
9月8日10时:日照上涨,华东分化,东北局部上调
截至北京时间9月8日10:00,新增日照及周边、华东、东北三组可核验的43%豆粕现货报价事件。
[
{
"event_id": "mysteel-cn-20260908-rizhao-spot-up",
"title": "日照及周边 43%豆粕多数上涨 10 元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-09-08T01:28:00Z",
"event_type": "spot_basis",
"asset_keys": [
"SOYMEAL_ETF"
],
"direction_score": 2,
"confidence": 94,
"horizon": "intraday",
"raw_facts": {
"publisher": "我的钢铁网(Mysteel)",
"report_date_beijing": "2026-09-08",
"publication_time_beijing": "2026-09-08 09:28",
"protein": "43%",
"market": "日照及周边",
"quotes": [
{
"plants": [
"日照凌云海",
"日照象明",
"日照嘉吉",
"日照邦基"
],
"price_cny_per_ton": 3260,
"change_cny_per_ton": 10
},
{
"plant": "日照中纺",
"price_cny_per_ton": 3270,
"change_cny_per_ton": 10
},
{
"plant": "青岛渤海",
"price_cny_per_ton": 3280,
"change_cny_per_ton": 10
},
{
"plant": "龙口香驰",
"price_cny_per_ton": 3290,
"change_cny_per_ton": 10
},
{
"plant": "博兴香驰",
"price_cny_per_ton": 3330,
"change_cny_per_ton": 10
},
{
"plant": "博兴口福",
"price_cny_per_ton": 3320,
"change_cny_per_ton": 10
}
],
"additional_quote": {
"plant": "济宁嘉冠",
"protein": "46%",
"price_cny_per_ton": 3420,
"change": "持平"
}
},
"transmission_chain": [
"日照及周边多家 43%豆粕现货报价同步上调 10 元/吨,区域现货定价信号转强",
"现货报价上行提高豆粕近月价格支撑,短线对 SOYMEAL_ETF 形成偏多信号"
],
"invalidation_conditions": [
"后续日照及周边报价回落或涨幅被修正",
"全国基差、成交或库存数据转弱并覆盖区域现货上行信号"
],
"source_urls": [
"[https://ncp.[m.mysteel.com/a/26090809/A6BDF63E48BA4944_abc.html](https://ncp.m.mysteel.com/a/26090809/A6BDF63E48BA4944_abc.html)](https://m.mysteel.com/a/26090809/A6BDF63E48BA4944_abc.html](https://ncp.m.mysteel.com/a/26090809/A6BDF63E48BA4944_abc.html))"
],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260908-eastchina-spot-mixed",
"title": "华东 43%豆粕多数持稳,芜湖跌 10 元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-09-08T01:48:00Z",
"event_type": "spot_basis",
"asset_keys": [
"SOYMEAL_ETF"
],
"direction_score": 0,
"confidence": 93,
"horizon": "intraday",
"raw_facts": {
"publisher": "我的钢铁网(Mysteel)",
"report_date_beijing": "2026-09-08",
"publication_time_beijing": "2026-09-08 09:48",
"protein": "43%",
"market": "华东",
"quotes": [
{
"plant": "泰州汇福",
"price_cny_per_ton": 3260,
"change": "持稳"
},
{
"plant": "泰兴邦基",
"price_cny_per_ton": 3270,
"change": "持稳"
},
{
"plant": "舟山中海",
"price_cny_per_ton": 3280,
"change": "持稳"
},
{
"plant": "宁波金光",
"price_cny_per_ton": 3290,
"change": "持稳"
},
{
"plant": "芜湖益海",
"price_cny_per_ton": 3290,
"change_cny_per_ton": -10
}
]
},
"transmission_chain": [
"华东五家 43%豆粕报价中四家持稳、芜湖益海下跌 10 元/吨,区域现货信号表现为局部分化",
"多数报价未继续下行但局部回落,暂不足以形成 SOYMEAL_ETF 的单边方向信号"
],
"invalidation_conditions": [
"华东多数油厂后续报价统一上调或下调",
"全国基差和成交数据出现与区域分化不一致的显著变化"
],
"source_urls": [
"[https://ncp.[m.mysteel.com/a/26090809/9A9C7DD473451B8B_abc.html](https://ncp.m.mysteel.com/a/26090809/9A9C7DD473451B8B_abc.html)](https://m.mysteel.com/a/26090809/9A9C7DD473451B8B_abc.html](https://ncp.m.mysteel.com/a/26090809/9A9C7DD473451B8B_abc.html))"
],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260908-northeast-spot-up",
"title": "东北 43%豆粕局部上涨 10 元,多数持平",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-09-08T01:57:00Z",
"event_type": "spot_basis",
"asset_keys": [
"SOYMEAL_ETF"
],
"direction_score": 1,
"confidence": 94,
"horizon": "intraday",
"raw_facts": {
"publisher": "我的钢铁网(Mysteel)",
"report_date_beijing": "2026-09-08",
"publication_time_beijing": "2026-09-08 09:57",
"protein": "43%",
"market": "东北",
"quotes": [
{
"plant": "大连九三",
"price_cny_per_ton": 3400,
"change_cny_per_ton": 10
},
{
"plant": "丹东九三",
"price_cny_per_ton": 3370,
"change_cny_per_ton": 10
},
{
"plant": "营口益海",
"price_cny_per_ton": 3410,
"change": "持平"
},
{
"plant": "盘锦汇福",
"price_cny_per_ton": 3410,
"change": "持平"
},
{
"plant": "铁岭九三",
"price_cny_per_ton": 3420,
"change": "持平"
},
{
"plant": "长春九三",
"price_cny_per_ton": 3450,
"change": "持平"
},
{
"plant": "盘锦中储粮大片",
"price_cny_per_ton": 3630,
"change": "持平"
}
]
},
"transmission_chain": [
"东北七家 43%豆粕报价中大连和丹东各上涨 10 元/吨,其余五家持平,区域现货信号局部偏强",
"局部现货上行对近月定价提供轻度支撑,但多数报价稳定使 SOYMEAL_ETF 仅呈轻度偏多信号"
],
"invalidation_conditions": [
"后续东北现货报价回落或局部涨幅被修正",
"全国基差、成交和库存数据转弱并覆盖东北局部上行信号"
],
"source_urls": [
"[https://ncp.[m.mysteel.com/a/26090809/F664E3037D55EA06_abc.html](https://ncp.m.mysteel.com/a/26090809/F664E3037D55EA06_abc.html)](https://m.mysteel.com/a/26090809/F664E3037D55EA06_abc.html](https://ncp.m.mysteel.com/a/26090809/F664E3037D55EA06_abc.html))"
],
"source_tier": "B"
}
]
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