8月28日15时：广西大海一口价上调，多地远期基差

[ { "event_id": "mysteel-cn-20260828-guangxi-forward-basis", "title": "广西防城港大海一口价 3310，较昨上调 30", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-28T06:50:30Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 1, "confidence": 95, "horizon": "weeks", "raw_facts": { "report_date": "2026-08-28", "report_time_bjt": "2026-08-28 14:50:30", "region": "广西", "protein_percent": 43, "quotes": [ { "plant": "钦州中粮", "forward_basis": [ {"delivery_window": "10-11 月", "contract": "M01", "basis_yuan_per_ton": 20}, {"delivery_window": "2027 年 5-7 月", "contract": "M05", "basis_yuan_per_ton": 40} ] }, { "plant": "钦州大洋", "forward_basis": [ {"delivery_window": "10-11 月", "contract": "M01", "basis_yuan_per_ton": 20}, {"delivery_window": "2027 年 5-7 月", "contract": "M05", "basis_yuan_per_ton": 40} ] }, { "plant": "防城港大海", "fixed_price_yuan_per_ton": 3310, "execution_start": "2026-09-01", "change_vs_prev_session_yuan_per_ton": 30 }, { "plant": "澳加粮油", "forward_basis": [ {"delivery_window": "9 月", "contract": "M01", "basis_yuan_per_ton": -120} ], "note": "快提议价成交" }, {"plant": "广西港青", "status": "停报"}, {"plant": "防城港九三", "status": "停报"}, {"plant": "防城港枫叶", "status": "停报"}, {"plant": "北海渤海", "status": "未标价"} ], "comparison": "较 2026-08-27 同口径页：防城港大海一口价由 3280 上调至 3310 元/吨（+30），执行期仍自 9 月 1 日；钦州中粮与钦州大洋远期基差持平；广西港青与防城港枫叶由有基差报价转为停报；澳加粮油由停报转为 9 月 M01-120 快提议价成交。" }, "transmission_chain": [ "我的钢铁网北京时间 2026-08-28 14:50:30 发布广西油厂豆粕销售价格，防城港大海 43%豆粕一口价 3310 元/吨（9 月 1 日起执行），较前一交易日 3280 元/吨上调 30 元/吨；钦州中粮与钦州大洋报 10—11 月 M01+20、2027 年 5—7 月 M05+40；澳加粮油报 9 月 M01-120 快提议价成交；广西港青、防城港九三、防城港枫叶停报。", "防城港大海一口价上调抬升远期现货成本锚，对 SOYMEAL_ETF 偏多，方向评分+1。" ], "invalidation_conditions": [ "我的钢铁网修订 2026-08-28 广西油厂远期基差、一口价或停报状态。", "同一统计口径的后续报价覆盖本次广西油厂远期基差与一口价条款。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/doupo/m/26082814/89B518CA85E535B7_abc.html](https://ncp.m.mysteel.com/doupo/m/26082814/89B518CA85E535B7_abc.html)](https://m.mysteel.com/doupo/m/26082814/89B518CA85E535B7_abc.html](https://ncp.m.mysteel.com/doupo/m/26082814/89B518CA85E535B7_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260828-shandong-forward-basis", "title": "山东日照邦基 M01-20，象明香驰披露远期基差", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-28T06:50:30Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 0, "confidence": 94, "horizon": "weeks", "raw_facts": { "report_date": "2026-08-28", "report_time_bjt": "2026-08-28 14:50:30", "region": "山东", "protein_percent": 43, "quotes": [ { "plant": "日照邦基", "forward_basis": [ {"delivery_window": "9 月", "contract": "M01", "basis_yuan_per_ton": -20}, {"delivery_window": "10-1 月", "contract": "M01", "basis_yuan_per_ton": 30}, {"delivery_window": "2027 年 5-7 月", "contract": "M05", "basis_yuan_per_ton": 30} ] }, { "plant": "日照象明", "forward_basis": [ {"delivery_window": "9 月 6 日前提", "contract": "M01", "basis_yuan_per_ton": -80}, {"delivery_window": "9 月", "contract": "M01", "basis_yuan_per_ton": -40}, {"delivery_window": "10-11 