2026-08-27 09:00｜夜间有色金属事件流（20条）
覆盖北京时间2026-08-26 15:00至2026-08-27 09:00，交付LME与SHFE库存、South32产量指引、美国宏观、国内政策、现货基差与铜铝锌加工费等20条可核验事件。
[
{
"event_id": "south32-base-metals-20260827-fy27-guidance",
"title": "South32给出FY27铜锌锰铝产量指引",
"event_type": "supply_demand",
"event_time_quality": "exact",
"event_time_utc": "2026-08-26T21:49:49Z",
"published_at_utc": "2026-08-26T21:49:49Z",
"asset_keys": [
"NONFERROUS"
],
"direction_score": {
"NONFERROUS": 0
},
"confidence": 98,
"horizon": "weeks",
"raw_facts": {
"publisher": "South32，ASX法定披露",
"report": "2026 Full Year Financial Results Presentation",
"published_time_beijing": "2026-08-27 05:49:49",
"guidance_period": "FY27",
"production_guidance": {
"Sierra Gorda_copper_equivalent": "91.8kt；FY28e 94.0kt",
"Cannington_zinc_equivalent": "290kt；FY28e 290kt",
"Australian_manganese": "2650—2900kwmt；FY28e 2650—2900kwmt，受矿坑进水限制",
"South_Africa_manganese": "2000kwmt",
"Worsley_alumina": "3900kt",
"Brazil_Alumina": "1360kt",
"Hillside_aluminium": "720kt",
"Brazil_Aluminium": "140kt"
},
"capital_expenditure_guidance": {
"sustaining": "6.20亿美元",
"improvement_and_extension": "1.80亿美元",
"Hermosa_growth": "10.00亿美元"
},
"FY26_comparison": {
"Sierra Gorda_copper_equivalent": "87.8kt",
"Cannington_zinc_equivalent": "290.0kt",
"Australian_manganese": "3031kwmt",
"Worsley_alumina": "3722kt"
}
},
"transmission_chain": "South32 FY27对铜、锌、氧化铝给出产量指引且澳锰受水患限制→不同品种的矿山供给预期分化→有色金属组合价格信号相互抵消。",
"invalidation_conditions": "South32更正FY27产量指引、FY26对照值、资本开支或澳锰受限原因。",
"source_urls": [
"https://asx.api.markitdigital.com/asx-research/1.0/companies/S32/announcements?fields=all&count=40",
"https://company-announcements.afr.com/asx/s32/1eb43d69-a198-11f1-882b-b656088b1770.pdf"
],
"source_tier": "A"
},
{
"event_id": "south32-mozal-20260827-care-maintenance",
"title": "South32确认Mozal维护保养成本1.22亿美元",
"event_type": "mine_disruption",
"event_time_quality": "exact",
"event_time_utc": "2026-08-26T21:49:49Z",
"published_at_utc": "2026-08-26T21:49:49Z",
"asset_keys": [
"NONFERROUS"
],
"direction_score": {
"NONFERROUS": -1
},
"confidence": 98,
"horizon": "weeks",
"raw_facts": {
"publisher": "South32，ASX法定披露",
"asset": "Mozal Aluminium，莫桑比克",
"published_time_beijing": "2026-08-27 05:49:49",
"care_and_maintenance_start": "2026-03-15",
"costs_recognized_in_FY26": "1.22亿美元",
"employee_separation_and_contract_termination": "3300万美元",
"raw_materials_consumables_and_work_in_progress_write_down": "8900万美元",
"sale_scope": "Mozal Aluminium不包含在出售给Alcoa的铝业链交易中"
},
"transmission_chain": "South32确认Mozal自2026-03-15进入维护保养并计入1.22亿美元相关成本→莫桑比克铝冶炼产能继续处于停运状态→全球原铝可供量预期偏紧。",
"invalidation_conditions": "South32更正Mozal维护保养起始日、相关成本金额、成本构成或资产交易范围。",
"source_urls": [
