
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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