月", "contract": "M01", "basis_yuan_per_ton": 20}, {"delivery_window": "12-1 月", "contract": "M01", "basis_yuan_per_ton": 50}, {"delivery_window": "2027 年 5-7 月", "contract": "M05", "basis_yuan_per_ton": 20} ] }, { "plant": "龙口香驰", "forward_basis": [ {"delivery_window": "10-1 月", "contract": "M01", "basis_yuan_per_ton": 60}, {"delivery_window": "10-11 月", "contract": "M01", "basis_yuan_per_ton": 50}, {"delivery_window": "12-1 月", "contract": "M01", "basis_yuan_per_ton": 80}, {"delivery_window": "2027 年 2-3 月", "contract": "M01", "basis_yuan_per_ton": 70}, {"delivery_window": "5-7 月", "contract": "M05", "basis_yuan_per_ton": 60} ] }, { "plant": "博兴香驰", "forward_basis": [ {"delivery_window": "10-1 月", "contract": "M01", "basis_yuan_per_ton": 70}, {"delivery_window": "10-11 月", "contract": "M01", "basis_yuan_per_ton": 60}, {"delivery_window": "12-1 月", "contract": "M01", "basis_yuan_per_ton": 90}, {"delivery_window": "2027 年 2-3 月", "contract": "M01", "basis_yuan_per_ton": 80}, {"delivery_window": "5-7 月", "contract": "M05", "basis_yuan_per_ton": 70} ] }, { "plant": "临沂中阳", "forward_basis": [ {"delivery_window": "9 月", "contract": "M01", "basis_yuan_per_ton": -10}, {"delivery_window": "10-12 月", "contract": "M01", "basis_yuan_per_ton": 50} ] } ], "plants_without_forward_quote": [ "青岛渤海", "日照凌云海", "日照嘉吉", "日照中纺", "中粮黄海", "中粮龙口", "博兴口福", "烟台益海", "泰安光大", "嘉冠油脂", "济宁鲁鑫", "临沂三维", "菏泽中粮", "董家口渤海" ], "comparison": "详情页现货价格与涨跌字段被登录遮挡；公开可见远期基差中，日照邦基与龙口香驰为较前一交易日新增披露，日照象明将 9 月提货截止由 5 日调整为 6 日，博兴香驰与临沂中阳条款与 2026-08-27 持平。" }, "transmission_chain": [ "我的钢铁网北京时间 2026-08-28 14:50:30 发布山东油厂豆粕销售价格，公开日照邦基 9 月 M01-20、10—1 月 M01+30、2027 年 5—7 月 M05+30，日照象明、龙口香驰、博兴香驰与临沂中阳多组 M01/M05 远期基差。", "页面未给出同一条款涨跌值，远期基差信号保持中性，SOYMEAL_ETF 方向评分为 0。" ], "invalidation_conditions": [ "我的钢铁网修订 2026-08-28 山东油厂远期基差条款或发布时间。", "同一统计口径的后续报价覆盖本次山东油厂远期基差。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/doupo/m/26082814/87C4D541EFB71DD6_abc.html](https://ncp.m.mysteel.com/doupo/m/26082814/87C4D541EFB71DD6_abc.html)](https://m.mysteel.com/doupo/m/26082814/87C4D541EFB71DD6_abc.html](https://ncp.m.mysteel.com/doupo/m/26082814/87C4D541EFB71DD6_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260828-shaanxi-forward-basis", "title": "陕西邦淇 9 月基差仍报 m01+70", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-28T07:05:30Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 0, "confidence": 94, "horizon": "weeks", "raw_facts": { "report_date": "2026-08-28", "report_time_bjt": "2026-08-28 15:05:30", "region": "陕西西安", "plant": "邦淇油脂", "protein_percent": 43, "quote_as_reported": "9 月基差 m01+70", "delivery_window": "9 月", "contract": "m01", "basis_yuan_per_ton": 70, "plants_without_forward_quote": ["咸阳益海"], "comparison": "详情页披露西安邦淇油脂 43%豆粕 9 月基差 m01+70，现货价格与涨跌字段为空，未给出较前次报价变动值。" }, "transmission_chain": [ "我的钢铁网北京时间 2026-08-28 15:05:30 发布陕西油厂豆粕销售价格，西安邦淇油脂 43%豆粕报 9 月基差 m01+70。", "页面未给出同一条款涨跌值，远期基差信号保持中性，SOYMEAL_ETF 方向评分为 0。" ], "invalidation_conditions": [ "我的钢铁网修订 2026-08-28 陕西邦淇远期基差条款或发布时间。", "同一统计口径的后续报价覆盖本次西安邦淇 m01+70 基差。