截至2026年8月21日10时:2条豆粕ETF结构化事件

截至2026年8月21日10时:2条豆粕ETF结构化事件

截至北京时间2026年8月21日10:00,日照与华东多家油厂43%豆粕现货报价较前一交易日走弱,提供可回溯的区域价格变化与ETF短线传导线索。

[ { "event_id": "mysteel-cn-20260821-rizhao-spot-drop", "title": "日照 43%豆粕报价下跌 15 至 20 元/吨", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-21T01:29:00Z", "event_type": "spot_basis", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": -1, "confidence": 94, "horizon": "days", "raw_facts": { "report_date": "2026-08-21", "region": "日照", "protein": "43%", "spot_quotes_yuan_per_ton": [ { "producer": "日照凌云海", "price_yuan_per_ton": 3090, "change_yuan_per_ton": -20 }, { "producer": "象明", "price_yuan_per_ton": 3090, "change_yuan_per_ton": -20 }, { "producer": "嘉吉", "price_yuan_per_ton": 3090, "change_yuan_per_ton": -20 }, { "producer": "邦基", "price_yuan_per_ton": 3100, "change_yuan_per_ton": -20 }, { "producer": "中纺", "price_yuan_per_ton": 3100, "change_yuan_per_ton": -15 }, { "producer": "青岛渤海", "price_yuan_per_ton": 3100, "change_yuan_per_ton": -20 }, { "producer": "龙口香驰", "price_yuan_per_ton": 3090, "change_yuan_per_ton": -20 } ], "comparison_basis": "以上报价均较前一交易日下跌;页面摘要明确显示的品牌和数值纳入,未扩写截断部分" }, "transmission_chain": "日照 43%豆粕现货的可见报价降至 3090 至 3100 元/吨,较前一交易日下跌 15 至 20 元/吨;区域现货价格走弱,先对豆粕 ETF 形成短线压制,后续影响取决于成交与库存是否继续承压。", "invalidation_conditions": [ "日照主流 43%豆粕报价止跌并连续上调", "后续日照现货成交放量并吸收新增供应", "区域库存下降使现货跌价无法延续" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082109/6EE10FBC95061906_abc.html](https://ncp.m.mysteel.com/a/26082109/6EE10FBC95061906_abc.html)](https://m.mysteel.com/a/26082109/6EE10FBC95061906_abc.html](https://ncp.m.mysteel.com/a/26082109/6EE10FBC95061906_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260821-eastchina-spot-drop", "title": "华东四家 43%豆粕报价下跌 10 元/吨", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-21T01:29:00Z", "event_type": "spot_basis", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": -1, "confidence": 94, "horizon": "days", "raw_facts": { "report_date": "2026-08-21", "region": "华东", "protein": "43%", "spot_quotes_yuan_per_ton": [ { "producer": "泰州汇福", "price_yuan_per_ton": 3090, "change_yuan_per_ton": -10 }, { "producer": "泰兴邦基", "price_yuan_per_ton": 3100, "change_yuan_per_ton": -10 }, { "producer": "舟山中海", "price_yuan_per_ton": 3150, "change_yuan_per_ton": -10 }, { "producer": "宁波金光", "price_yuan_per_ton": 3160, "change_yuan_per_ton": -10 } ], "comparison_basis": "以上四家报价均较前一交易日下跌 10 元/吨;页面摘要明确显示的品牌和数值纳入" }, "transmission_chain": "华东四家油厂 43%豆粕报价降至 3090 至 3160 元/吨,均较前一交易日下跌 10 元/吨;区域报价同步走弱,豆粕 ETF 短线现货支撑减弱,反弹持续性需要后续成交确认。", "invalidation_conditions": [ "华东主流 43%豆粕报价止跌并重新上调", "华东成交与提货增加并消化区域供应", "后续报价跌幅被收回且现货基差转强" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082109/5B9B191CA9D0ACFE_abc.html](https://ncp.m.mysteel.com/a/26082109/5B9B191CA9D0ACFE_abc.html)](https://m.mysteel.com/a/26082109/5B9B191CA9D0ACFE_abc.html](https://ncp.m.mysteel.com/a/26082109/5B9B191CA9D0ACFE_abc.html))" ], "source_tier": "B" } ]

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