8月28日10时：东北华东豆粕上调，日照稳中下调

[ { "event_id": "mysteel-cn-20260828-rizhao-spot-down", "title": "日照 43%豆粕稳中下调，多厂跌 10 元至 3190—3210", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-28T01:31:00Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": -1, "confidence": 94, "horizon": "days", "raw_facts": { "report_date": "2026-08-28", "region": "日照及周边", "spot_price_yuan_per_ton": { "protein_percent": 43, "markets": [ {"market": "日照凌云海", "change": 0, "note": "报价持平"}, {"market": "日照中纺", "change": 0, "note": "报价持平"}, {"market": "日照象明", "change": -10, "range": [3190, 3210]}, {"market": "日照嘉吉", "change": -10, "range": [3190, 3210]}, {"market": "日照邦基", "change": -10, "range": [3190, 3210]}, {"market": "青岛渤海", "change": -10, "range": [3190, 3210]} ] }, "protein_46_change_yuan_per_ton": { "markets": [ {"market": "博兴香驰", "change": -10}, {"market": "博兴口福", "change": -10}, {"market": "济宁嘉冠", "change": -10} ] }, "spot_direction": "稳中下调", "comparison": "页面披露 2026 年 8 月 28 日日照市场 43%豆粕现货稳中下调：日照凌云海、中纺报价持平；象明、嘉吉、邦基及青岛渤海等多数品牌均下跌 10 元/吨，报价落在 3190—3210 元/吨区间；博兴香驰、口福及济宁嘉冠 46 蛋白豆粕亦各跌 10 元/吨。" }, "transmission_chain": [ "我的钢铁网北京时间 8 月 28 日 09:31 发布日照市场豆粕现货，主流品牌在前一日大涨后多数回落 10 元/吨。", "山东沿海现货窄幅整理、部分厂下调，短线缓和国内豆粕现货重心，对 SOYMEAL_ETF 形成轻度偏空传导，方向评分为-1。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 28 日日照市场各厂报价、涨跌金额或蛋白规格。", "山东沿海后续现货报价重新上调并覆盖本次 10 元回落。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082809/DC782ED6B6EF3544_abc.html](https://ncp.m.mysteel.com/a/26082809/DC782ED6B6EF3544_abc.html)](https://m.mysteel.com/a/26082809/DC782ED6B6EF3544_abc.html](https://ncp.m.mysteel.com/a/26082809/DC782ED6B6EF3544_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260828-eastchina-spot-up", "title": "华东 43%豆粕偏强，泰州汇福 3180 涨 10、芜湖益海 3220 涨 20", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-28T01:58:00Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 1, "confidence": 96, "horizon": "days", "raw_facts": { "report_date": "2026-08-28", "region": "华东", "spot_price_yuan_per_ton": { "protein_percent": 43, "markets": [ {"market": "泰州汇福", "range": [3180, 3180], "change": 10}, {"market": "泰兴邦基", "range": [3190, 3190], "change": 10}, {"market": "芜湖益海", "range": [3220, 3220], "change": 20}, {"market": "舟山中海", "range": [3240, 3240], "change": 0}, {"market": "宁波金光", "range": [3250, 3250], "change": 0} ] }, "spot_direction": "偏强运行", "comparison": "页面披露 2026 年 8 月 28 日华东市场 43%豆粕现货偏强运行：泰州汇福 3180 元/吨涨 10 元，泰兴邦基 3190 元/吨涨 10 元，芜湖益海 3220 元/吨涨 20 元；舟山中海 3240 元/吨、宁波金光 3250 元/吨持稳。" }, "transmission_chain": [ "我的钢铁网北京时间 8 月 28 日 09:58 发布华东主流油厂 43%豆粕报价，部分品牌继续小幅上调 10—20 元/吨。", "华东现货稳中偏强抬升销区到货成本，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 日华东各厂 43%豆粕报价或涨跌金额。", "华东主流油厂后续报价回落并覆盖本次 10—20 元涨幅。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082809/5758CD71F9C90313_abc.html](https://ncp.m.mysteel.com/a/26082809/5758CD71F9C90313_abc.html)](https://m.mysteel.com/a/26082809/5758CD71F9C90313_abc.html](https://ncp.m.mysteel.com/a/26082809/5758CD71F9C90313_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260828-northeast-spot-up", "title": "东北 43%豆粕上调，益海汇福 3300 涨 10、九三系涨 20", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-28T02:01:00Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 1, "confidence": 96, "horizon": "days", "raw_facts": { "report_date": "2026-08-28", "region": "东北", "spot_price_yuan_per_ton": { "protein_percent": 43, "markets": [ {"market": "营口益海", "range": [3300, 3300], "change": 10}, {"market": "盘锦汇福", "range": [3300, 3300], "change": 10}, {"market": "盘锦中储粮大片", "range": [3460, 3460], "change": 10}, {"market": "大连九三", "range": [3300, 3300], "change": 20}, {"market": "丹东九三", "range": [3300, 3300], "change": 20}, {"market": "铁岭九三", "range": [3320, 3320], "change": 20}, {"market": "长春九三", "range": [3360, 3360], "change": 20} ] }, "spot_direction": "整体上调", "comparison": "页面披露 2026 年 8 月 28 日东北市场 43%豆粕现货整体上调：营口益海、盘锦汇福报 3300 元/吨各涨 10 元；盘锦中储粮大片报 3460 元/吨涨 10 元；大连九三、丹东九三报 3300 元/吨，铁岭九三报 3320 元/吨，长春九三报 3360 元/吨，九三系厂家均涨 20 元/吨。" }, "transmission_chain": [ "我的钢铁网北京时间 8 月 28 日 10:01 发布东北市场 43%豆粕现货，主流油厂报价继续上调 10—20 元/吨。", "东北产区现货继续抬升国内粕价重心，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 日东北各厂 43%豆粕报价或涨跌金额。", "东北主流油厂后续报价回落并覆盖本次 10—20 元涨幅。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082810/3965EECB69CE3125_abc.html](https://ncp.m.mysteel.com/a/26082810/3965EECB69CE3125_abc.html)](https://m.mysteel.com/a/26082810/3965EECB69CE3125_abc.html](https://ncp.m.mysteel.com/a/26082810/3965EECB69CE3125_abc.html))" ], "source_tier": "B" } ]