
8月28日09时:USDA周度出口与全国提货开机共12条
北京时间8月27日15时至8月28日09时,USDA周度美豆与豆粕出口销售、全国提货成交与八大区域现货开机数字共12条可回源事件。
[
{
"event_id": "usda-us-20260827-weekly-export-sales-soybeans",
"title": "USDA 周度:新年度美豆净销售 247.83 万吨,对华 110.1 万吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": null,
"event_type": "usda_report",
"asset_keys": [
"SOYMEAL_ETF"
],
"direction_score": 2,
"confidence": 98,
"horizon": "weeks",
"raw_facts": {
"report_date": "2026-08-27",
"week_ending": "2026-08-20",
"commodity": "soybeans",
"current_my": "2025/2026",
"current_my_net_sales_mt": 73900,
"current_my_exports_mt": 451800,
"next_my": "2026/2027",
"next_my_net_sales_mt": 2478300,
"next_my_china_net_sales_mt": 1101000,
"comparison": "USDA FAS 2026 年 8 月 27 日周度出口销售(截至 2026-08-20):2025/2026 营销年度美豆净销售 7.39 万吨,较前一周下降 13%、较近四周均值下降 40%,当周出口 45.18 万吨;2026/2027 营销年度净销售 247.83 万吨,其中对华 110.1 万吨。"
},
"transmission_chain": [
"USDA 周度出口销售披露新营销年度美豆净销售 247.83 万吨,对华净销售 110.1 万吨,同时旧年度出口 45.18 万吨。",
"对华大单强化美豆出口需求预期,抬升美豆复合盘成本,对国内豆粕与 SOYMEAL_ETF 形成偏多传导。"
],
"invalidation_conditions": [
"USDA 修订截至 2026-08-20 周度出口销售中的美豆净销售、出口或对华分项。",
"后续周报显示对华销售取消、改船或净销售显著回落。"
],
"source_urls": [
"[https://www.[fas.usda.gov/data/weekly-export-sales-08272026](https://www.fas.usda.gov/data/weekly-export-sales-08272026)](https://fas.usda.gov/data/weekly-export-sales-08272026](https://www.fas.usda.gov/data/weekly-export-sales-08272026))",
"[https://apps.[fas.usda.gov/esrqs/StaticReports/WeeklyHighlightsReport.pdf](https://apps.fas.usda.gov/esrqs/StaticReports/WeeklyHighlightsReport.pdf)](https://fas.usda.gov/esrqs/StaticReports/WeeklyHighlightsReport.pdf](https://apps.fas.usda.gov/esrqs/StaticReports/WeeklyHighlightsReport.pdf))"
],
"source_tier": "A"
},
{
"event_id": "usda-us-20260827-weekly-export-sales-soymeal",
"title": "USDA 周度:豆粕净销售 10.47 万吨,出口 32.19 万吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": null,
"event_type": "usda_report",
"asset_keys": [
"SOYMEAL_ETF"
],
"direction_score": 1,
"confidence": 98,
"horizon": "weeks",
"raw_facts": {
"report_date": "2026-08-27",
"week_ending": "2026-08-20",
"commodity": "soybean_cake_and_meal",
"current_my": "2025/2026",
"current_my_net_sales_mt": 104700,
"current_my_exports_mt": 321900,
"next_my": "2026/2027",
"next_my_net_sales_mt": 322800,
"comparison": "USDA FAS 2026 年 8 月 27 日周度出口销售(截至 2026-08-20):2025/2026 营销年度大豆粕(cake and meal)净销售 10.47 万吨,较前一周上升 13%、较近四周均值上升 28%;当周出口 32.19 万吨,较前一周上升 45%;2026/2027 营销年度净销售 32.28 万吨。"
},
"transmission_chain": [
"USDA 周度出口销售显示美豆粕净销售与出口同步上行。",
"全球豆粕出口需求偏强支撑美豆压榨与粕类估值,对国内豆粕成本端与 SOYMEAL_ETF 形成偏多传导。"
],
"invalidation_conditions": [
"USDA 修订截至 2026-08-20 周度出口销售中的豆粕净销售或出口。",
"后续周报显示豆粕净销售与出口连续回落。"
],
"source_urls": [
"[https://www.[fas.usda.gov/data/weekly-export-sales-08272026](https://www.fas.usda.gov/data/weekly-export-sales-08272026)](https://fas.usda.gov/data/weekly-export-sales-08272026](https://www.fas.usda.gov/data/weekly-export-sales-08272026))",
