
9月11日10时:三河汇福大幅拉涨,华东与山东现货齐升
截至北京时间9月11日10:00,新增北京三河汇福油厂、山东日照及周边、华东主流油厂三组豆粕现货报价大幅上涨事件。
[
{
"event_id": "mysteel-cn-20260911-sanhe-huifu-spot-up",
"title": "北京三河汇福油厂 43%豆粕现货报价大幅上涨 80 元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-09-11T01:43:00Z",
"event_type": "spot_basis",
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"horizon": "days",
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"publication_time_beijing": "2026-09-11 09:43",
"mill_name": "北京三河汇福油厂",
"product": "43%豆粕",
"price_change_cny_per_ton": 80,
"price_direction": "上涨"
},
"transmission_chain": [
"华北核心龙头油厂北京三河汇福大幅上调 43%豆粕现货出厂报价 80 元/吨",
"京津冀销区主流油厂大幅调价直接推升华北现货成本中枢,提振盘中现货多头情绪,对 SOYMEAL_ETF 构成偏多支撑"
],
"invalidation_conditions": [
"下游饲料厂对高价产生抵触导致油厂成交严重停滞并随后大幅回调报价",
"连粕期货主力合约盘中大幅跳水带动油厂盘后下调现货一口价"
],
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"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260911-rizhao-spot-up",
"title": "日照及周边主流油厂豆粕现货报价上涨 30 至 50 元",
"event_time_utc": null,
"event_time_quality": "day_only",
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"mill": "日照象明",
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{
"mill": "日照嘉吉",
"product": "43%豆粕",
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},
{
"mill": "日照邦基",
"product": "43%豆粕",
"price_cny_per_ton": 3300,
"change_cny_per_ton": 40
},
{
"mill": "日照中纺",
"product": "43%豆粕",
"price_cny_per_ton": 3320,
"change_cny_per_ton": 50
},
{
"mill": "青岛渤海",
"product": "43%豆粕",
"price_cny_per_ton": 3320,
"change_cny_per_ton": 30
},
{
"mill": "龙口香驰",
"product": "43%豆粕",
"price_cny_per_ton": 3330,
"change_cny_per_ton": 30
},
{
"mill": "博兴香驰",
"product": "43%豆粕",
"price_cny_per_ton": 3360,
"change_cny_per_ton": 30
},
{
"mill": "博兴口福",
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"change_cny_per_ton": 30
},
{
"mill": "济宁嘉冠",
"product": "46%豆粕",
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"change_cny_per_ton": 30
}
]
},
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"山东作为全国豆粕集散枢纽价格全面拉升,反映油厂提价意愿强烈,现货基差与盘面共振走强,对 SOYMEAL_ETF 形成正面支撑"
],
"invalidation_conditions": [
"沿海油厂大豆集中到港开机恢复导致豆粕库存超预期累库",
"油厂为促成交在午后议价环节大幅暗降出厂价格"
],
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],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260911-eastchina-spot-up",
"title": "华东主要油厂豆粕现货报价普遍上调 40 至 50 元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-09-11T01:28:00Z",
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{
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"change_cny_per_ton": 40
},
{
"mill": "舟山中海",
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"change_cny_per_ton": 50
},
{
"mill": "宁波金光",
"product": "43%豆粕",
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"change_cny_per_ton": 50
},
{
"mill": "芜湖益海",
"product": "43%豆粕",
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"change_cny_per_ton": 40
}
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},
"transmission_chain": [
"华东沿海与沿江主流油厂 43%豆粕现货报价集体上涨 40 至 50 元/吨,主流价格区间抬升至 3300 至 3340 元/吨",
"华东主要油厂同步拉涨报价,强化华东现货挺价态势,与山东、华北形成现货协同上扬格局,对 SOYMEAL_ETF 带来温和利多推动"
],
"invalidation_conditions": [
"长江流域下游饲料企业转入观望导致现货成交大幅缩量",
"外盘 CBOT 美豆因报告利空出现急跌拖累国内盘面"
],
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],
"source_tier": "B"
}
]
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