8月28日11时：四川豆粕涨30，上海东辰与三河汇福上调

[ { "event_id": "mysteel-cn-20260828-beijing-sanhe-spot-up", "title": "北京三河汇福 43%豆粕现货随盘再涨 10 元/吨", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-28T02:20:00Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 1, "confidence": 90, "horizon": "days", "raw_facts": { "report_date": "2026-08-28", "region": "北京三河", "plant": "北京三河汇福", "spot_price_yuan_per_ton": { "protein_percent": 43, "change": 10, "absolute_price": null, "note": "页面仅披露上涨金额，未披露绝对价" }, "spot_direction": "继续随盘上涨", "comparison": "页面披露 2026 年 8 月 28 日北京三河汇福油厂 43%豆粕现货报价继续随盘上涨 10 元/吨，绝对价未披露。" }, "transmission_chain": [ "我的钢铁网北京时间 8 月 28 日 10:20 发布北京三河汇福 43%豆粕现货报价，较前报再上调 10 元/吨。", "华北单厂现货继续小幅跟盘抬升，短线抬高销区到货成本，对 SOYMEAL_ETF 形成轻度偏多传导，方向评分为+1。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 28 日北京三河汇福 43%豆粕涨跌金额或补充后的绝对价与本次口径冲突。", "该厂后续报价回落并覆盖本次 10 元涨幅。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082810/50DC4B796B3BBACF_abc.html](https://ncp.m.mysteel.com/a/26082810/50DC4B796B3BBACF_abc.html)](https://m.mysteel.com/a/26082810/50DC4B796B3BBACF_abc.html](https://ncp.m.mysteel.com/a/26082810/50DC4B796B3BBACF_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260828-qingdao-bohai-spot-stable", "title": "青岛渤海 43%豆粕报 3230 元/吨持平，46 蛋白加价 140", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-28T02:37:00Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 0, "confidence": 96, "horizon": "days", "raw_facts": { "report_date": "2026-08-28", "region": "青岛", "plant": "青岛渤海", "spot_price_yuan_per_ton": { "protein_percent": 43, "range": [3230, 3230], "change": 0 }, "protein_46_premium_yuan_per_ton": 140, "spot_direction": "持稳", "comparison": "页面披露 2026 年 8 月 28 日青岛渤海油厂 43%豆粕现货报价 3230 元/吨，较前一日持平；46 蛋白豆粕加价 140 元/吨。" }, "transmission_chain": [ "我的钢铁网北京时间 8 月 28 日 10:37 发布青岛渤海单厂 43%豆粕报价，绝对价 3230 元/吨且较前一日持平。", "山东沿海单厂报价止跌企稳，短线对 SOYMEAL_ETF 现货传导中性，方向评分为 0。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 28 日青岛渤海 43%豆粕绝对价、涨跌金额或 46 蛋白加价。", "青岛渤海后续报价明显上调或下调并覆盖本次持平口径。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082810/702568767E527854_abc.html](https://ncp.m.mysteel.com/a/26082810/702568767E527854_abc.html)](https://m.mysteel.com/a/26082810/702568767E527854_abc.html](https://ncp.m.mysteel.com/a/26082810/702568767E527854_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260828-shanghai-dongchen-spot-up", "title": "上海东辰豆粕偏强，70 公斤包 3250~3220 元/吨", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-28T02:56:00Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 1, "confidence": 94, "horizon": "days", "raw_facts": { "report_date": "2026-08-28", "region": "上海", "plant": "上海东辰", "spot_price_yuan_per_ton": { "protein_percent": 43, "protein_tolerance": "±0.5%", "pack_70kg_range": [3220, 3250], "pack_50kg_range": [3230, 3260], "page_quote_order": "3250~3220 / 3260~3230", "change": null, "note": "页面表述偏强上涨，未披露涨跌金额" }, "delivery_window": "2026-08-31 至 2026-09-15", "quote_valid_until_local": "当日 14:50 前", "supply_note": "限量供应，随盘调价", "spot_direction": "偏强小涨", "comparison": "页面披露 2026 年 8 月 28 日上海东辰油厂豆粕报价偏强上涨：43±0.5%蛋白 70 公斤定量包出厂价 3250~3220 元/吨，50 公斤定量包出厂价 3260~3230 元/吨；提货期 2026 年 8 月 31 日至 9 月 15 日需均衡提完，报价当日 14:50 前有效、限量供应并随盘调价；页面未披露较前报涨跌金额。" }, "transmission_chain": [ "我的钢铁网北京时间 8 月 28 日 10:56 发布上海东辰油厂豆粕出厂绝对价，70 公斤与 50 公斤定量包报价均较此前窗口上移并表述偏强上涨。", "华东销区单厂出厂价继续抬升，短线推高豆粕现货成本，对 SOYMEAL_ETF 形成轻度偏多传导，方向评分为+1。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 28 日上海东辰 70 公斤/50 公斤包出厂价区间或蛋白规格。", "该厂后续报价回落并覆盖本次出厂价上移。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082810/DC2A8FFB8827BCB8_abc.html](https://ncp.m.mysteel.com/a/26082810/DC2A8FFB8827BCB8_abc.html)](https://m.mysteel.com/a/26082810/DC2A8FFB8827BCB8_abc.html](https://ncp.m.mysteel.com/a/26082810/DC2A8FFB8827BCB8_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260828-sichuan-spot-up", "title": "四川 43%豆粕继续上调，中储粮益海中粮均 3350 涨 30", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-28T03:02:00Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 1, "confidence": 96, "horizon": "days", "raw_facts": { "report_date": "2026-08-28", "region": "四川", "spot_price_yuan_per_ton": { "protein_percent": 43, "markets": [ {"market": "成都中储粮", "range": [3350, 3350], "change": 30}, {"market": "广汉益海", "range": [3350, 3350], "change": 30}, {"market": "彭山中粮", "range": [3350, 3350], "change": 30} ] }, "spot_direction": "继续上调", "comparison": "页面披露 2026 年 8 月 28 日四川市场 43%豆粕现货价格继续上调：成都中储粮、广汉益海及彭山中粮报价均为 3350 元/吨，较此前均上涨 30 元/吨。" }, "transmission_chain": [ "我的钢铁网北京时间 8 月 28 日 11:02 发布四川主流油厂 43%豆粕报价，三家统一报 3350 元/吨并各涨 30 元。", "西南销区现货继续抬升，抬高区域饲料原料成本，对 SOYMEAL_ETF 形成短线轻度偏多传导，方向评分为+1。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 28 日四川成都中储粮、广汉益海或彭山中粮 43%豆粕报价或涨跌金额。", "四川主流油厂后续报价回落并覆盖本次 30 元涨幅。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082811/091CAC41D2F844F7_abc.html](https://ncp.m.mysteel.com/a/26082811/091CAC41D2F844F7_abc.html)](https://m.mysteel.com/a/26082811/091CAC41D2F844F7_abc.html](https://ncp.m.mysteel.com/a/26082811/091CAC41D2F844F7_abc.html))" ], "source_tier": "B" } ]