2026-08-18 11:00｜有色金属事件流（25条）
补覆盖8月14日15:00至8月18日11:00窗口，收录SHFE仓单与周度库存、国家统计局地产和固定资产投资、BHP铜产量及SMM现货基差共25条可核验事件。
[
{
"event_id": "shfe-cu-20260814-daily-warrant",
"title": "上期所铜仓单增6468吨至33676吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-14T07:30:01Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://www.shfe.cn/eng/reports/StatisticalData/DailyData/?query_params=dailystock&query_date=20260814"
],
"source_tier": "A",
"event_type": "inventory",
"direction_score": {
"NONFERROUS": -1
},
"confidence": 98,
"horizon": "intraday",
"raw_facts": [
"上海期货交易所2026年8月14日仓单日报Vol.2026-149，单位为吨",
"铜仓单总计33676吨，日变动为增加6468吨",
"原始数据为总计与日变动，官方页面未在本期事件中提供地区拆分"
],
"transmission_chain": "铜仓单日增6468吨→交易所可交割现货显性供给上升→沪铜及有色板块短线承压",
"invalidation_conditions": "上期所修正2026年8月14日仓单日报，或后续铜仓单减少6468吨以上并低于27208吨"
},
{
"event_id": "shfe-al-20260814-daily-warrant",
"title": "上期所铝仓单减2227吨至297843吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-14T07:30:01Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://www.shfe.cn/eng/reports/StatisticalData/DailyData/?query_params=dailystock&query_date=20260814"
],
"source_tier": "A",
"event_type": "inventory",
"direction_score": {
"NONFERROUS": 1
},
"confidence": 98,
"horizon": "intraday",
"raw_facts": [
"上海期货交易所2026年8月14日仓单日报Vol.2026-149，单位为吨",
"铝仓单总计297843吨，日变动为减少2227吨",
"原始数据为总计与日变动，官方页面未在本期事件中提供地区拆分"
],
"transmission_chain": "铝仓单日减2227吨→交易所可交割现货显性供给小幅收缩→铝价获得短线支撑",
"invalidation_conditions": "上期所修正2026年8月14日仓单日报，或后续铝仓单增加2227吨以上并高于300070吨"
},
{
"event_id": "shfe-zn-20260814-daily-warrant",
"title": "上期所锌仓单增506吨至113466吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-14T07:30:01Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://www.shfe.cn/eng/reports/StatisticalData/DailyData/?query_params=dailystock&query_date=20260814"
],
"source_tier": "A",
"event_type": "inventory",
"direction_score": {
"NONFERROUS": -1
},
"confidence": 98,
"horizon": "intraday",
"raw_facts": [
"上海期货交易所2026年8月14日仓单日报Vol.2026-149，单位为吨",
"锌仓单总计113466吨，日变动为增加506吨",
"原始数据为总计与日变动，官方页面未在本期事件中提供地区拆分"
],
"transmission_chain": "锌仓单日增506吨→交易所可交割现货供应边际增加→锌价短线承压",
"invalidation_conditions": "上期所修正2026年8月14日仓单日报，或后续锌仓单减少506吨以上并低于112960吨"
},
{
"event_id": "shfe-pb-20260814-daily-warrant",
"title": "上期所铅仓单增173吨至65864吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-14T07:30:01Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://www.shfe.cn/eng/reports/StatisticalData/DailyData/?query_params=dailystock&query_date=20260814"
],
"source_tier": "A",
"event_type": "inventory",
"direction_score": {
"NONFERROUS": -1
},
"confidence": 98,
"horizon": "intraday",
"raw_facts": [
"上海期货交易所2026年8月14日仓单日报Vol.2026-149，单位为吨",
"铅仓单总计65864吨，日变动为增加173吨",
"原始数据为总计与日变动，官方页面未在本期事件中提供地区拆分"
],
"transmission_chain": "铅仓单日增173吨→交易所可交割现货供应边际增加→铅价短线承压",
"invalidation_conditions": "上期所修正2026年8月14日仓单日报，或后续铅仓单减少173吨以上并低于65691吨"
},
{
"event_id": "shfe-ni-20260814-daily-warrant",
