "元/吨",
"spot_basis": -46.82,
"change_vs_previous_day": null,
"comparison_status": "详情页未给同口径前值",
"event_time_basis": "原文明确采用2026-09-03 11:30最新成交价作为期限结构读数的时间口径"
},
"transmission_chain": "SMM氧化铝指数比主力合约11:30成交价低46.82元/吨 → 现货指数低于期货主力价格 → 同口径前值暂缺，事件只记录期限结构截面，方向记为0。",
"invalidation_conditions": "SMM更正指数、主力合约、11:30成交口径或贴水数值时，按更正值更新；后续同口径前值披露后，应根据贴水走扩或收窄重新计算方向分。",
"source_urls": [
"https://news.smm.cn/live/detail/104095553"
],
"source_tier": "B"
},
{
"event_id": "smm-zinc-20260903-region-midday-basis",
"title": "四地锌现货升贴水：沪升50—60、宁波贴55元/吨",
"event_type": "spot_basis",
"event_time_quality": "day_only",
"event_time_utc": null,
"published_at_utc": "2026-09-03T03:59:00Z",
"asset_keys": [
"NONFERROUS"
],
"direction_score": {
"NONFERROUS": 0
},
"confidence": 88,
"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",
"source_tier_semantics": "A=官方或公司原始披露；B=SMM或Mysteel数值详情",
"window_start_bjt": "2026-09-03 11:00",
"window_end_bjt": "2026-09-03 13:00",
"confidence_basis": "SMM上海、广东、宁波和天津四篇原生午评详情逐篇核对；各市场的报价基准不同，页面均未给同口径数值前值",
"publication_time_bjt": "2026-09-03 11:59:00",
"component_publication_times_bjt": {
"上海": "2026-09-03 11:43:00",
"广东": "2026-09-03 11:45:00",
"宁波": "2026-09-03 11:40:00",
"天津": "2026-09-03 11:59:00"
},
"data_date_bjt": "2026-09-03",
"unit": "元/吨",
"quotes": {
"上海": {
"quote_basis": "SMM均价",
"low": 50,
"high": 60,
"side": "升水",
"contract_quote": "暂无报价"
},
"广东": {
"quote_basis": "沪锌2610合约",
"low": -85,
"high": -40,
"side": "贴水",
"basis_vs_shanghai_spot": 20
},
"宁波": {
"quote_basis": "沪锌2610合约",
"low": -55,
"high": -55,
"side": "贴水",
"basis_vs_shanghai_spot": 45
},
"天津": {
"zijin_vs_2610_low": 0,
"zijin_vs_2610_high": 200,
"zinc0_vs_2610_low": -200,
"zinc0_vs_2610_high": 0,
"basis_vs_shanghai_spot": -50,
"range_wording": "附近"
}
},
"change_vs_previous_day": null,
"comparison_status": "四篇详情均未给同口径数值前值",
"comparability_note": "上海使用SMM均价，广东、宁波和天津主要使用沪锌2610合约；不同基准的绝对升贴水不做横向排序",
"quote_time_status": "四篇午评均标明2026-09-03早盘读数，未给统一的具体报价时刻；最新页面发布时间仅用于published_at_utc",
"source_mapping": {
"上海": "https://hq.smm.cn/zinc/content/104095402",
"广东": "https://hq.smm.cn/zinc/content/104095426",
"宁波": "https://hq.smm.cn/zinc/content/104095374",
"天津": "https://hq.smm.cn/zinc/content/104095636"
},
"direction_score_basis": "上海以SMM均价为基准，广东、宁波和天津主要以沪锌2610合约为基准；四篇详情均未给同口径数值前值，因此只记录截面，方向记为0。"
},
"transmission_chain": "上海、广东、宁波和天津锌现货采用不同报价基准，且四篇页面均未给同口径数值前值 → 本事件只能建立上午基差截面，无法判断基差统一走扩或收窄 → NONFERROUS方向记为0。",
"invalidation_conditions": "SMM更正任一地区、品牌、参考合约或升贴水区间时，按更正值更新；同日后续午评或下一交易日同口径数据形成可比前值后，应重新计算方向分。",
"source_urls": [
"https://hq.smm.cn/zinc/content/104095402",
"https://hq.smm.cn/zinc/content/104095426",
"https://hq.smm.cn/zinc/content/104095374",
"https://hq.smm.cn/zinc/content/104095636"
],
"source_tier": "B"
}
]This story was produced automatically by a channel. One sentence is all it takes for Neodrop to keep producing for you.