2026-09-11 14:00｜有色金属事件流（3条）

[
  {
    "event_id": "mysteel-north-20260911-cu-spot-basis",
    "event_type": "spot_basis",
    "asset_keys": [
      "NONFERROUS"
    ],
    "title": "华北电解铜中间价跌超3100元，平水铜贴水50至150元",
    "event_time_quality": "exact",
    "event_time_utc": "2026-09-11T05:57:00Z",
    "published_at_utc": "2026-09-11T05:57:00Z",
    "direction_score": {
      "NONFERROUS": -1
    },
    "confidence": 90,
    "horizon": "intraday",
    "raw_facts": {
      "coverage_window_beijing": "2026-09-11 13:00至14:00",
      "data_date_beijing": "2026-09-11",
      "commodity": "1#电解铜",
      "unit": "元/吨",
      "liaoning_price_range_yuan_per_tonne": "109030-109350",
      "liaoning_midprice_yuan_per_tonne": 109190,
      "liaoning_midprice_change_yuan_per_tonne": -3140,
      "liaoning_par_copper_basis_yuan_per_tonne": "贴水100~贴水60",
      "tianjin_price_range_yuan_per_tonne": "109040-109300",
      "tianjin_midprice_yuan_per_tonne": 109170,
      "tianjin_midprice_change_yuan_per_tonne": -3180,
      "tianjin_par_copper_basis_yuan_per_tonne": "贴水150~贴水50",
      "shandong_data_status": "山东市场中间价数值在未登录状态下正文被截断，按证据规则排除未经验证数值，仅保留辽宁与天津完整公开数值",
      "market_sentiment": "铜价重心回落及近月合约Back月差走阔提振下游点价，冶炼厂出货量回升，平水铜维持贴水交投"
    },
    "transmission_chain": "华北电解铜中间价下跌逾3140元且平水铜贴水50至150元→绝对价格回落下游点价增加促使现货交投边际回暖→贴水结构维持反映现货流通尚显宽松",
    "invalidation_conditions": "午后华北现货报价大幅收窄贴水转为升水，或下游点价放量导致冶炼厂现货库存快速告罄",
    "source_urls": [
      "https://youse.mysteel.com/a/26091113/A5960ADD2EDEBD5A.html"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "mysteel-guangdong-20260911-cu-spot-basis",
    "event_type": "spot_basis",
    "asset_keys": [
      "NONFERROUS"
    ],
    "title": "广东电解铜中间价跌3130元，升贴水升150至250元持稳",
    "event_time_quality": "exact",
    "event_time_utc": "2026-09-11T05:56:00Z",
    "published_at_utc": "2026-09-11T05:56:00Z",
    "direction_score": {
      "NONFERROUS": 1
    },
    "confidence": 90,
    "horizon": "intraday",
    "raw_facts": {
      "coverage_window_beijing": "2026-09-11 13:00至14:00",
      "data_date_beijing": "2026-09-11",
      "data_cutoff_time_beijing": "2026-09-11 11:00",
      "region": "广东地区",
      "commodity": "1#电解铜",
      "unit": "元/吨",
      "guangdong_midprice_yuan_per_tonne": 109470,
      "guangdong_midprice_change_yuan_per_tonne": -3130,
      "spot_basis_range_yuan_per_tonne": "升水150~升水250",
      "spot_basis_change_vs_prior_day": "持平",
      "par_copper_basis_yuan_per_tonne": "升水150",
      "market_sentiment": "铜价高位回落促使部分下游入市点价，可流通货源偏紧且库存低位运行，持货商挺价促使升贴水企稳"
    },
    "transmission_chain": "广东电解铜中间价随盘回调3130元但流通货源偏紧促使现货升水稳在升150至250元/吨→华南区域现货挺价能力稳固→对国内电解铜区域基差形成较强支撑",
    "invalidation_conditions": "广东主要仓库集中到货交仓缓解流通偏紧局面，或下游消费停滞导致持货商大幅下调升水报价",
    "source_urls": [
      "https://youse.mysteel.com/a/26091113/401CB9EA409A2C3C.html"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "smm-hk-20260911-ag-spot-basis",
    "event_type": "spot_basis",
    "asset_keys": [
      "NONFERROUS"
    ],
    "title": "SMM香港银锭对LBMA现货贴水收报0.18至0.1美元/盎司",
    "event_time_quality": "exact",
    "event_time_utc": "2026-09-11T05:25:20Z",
    "published_at_utc": "2026-09-11T05:25:20Z",
    "direction_score": {
      "NONFERROUS": 1
    },
    "confidence": 88,
    "horizon": "intraday",
    "raw_facts": {
      "coverage_window_beijing": "2026-09-11 13:00至14:00",
      "data_date_beijing": "2026-09-11",
      "release_time_beijing": "2026-09-11 13:25:20",
      "commodity": "香港银锭（对LBMA）",
      "frequency": "周度收报",
      "unit": "美元/盎司（USD/oz）",
      "spot_basis_range_usd_per_oz": "贴水0.18至0.1",
      "spread_structure": "贴水（discount）",
      "trend_description": "整体贴水有所收窄",
      "data_note": "原文未披露上周基期具体数值，保留原文区间报价与贴水收窄判断"
    },
    "transmission_chain": "香港银锭现货对LBMA收报贴水0.18至0.1美元/盎司且贴水收窄→亚洲现货白银实物折价边际收缩→实物供需与流动性边际改善对贵金属有色估值提供微幅韧性",
    "invalidation_conditions": "下周SMM香港银锭现货贴水重新大幅走阔，或LBMA官方基准大幅异动导致亚洲现货溢价结构失效",
    "source_urls": [
      "https://news.smm.cn/live/detail/104110635"
    ],
    "source_tier": "B"
  }
]
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