"title": "上期所镍仓单增588吨至101387吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-14T07:30:01Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://www.shfe.cn/eng/reports/StatisticalData/DailyData/?query_params=dailystock&query_date=20260814"
],
"source_tier": "A",
"event_type": "inventory",
"direction_score": {
"NONFERROUS": -1
},
"confidence": 98,
"horizon": "intraday",
"raw_facts": [
"上海期货交易所2026年8月14日仓单日报Vol.2026-149，单位为吨",
"镍仓单总计101387吨，日变动为增加588吨",
"原始数据为总计与日变动，官方页面未在本期事件中提供地区拆分"
],
"transmission_chain": "镍仓单日增588吨→交易所显性供应继续累积→镍价短线承压",
"invalidation_conditions": "上期所修正2026年8月14日仓单日报，或后续镍仓单减少588吨以上并低于100799吨"
},
{
"event_id": "shfe-sn-20260814-daily-warrant",
"title": "上期所锡仓单增324吨至5452吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-14T07:30:01Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://www.shfe.cn/eng/reports/StatisticalData/DailyData/?query_params=dailystock&query_date=20260814"
],
"source_tier": "A",
"event_type": "inventory",
"direction_score": {
"NONFERROUS": -1
},
"confidence": 98,
"horizon": "intraday",
"raw_facts": [
"上海期货交易所2026年8月14日仓单日报Vol.2026-149，单位为吨",
"锡仓单总计5452吨，日变动为增加324吨",
"原始数据为总计与日变动，官方页面未在本期事件中提供地区拆分"
],
"transmission_chain": "锡仓单日增324吨→交易所可交割现货供应增加→锡价短线承压",
"invalidation_conditions": "上期所修正2026年8月14日仓单日报，或后续锡仓单减少324吨以上并低于5128吨"
},
{
"event_id": "shfe-cu-20260814-weekly-inventory",
"title": "上期所铜仓单周增10699吨至33676吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-14T07:30:01Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://www.shfe.cn/eng/reports/StatisticalData/WeeklyData/?query_params=weeklystock&query_date=20260814"
],
"source_tier": "A",
"event_type": "inventory",
"direction_score": {
"NONFERROUS": -2
},
"confidence": 99,
"horizon": "weeks",
"raw_facts": [
"上海期货交易所2026年第31期周度库存（日期为2026年8月14日），单位为吨",
"铜仓单本周33676吨、上周22977吨，周变动为增加10699吨",
"周度库存表中的On Warrant即仓单；该周度口径与同日仓单日报的日变动口径不同，两个变动值不应相加",
"铜可交割库存本周69713吨、上周70098吨，周变动为减少385吨"
],
"transmission_chain": "铜仓单周增10699吨→交易所显性库存扩张并提高交割缓冲→沪铜及有色板块中短期承压",
"invalidation_conditions": "上期所修正第31期周度库存，或后续周度铜仓单降至22977吨以下"
},
{
"event_id": "shfe-al-20260814-weekly-inventory",
"title": "上期所铝仓单周减9165吨至297843吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-14T07:30:01Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://www.shfe.cn/eng/reports/StatisticalData/WeeklyData/?query_params=weeklystock&query_date=20260814"
],
"source_tier": "A",
"event_type": "inventory",
"direction_score": {
"NONFERROUS": 1
},
"confidence": 99,
"horizon": "weeks",
"raw_facts": [
"上海期货交易所2026年第31期周度库存（日期为2026年8月14日），单位为吨",
"铝仓单本周297843吨、上周307008吨，周变动为减少9165吨",
"周度库存表中的On Warrant即仓单；该周度口径与同日仓单日报的日变动口径不同，两个变动值不应相加"
],
"transmission_chain": "铝仓单周减9165吨→交易所显性库存收缩→铝价获得中短期支撑",
"invalidation_conditions": "上期所修正第31期周度库存，或后续周度铝仓单增加9165吨以上并高于307008吨"
},
{
"event_id": "shfe-zn-20260814-weekly-inventory",
"title": "上期所锌仓单周增3309吨至113466吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-14T07:30:01Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://www.shfe.cn/eng/reports/StatisticalData/WeeklyData/?query_params=weeklystock&query_date=20260814"
],
