8月27日13时：川渝豆粕现货大涨90—100元

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3320 ], "change": 90 } ] }, "spot_direction": "上涨", "comparison": "页面披露 2026 年 8 月 27 日四川市场 43%豆粕现货价格上涨：成都中储粮、广汉益海及彭山中粮报价均为 3320 元/吨，较此前均上涨 90 元/吨。" }, "transmission_chain": [ "我的钢铁网北京时间 8 月 27 日 11:31 发布四川市场豆粕现货价格，三家主流厂 43%豆粕统一上调 90 元/吨至 3320 元/吨。", "西南内陆现货单日大幅上调抬升国内豆粕现货重心，对 SOYMEAL_ETF 形成短线偏多传导，方向评分为+2。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 27 日四川市场各厂报价或涨跌金额。", "四川后续现货报价回落并覆盖本次 90 元涨幅。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082711/8899A2D8B1DC3B09_abc.html](https://ncp.m.mysteel.com/a/26082711/8899A2D8B1DC3B09_abc.html)](https://m.mysteel.com/a/26082711/8899A2D8B1DC3B09_abc.html](https://ncp.m.mysteel.com/a/26082711/8899A2D8B1DC3B09_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260827-chongqing-spot-up", "title": "重庆 43%豆粕上调，江津益海 3280 涨 100", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-27T03:31:00Z", "event_type": "spot_basis", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": 3, 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"mysteel-cn-20260827-huabei-spot-up", "title": "华北 43%豆粕普涨 30 元，三厂均报 3190", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-27T03:47:00Z", "event_type": "spot_basis", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": 1, "confidence": 96, "horizon": "days", "raw_facts": { "report_date": "2026-08-27", "region": "华北", "spot_price_yuan_per_ton": { "protein_percent": 43, "markets": [ { "market": "天津九三", "range": [ 3190, 3190 ], "change": 30 }, { "market": "北京汇福", "range": [ 3190, 3190 ], "change": 30 }, { "market": "黄骅嘉好", "range": [ 3190, 3190 ], "change": 30 } ] }, "spot_direction": "上涨", "comparison": "页面披露 2026 年 8 月 27 日华北市场 43%豆粕价格上涨：天津九三、北京汇福及黄骅嘉好报价均为 3190 元/吨，较此前均上涨 30 元/吨。" }, "transmission_chain": [ "我的钢铁网北京时间 8 月 27 日 11:47 发布华北市场豆粕现货价格，三家主流厂 43%豆粕统一上调 30 元/吨至 3190 元/吨。", "华北现货同步上移抬升国内豆粕现货重心，对 SOYMEAL_ETF 形成短线偏多传导，方向评分为+1。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 27 日华北市场各厂报价或涨跌金额。", "华北后续现货报价回落并覆盖本次 30 元涨幅。" ], "source_urls": 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"asset_keys": [ "SOYMEAL_ETF" ], "direction_score": 0, "confidence": 90, "horizon": "days", "raw_facts": { "report_date": "2026-08-27", "basis_yuan_per_ton": [ { "market": "昆明", "basis": 0, "change": 10 }, { "market": "长春", "basis": 10, "change": null }, { "market": "成都", "basis": -10, "change": 20 }, { "market": "天津", "basis": -140, "change": -40 }, { "market": "沧州", "basis": -140, "change": -40 }, { "market": "日照", "basis": -130, "change": null }, { "market": "东莞", "basis": -130, "change": null }, { "market": "防城港", "basis": -160, "change": null } ], "change_highlights": [ { "market": "重庆", "change": 30 }, { "market": "南通", "change": -30 }, { "market": "周口", "change": -30 } ], "basis_direction": "分化", "comparison": "页面披露 2026 年 8 月 27 日全国主要市场豆粕基差：昆明 0、长春 10、成都-10；天津与沧州-140，日照与东莞-130，防城港-160。涨跌方面，成都上涨 20、重庆上涨 30、昆明上涨 10；天津与沧州下跌 40，南通与周口下跌 30，其余多数地区小幅下跌或持稳。" }, "transmission_chain": [ "我的钢铁网北京时间 8 月 27 日 12:06 发布全国主要市场豆粕基差汇总，内陆部分市场上行、沿海及华北基差偏弱，区域分化明显。", "全国基差涨跌互现，净方向不明显，对 SOYMEAL_ETF 方向评分为 0（中性）。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 27 日全国主要市场豆粕基差数值或涨跌金额。", "后续全国基差汇总显示内陆与沿海方向同步大幅收紧或放宽。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082712/BBF24328D89EF018_abc.html](https://ncp.m.mysteel.com/a/26082712/BBF24328D89EF018_abc.html)](https://m.mysteel.com/a/26082712/BBF24328D89EF018_abc.html](https://ncp.m.mysteel.com/a/26082712/BBF24328D89EF018_abc.html))" ], "source_tier": "B" } ]