"https://asx.api.markitdigital.com/asx-research/1.0/companies/S32/announcements?fields=all&count=40",
"https://company-announcements.afr.com/asx/s32/1eb43d69-a198-11f1-882b-b656088b1770.pdf"
],
"source_tier": "A"
},
{
"event_id": "lme-nonferrous-20260826-official-prices",
"title": "LME六种基本金属现金与3个月报价更新",
"event_type": "spot_basis",
"event_time_quality": "day_only",
"event_time_utc": null,
"published_at_utc": "2026-08-26T12:25:00Z",
"asset_keys": [
"NONFERROUS"
],
"direction_score": {
"NONFERROUS": 0
},
"confidence": 98,
"horizon": "intraday",
"raw_facts": {
"publisher": "LME",
"data_date": "2026-08-26",
"unit": "美元/公吨",
"publication_window_london": "12:20—13:25",
"publication_window_beijing": "2026-08-26 19:20—20:25",
"prices_bid_ask": {
"铜": {
"cash": "14524.00/14525.00",
"three_month": "14335.00/14336.00"
},
"铝": {
"cash": "3227.00/3227.50",
"three_month": "3238.00/3239.00"
},
"锌": {
"cash": "4105.00/4107.00",
"three_month": "3932.00/3933.00"
},
"镍": {
"cash": "16890.00/16895.00",
"three_month": "17040.00/17050.00"
},
"铅": {
"cash": "1864.00/1866.00",
"three_month": "1905.00/1907.00"
},
"锡": {
"cash": "55250.00/55300.00",
"three_month": "55450.00/55500.00"
}
},
"time_note": "LME页面给出伦敦发布窗口，published_at_utc取窗口截止时刻；事件日期按2026-08-26有效日记录。"
},
"transmission_chain": "LME六种基本金属现金与3个月Bid/Ask报价更新→海外盘定价和进口成本参考更新→国内有色合约盘前估值基准更新。",
"invalidation_conditions": "LME更正2026-08-26官方价格表、有效日期或发布窗口。",
"source_urls": [
"https://www.lme.com/market-data/reports-and-data/lme-official-prices",
"https://www.lme.com/market-data/reports-and-data/publication-schedule"
],
"source_tier": "A"
},
{
"event_id": "lme-nonferrous-20260824-stock-report",
"title": "LME铜铅库存下降、锌库存增加",
"event_type": "inventory",
"event_time_quality": "day_only",
"event_time_utc": null,
"published_at_utc": "2026-08-26T08:00:00Z",
"asset_keys": [
"NONFERROUS"
],
"direction_score": {
"NONFERROUS": 0
},
"confidence": 98,
"horizon": "days",
"raw_facts": {
"publisher": "LME",
"data_date": "2026-08-24",
"report": "Metals Reports 24 Aug 2026，Stock Breakdown，单位：公吨",
"publication_basis": "LME页面声明库存明细日报按两日延迟、伦敦09:00发布；本版在2026-08-26窗口内上线",
"closing_inventory_and_net_change": {
"铜": "238725，较上日-1525",
"铝": "246825，较上日-100",
"锌": "95050，较上日+1800",
"镍": "268608，较上日+120",
"铅": "412200，较上日-3600",
"锡": "5155，较上日-75"
},
"open_and_cancelled_tonnage": {
"铜": "Open 106950；Cancelled 131775",
"铝": "Open 243450；Cancelled 3375",
"锌": "Open 90950；Cancelled 4100",
"镍": "Open 257982；Cancelled 10626",
"铅": "Open 358175；Cancelled 54025",
"锡": "Open 4505；Cancelled 650"
},
"delivered_in_and_out": {
"铜": "In 1250；Out 2775",
"铝": "In 0；Out 100",
"锌": "In 1850；Out 50",
"镍": "In 120；Out 0",
"铅": "In 0；Out 3600",
"锡": "In 30；Out 105"
}
},