"[https://apps.[fas.usda.gov/esrqs/StaticReports/WeeklyHighlightsReport.pdf](https://apps.fas.usda.gov/esrqs/StaticReports/WeeklyHighlightsReport.pdf)](https://fas.usda.gov/esrqs/StaticReports/WeeklyHighlightsReport.pdf](https://apps.fas.usda.gov/esrqs/StaticReports/WeeklyHighlightsReport.pdf))"
],
"source_tier": "A"
},
{
"event_id": "mysteel-cn-20260827-national-pickup",
"title": "全国油厂豆粕提货 20.666 万吨,增 5560 吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-27T10:03:00Z",
"event_type": "supply_demand",
"asset_keys": [
"SOYMEAL_ETF"
],
"direction_score": 1,
"confidence": 94,
"horizon": "days",
"raw_facts": {
"report_date": "2026-08-27",
"region": "全国",
"pickup_tons": 206660,
"pickup_change_tons": 5560,
"regional_notes": {
"eastchina_pickup_tons": 33300,
"eastchina_change_tons": 2400,
"huabei_pickup_tons": 35100,
"huabei_change_tons": 800,
"northeast_pickup_tons": 29960,
"northeast_change_tons": 1060
},
"comparison": "页面披露 2026 年 8 月 27 日全国主要油厂豆粕提货量总计 206660 吨,较前一日增加 5560 吨;华东 33300 吨增 2400 吨,华北 35100 吨增 800 吨,东北 29960 吨增 1060 吨;山东、广东及西南分别减少 500 吨、200 吨和 100 吨。"
},
"transmission_chain": [
"我的钢铁网北京时间 8 月 27 日 18:03 发布全国主要油厂豆粕提货量统计,全国总提货 20.666 万吨、较前一日增加 5560 吨。",
"提货回升显示下游拿货节奏改善,短期对现货去库与 SOYMEAL_ETF 形成偏多短线信号。"
],
"invalidation_conditions": [
"我的钢铁网修订 2026 年 8 月 27 日全国提货总量或较前一日变动。",
"后续提货量再次回落并覆盖本次增量。"
],
"source_urls": [
"[https://ncp.[m.mysteel.com/a/26082718/6CAAE680E8F58311_abc.html](https://ncp.m.mysteel.com/a/26082718/6CAAE680E8F58311_abc.html)](https://m.mysteel.com/a/26082718/6CAAE680E8F58311_abc.html](https://ncp.m.mysteel.com/a/26082718/6CAAE680E8F58311_abc.html))"
],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260827-national-crush-trade",
"title": "全国油厂豆粕成交 6.26 万吨,样本现货普涨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-27T10:11:00Z",
"event_type": "supply_demand",
"asset_keys": [
"SOYMEAL_ETF"
],
"direction_score": -1,
"confidence": 92,
"horizon": "days",
"raw_facts": {
"report_date": "2026-08-27",
"region": "全国",
"trade_tons": 62600,
"operating_rate_percent": null,
"spot_samples_yuan_per_ton": [
{
"market": "天津",
"price": 3190,
"change": 30
},
{
"market": "山东",
"price": 3200,
"change": 60
},
{
"market": "江苏",
"price": 3180,
"change": 30
},
{
"market": "广东",
"price": 3190,
"change": 40
}
],
"comparison": "页面披露 8 月 27 日全国主要油厂豆粕成交 6.26 万吨;同日样本现货天津 3190 元/吨涨 30 元,山东 3200 元/吨涨 60 元,江苏 3180 元/吨涨 30 元,广东 3190 元/吨涨 40 元。正文开机率与环比增量字段被登录截断,仅采用完整绝对数。"
},
"transmission_chain": [
"我的钢铁网北京时间 8 月 27 日 18:11 发布全国油厂开机及豆粕成交量统计,成交 6.26 万吨。",
"全国成交量较前一统计日 12.31 万吨明显回落,尽管样本现货普涨,成交端偏弱仍对 SOYMEAL_ETF 形成短线-1 方向评分。"
],
"invalidation_conditions": [
"我的钢铁网修订 2026 年 8 月 27 日全国成交量或样本现货。",
"后续全国成交量显著回升并覆盖本次回落。"
],
"source_urls": [