"source_tier": "A",
"event_type": "inventory",
"direction_score": {
"NONFERROUS": -1
},
"confidence": 99,
"horizon": "weeks",
"raw_facts": [
"上海期货交易所2026年第31期周度库存（日期为2026年8月14日），单位为吨",
"锌仓单本周113466吨、上周110157吨，周变动为增加3309吨",
"周度库存表中的On Warrant即仓单；该周度口径与同日仓单日报的日变动口径不同，两个变动值不应相加"
],
"transmission_chain": "锌仓单周增3309吨→交易所显性库存扩张→锌价中短期承压",
"invalidation_conditions": "上期所修正第31期周度库存，或后续周度锌仓单减少3309吨以上并低于110157吨"
},
{
"event_id": "shfe-pb-20260814-weekly-inventory",
"title": "上期所铅仓单周增9228吨至65864吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-14T07:30:01Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://www.shfe.cn/eng/reports/StatisticalData/WeeklyData/?query_params=weeklystock&query_date=20260814"
],
"source_tier": "A",
"event_type": "inventory",
"direction_score": {
"NONFERROUS": -2
},
"confidence": 99,
"horizon": "weeks",
"raw_facts": [
"上海期货交易所2026年第31期周度库存（日期为2026年8月14日），单位为吨",
"铅仓单本周65864吨、上周56636吨，周变动为增加9228吨",
"周度库存表中的On Warrant即仓单；该周度口径与同日仓单日报的日变动口径不同，两个变动值不应相加"
],
"transmission_chain": "铅仓单周增9228吨→交易所显性库存显著扩张→铅价中短期承压",
"invalidation_conditions": "上期所修正第31期周度库存，或后续周度铅仓单减少9228吨以上并低于56636吨"
},
{
"event_id": "shfe-ni-20260814-weekly-inventory",
"title": "上期所镍仓单周增992吨至101387吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-14T07:30:01Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://www.shfe.cn/eng/reports/StatisticalData/WeeklyData/?query_params=weeklystock&query_date=20260814"
],
"source_tier": "A",
"event_type": "inventory",
"direction_score": {
"NONFERROUS": -1
},
"confidence": 99,
"horizon": "weeks",
"raw_facts": [
"上海期货交易所2026年第31期周度库存（日期为2026年8月14日），单位为吨",
"镍仓单本周101387吨、上周100395吨，周变动为增加992吨",
"周度库存表中的On Warrant即仓单；该周度口径与同日仓单日报的日变动口径不同，两个变动值不应相加"
],
"transmission_chain": "镍仓单周增992吨→交易所显性库存继续累积→镍价中短期承压",
"invalidation_conditions": "上期所修正第31期周度库存，或后续周度镍仓单减少992吨以上并低于100395吨"
},
{
"event_id": "shfe-sn-20260814-weekly-inventory",
"title": "上期所锡仓单周增604吨至5452吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-14T07:30:01Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://www.shfe.cn/eng/reports/StatisticalData/WeeklyData/?query_params=weeklystock&query_date=20260814"
],
"source_tier": "A",
"event_type": "inventory",
"direction_score": {
"NONFERROUS": -1
},
"confidence": 99,
"horizon": "weeks",
"raw_facts": [
"上海期货交易所2026年第31期周度库存（日期为2026年8月14日），单位为吨",
"锡仓单本周5452吨、上周4848吨，周变动为增加604吨",
"周度库存表中的On Warrant即仓单；该周度口径与同日仓单日报的日变动口径不同，两个变动值不应相加"
],
"transmission_chain": "锡仓单周增604吨→交易所可交割现货供应增加→锡价中短期承压",
"invalidation_conditions": "上期所修正第31期周度库存，或后续周度锡仓单减少604吨以上并低于4848吨"
},
{
"event_id": "shfe-cu-20260817-daily-warrant",
"title": "上期所铜仓单增21616吨至55292吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-17T07:30:01Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://www.shfe.cn/eng/reports/StatisticalData/DailyData/?query_params=dailystock&query_date=20260817"
],
"source_tier": "A",
"event_type": "inventory",
"direction_score": {
"NONFERROUS": -3
},
"confidence": 99,
"horizon": "intraday",
"raw_facts": [