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/doupo/m/26082815/6A1F082E5F878929_abc.html](https://ncp.m.mysteel.com/doupo/m/26082815/6A1F082E5F878929_abc.html)](https://m.mysteel.com/doupo/m/26082815/6A1F082E5F878929_abc.html](https://ncp.m.mysteel.com/doupo/m/26082815/6A1F082E5F878929_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260828-sichuan-forward-basis", "title": "四川新津中储粮 43%豆粕仍报 09+50", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-28T07:05:30Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 0, "confidence": 94, "horizon": "weeks", "raw_facts": { "report_date": "2026-08-28", "report_time_bjt": "2026-08-28 15:05:30", "region": "四川成都及周边", "plant": "新津中储粮", "protein_percent": 43, "quote_as_reported": "09+50", "contract": "09", "basis_yuan_per_ton": 50, "plants_without_forward_quote": ["广汉益海", "眉山中纺", "广元中纺", "泸州中海"], "plants_status": [{"plant": "自贡北部湾", "status": "停机"}], "comparison": "详情页披露成都新津中储粮 43%豆粕远期报价 09+50，自贡北部湾标注停机；现货价格与涨跌字段为空，未给出较前次报价变动值。" }, "transmission_chain": [ "我的钢铁网北京时间 2026-08-28 15:05:30 发布四川油厂豆粕销售价格，新津中储粮 43%豆粕报 09+50，自贡北部湾标注停机。", "页面未给出同一条款涨跌值，远期基差信号保持中性，SOYMEAL_ETF 方向评分为 0。" ], "invalidation_conditions": [ "我的钢铁网修订 2026-08-28 四川新津中储粮远期基差条款或发布时间。", "同一统计口径的后续报价覆盖本次新津中储粮 09+50 基差。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/doupo/m/26082815/E9346315B664C20E_abc.html](https://ncp.m.mysteel.com/doupo/m/26082815/E9346315B664C20E_abc.html)](https://m.mysteel.com/doupo/m/26082815/E9346315B664C20E_abc.html](https://ncp.m.mysteel.com/doupo/m/26082815/E9346315B664C20E_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260828-chongqing-forward-basis", "title": "重庆中粮 10-1 月 01+120，一德 09+0", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-28T07:05:30Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 0, "confidence": 94, "horizon": "weeks", "raw_facts": { "report_date": "2026-08-28", "report_time_bjt": "2026-08-28 15:05:30", "region": "重庆及江津", "protein_percent": 43, "quotes": [ { "plant": "中粮重庆", "delivery_window": "10-1 月", "contract": "01", "basis_yuan_per_ton": 120, "quote_as_reported": "10-1 月 01+120" }, { "plant": "重庆一德", "contract": "09", "basis_yuan_per_ton": 0, "quote_as_reported": "09+0" } ], "plants_without_forward_quote": ["江津益海"], "comparison": "详情页同时给出中粮重庆 10—1 月 01+120 与重庆一德 09+0，现货价格与涨跌字段为空，未给出较前次报价变动值。" }, "transmission_chain": [ "我的钢铁网北京时间 2026-08-28 15:05:30 发布重庆油厂豆粕销售价格，中粮重庆报 10—1 月 01+120，重庆一德报 09+0。", "同一区域内两家远期基差相差 120 元/吨，页面未给涨跌值，信号保持中性，SOYMEAL_ETF 方向评分为 0。" ], "invalidation_conditions": [ "我的钢铁网修订 2026-08-28 重庆油厂远期基差条款或发布时间。", "同一统计口径的后续报价覆盖本次中粮重庆或重庆一德远期基差。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/doupo/m/26082815/3F21B2E8A070E871_abc.html](https://ncp.m.mysteel.com/doupo/m/26082815/3F21B2E8A070E871_abc.html)](https://m.mysteel.com/doupo/m/26082815/3F21B2E8A070E871_abc.html](https://ncp.m.mysteel.com/doupo/m/26082815/3F21B2E8A070E871_abc.html))" ], "source_tier": "B" } ]