"[https://ncp.[m.mysteel.com/a/26082718/13501F09DF9A28A3_abc.html](https://ncp.m.mysteel.com/a/26082718/13501F09DF9A28A3_abc.html)](https://m.mysteel.com/a/26082718/13501F09DF9A28A3_abc.html](https://ncp.m.mysteel.com/a/26082718/13501F09DF9A28A3_abc.html))"
],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260827-huabei-supply-report",
"title": "华北开机率 78.18%,豆粕成交 4000 吨报 3200",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-27T09:54:00Z",
"event_type": "supply_demand",
"asset_keys": [
"SOYMEAL_ETF"
],
"direction_score": -1,
"confidence": 94,
"horizon": "days",
"raw_facts": {
"report_date": "2026-08-27",
"region": "华北",
"spot_price_yuan_per_ton": {
"protein_percent": 43,
"markets": [
{
"market": "华北主流成交",
"range": [
3200,
3200
]
}
]
},
"spot_direction": null,
"trade_tons": 4000,
"trade_price_range_yuan_per_ton": [
3200,
3200
],
"spot_trade_tons": null,
"forward_trade_tons": null,
"crush_tons_per_day": null,
"operating_rate_percent": 78.18,
"comparison": "页面披露 2026 年 8 月 27 日华北油厂开机率 78.18%,油厂主流成交价 3200 元/吨,当日成交量 4000 吨;天津中粮、达孚、京粮、九三及秦皇岛金海、三河汇福开机,天津邦基、唐山中储粮停机,黄骅嘉吉单线开机。"
},
"transmission_chain": [
"我的钢铁网北京时间 8 月 27 日 17:54 发布华北油厂开机及豆粕成交量统计,开机率 78.18%、主流成交价 3200 元/吨、总成交 4000 吨。",
"华北成交量由前一统计日 1.1 万吨回落至 4000 吨,区域成交信号偏弱,SOYMEAL_ETF 短线方向评分为-1。"
],
"invalidation_conditions": [
"我的钢铁网修订 2026 年 8 月 27 日华北开机率、主流成交价或成交量。",
"华北后续成交量回升并覆盖本次回落。"
],
"source_urls": [
"[https://ncp.[m.mysteel.com/a/26082717/4FFE11E1058BCB39_abc.html](https://ncp.m.mysteel.com/a/26082717/4FFE11E1058BCB39_abc.html)](https://m.mysteel.com/a/26082717/4FFE11E1058BCB39_abc.html](https://ncp.m.mysteel.com/a/26082717/4FFE11E1058BCB39_abc.html))"
],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260827-shandong-supply-report",
"title": "山东豆粕上调,日照 3190—3200,成交 3 万吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-28T00:40:00Z",
"event_type": "supply_demand",
"asset_keys": [
"SOYMEAL_ETF"
],
"direction_score": 1,
"confidence": 95,
"horizon": "days",
"raw_facts": {
"report_date": "2026-08-27",
"region": "山东",
"spot_price_yuan_per_ton": {
"protein_percent": 43,
"markets": [
{
"market": "日照",
"range": [
3190,
3200
]
},
{
"market": "青岛",
"range": [
3220,
3220
]
}
]
},
"spot_direction": "上涨",
"trade_tons": 30000,
"trade_price_range_yuan_per_ton": [
3200,
3200
],
"spot_trade_tons": 30000,
"forward_trade_tons": 0,
"crush_tons_per_day": 62500,
"operating_rate_percent": 72.42,
"comparison": "页面披露上一交易日山东 43%豆粕现货价格上涨,日照 3190—3200 元/吨,青岛 3220 元/吨;油厂主流成交价 3200 元/吨,总成交 3.00 万吨均为现货;日度压榨量 62500 吨,开机率 72.42%。"
},
"transmission_chain": [
"我的钢铁网北京时间 8 月 28 日 08:40 发布的山东早报,披露日照 3190—3200 元/吨、青岛 3220 元/吨上调,主流成交 3200 元/吨,总成交 3 万吨,开机率 72.42%。",
"现货上调且成交保持活跃,区域现货信号偏强,SOYMEAL_ETF 短线方向评分为+1。"
],
"invalidation_conditions": [
"我的钢铁网修订 2026 年 8 月 27 日山东早报中的现货、成交价、成交量或开机率。",
"山东后续现货报价回落并伴随成交量明显收缩。"
],
"source_urls": [