"上海期货交易所2026年8月17日仓单日报Vol.2026-150，单位为吨",
"铜仓单总计55292吨，日变动为增加21616吨",
"上海24249吨、广东9677吨、江苏19122吨、浙江2244吨，总计与官方全品种页一致"
],
"transmission_chain": "铜仓单日增21616吨→交易所可交割现货显性供给大幅增加→沪铜及有色板块短线承压",
"invalidation_conditions": "上期所修正2026年8月17日仓单日报，或后续铜仓单减少21616吨以上并低于33676吨"
},
{
"event_id": "shfe-al-20260817-daily-warrant",
"title": "上期所铝仓单减1998吨至295845吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-17T07:30:01Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://www.shfe.cn/eng/reports/StatisticalData/DailyData/?query_params=dailystock&query_date=20260817"
],
"source_tier": "A",
"event_type": "inventory",
"direction_score": {
"NONFERROUS": 1
},
"confidence": 99,
"horizon": "intraday",
"raw_facts": [
"上海期货交易所2026年8月17日仓单日报Vol.2026-150，单位为吨",
"铝仓单总计295845吨，日变动为减少1998吨",
"原始数据为总计与日变动，官方页面未在本期事件中提供地区拆分"
],
"transmission_chain": "铝仓单日减1998吨→交易所可交割现货显性供给小幅收缩→铝价获得短线支撑",
"invalidation_conditions": "上期所修正2026年8月17日仓单日报，或后续铝仓单增加1998吨以上并高于297843吨"
},
{
"event_id": "shfe-zn-20260817-daily-warrant",
"title": "上期所锌仓单增742吨至114208吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-17T07:30:01Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://www.shfe.cn/eng/reports/StatisticalData/DailyData/?query_params=dailystock&query_date=20260817"
],
"source_tier": "A",
"event_type": "inventory",
"direction_score": {
"NONFERROUS": -1
},
"confidence": 99,
"horizon": "intraday",
"raw_facts": [
"上海期货交易所2026年8月17日仓单日报Vol.2026-150，单位为吨",
"锌仓单总计114208吨，日变动为增加742吨",
"原始数据为总计与日变动，官方页面未在本期事件中提供地区拆分"
],
"transmission_chain": "锌仓单日增742吨→交易所可交割现货供应增加→锌价短线承压",
"invalidation_conditions": "上期所修正2026年8月17日仓单日报，或后续锌仓单减少742吨以上并低于113466吨"
},
{
"event_id": "shfe-pb-20260817-daily-warrant",
"title": "上期所铅仓单增25吨至65889吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-17T07:30:01Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://www.shfe.cn/eng/reports/StatisticalData/DailyData/?query_params=dailystock&query_date=20260817"
],
"source_tier": "A",
"event_type": "inventory",
"direction_score": {
"NONFERROUS": 0
},
"confidence": 99,
"horizon": "intraday",
"raw_facts": [
"上海期货交易所2026年8月17日仓单日报Vol.2026-150，单位为吨",
"铅仓单总计65889吨，日变动为增加25吨",
"原始数据为总计与日变动，官方页面未在本期事件中提供地区拆分"
],
"transmission_chain": "铅仓单日增25吨→交易所显性库存基本稳定→铅价短线方向信号有限",
"invalidation_conditions": "上期所修正2026年8月17日铅仓单日报"
},
{
"event_id": "shfe-ni-20260817-daily-warrant",
"title": "上期所镍仓单增444吨至101831吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-17T07:30:01Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://www.shfe.cn/eng/reports/StatisticalData/DailyData/?query_params=dailystock&query_date=20260817"
],
"source_tier": "A",
"event_type": "inventory",
"direction_score": {
"NONFERROUS": -1
},
"confidence": 99,
"horizon": "intraday",
"raw_facts": [
"上海期货交易所2026年8月17日仓单日报Vol.2026-150，单位为吨",
"镍仓单总计101831吨，日变动为增加444吨",
"原始数据为总计与日变动，官方页面未在本期事件中提供地区拆分"
],
"transmission_chain": "镍仓单日增444吨→交易所显性供应继续累积→镍价短线承压",
"invalidation_conditions": "上期所修正2026年8月17日仓单日报，或后续镍仓单减少444吨以上并低于101387吨"
},
{
"event_id": "shfe-sn-20260817-daily-warrant",
