8月24日15时：4条豆粕ETF结构化事件

[ { "event_id": "mysteel-cn-20260824-guangzhou-zhiyuan-basis-update", "title": "广州植之元豆粕基差报 01-50 至 01+20", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-24T06:13:00Z", "event_type": "spot_basis", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": 0, "confidence": 96, "horizon": "weeks", "raw_facts": { "report_date": "2026-08-24", "market": "广州", "oil_mill": "广州东凌粮油/植之元", "protein_percent": 43, "basis_quotes_yuan_per_ton": [ { "delivery_period": "9 月交货", "contract": "M01", "basis": -50 }, { "delivery_period": "10 月 1 日至 10 月 15 日交货", "contract": "M01", "basis": -30 }, { "delivery_period": "10 月至次年 1 月交货", "contract": "M01", "basis": 20 } ], "comparison": "页面公布本次基差出厂价，未披露较前次报价变动数值。" }, "transmission_chain": [ "我的钢铁网 14:13 发布的广州植之元详情列出 9 月交货 M01-50 元/吨、10 月 1 日至 10 月 15 日交货 M01-30 元/吨、10 月至次年 1 月交货 M01+20 元/吨。", "华南油厂远期基差报价被更新；页面未披露较前次变动，SOYMEAL_ETF 短线方向保持中性观察。" ], "invalidation_conditions": [ "Mysteel 修订 2026 年 8 月 24 日广州植之元基差报价或合约期间。", "广州植之元下一次相同交货期间的豆粕基差报价发生变化。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082414/347B7B31CD684F13_abc.html](https://ncp.m.mysteel.com/a/26082414/347B7B31CD684F13_abc.html)](https://m.mysteel.com/a/26082414/347B7B31CD684F13_abc.html](https://ncp.m.mysteel.com/a/26082414/347B7B31CD684F13_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260824-ldf-southchina-basis-update", "title": "路易达孚华南远期基差报 01-90 至 05+0", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-24T06:14:00Z", "event_type": "spot_basis", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": 0, "confidence": 94, "horizon": "weeks", "raw_facts": { "report_date": "2026-08-24", "market": "华南", "oil_mill": "路易达孚", "protein_percent": 43, "basis_quotes_yuan_per_ton": [ { "delivery_period": "8 月 25 日至 9 月 7 日", "contract": "M01", "basis": -90, "limited_supply": true }, { "delivery_period": "9 月", "contract": "M01", "basis": -50, "limited_supply": true }, { "delivery_period": "10 月至次年 1 月", "contract": "M01", "basis": 10, "limited_supply": true }, { "delivery_period": "2026 年 5 月至 7 月（页面原文标注）", "contract": "M05", "basis": 0, "limited_supply": true } ], "comparison": "页面公布本次基差出厂价，未披露较前次报价变动数值；远月期间年份按页面原文保留。" }, "transmission_chain": [ "我的钢铁网 14:14 发布的路易达孚华南详情列出 M01-90、M01-50、M01+10 和 M05+0 元/吨四组远期基差，并注明有限量要求。", "华南油厂远期基差报价被更新；页面未披露较前次变动，SOYMEAL_ETF 短线方向保持中性观察。" ], "invalidation_conditions": [ "Mysteel 修订 2026 年 8 月 24 日路易达孚华南基差报价、限量条件或远月年份口径。", "路易达孚华南下一次相同交货期间的豆粕基差报价发生变化。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082414/A33FE0F69E6E2E59_abc.html](https://ncp.m.mysteel.com/a/26082414/A33FE0F69E6E2E59_abc.html)](https://m.mysteel.com/a/26082414/A33FE0F69E6E2E59_abc.html](https://ncp.m.mysteel.com/a/26082414/A33FE0F69E6E2E59_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260824-cargill-southchina-basis-update", "title": "嘉吉华南远期基差报 01+0 至 05+20", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-24T06:15:00Z", "event_type": "spot_basis", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": 0, "confidence": 96, "horizon": "weeks", "raw_facts": { "report_date": "2026-08-24", "market": "华南", "oil_mill": "嘉吉", "protein_percent": 43, "basis_quotes_yuan_per_ton": [ { "delivery_period": "10 月至 11 月", "contract": "M01", "basis": 0 }, { "delivery_period": "12 月至次年 1 月", "contract": "M01", "basis": 30 }, { "delivery_period": "次年 2 月至 4 月", "contract": "M01", "basis": 10 }, { "delivery_period": "次年 5 月至 7 月", "contract": "M05", "basis": 20 } ], "comparison": "页面公布本次基差出厂价，未披露较前次报价变动数值。" }, "transmission_chain": [ "我的钢铁网 14:15 发布的嘉吉华南详情列出 M01+0、M01+30、M01+10 和 M05+20 元/吨四组远期基差。", "华南油厂远期基差报价被更新；页面未披露较前次变动，SOYMEAL_ETF 短线方向保持中性观察。" ], "invalidation_conditions": [ "Mysteel 修订 2026 年 8 月 24 日嘉吉华南基差报价或合约期间。", "嘉吉华南下一次相同交货期间的豆粕基差报价发生变化。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082414/3DEDF336DB826733_abc.html](https://ncp.m.mysteel.com/a/26082414/3DEDF336DB826733_abc.html)](https://m.mysteel.com/a/26082414/3DEDF336DB826733_abc.html](https://ncp.m.mysteel.com/a/26082414/3DEDF336DB826733_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260824-beijing-sanhe-spot-drop", "title": "北京三河汇福 43%豆粕报价下调 20 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-24T06:43:00Z", "event_type": "spot_basis", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": -1, "confidence": 93, "horizon": "intraday", "raw_facts": { "report_date": "2026-08-24", "market": "北京", "oil_mill": "北京三河汇福", "protein_percent": 43, "change_yuan_per_ton": -20, "absolute_price_yuan_per_ton": "页面未披露", "comparison": "较前一交易日下调 20 元/吨。" }, "transmission_chain": [ "我的钢铁网 14:43 发布的北京三河汇福详情显示，43%豆粕现货报价较前一交易日下调 20 元/吨，页面未披露绝对价格。", "华北单一油厂现货报价走弱；若华北其他油厂、成交和提货同步下行，SOYMEAL_ETF 盘中现货信号偏空。" ], "invalidation_conditions": [ "Mysteel 修订 2026 年 8 月 24 日北京三河汇福报价变动金额。", "华北主要油厂报价回升，或成交与提货没有跟随走弱。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082414/DA19AEBE031DC75B_abc.html](https://ncp.m.mysteel.com/a/26082414/DA19AEBE031DC75B_abc.html)](https://m.mysteel.com/a/26082414/DA19AEBE031DC75B_abc.html](https://ncp.m.mysteel.com/a/26082414/DA19AEBE031DC75B_abc.html))" ], "source_tier": "B" } ]