"[https://ncp.[m.mysteel.com/a/26082808/42504DFDAA4D5583_abc.html](https://ncp.m.mysteel.com/a/26082808/42504DFDAA4D5583_abc.html)](https://m.mysteel.com/a/26082808/42504DFDAA4D5583_abc.html](https://ncp.m.mysteel.com/a/26082808/42504DFDAA4D5583_abc.html))"
],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260827-guangdong-supply-report",
"title": "广东豆粕上调至 3190—3220 元,成交 7000 吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-28T00:47:00Z",
"event_type": "spot_basis",
"asset_keys": [
"SOYMEAL_ETF"
],
"direction_score": 1,
"confidence": 94,
"horizon": "days",
"raw_facts": {
"report_date": "2026-08-27",
"region": "广东",
"spot_price_yuan_per_ton": {
"protein_percent": 43,
"markets": [
{
"market": "东莞",
"range": [
3190,
3200
]
},
{
"market": "湛江",
"range": [
3200,
3220
]
}
]
},
"spot_direction": "上调",
"trade_tons": 7000,
"trade_price_range_yuan_per_ton": [
3200,
3200
],
"spot_trade_tons": null,
"forward_trade_tons": null,
"crush_tons_per_day": null,
"operating_rate_percent": null,
"comparison": "页面披露上一交易日广东现货价格上调,东莞 3190—3200 元/吨、湛江 3200—3220 元/吨;油厂总成交 7000 吨,成交价 3200 元/吨。"
},
"transmission_chain": [
"我的钢铁网北京时间 8 月 28 日 08:47 发布的广东早报,披露东莞 3190—3200 元/吨、湛江 3200—3220 元/吨上调,油厂总成交 7000 吨。",
"现货明显上调,区域价格信号偏强,SOYMEAL_ETF 短线方向评分为+1。"
],
"invalidation_conditions": [
"我的钢铁网修订 2026 年 8 月 27 日广东早报中的现货区间、成交量或成交价。",
"广东后续现货回落并伴随成交量方向改变。"
],
"source_urls": [
"[https://ncp.[m.mysteel.com/a/26082808/4E8B10E5B9005916_abc.html](https://ncp.m.mysteel.com/a/26082808/4E8B10E5B9005916_abc.html)](https://m.mysteel.com/a/26082808/4E8B10E5B9005916_abc.html](https://ncp.m.mysteel.com/a/26082808/4E8B10E5B9005916_abc.html))"
],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260827-northeast-supply-report",
"title": "东北油厂成交 0 吨,开机率 67.23%",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-28T00:46:00Z",
"event_type": "supply_demand",
"asset_keys": [
"SOYMEAL_ETF"
],
"direction_score": -1,
"confidence": 94,
"horizon": "days",
"raw_facts": {
"report_date": "2026-08-27",
"region": "东北",
"spot_price_yuan_per_ton": {
"protein_percent": 43,
"markets": [
{
"market": "东北主流成交价",
"range": [
3330,
3360
]
}
]
},
"spot_direction": null,
"trade_tons": 0,
"trade_price_range_yuan_per_ton": [
3330,
3360
],
"spot_trade_tons": null,
"forward_trade_tons": null,
"crush_tons_per_day": 31800,
"operating_rate_percent": 67.23,
"comparison": "页面披露前一交易日东北油厂成交 0 吨,成交价 3330—3360 元/吨;开机率 67.23%,日压榨量 31800 吨。"
},
"transmission_chain": [
"我的钢铁网北京时间 8 月 28 日 08:46 发布的东北早报,披露成交 0 吨、成交价 3330—3360 元/吨、开机率 67.23%、日压榨 3.18 万吨。",
"成交量继续为 0 吨,区域需求信号偏弱,SOYMEAL_ETF 短线方向评分为-1。"
],
"invalidation_conditions": [
"我的钢铁网修订 2026 年 8 月 27 日东北早报中的成交量、成交价、开机率或日压榨量。",
"东北后续出现可核验的成交恢复。"
],
"source_urls": [
"[https://ncp.[m.mysteel.com/a/26082808/0BD63D5C6B97BEE0_abc.html](https://ncp.m.mysteel.com/a/26082808/0BD63D5C6B97BEE0_abc.html)](https://m.mysteel.com/a/26082808/0BD63D5C6B97BEE0_abc.html](https://ncp.m.mysteel.com/a/26082808/0BD63D5C6B97BEE0_abc.html))"