"title": "上期所锡仓单增75吨至5527吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-17T07:30:01Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://www.shfe.cn/eng/reports/StatisticalData/DailyData/?query_params=dailystock&query_date=20260817"
],
"source_tier": "A",
"event_type": "inventory",
"direction_score": {
"NONFERROUS": -1
},
"confidence": 99,
"horizon": "intraday",
"raw_facts": [
"上海期货交易所2026年8月17日仓单日报Vol.2026-150，单位为吨",
"锡仓单总计5527吨，日变动为增加75吨",
"原始数据为总计与日变动，官方页面未在本期事件中提供地区拆分"
],
"transmission_chain": "锡仓单日增75吨→交易所可交割现货供应边际增加→锡价短线承压",
"invalidation_conditions": "上期所修正2026年8月17日仓单日报，或后续锡仓单减少75吨以上并低于5452吨"
},
{
"event_id": "nbs-cn-20260817-realestate",
"title": "2026年1—7月房屋新开工同比降24.0%",
"event_time_utc": "2026-08-17T07:00:00Z",
"event_time_quality": "exact",
"published_at_utc": "2026-08-17T07:00:00Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://www.stats.gov.cn/sj/zxfb/202608/t20260817_1965053.html"
],
"source_tier": "A",
"event_type": "macro_release",
"direction_score": {
"NONFERROUS": -2
},
"confidence": 99,
"horizon": "weeks",
"raw_facts": [
"国家统计局于2026年8月17日15:00（北京时间）发布2026年1—7月份全国房地产市场基本情况",
"全国房地产开发投资43009亿元，同比下降19.2%；住宅投资33172亿元，同比下降19.1%",
"房屋新开工面积26700万平方米，同比下降24.0%；房屋竣工面积19195万平方米，同比下降23.2%",
"新建商品房销售面积45021万平方米，同比下降11.8%；销售额42718亿元，同比下降13.1%"
],
"transmission_chain": "地产新开工与竣工面积分别下降24.0%和23.2%→建筑用铜铝锌需求预期走弱→有色金属估值与库存定价承压",
"invalidation_conditions": "国家统计局修订2026年1—7月房地产市场数据"
},
{
"event_id": "nbs-cn-20260817-fixed-asset-investment",
"title": "2026年1—7月固定资产投资（不含农户）降6.7%",
"event_time_utc": "2026-08-17T07:00:00Z",
"event_time_quality": "exact",
"published_at_utc": "2026-08-17T07:00:00Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://www.stats.gov.cn/sj/zxfb/202608/t20260817_1965054.html"
],
"source_tier": "A",
"event_type": "macro_release",
"direction_score": {
"NONFERROUS": -1
},
"confidence": 99,
"horizon": "weeks",
"raw_facts": [
"国家统计局于2026年8月17日15:00（北京时间）发布2026年1—7月份全国固定资产投资基本情况",
"全国固定资产投资（不含农户）260328亿元，同比下降6.7%；民间固定资产投资同比下降9.4%",
"基础设施投资同比下降3.6%，制造业投资同比下降1.7%，工业投资同比下降2.1%"
],
"transmission_chain": "固定资产投资和基建投资同比下降→工业与基建用铜铝需求预期偏弱→有色金属需求定价承压",
"invalidation_conditions": "国家统计局修订2026年1—7月固定资产投资可比口径数据"
},
{
"event_id": "bhp-cu-20260817-fy2026-results",
"title": "BHP铜产量同比增3%至195.3万吨",
"event_time_utc": "2026-08-17T22:34:44Z",
"event_time_quality": "exact",
"published_at_utc": "2026-08-17T22:34:44Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://company-announcements.afr.com/asx/bhp/0010d63e-9a8c-11f1-8469-d2c92360b8b4.pdf",
"https://asx.api.markitdigital.com/asx-research/1.0/companies/BHP/announcements"
],
"source_tier": "A",
"event_type": "supply_demand",
"direction_score": {
"NONFERROUS": 0
},
"confidence": 90,
"horizon": "weeks",
"raw_facts": [
"BHP FY2026 Results Presentation于2026年8月17日22:34:44（UTC）在ASX公告列表出现",
"BHP FY2026铜产量为1953 kt Cu，同比增加3%",
"铜分部EBITDA利润率为70%，集团Underlying attributable profit为US$13.2bn，同比增加30%"
],