"transmission_chain": "LME 8月24日铜、铝、铅、锡库存下降而锌、镍库存上升→海外可交割库存信号按品种分化→有色金属组合的短线库存影响相互抵消。",
"invalidation_conditions": "LME更正2026-08-24库存明细、出入库数量、开仓单或注销仓单数量。",
"source_urls": [
"https://www.lme.com/market-data/reports-and-data/warehouse-and-stocks-reports/stock-breakdown-report",
"https://www.lme.com/Lme-api/ReportsListingSearchApi/Download?id=6f964388-5811-4965-aa02-83f803b4e267"
],
"source_tier": "A"
},
{
"event_id": "shfe-nonferrous-20260826-warehouse-receipts",
"title": "SHFE铜铝镍仓单下降、锡仓单上升",
"event_type": "inventory",
"event_time_quality": "day_only",
"event_time_utc": null,
"published_at_utc": "2026-08-26T09:00:00Z",
"asset_keys": [
"NONFERROUS"
],
"direction_score": {
"NONFERROUS": 0
},
"confidence": 98,
"horizon": "days",
"raw_facts": {
"publisher": "上海期货交易所SHFE",
"data_date": "2026-08-26",
"report": "指定交割仓库期货仓单日报第157期（总第4350期）",
"unit": "吨；白银为千克",
"warehouse_receipts": {
"铜": "17989，较上日-1148",
"铝": "6741，较上日-202",
"锌": "18323，较上日-25",
"铅": "2619，较上日-25",
"镍": "77548，较上日-252",
"锡": "2126，较上日+180",
"不锈钢": "7767，较上日-58",
"铜BC": "6669，较上日0",
"氧化铝仓库": "5092，较上日0",
"氧化铝厂库": "9300，较上日0",
"白银": "1189430千克，较上日+673千克"
},
"comparison_report": "2026-08-25日报中铜19137、铝6943、锌18348、镍77800、锡1946、白银1188757千克",
"publication_time_evidence": "官方全品种页面无精确发布时间；日报数据日为2026-08-26，交易所收盘后发布时段落在本窗口内，published_at_utc按北京时间17:00的时段上界记录。"
},
"transmission_chain": "SHFE 8月26日铜、铝、锌、铅、镍仓单下降而锡仓单上升→国内可交割库存信号按品种分化→有色金属组合的短线库存影响相互抵消。",
"invalidation_conditions": "SHFE更正2026-08-26仓单日报的期号、品种数量或官方增减列。",
"source_urls": [
"https://www.shfe.com.cn/data/tradedata/future/stockdata/dailystock_20260826/ZH/all.html?params=1",
"https://www.shfe.com.cn/data/tradedata/future/stockdata/dailystock_20260825/ZH/all.html?params=1"
],
"source_tier": "A"
},
{
"event_id": "census-us-20260826-durable-orders",
"title": "美国7月耐用品订单环比增1.1%",
"event_type": "macro_release",
"event_time_quality": "exact",
"event_time_utc": "2026-08-26T12:30:00Z",
"published_at_utc": "2026-08-26T12:30:00Z",
"asset_keys": [
"NONFERROUS"
],
"direction_score": {
"NONFERROUS": 1
},
"confidence": 99,
"horizon": "weeks",
"raw_facts": {
"publisher": "美国普查局Census Bureau",
"data_period": "2026年7月",
"published_time_beijing": "2026-08-26 20:30",
"unit": "十亿美元，季调",
"new_orders": "339.3，环比+3.6十亿美元、+1.1%",
"june_change": "+0.5%",
"orders_excluding_transportation": "环比+0.4%",
"orders_excluding_defense": "环比+1.3%",
"transportation_equipment_orders": "116.2，环比+2.3%，环比增加2.6十亿美元"
},
"transmission_chain": "美国7月耐用品新订单环比增长1.1%且运输设备订单增长2.3%→制造业投资与工业需求预期改善→铜铝等工业金属需求信号偏强。",
"invalidation_conditions": "美国普查局修订2026年7月耐用品订单、新订单分项或环比数据。",
"source_urls": [
"https://www.census.gov/manufacturing/m3/adv/current/index.html"
],
"source_tier": "A"
},
{