],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260827-eastchina-supply-report",
"title": "华东豆粕成交 0.36 万吨,开机率 66.73%",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-27T09:45:00Z",
"event_type": "supply_demand",
"asset_keys": [
"SOYMEAL_ETF"
],
"direction_score": -1,
"confidence": 95,
"horizon": "days",
"raw_facts": {
"report_date": "2026-08-27",
"region": "华东",
"spot_price_yuan_per_ton": {
"protein_percent": 43,
"markets": [
{
"market": "华东主流",
"range": [
3170,
3170
]
}
]
},
"spot_direction": null,
"trade_tons": 3600,
"trade_price_range_yuan_per_ton": [
3170,
3170
],
"spot_trade_tons": null,
"forward_trade_tons": 0,
"crush_tons_per_day": 72000,
"operating_rate_percent": 66.73,
"comparison": "页面披露 2026 年 8 月 27 日华东油厂开工率 66.73%、开机量 7.20 万吨;当日豆粕总成交 0.36 万吨,较上一交易日减少 3.02 万吨,远月无成交;市场主流价格约 3170 元/吨。"
},
"transmission_chain": [
"我的钢铁网北京时间 8 月 27 日 17:45 发布华东油厂开机及豆粕成交量统计,开工率 66.73%、开机量 7.20 万吨、成交 0.36 万吨减 3.02 万吨。",
"华东成交量显著下滑,区域需求信号偏弱,SOYMEAL_ETF 短线方向评分为-1。"
],
"invalidation_conditions": [
"我的钢铁网修订 2026 年 8 月 27 日华东开工率、开机量或成交量。",
"华东后续成交量显著回升并覆盖本次减量。"
],
"source_urls": [
"[https://ncp.[m.mysteel.com/a/26082717/4E2B55EABDCB19D3_abc.html](https://ncp.m.mysteel.com/a/26082717/4E2B55EABDCB19D3_abc.html)](https://m.mysteel.com/a/26082717/4E2B55EABDCB19D3_abc.html](https://ncp.m.mysteel.com/a/26082717/4E2B55EABDCB19D3_abc.html))"
],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260827-two-lakes-supply-report",
"title": "两湖豆粕上调至 3250—3270 元,成交 0 吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-28T00:43:00Z",
"event_type": "supply_demand",
"asset_keys": [
"SOYMEAL_ETF"
],
"direction_score": 1,
"confidence": 93,
"horizon": "days",
"raw_facts": {
"report_date": "2026-08-27",
"region": "两湖",
"spot_price_yuan_per_ton": {
"protein_percent": 43,
"markets": [
{
"market": "武汉",
"range": [
3250,
3270
]
},
{
"market": "岳阳",
"range": [
3250,
3270
]
}
]
},
"spot_direction": "上调",
"trade_tons": 0,
"trade_price_range_yuan_per_ton": [
3250,
3250
],
"spot_trade_tons": null,
"forward_trade_tons": null,
"crush_tons_per_day": null,
"operating_rate_percent": 75,
"comparison": "页面披露上个交易日两湖豆粕现货价格上调,武汉及岳阳市场价在 3250—3270 元/吨区间,油厂主流成交价 3250 元/吨但无成交,开机率 75%。"
},
"transmission_chain": [
"我的钢铁网北京时间 8 月 28 日 08:43 发布的两湖早报,披露武汉及岳阳 3250—3270 元/吨上调,主流成交价 3250 元/吨但成交 0 吨、开机率 75%。",
"现货上调为主,成交虽为 0 但价格信号偏强,SOYMEAL_ETF 区域方向评分为+1。"
],
"invalidation_conditions": [
"我的钢铁网修订 2026 年 8 月 27 日两湖早报中的现货区间、成交量或开机率。",
"两湖后续现货回落并伴随成交量进一步萎缩。"
],
"source_urls": [
"[https://ncp.[m.mysteel.com/a/26082808/569D57CA75A490AD_abc.html](https://ncp.m.mysteel.com/a/26082808/569D57CA75A490AD_abc.html)](https://m.mysteel.com/a/26082808/569D57CA75A490AD_abc.html](https://ncp.m.mysteel.com/a/26082808/569D57CA75A490AD_abc.html))"
],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260827-chuanyu-supply-report",
