2026-08-12 09:00｜有色金属事件流（8条）
覆盖SHFE铜、铝、锌、铅、镍、锡与氧化铝仓单，以及美联储H.15利率的8条结构化事件；LME官方库存数值与部分矿企公告仍有来源缺口。
[
{
"event_id": "shfe-shfe-20260811-copper-daily-warrant",
"title": "上期所铜仓单增至23178吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-11T07:30:01Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://www.shfe.cn/data/tradedata/future/stockdata/dailystock_20260811/ZH/all.html",
"https://market.cnal.com/shfe/2026/08-11/1786433402667828.shtml"
],
"source_tier": "A",
"event_type": "inventory",
"direction_score": {
"NONFERROUS": -1
},
"confidence": 96,
"horizon": "intraday",
"raw_facts": [
"上海期货交易所2026年8月11日仓单日报为2026年第146期、总第4339期，单位为吨",
"铜期货仓单总计23178吨，较前一交易日增加126吨；由增减反推前值为23052吨",
"上海12053吨、广东4183吨、江苏6917吨、浙江25吨；广东增加278吨、江苏减少152吨"
],
"transmission_chain": "铜仓单增加126吨→可交割现货显性供给上升→沪铜及有色板块短线承压",
"invalidation_conditions": "后续铜仓单减少126吨以上并低于23052吨，或上期所修正本期日报"
},
{
"event_id": "shfe-shfe-20260811-aluminum-daily-warrant",
"title": "上期所铝仓单降至304191吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-11T07:30:01Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://www.shfe.cn/data/tradedata/future/stockdata/dailystock_20260811/ZH/all.html",
"https://market.cnal.com/shfe/2026/08-11/1786433402667828.shtml"
],
"source_tier": "A",
"event_type": "inventory",
"direction_score": {
"NONFERROUS": 1
},
"confidence": 96,
"horizon": "intraday",
"raw_facts": [
"铝期货仓单总计304191吨，较前一交易日减少550吨；由增减反推前值为304741吨",
"江苏140200吨、河南87073吨、山东19434吨、广东18210吨、浙江14409吨、上海8519吨、四川8264吨、重庆6959吨、天津1123吨",
"广东减少350吨、江苏减少125吨、河南减少50吨、山东减少25吨，其余地区合计增减为0吨"
],
"transmission_chain": "铝仓单减少550吨→可交割现货显性供给小幅收缩→铝价获得短线支撑",
"invalidation_conditions": "后续铝仓单增加550吨以上并高于304741吨，或上期所修正本期日报"
},
{
"event_id": "shfe-shfe-20260811-zinc-daily-warrant",
"title": "上期所锌仓单增至110325吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-11T07:30:01Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://www.shfe.cn/data/tradedata/future/stockdata/dailystock_20260811/ZH/all.html",
"https://market.cnal.com/shfe/2026/08-11/1786433402667828.shtml"
],
"source_tier": "A",
"event_type": "inventory",
"direction_score": {
"NONFERROUS": -1
},
"confidence": 96,
"horizon": "intraday",
"raw_facts": [
"锌期货仓单总计110325吨，较前一交易日增加547吨；由增减反推前值为109778吨",
"天津60251吨、广东19519吨、上海19271吨、浙江9961吨、江苏1323吨",
"广东增加353吨、上海增加295吨、天津减少101吨"
],
"transmission_chain": "锌仓单增加547吨→交易所可交割货源增加→锌价及有色板块短线承压",
"invalidation_conditions": "后续锌仓单减少547吨以上并低于109778吨，或上期所修正本期日报"
},
{
"event_id": "shfe-shfe-20260811-lead-daily-warrant",
"title": "上期所铅仓单增3874吨至60927吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-11T07:30:01Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://www.shfe.cn/data/tradedata/future/stockdata/dailystock_20260811/ZH/all.html",
"https://market.cnal.com/shfe/2026/08-11/1786433402667828.shtml"
],
"source_tier": "A",
"event_type": "inventory",
"direction_score": {
"NONFERROUS": -2
},
"confidence": 97,
"horizon": "intraday",
"raw_facts": [
"铅期货仓单总计60927吨，较前一交易日增加3874吨；由增减反推前值为57053吨",
"浙江24490吨、天津20414吨、江苏10881吨、上海2820吨、广东2322吨",
"江苏增加2388吨、浙江增加1511吨、上海减少25吨"
],
"transmission_chain": "铅仓单单日增加3874吨→可交割现货缓冲明显扩张→铅价短线承压",
"invalidation_conditions": "后续铅仓单减少3874吨以上并低于57053吨，或上期所修正本期日报"
