2026-08-31 13:00｜有色金属事件流（3条）

[
  {
    "event_id": "mysteel-chongqing-20260831-copper-basis",
    "title": "重庆1#电解铜升水均价扩大30元/吨至130元/吨",
    "event_type": "spot_basis",
    "event_time_quality": "exact",
    "event_time_utc": "2026-08-31T03:04:00Z",
    "published_at_utc": "2026-08-31T03:04:00Z",
    "asset_keys": [
      "NONFERROUS"
    ],
    "direction_score": {
      "NONFERROUS": 1
    },
    "confidence": 95,
    "horizon": "days",
    "raw_facts": {
      "publisher": "Mysteel我的有色",
      "detail_id": "22E57A2915AD6F35",
      "data_date": "2026-08-31",
      "published_time_beijing": "2026-08-31 11:04:00",
      "market": "重庆",
      "product": "1#电解铜",
      "unit": "元/吨",
      "spot_mid_price": {
        "current": 109010,
        "comparison_period": "上一交易日",
        "change": -150
      },
      "spot_basis": {
        "range": "升0—升260",
        "average": 130,
        "comparison_period": "上一交易日",
        "change": 30,
        "value_type": "Mysteel列示的现货升贴水报价均价；早盘未录得有效成交"
      },
      "market_activity": "早盘未录得有效成交，区域下游铜厂采购意愿极弱，长单提货量下滑",
      "direction_score_basis": "现货升水均价扩大30元/吨是本条事件的主要信号；早盘成交与下游采购偏弱削弱但未反转该现货基差信号，因此方向分为+1",
      "direction_score_scope": "仅对本条事件的NONFERROUS影响评分，不与其他事件分数相加"
    },
    "transmission_chain": "重庆1#电解铜现货升水均价较上一交易日扩大30元/吨至130元/吨→现货相对期货合约走强→区域铜价近端支撑增强。",
    "invalidation_conditions": "Mysteel更正重庆1#电解铜现货升贴水、比较基准或单位；后续同口径现货升水均价回落至100元/吨或以下。",
    "source_urls": [
      "https://youse.mysteel.com/a/26083111/22E57A2915AD6F35.html"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "mysteel-shanghai-20260831-zinc-basis",
    "title": "上海0#锌对沪锌2610合约贴水50元/吨",
    "event_type": "spot_basis",
    "event_time_quality": "exact",
    "event_time_utc": "2026-08-31T03:48:00Z",
    "published_at_utc": "2026-08-31T03:48:00Z",
    "asset_keys": [
      "NONFERROUS"
    ],
    "direction_score": {
      "NONFERROUS": -1
    },
    "confidence": 90,
    "horizon": "days",
    "raw_facts": {
      "publisher": "Mysteel我的有色",
      "detail_id": "673780B59182BC7F",
      "data_date": "2026-08-31",
      "published_time_beijing": "2026-08-31 11:48:00",
      "market": "上海",
      "product": "0#锌",
      "contract": "沪锌2610合约",
      "unit": "元/吨",
      "spot_basis": {
        "current": -50,
        "display": "贴水50元/吨",
        "comparison_period": "上一交易日",
        "comparison": "较上一交易日下调；原文未列示前值与下调幅度",
        "previous_value": null,
        "change": null
      },
      "market_activity": "现货下游接货疲软",
      "direction_score_basis": "现货升贴水较上一交易日下调至对沪锌2610合约贴水50元/吨，且现货下游接货疲软，因此方向分为-1",
      "direction_score_scope": "仅对本条事件的NONFERROUS影响评分，不与其他事件分数相加"
    },
    "transmission_chain": "上海0#锌对沪锌2610合约贴水50元/吨且现货升贴水较上一交易日下调→现货相对期货合约偏弱、下游接货不足→锌价近端承压。",
    "invalidation_conditions": "Mysteel更正上海0#锌对沪锌2610合约的贴水值、比较基准或单位；后续同口径报价转为升水并持续扩大。",
    "source_urls": [
      "https://youse.mysteel.com/a/26083111/673780B59182BC7F.html"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "mysteel-china-20260831-tin-spot-tc",
    "title": "40%和60%品位锡精矿加工费均持平",
    "event_type": "supply_demand",
    "event_time_quality": "exact",
    "event_time_utc": "2026-08-31T03:53:00Z",
    "published_at_utc": "2026-08-31T03:53:00Z",
    "asset_keys": [
      "NONFERROUS"
    ],
    "direction_score": {
      "NONFERROUS": 0
    },
    "confidence": 98,
    "horizon": "days",
    "raw_facts": {
      "publisher": "Mysteel我的有色",
      "detail_id": "8186A6AC735291ED",
      "data_date": "2026-08-31",
      "published_time_beijing": "2026-08-31 11:53:00",
      "product": "40%与60%品位锡精矿加工费",
      "comparison_period": "上一交易日",
      "grade_40_percent": {
        "range": "16500—18500",
        "average": 17500,
        "change": 0,
        "unit": "元/金属吨"
      },
      "grade_60_percent": {
        "range": "12500—14500",
        "average": 13500,
        "change": 0,
        "unit": "元/金属吨"
      },
      "direction_score_basis": "两档品位锡精矿加工费均较上一交易日持平，本条事件对锡价的原料端方向评分为0（中性）",
      "direction_score_scope": "仅对本条事件的NONFERROUS影响评分，不与其他事件分数相加"
    },
    "transmission_chain": "40%和60%品位锡精矿加工费均较上一交易日持平→冶炼加工收益与矿端议价关系延续上一交易日状态→锡价的原料端方向信号保持中性。",
    "invalidation_conditions": "Mysteel更正40%或60%品位锡精矿加工费的区间、均价、比较基准、数据日期或单位；后续同口径加工费出现变动。",
    "source_urls": [
      "https://youse.mysteel.com/a/26083111/8186A6AC735291ED.html"
    ],
    "source_tier": "B"
  }
]
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