"event_id": "bls-us-20260826-paid-leave",
"title": "美国带薪休假覆盖率升至71%",
"event_type": "macro_release",
"event_time_quality": "exact",
"event_time_utc": "2026-08-26T14:00:00Z",
"published_at_utc": "2026-08-26T14:00:00Z",
"asset_keys": [
"NONFERROUS"
],
"direction_score": {
"NONFERROUS": 0
},
"confidence": 98,
"horizon": "weeks",
"raw_facts": {
"publisher": "美国劳工统计局BLS",
"release": "USDL-26-1420",
"data_period": "2024—2025年",
"published_time_beijing": "2026-08-26 22:00",
"paid_leave_access": "71%；2017—2018年为66%",
"unpaid_leave_access": "78%",
"paid_or_unpaid_leave_access": "94%",
"private_sector_paid_leave_access": "69%；2017—2018年为63%",
"public_sector_paid_leave_access": "81%；2017—2018年为79%",
"data_collection_note": "2025年数据缺少2025-09-30至2025-11-11联邦政府停摆期间的观测"
},
"transmission_chain": "BLS显示美国工资薪金劳动者带薪休假覆盖率由66%升至71%→劳动市场福利结构与消费韧性评估变量更新→工业金属价格的宏观方向影响有限。",
"invalidation_conditions": "BLS修订2024—2025年带薪休假、无薪休假或分部门覆盖率。",
"source_urls": [
"https://www.bls.gov/news.release/leave.htm"
],
"source_tier": "A"
},
{
"event_id": "bls-us-20260826-service-productivity",
"title": "美国15个服务行业生产率上升",
"event_type": "macro_release",
"event_time_quality": "exact",
"event_time_utc": "2026-08-26T14:00:00Z",
"published_at_utc": "2026-08-26T14:00:00Z",
"asset_keys": [
"NONFERROUS"
],
"direction_score": {
"NONFERROUS": 0
},
"confidence": 98,
"horizon": "weeks",
"raw_facts": {
"publisher": "美国劳工统计局BLS",
"release": "USDL-26-1421",
"data_period": "2025年",
"published_time_beijing": "2026-08-26 22:00",
"industries_with_productivity_increase": "15/30",
"industries_with_output_increase": "18/30",
"industries_with_hours_increase": "18/30",
"industries_with_unit_labor_cost_increase": "24/30",
"selected_productivity_changes": {
"软件出版商": "+12.9%",
"干线铁路": "+11.3%",
"无线电信运营商": "+8.8%",
"有线电信运营商": "-10.8%"
},
"highest_unit_labor_cost_increase": "快递和信使+12.2%"
},
"transmission_chain": "BLS显示30个服务行业中15个生产率上升、24个单位劳动成本上升→经济增长与成本压力信号同时存在→工业金属需求和利率预期方向分化。",
"invalidation_conditions": "BLS修订2025年服务行业生产率、产出、工时或单位劳动成本分项。",
"source_urls": [
"https://www.bls.gov/news.release/prin2.htm"
],
"source_tier": "A"
},
{
"event_id": "nea-cn-20260826-green-certificates",
"title": "7月绿证核发3.06亿个、交易5468万个",
"event_type": "infrastructure_demand",
"event_time_quality": "exact",
"event_time_utc": "2026-08-26T16:24:57Z",
"published_at_utc": "2026-08-26T16:24:57Z",
"asset_keys": [
"NONFERROUS"
],
"direction_score": {
"NONFERROUS": -1
},
"confidence": 98,
"horizon": "weeks",
"raw_facts": {
"publisher": "国家能源局",
"data_period": "2026年7月",
"published_time_beijing": "2026-08-27 00:24:57",
"green_certificates_issued": "3.06亿个，环比-17.93%",
"projects_involved": "122.49万个可再生能源发电项目",
"tradable_green_certificates_issued": "1.79亿个，占比58.56%",