},
{
"event_id": "shfe-shfe-20260811-nickel-daily-warrant",
"title": "上期所镍仓单增至100927吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-11T07:30:01Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://www.shfe.cn/data/tradedata/future/stockdata/dailystock_20260811/ZH/all.html",
"https://market.cnal.com/shfe/2026/08-11/1786433402667828.shtml"
],
"source_tier": "A",
"event_type": "inventory",
"direction_score": {
"NONFERROUS": -1
},
"confidence": 96,
"horizon": "intraday",
"raw_facts": [
"镍期货仓单总计100927吨，较前一交易日增加271吨；由增减反推前值为100656吨",
"上海77222吨、江苏15639吨、浙江6709吨、广东1357吨",
"江苏增加464吨、上海减少193吨，广东和浙江增减均为0吨"
],
"transmission_chain": "镍仓单增加271吨→交易所显性供应继续累积→镍价短线承压",
"invalidation_conditions": "后续镍仓单减少271吨以上并低于100656吨，或上期所修正本期日报"
},
{
"event_id": "shfe-shfe-20260811-tin-daily-warrant",
"title": "上期所锡仓单降至5063吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-11T07:30:01Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://www.shfe.cn/data/tradedata/future/stockdata/dailystock_20260811/ZH/all.html",
"https://market.cnal.com/shfe/2026/08-11/1786433402667828.shtml"
],
"source_tier": "A",
"event_type": "inventory",
"direction_score": {
"NONFERROUS": 1
},
"confidence": 96,
"horizon": "intraday",
"raw_facts": [
"锡期货仓单总计5063吨，较前一交易日减少63吨；由增减反推前值为5126吨",
"广东3035吨、上海1970吨、江苏58吨",
"广东减少96吨、上海增加33吨、江苏增减为0吨"
],
"transmission_chain": "锡仓单减少63吨→可交割现货显性供给收缩→锡价获得短线支撑",
"invalidation_conditions": "后续锡仓单增加63吨以上并高于5126吨，或上期所修正本期日报"
},
{
"event_id": "shfe-shfe-20260811-alumina-daily-warrant",
"title": "上期所氧化铝仓单持平273586吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-11T07:30:01Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://www.shfe.cn/data/tradedata/future/stockdata/dailystock_20260811/ZH/all.html",
"https://market.cnal.com/shfe/2026/08-11/1786433402667828.shtml"
],
"source_tier": "A",
"event_type": "inventory",
"direction_score": {
"NONFERROUS": 0
},
"confidence": 96,
"horizon": "intraday",
"raw_facts": [
"氧化铝仓库仓单264286吨，较前一交易日持平；厂库仓单9300吨，较前一交易日持平",
"仓库与厂库仓单合计273586吨，合计值由264286吨与9300吨相加得到",
"仓库仓单中新疆206372吨、广西23466吨、甘肃19783吨、山东14367吨、河南298吨"
],
"transmission_chain": "氧化铝仓库与厂库仓单均持平→交易所显性供给未出现新增方向→氧化铝及铝价短线影响中性",
"invalidation_conditions": "后续氧化铝仓库或厂库仓单出现非零增减，或上期所修正本期日报"
},
{
"event_id": "fed-us-20260811-h15-rates",
"title": "美国10年期国债收益率升至4.72%",
"event_time_utc": "2026-08-11T20:15:00Z",
"event_time_quality": "exact",
"published_at_utc": "2026-08-11T20:15:00Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://www.federalreserve.gov/releases/h15/current/"
],
"source_tier": "A",
"event_type": "macro_release",
"direction_score": {
"NONFERROUS": -1
},
"confidence": 95,
"horizon": "days",
"raw_facts": [
"美联储H.15于2026年8月11日美东时间16:15发布，表内最新数据日为8月10日",
"8月10日美国10年期国债恒定到期收益率4.72%，较8月7日4.65%上升7个基点；30年期5.25%，较5.19%上升6个基点",
"8月10日10年期TIPS实际收益率2.43%，较8月7日2.40%上升3个基点；2年期名义收益率4.25%"
],
"transmission_chain": "美国名义与实际长端收益率上升→美元资产机会成本及金属融资成本提高→有色金属估值承压",
"invalidation_conditions": "下一次H.15显示10年期名义收益率回落至4.65%以下，或美联储修正8月10日数据"
}
]This story was produced automatically by a channel. One sentence is all it takes for Neodrop to keep producing for you.
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