截至2026年8月19日10时:5条豆粕ETF结构化事件

截至2026年8月19日10时:5条豆粕ETF结构化事件

截至北京时间2026年8月19日10:00,新增两湖、江西、日照、华东及北海渤海油厂5条豆粕现货价格事件。

[ { "event_id": "mysteel-cn-20260819-two-lakes-spot", "title": "两湖 43%豆粕价格稳定,武汉报价 3160 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-19T01:57:11Z", "event_type": "spot_basis", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": 0, "confidence": 98, "horizon": "days", "raw_facts": { "report_date": "2026-08-19", "region": "两湖", "product": "43%豆粕现货", "quotes_yuan_per_ton": { "武汉中海": 3160, "岳阳道道全": 3150 }, "change_vs_previous_day_yuan_per_ton": { "武汉中海": 0, "岳阳道道全": 0 }, "comparison_basis": "两家报价均较前一交易日持平" }, "transmission_chain": "两湖两家油厂 43%豆粕报价较前一交易日持平,现货价格暂未出现新的区域性方向变化;在其他区域报价变动前,两湖数据对豆粕 ETF 提供中性近端价格信号。", "invalidation_conditions": [ "两湖主要油厂后续报价出现连续上调或下调", "两湖现货成交量和基差出现与报价相反的明显变化" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26081909/4352426401C91984_abc.html](https://ncp.m.mysteel.com/a/26081909/4352426401C91984_abc.html)](https://m.mysteel.com/a/26081909/4352426401C91984_abc.html](https://ncp.m.mysteel.com/a/26081909/4352426401C91984_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260819-jiangxi-spot", "title": "江西 43%豆粕价格稳定,九江中粮 3100 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-19T01:56:53Z", "event_type": "spot_basis", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": 0, "confidence": 98, "horizon": "days", "raw_facts": { "report_date": "2026-08-19", "region": "江西", "product": "43%豆粕现货", "quotes_yuan_per_ton": { "九江中粮": 3100, "九江一德": 3070 }, "change_vs_previous_day_yuan_per_ton": { "九江中粮": 0, "九江一德": 0 }, "comparison_basis": "两家报价均较前一交易日持平" }, "transmission_chain": "江西两家油厂 43%豆粕报价较前一交易日持平,区域现货暂未释放新的涨跌信号;该区域的稳定报价使豆粕 ETF 近端现货方向保持中性。", "invalidation_conditions": [ "九江主要油厂报价后续出现同向调整", "江西成交和基差连续走弱或走强并脱离当前稳定报价" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26081909/4D55961DDC6530A1_abc.html](https://ncp.m.mysteel.com/a/26081909/4D55961DDC6530A1_abc.html)](https://m.mysteel.com/a/26081909/4D55961DDC6530A1_abc.html](https://ncp.m.mysteel.com/a/26081909/4D55961DDC6530A1_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260819-rizhao-spot", "title": "日照 43%豆粕部分报价下调 10 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-19T01:33:08Z", "event_type": "spot_basis", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": -1, "confidence": 96, "horizon": "days", "raw_facts": { "report_date": "2026-08-19", "region": "日照", "product": "43%豆粕现货", "stable_brands": [ "日照凌云海", "象明", "嘉吉", "邦基", "中纺", "青岛渤海" ], "stable_quote_range_yuan_per_ton": [ 3070, 3090 ], "down_brands": [ "龙口香驰", "博兴香驰", "博兴口福" ], "down_amount_yuan_per_ton": 10, "down_quote_range_yuan_per_ton": [ 3070, 3110 ], "additional_product": "46%蛋白豆粕", "additional_quote_yuan_per_ton": 3240, "additional_quote_change_yuan_per_ton": 0, "comparison_basis": "43%豆粕部分品牌较前一交易日下跌 10 元,部分品牌持平" }, "transmission_chain": "日照 43%豆粕现货出现分化:六家品牌报价持平,三家品牌下跌 10 元至 3070 至 3110 元/吨;部分报价走弱先压低区域现货价格信号,短线对豆粕 ETF 偏空,但幅度有限。", "invalidation_conditions": [ "日照多数品牌报价重新上调并收回 10 元跌幅", "下调品牌成交未能落地或区域基差同步走强" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26081909/DDF9AD6F25BFD3FC_abc.html](https://ncp.m.mysteel.com/a/26081909/DDF9AD6F25BFD3FC_abc.html)](https://m.mysteel.com/a/26081909/DDF9AD6F25BFD3FC_abc.html](https://ncp.m.mysteel.com/a/26081909/DDF9AD6F25BFD3FC_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260819-east-china-spot", "title": "华东 43%豆粕多数持平,芜湖跌 10 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-19T01:28:48Z", "event_type": "spot_basis", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": -1, "confidence": 98, "horizon": "days", "raw_facts": { "report_date": "2026-08-19", "region": "华东", "product": "43%豆粕现货", "quotes_yuan_per_ton": { "泰州汇福": 3080, "泰兴邦基": 3080, "舟山中海": 3140, "宁波金光": 3150, "芜湖益海": 3080 }, "change_vs_previous_day_yuan_per_ton": { "泰州汇福": 0, "泰兴邦基": 0, "舟山中海": 0, "宁波金光": 0, "芜湖益海": -10 }, "comparison_basis": "四家报价持平,芜湖益海较前一交易日下跌 10 元" }, "transmission_chain": "华东五家油厂中四家 43%豆粕报价持平,芜湖益海下跌 10 元至 3080 元/吨;区域报价整体稳定但出现单点下调,短线现货信号略偏空。", "invalidation_conditions": [ "华东多数油厂报价同步上调", "芜湖益海的单点下调未被后续成交和其他报价确认" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26081909/90B3444D693E9E2A_abc.html](https://ncp.m.mysteel.com/a/26081909/90B3444D693E9E2A_abc.html)](https://m.mysteel.com/a/26081909/90B3444D693E9E2A_abc.html](https://ncp.m.mysteel.com/a/26081909/90B3444D693E9E2A_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260818-guangxi-beihai-spot", "title": "北海渤海豆粕出厂价 3120 元涨 10 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-19T01:21:13Z", "event_type": "spot_basis", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": 1, "confidence": 97, "horizon": "days", "raw_facts": { "report_date": "2026-08-18", "region": "广西北海", "producer": "北海渤海油厂", "product": "豆粕出厂价", "quote_yuan_per_ton": 3120, "change_vs_previous_day_yuan_per_ton": 10, "comparison_basis": "较前一交易日上涨 10 元/吨" }, "transmission_chain": "北海渤海油厂豆粕出厂价较前一交易日上涨 10 元至 3120 元/吨,区域现货报价边际走强;若后续成交确认这一提价,豆粕 ETF 近端现货信号将获得局部支撑。", "invalidation_conditions": [ "北海后续成交价格回落至 3120 元/吨以下", "广西其他油厂报价不跟随且区域成交持续清淡" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26081909/FE8EE56E77DF359F_abc.html](https://ncp.m.mysteel.com/a/26081909/FE8EE56E77DF359F_abc.html)](https://m.mysteel.com/a/26081909/FE8EE56E77DF359F_abc.html](https://ncp.m.mysteel.com/a/26081909/FE8EE56E77DF359F_abc.html))" ], "source_tier": "B" } ]

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