"green_certificates_traded": "5468万个，环比-33.91%",
"green_power_trading_certificates": "2578万个，环比-39.88%",
"individual_green_certificate_trades": "2890万个，环比-27.47%",
"2026_production_year_average_price": "6.10元/个"
},
"transmission_chain": "国家能源局数据显示7月绿证核发量与交易量分别环比下降17.93%和33.91%→可再生能源电力交易活跃度指标走弱→绿色电力相关铜铝需求预期短线偏弱。",
"invalidation_conditions": "国家能源局修订2026年7月绿证核发量、交易量、环比数据或均价。",
"source_urls": [
"https://www.nea.gov.cn/20260826/ec18dac54d4f4e26a6a5e5fcca27e74f/c.html"
],
"source_tier": "A"
},
{
"event_id": "ndrc-cn-20260826-gdp-policy",
"title": "上半年GDP增4.7%且下半年加力扩内需",
"event_type": "macro_release",
"event_time_quality": "exact",
"event_time_utc": "2026-08-26T15:46:01Z",
"published_at_utc": "2026-08-26T15:46:01Z",
"asset_keys": [
"NONFERROUS"
],
"direction_score": {
"NONFERROUS": 1
},
"confidence": 98,
"horizon": "weeks",
"raw_facts": {
"publisher": "国家发展改革委，转发新华社稿",
"published_time_beijing": "2026-08-26 23:46:01",
"data_period": "2026年上半年",
"GDP_growth": "+4.7%",
"GDP_increment": "3.6万亿元，为5年来同期最高",
"second_half_policy_orientation": "更加积极的财政政策、适度宽松的货币政策、加快财政支出和债券资金使用、推进“两重”和“两新”、扩大内需、实施“十五五”规划重大项目"
},
"transmission_chain": "发改委披露上半年GDP同比增长4.7%，并转述下半年加大逆周期调节和扩内需安排→国内增长与工业投资预期改善→有色金属需求和价格获得政策面支撑。",
"invalidation_conditions": "国家发展改革委或新华社修订上半年GDP增速、增量或下半年政策表述。",
"source_urls": [
"https://www.ndrc.gov.cn/xwdt/xwfb/202608/t20260826_1407198.html"
],
"source_tier": "A"
},
{
"event_id": "smm-aluminum-south-china-20260826-spot-basis",
"title": "华南A00铝对沪铝2609升水210—250元",
"event_type": "spot_basis",
"event_time_quality": "exact",
"event_time_utc": "2026-08-26T11:05:00Z",
"published_at_utc": "2026-08-26T11:05:00Z",
"asset_keys": [
"NONFERROUS"
],
"direction_score": {
"NONFERROUS": 1
},
"confidence": 97,
"horizon": "intraday",
"raw_facts": {
"publisher": "SMM",
"market": "华南",
"data_date": "2026-08-26",
"product": "A00电解铝",
"published_time_beijing": "2026-08-26 19:05",
"unit": "元/吨",
"basis_to_contract": "沪铝2609合约",
"spot_transaction_range": "升水210—250元/吨",
"market_description": "到货边际收紧并叠加去库，持货方挺价缓出；下游对急涨价格接受度偏低"
},
"transmission_chain": "华南A00铝现货对沪铝2609合约升水210—250元/吨且到货边际收紧→区域现货相对期货偏强→铝价短线现货支撑增强。",
"invalidation_conditions": "SMM更正华南A00铝升水区间、沪铝2609合约或8月26日市场描述。",
"source_urls": [
"https://hq.smm.cn/aluminum/content/104081330"
],
"source_tier": "B"
},
{
"event_id": "smm-zinc-guangdong-20260826-spot-basis",
"title": "广东0#锌月内运行于贴水140—80元",
"event_type": "spot_basis",
"event_time_quality": "exact",
"event_time_utc": "2026-08-26T09:55:00Z",
"published_at_utc": "2026-08-26T09:55:00Z",
"asset_keys": [
"NONFERROUS"
],
"direction_score": {
"NONFERROUS": 0
},
"confidence": 93,
"horizon": "days",
"raw_facts": {
"publisher": "SMM",
"market": "广东",
"data_date": "2026-08-26",
