2026-09-08 11:30｜中国8月进口同比28.2%

{ "schema_version": "precious_metals_event_stream/v1", "coverage_window": { "from_utc": "2026-09-08T02:30:00Z", "to_utc": "2026-09-08T03:30:00Z", "mode": "日盘上午增量", "basis": "上一次运行以来" }, "events": [ { "event_id": "REUTERS-AG-20260908-china-trade", "event_type": "macro_release", "title": "中国 8 月进口同比增 28.2%低于预期", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-08T02:45:54.698Z", "asset_keys": ["AG"], "direction_score": {"AG": 1}, "confidence": 97, "horizon": "days", "raw_facts": { "release_date": "2026-09-08", "unit_basis": "同比，美元计价", "exports": { "actual": "25.0%", "consensus": "25.0%", "prior": "23.9%" }, "imports": { "actual": "28.2%", "consensus": "30.0%", "prior": "27.5%" }, "trade_surplus": { "actual": "119.09 billion USD", "consensus": null, "prior": "112.5 billion USD" }, "source_text_facts": "China's exports expanded 25% year-on-year in August in U.S. dollar terms, matching forecast and accelerating from the 23.9% growth in the previous month. Imports soared 28.2%, compared with a 27.5% year-on-year increase in July and a forecast for a 30% rise. China's trade surplus came in at $119.09 billion in August, expanding from $112.5 billion the previous month." }, "transmission_chain": "中国进口同比加快且出口保持高增→制造业与工业品需求预期改善→白银工业需求定价获得边际支撑", "invalidation_conditions": "后续官方数据下修 8 月进口或工业需求，或白银消费未随进口增长改善时，工业需求支撑判断失效。", "source_urls": [ "[https://www.[reuters.com/world/asia-pacific/chinas-exports-up-25-yy-august-imports-surge-282-2026-09-08/](https://www.reuters.com/world/asia-pacific/chinas-exports-up-25-yy-august-imports-surge-282-2026-09-08/)](https://reuters.com/world/asia-pacific/chinas-exports-up-25-yy-august-imports-surge-282-2026-09-08/](https://www.reuters.com/world/asia-pacific/chinas-exports-up-25-yy-august-imports-surge-282-2026-09-08/))" ], "source_tier": "B" } ], "coverage_gaps": [ { "coverage": "COMEX 金银 registered/eligible 库存分级变动", "status": "unverified_in_window", "detail": "本轮改用 CME Historical Reports 官方页面核验；页面仅列出 Gold Stocks 与 Silver Stocks 入口，没有 2026-09-08 10:30—11:30（北京时间）窗口内的报告日期、registered 与 eligible 数值，因此未用入口摘要、交割通知或非白名单页面替代。", "source_urls": [ "[https://www.[cmegroup.com/clearing/operations-and-deliveries/registrar-reports.html](https://www.cmegroup.com/clearing/operations-and-deliveries/registrar-reports.html)](https://cmegroup.com/clearing/operations-and-deliveries/registrar-reports.html](https://www.cmegroup.com/clearing/operations-and-deliveries/registrar-reports.html))", "[https://www.[cmegroup.com/delivery_reports/Gold_Stocks.xls](https://www.cmegroup.com/delivery_reports/Gold_Stocks.xls)](https://cmegroup.com/delivery_reports/Gold_Stocks.xls](https://www.cmegroup.com/delivery_reports/Gold_Stocks.xls))", "[https://www.[cmegroup.com/delivery_reports/Silver_stocks.xls](https://www.cmegroup.com/delivery_reports/Silver_stocks.xls)](https://cmegroup.com/delivery_reports/Silver_stocks.xls](https://www.cmegroup.com/delivery_reports/Silver_stocks.xls))" ] }, { "coverage": "SGE 周频出入库", "status": "stale", "detail": "本轮改用上海黄金交易所官方行情周报列表核验，最新仍为 2026 年第 33 期，发布日期 2026-08-31，覆盖 2026-08-24 至 2026-08-28；窗口内没有新的周频报告，旧周报未倒填为本期事件。", "source_urls": [ "https://www.sge.com.cn/sjzx/hqzb", "https://www.sge.com.cn/sjzx/hqzb/10007537", "https://www.sge.com.cn/upload/file/202608/31/d0e7e142116d4bc29e1cc42828daaeea.pdf" ] }, { "coverage": "GLD/SLV 每日持仓变动", "status": "stale_or_unparsed", "detail": "本轮重新读取 SPDR Gold Shares 官方页与 BlackRock/iShares 官方下载路线；GLD 页面的 Trust Information 最新记录为 2026-09-04，黄金持仓 33,824,641.61 金衡盎司、总份额 368,700,000，SLV 下载路线返回编码表格文件，未能核验 2026-09-08 10:30—11:30 窗口内新的 Shares Outstanding 记录，因此未倒填旧记录。", "source_urls": [ "[https://www.[spdrgoldshares.com/usa/gld/](https://www.spdrgoldshares.com/usa/gld/)](https://spdrgoldshares.com/usa/gld/](https://www.spdrgoldshares.com/usa/gld/))", "[https://www.[blackrock.com/varnish-api/blk-one01-product-data/product-data/api/v1/get-fund-document?appType=PRODUCT_PAGE&appSubType=ISHARES&targetSite=us-ishares&locale=en_US&portfolioId=239855&component=fundDownload&userType=individual](https://www.blackrock.com/varnish-api/blk-one01-product-data/product-data/api/v1/get-fund-document?appType=PRODUCT_PAGE&appSubType=ISHARES&targetSite=us-ishares&locale=en_US&portfolioId=239855&component=fundDownload&userType=individual)](https://blackrock.com/varnish-api/blk-one01-product-data/product-data/api/v1/get-fund-document?appType=PRODUCT_PAGE&appSubType=ISHARES&targetSite=us-ishares&locale=en_US&portfolioId=239855&component=fundDownload&userType=individual](https://www.blackrock.com/varnish-api/blk-one01-product-data/product-data/api/v1/get-fund-document?appType=PRODUCT_PAGE&appSubType=ISHARES&targetSite=us-ishares&locale=en_US&portfolioId=239855&component=fundDownload&userType=individual))" ] }, { "coverage": "上期所黄金白银日交易快讯", "status": "published_after_cutoff", "detail": "本轮读取上期所 2026-09-08 日交易快讯直链，响应 update_date 为 20260908 11:45:03（北京时间），晚于本期 11:30 截止；因此不把该响应中的黄金白银持仓、成交量或成交额倒填进本窗口事件流。", "source_urls": [ "https://www.shfe.com.cn/data/tradedata/future/dailydata/kx20260908.dat" ] } ] }