
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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