"product": "0#锌锭",
"published_time_beijing": "2026-08-26 17:55",
"unit": "元/吨",
"monthly_basis_range": "8月内运行于贴水140—贴水80元/吨",
"basis_comparison_note": "原文称广东地区升贴水，未标注比较合约",
"regional_inventory": "2.9万吨",
"shfe_main_contract": "沪锌2610收报26240元/吨，时间为8月26日15:00"
},
"transmission_chain": "广东0#锌月内维持贴水140—80元/吨且地区库存为2.9万吨→区域现货供需仍处贴水震荡→锌价短线方向保持中性。",
"invalidation_conditions": "SMM更正广东0#锌月内升贴水、地区库存、沪锌2610收盘价或比较口径。",
"source_urls": [
"https://hq.smm.cn/zinc/content/104081276"
],
"source_tier": "B"
},
{
"event_id": "smm-copper-cn-20260826-tc-index",
"title": "SMM铜精矿TC降至-182.14美元/干吨",
"event_type": "spot_basis",
"event_time_quality": "exact",
"event_time_utc": "2026-08-26T10:03:00Z",
"published_at_utc": "2026-08-26T10:03:00Z",
"asset_keys": [
"NONFERROUS"
],
"direction_score": {
"NONFERROUS": 1
},
"confidence": 94,
"horizon": "weeks",
"raw_facts": {
"publisher": "SMM",
"index": "进口铜精矿指数",
"data_date": "2026-08-21",
"published_time_beijing": "2026-08-26 18:03",
"unit": "美元/干吨",
"current": "-182.14",
"week_on_week_change": "-6.77",
"comparison_basis": "较前一周SMM进口铜精矿周度指数",
"source_access_note": "指数页数值栏需登录，分析详情页逐字给出该数值"
},
"transmission_chain": "SMM进口铜精矿TC周度指数降至-182.14美元/干吨且周环比下降6.77美元/干吨→铜精矿供应紧张继续压缩冶炼加工收益→铜精矿偏紧对铜价形成支撑。",
"invalidation_conditions": "SMM更正进口铜精矿TC指数、数据日、周环比变动或单位。",
"source_urls": [
"https://hq.smm.cn/copper/content/104081277",
"https://hq.smm.cn/h5/imported-copper-ore-processing-price-week"
],
"source_tier": "B"
},
{
"event_id": "mysteel-copper-cn-20260826-tc-index",
"title": "Mysteel铜精矿TC为-181.25美元/干吨",
"event_type": "spot_basis",
"event_time_quality": "exact",
"event_time_utc": "2026-08-26T09:20:00Z",
"published_at_utc": "2026-08-26T09:20:00Z",
"asset_keys": [
"NONFERROUS"
],
"direction_score": {
"NONFERROUS": 1
},
"confidence": 96,
"horizon": "weeks",
"raw_facts": {
"publisher": "Mysteel",
"market": "有色矿市场",
"data_date": "2026-08-26",
"published_time_beijing": "2026-08-26 17:20",
"unit": "美元/干吨",
"product": "进口25%品位标准干净铜精矿",
"weekly_tc_index": "-181.25",
"comparison_note": "与SMM -182.14美元/干吨属于不同机构指数口径，不合并为同一数值"
},
"transmission_chain": "Mysteel进口25%品位铜精矿TC周指数为-181.25美元/干吨→矿端供应紧张继续压缩冶炼加工收益→铜精矿偏紧对铜价形成支撑。",
"invalidation_conditions": "Mysteel更正进口铜精矿品位、TC周指数、数据日或单位。",
"source_urls": [
"https://youse.mysteel.com/a/26082617/87ADA3478D2B8631.html"
],
"source_tier": "B"
},
{
"event_id": "mysteel-zinc-cn-20260826-tc",
"title": "进口锌精矿TC持平于-120—-100美元",
"event_type": "spot_basis",
"event_time_quality": "exact",
"event_time_utc": "2026-08-26T09:30:00Z",
"published_at_utc": "2026-08-26T09:30:00Z",
"asset_keys": [
"NONFERROUS"
],
"direction_score": {
"NONFERROUS": 0
},
"confidence": 96,
"horizon": "weeks",
"raw_facts": {
"publisher": "Mysteel",