"transmission_chain": "BHP铜产量同比增加3%→全球铜供给边际增加；铜分部EBITDA利润率达70%→大型矿企经营景气偏强；两项信号方向相反→铜价方向信号中性",
"invalidation_conditions": "BHP后续修订FY2026 Results Presentation，或官方公告正文与演示文稿的铜产量数字出现冲突"
},
{
"event_id": "smm-al-20260818-a00-spot-basis",
"title": "SMM A00铝成交转为贴水40元至平水",
"event_time_utc": "2026-08-18T02:46:00Z",
"event_time_quality": "exact",
"published_at_utc": "2026-08-18T02:46:00Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://news.smm.cn/news/104064528"
],
"source_tier": "B",
"event_type": "spot_basis",
"direction_score": {
"NONFERROUS": -1
},
"confidence": 96,
"horizon": "intraday",
"raw_facts": [
"SMM于2026年8月18日10:46（北京时间）发布沪铝现货快讯",
"SMM A00铝锭市场成交在贴水40元/吨至平水之间，即-40至0元/吨",
"原文称沪铝盘面重心较上一交易日下跌，整体现货转为贴水成交"
],
"transmission_chain": "A00铝现货由平水附近转为贴水成交→现货采购承接偏弱→沪铝短线承压",
"invalidation_conditions": "SMM更正2026年8月18日A00铝现货升贴水报价"
},
{
"event_id": "smm-lme-20260817-0-3-basis",
"title": "LME 0—3六种金属升贴水分化",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-18T01:11:00Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://news.smm.cn/news/104063986",
"https://news.smm.cn/live/detail/104063986"
],
"source_tier": "B",
"event_type": "spot_basis",
"direction_score": {
"NONFERROUS": 0
},
"confidence": 96,
"horizon": "days",
"raw_facts": [
"SMM于2026年8月18日09:11（北京时间）发布2026年8月17日LME 0—3持仓升贴水数据，金额单位为美元/吨，持仓单位为手",
"LME 0—3铜升水436.48、持仓269856手且增加904手；铝贴水5.58、持仓594239手且增加1107手",
"LME 0—3铅贴水48.62、持仓184801手且增加832手；锌升水82.88、持仓258352手且增加3703手",
"LME 0—3锡贴水311、持仓21760手且减少107手；镍贴水205.1、持仓240908手且减少5619手"
],
"transmission_chain": "LME多金属0—3期限结构出现升贴水分化→不同品种的现货紧张度与融资信号分化→有色板块内部价格表现分化",
"invalidation_conditions": "SMM更正2026年8月17日LME 0—3持仓升贴水数据"
},
{
"event_id": "smm-cu-20260814-cash-3m-basis",
"title": "LME铜现货较三月期升水434美元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-15T00:21:00Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://news.smm.cn/news/104061408"
],
"source_tier": "B",
"event_type": "spot_basis",
"direction_score": {
"NONFERROUS": 2
},
"confidence": 88,
"horizon": "weeks",
"raw_facts": [
"SMM于2026年8月15日08:21（北京时间）发布2026年8月14日LME收盘信息，金额单位为美元/吨",
"LME现货铜较三个月期铜升水434美元，高于两周前的45美元",
"该现货对三月期升水为2021年10月以来最高"
],
"transmission_chain": "LME铜现货较三月期升水扩大至434美元/吨→近端现货紧张度与融资挤压增强→铜价及有色板块短期获得支撑",
"invalidation_conditions": "SMM更正2026年8月14日LME现货对三个月期升水数据"
},
{
"event_id": "smm-cu-20260817-cash-3m-basis",
"title": "LME铜现货较三月期升水553.25美元/吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-18T00:49:00Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://news.smm.cn/news/104063947"
],
"source_tier": "B",
"event_type": "spot_basis",
"direction_score": {
"NONFERROUS": 2
},
"confidence": 88,
"horizon": "weeks",
"raw_facts": [
"SMM于2026年8月18日08:49（北京时间）发布2026年8月17日LME收盘信息，金额单位为美元/吨",
"LME现货铜较三个月期铜升水553.25美元，盘中现货铜合约报14830美元/吨",
"原文称该现货对三月期升水为2021年10月以来最高"
],
"transmission_chain": "LME铜现货较三月期升水扩大至553.25美元/吨→近端现货紧张度进一步上升→铜价及有色板块短期获得支撑",
"invalidation_conditions": "SMM更正2026年8月17日LME现货对三个月期升水数据"
}
]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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