"title": "川渝豆粕上调至 3250—3350 元,开机率 47%",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-28T00:58:00Z",
"event_type": "supply_demand",
"asset_keys": [
"SOYMEAL_ETF"
],
"direction_score": 1,
"confidence": 95,
"horizon": "days",
"raw_facts": {
"report_date": "2026-08-27",
"region": "川渝",
"spot_price_yuan_per_ton": {
"protein_percent": 43,
"markets": [
{
"market": "重庆贸易商",
"range": [
3250,
3300
]
},
{
"market": "四川贸易商",
"range": [
3340,
3350
]
}
]
},
"spot_direction": "上调",
"trade_tons": null,
"trade_price_range_yuan_per_ton": null,
"spot_trade_tons": null,
"forward_trade_tons": null,
"crush_tons_per_day": 10800,
"operating_rate_percent": 47,
"comparison": "页面披露昨日川渝市场豆粕现货价格上调,在 3250—3350 元/吨区间;重庆贸易商 3250—3300 元/吨,四川贸易商 3340—3350 元/吨;开机率 47%,压榨量 1.08 万吨/日。"
},
"transmission_chain": [
"我的钢铁网北京时间 8 月 28 日 08:58 发布的川渝早报,披露前一交易日现货 3250—3350 元/吨上调、开机率 47%、日压榨 1.08 万吨。",
"川渝现货继续上调,区域现货信号偏强,SOYMEAL_ETF 短线方向评分为+1。"
],
"invalidation_conditions": [
"我的钢铁网修订 2026 年 8 月 27 日川渝早报中的现货区间、开机率或日压榨量。",
"川渝后续现货报价回落并伴随开机率明显变化。"
],
"source_urls": [
"[https://ncp.[m.mysteel.com/a/26082808/11D4676BAD4B91A7_abc.html](https://ncp.m.mysteel.com/a/26082808/11D4676BAD4B91A7_abc.html)](https://m.mysteel.com/a/26082808/11D4676BAD4B91A7_abc.html](https://ncp.m.mysteel.com/a/26082808/11D4676BAD4B91A7_abc.html))"
],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260827-guangxi-yungui-supply-report",
"title": "广西豆粕成交 3200 涨 70,昆明 3270 涨 60",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-28T00:41:00Z",
"event_type": "spot_basis",
"asset_keys": [
"SOYMEAL_ETF"
],
"direction_score": 1,
"confidence": 94,
"horizon": "days",
"raw_facts": {
"report_date": "2026-08-27",
"region": "广西及云贵",
"spot_price_yuan_per_ton": {
"protein_percent": 43,
"markets": [
{
"market": "广西主流成交",
"range": [
3200,
3200
],
"change": 70
},
{
"market": "云南昆明主流",
"range": [
3270,
3270
],
"change": 60
}
]
},
"spot_direction": "上涨",
"trade_tons": 7000,
"trade_price_range_yuan_per_ton": [
3200,
3200
],
"spot_trade_tons": 7000,
"forward_trade_tons": null,
"crush_tons_per_day": null,
"operating_rate_percent": null,
"comparison": "页面披露上一交易日广西油厂现货成交 7000 吨,主流成交价格 3200 元/吨、涨 70 元/吨;云南昆明益海无成交,市场主流成交价格 3270 元/吨、涨 60 元/吨。"
},
"transmission_chain": [
"我的钢铁网北京时间 8 月 28 日 08:41 发布的广西及云贵早报,披露广西主流成交 3200 元/吨涨 70 元、成交 7000 吨,昆明主流 3270 元/吨涨 60 元。",
"两地现货明确上涨,区域价格信号偏强,SOYMEAL_ETF 短线方向评分为+1。"
],
"invalidation_conditions": [
"我的钢铁网修订 2026 年 8 月 27 日广西及云贵早报中的成交价、涨跌金额或成交量。",
"广西及云贵后续现货报价回落。"
],
"source_urls": [
"[https://ncp.[m.mysteel.com/a/26082808/2FC7D7735C14C98F_abc.html](https://ncp.m.mysteel.com/a/26082808/2FC7D7735C14C98F_abc.html)](https://m.mysteel.com/a/26082808/2FC7D7735C14C98F_abc.html](https://ncp.m.mysteel.com/a/26082808/2FC7D7735C14C98F_abc.html))"
],
"source_tier": "B"
}
]
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