"market": "有色矿市场",
"data_date": "2026-08-26",
"published_time_beijing": "2026-08-26 17:30",
"unit": "美元/干吨；价格另用元/金属吨",
"imported_tc": "-120—-100美元/干吨，较上一交易日持平",
"domestic_concentrate_price_change": "+240元/金属吨",
"imported_concentrate_price_change": "+340元/金属吨",
"regional_tc": "华中低至-2200元/金属吨"
},
"transmission_chain": "进口锌精矿TC维持-120—-100美元/干吨负值区间且进口精矿价格上涨340元/金属吨→冶炼原料成本和加工收益承压→锌价短线获得供应偏紧支撑但方向有限。",
"invalidation_conditions": "Mysteel更正锌精矿进口TC区间、日变动、精矿价格变动或单位口径。",
"source_urls": [
"https://youse.mysteel.com/a/26082617/4D927098C60AB1D4.html"
],
"source_tier": "B"
},
{
"event_id": "mysteel-lead-cn-20260826-tc",
"title": "进口铅精矿TC主流为-175—-160美元",
"event_type": "spot_basis",
"event_time_quality": "exact",
"event_time_utc": "2026-08-26T08:52:00Z",
"published_at_utc": "2026-08-26T08:52:00Z",
"asset_keys": [
"NONFERROUS"
],
"direction_score": {
"NONFERROUS": 0
},
"confidence": 90,
"horizon": "weeks",
"raw_facts": {
"publisher": "Mysteel",
"market": "有色矿市场",
"data_date": "2026-08-26",
"published_time_beijing": "2026-08-26 16:52",
"unit": "美元/干吨；价格另用元/金属吨",
"imported_tc_mainstream": "-175—-160美元/干吨，正文口径",
"domestic_tc": "-200—0元/金属吨",
"imported_concentrate_price_change": "较上一日下跌30元/金属吨",
"domestic_concentrate_tc_change": "与上一日持平",
"source_text_conflict": "页面智能摘要为-260—-240美元/干吨，正文为-175—-160美元/干吨，本事件采用正文"
},
"transmission_chain": "Mysteel正文显示进口铅精矿TC主流为-175—-160美元/干吨且进口精矿价格较上一日下跌30元/金属吨→矿端与冶炼利润信号分化→铅价短线方向保持中性。",
"invalidation_conditions": "Mysteel更正铅精矿TC正文区间、摘要与正文冲突、价格变动或单位。",
"source_urls": [
"https://youse.mysteel.com/a/26082616/A8423D7B4B5B1255.html"
],
"source_tier": "B"
},
{
"event_id": "mysteel-lead-henan-20260826-spot-basis",
"title": "1#铅锭涨25元至15925元/吨",
"event_type": "spot_basis",
"event_time_quality": "exact",
"event_time_utc": "2026-08-26T09:35:00Z",
"published_at_utc": "2026-08-26T09:35:00Z",
"asset_keys": [
"NONFERROUS"
],
"direction_score": {
"NONFERROUS": 1
},
"confidence": 96,
"horizon": "intraday",
"raw_facts": {
"publisher": "Mysteel",
"market": "河南及全国1#铅锭",
"data_date": "2026-08-26",
"published_time_beijing": "2026-08-26 17:35",
"unit": "元/吨；升贴水同单位",
"spot_price": "15925，较上一交易日+25",
"henan_basis_to_contract": "对沪铅2610合约贴水120—70",
"smelter_quotes": "湖南15950—16000元/吨出厂；江西16050元/吨含税；安徽16080元/吨",
"downstream_note": "再生铅跟涨，废电瓶价格暂稳"
},
"transmission_chain": "Mysteel 1#铅锭现货价上涨25元/吨至15925元/吨、河南对沪铅2610维持贴水120—70元/吨→现货价格偏强但区域基差仍弱→铅价短线支撑偏强。",
"invalidation_conditions": "Mysteel更正1#铅锭现货价、日变动、河南对沪铅2610贴水或炼企报价。",
"source_urls": [
"https://youse.mysteel.com/a/26082617/B6DBFF87ECFDF3B6.html"
],
"source_tier": "B"
},
{
"event_id": "mysteel-copper-shanghai-20260826-spot-basis",
"title": "上海电解铜现货报升230—300元/吨",
"event_type": "spot_basis",
"event_time_quality": "exact",
"event_time_utc": "2026-08-26T09:36:00Z",
"published_at_utc": "2026-08-26T09:36:00Z",
"asset_keys": [
"NONFERROUS"
],
"direction_score": {
"NONFERROUS": 1
},
"confidence": 96,
"horizon": "intraday",
"raw_facts": {
"publisher": "Mysteel",
"market": "上海",
"product": "1#电解铜",
"data_date": "2026-08-26",
"published_time_beijing": "2026-08-26 17:36",
"unit": "元/吨",
"basis_comparison_note": "原文以现货升水表达，未标注比较合约",
"spot_premium_quotes": {
"差平品牌": "升230—240元/吨",
"主流平水铜品牌": "升270—300元/吨",
"部分主流平水铜成交": "升270—280元/吨"
},
"market_description": "现货流通偏紧、当月票紧缺，预计次日围绕升300元/吨附近拉锯"
},
"transmission_chain": "上海电解铜差平品牌报升230—240元/吨、主流平水铜报升270—300元/吨且现货流通偏紧→现货相对期货的溢价信号偏强→铜价短线获得现货支撑。",
"invalidation_conditions": "Mysteel更正上海电解铜品牌、升水区间、比较口径或现货流通描述。",
"source_urls": [
"https://youse.mysteel.com/a/26082617/FA912BD7090FA873.html"
],
"source_tier": "B"
},
{
"event_id": "mysteel-copper-cn-20260827-spot-volume",
"title": "8月26日电解铜现货成交1.94万吨",
"event_type": "spot_basis",
"event_time_quality": "exact",
"event_time_utc": "2026-08-27T00:48:00Z",
"published_at_utc": "2026-08-27T00:48:00Z",
"asset_keys": [
"NONFERROUS"
],
"direction_score": {
"NONFERROUS": 0
},
"confidence": 96,
"horizon": "days",
"raw_facts": {
"publisher": "Mysteel",
"market": "国内电解铜现货",
"data_date": "2026-08-26",
"published_time_beijing": "2026-08-27 08:48",
"unit": "万吨",
"survey_scope": "56家电解铜交易企业，含冶炼厂、贸易商和下游加工企业",
"spot_transaction_volume": "1.94",
"comparison_note": "原文环比数值位于截断处，未补写"
},
"transmission_chain": "Mysteel调研显示8月26日电解铜现货成交量为1.94万吨→高价环境下现货成交活跃度成为需求强弱的观测量→铜价短线方向等待成交量与升水共同确认。",
"invalidation_conditions": "Mysteel更正56家企业调研范围、8月26日成交量或数据单位。",
"source_urls": [
"https://youse.mysteel.com/a/26082708/054176B4823A2792.html"
],
"source_tier": "B"
},
{
"event_id": "mysteel-alumina-west-australia-20260826-trade",
"title": "西澳氧化铝FOB350美元成交3万吨",
"event_type": "spot_basis",
"event_time_quality": "exact",
"event_time_utc": "2026-08-27T00:23:00Z",
"published_at_utc": "2026-08-27T00:23:00Z",
"asset_keys": [
"NONFERROUS"
],
"direction_score": {
"NONFERROUS": -1
},
"confidence": 96,
"horizon": "days",
"raw_facts": {
"publisher": "Mysteel",
"market": "海外氧化铝",
"trade_date": "2026-08-26",
"published_time_beijing": "2026-08-27 08:23",
"unit": "美元/吨；数量为万吨",
"delivery_basis": "西澳FOB",
"price": "350美元/吨",
"quantity": "3万吨",
"shipment": "10月船期",
"market_description": "原文称近期氧化铝价格阴跌，预计现货价格继续小幅下探"
},
"transmission_chain": "西澳FOB氧化铝以350美元/吨成交3万吨、对应10月船期，且原文预期现货继续小幅下探→海外现货成本锚定与价格预期偏弱→氧化铝价格短线承压。",
"invalidation_conditions": "Mysteel更正西澳FOB成交价、数量、船期、地区或价格判断。",
"source_urls": [
"https://youse.mysteel.com/a/26082708/718A1852E6FEDAA6.html"
],
"source_tier": "B"
}
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