
截至2026年8月20日13时:4条豆粕ETF结构化事件
截至北京时间2026年13:00,11:00至13:00新增广西、青岛豆粕现货与远期基差报价,以及全国09合约基差分化数据。
[
{
"event_id": "mysteel-cn-20260820-guangxi-spot-update",
"title": "广西三地 43%豆粕报价 3100 至 3120 元上涨 10 元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-20T03:14:29Z",
"event_type": "spot_basis",
"asset_keys": ["SOYMEAL_ETF"],
"direction_score": 1,
"confidence": 98,
"horizon": "days",
"raw_facts": {
"report_date": "2026-08-20",
"region": "广西",
"product": "43%豆粕现货",
"quotes_yuan_per_ton": {
"钦州中粮": 3100,
"防城港大海": 3120,
"钦州港青": 3100
},
"change_yuan_per_ton": 10,
"unit": "元/吨",
"comparison_basis": "较此前上涨 10 元/吨",
"source_published_at_beijing": "2026-08-20 11:14"
},
"transmission_chain": "广西钦州中粮、防城港大海和钦州港青的 43%豆粕报价较此前上涨 10 元/吨,区域现货报价共同上移先改善豆粕 ETF 的短线现货支撑;后续成交若跟随,区域信号更可靠。",
"invalidation_conditions": [
"广西三地报价回吐本次 10 元/吨涨幅",
"区域成交价格持续低于对应报价"
],
"source_urls": ["[https://ncp.[m.mysteel.com/a/26082011/9FC8CB12A2DD93A6_abc.html](https://ncp.m.mysteel.com/a/26082011/9FC8CB12A2DD93A6_abc.html)](https://m.mysteel.com/a/26082011/9FC8CB12A2DD93A6_abc.html](https://ncp.m.mysteel.com/a/26082011/9FC8CB12A2DD93A6_abc.html))"],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260820-guangxi-fangchenggang-forward-basis-update",
"title": "防城港九三报 M2701-100 并随盘上涨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-20T03:18:52Z",
"event_type": "spot_basis",
"asset_keys": ["SOYMEAL_ETF"],
"direction_score": 1,
"confidence": 94,
"horizon": "days",
"raw_facts": {
"report_date": "2026-08-20",
"region": "广西防城港",
"producer": "防城港九三油厂",
"product": "豆粕远期基差出厂价",
"contract": "M2701",
"basis_yuan_per_ton": -100,
"limit_quantity": "限量,原文未披露吨数",
"price_change_description": "随盘上涨",
"comparison_basis": "页面未披露具体涨跌金额",
"source_published_at_beijing": "2026-08-20 11:18"
},
"transmission_chain": "防城港九三 M2701 远期基差报-100 并随盘上涨,远期现货定价跟随盘面上移,短线对豆粕 ETF 构成偏多的现货定价信号;需要后续看到基差和成交共同确认。",
"invalidation_conditions": [
"M2701 远期基差进一步走弱或报价重新下调",
"同区域远期成交无法跟随该报价"
],
"source_urls": ["[https://ncp.[m.mysteel.com/a/26082011/BD9BA9563264064E_abc.html](https://ncp.m.mysteel.com/a/26082011/BD9BA9563264064E_abc.html)](https://m.mysteel.com/a/26082011/BD9BA9563264064E_abc.html](https://ncp.m.mysteel.com/a/26082011/BD9BA9563264064E_abc.html))"],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260820-huadong-qingdao-spot-update",
"title": "青岛渤海 43%豆粕报价 3150 元上涨 20 元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-20T03:31:57Z",
"event_type": "spot_basis",
"asset_keys": ["SOYMEAL_ETF"],
"direction_score": 1,
"confidence": 98,
"horizon": "days",
"raw_facts": {
"report_date": "2026-08-20",
"region": "山东青岛",
"producer": "青岛渤海油厂",
"product": "43%豆粕现货",
"price_yuan_per_ton": 3150,
"change_yuan_per_ton": 20,
"limit_volume_ton": 12000,
"protein_46_premium_yuan_per_ton": 140,
"unit": "元/吨",
"comparison_basis": "较前一日上调 20 元/吨",
"source_published_at_beijing": "2026-08-20 11:31"
},
"transmission_chain": "青岛渤海 43%豆粕现货报价较前一日上调 20 元/吨至 3150 元/吨,沿海现货报价上移先改善豆粕 ETF 的短线现货支撑;后续成交重心若同步上移,信号才更稳固。",
"invalidation_conditions": [
"青岛渤海 43%豆粕报价回吐本次 20 元/吨涨幅",
"青岛现货成交重心持续低于 3150 元/吨"
],
"source_urls": ["[https://ncp.[m.mysteel.com/a/26082011/AC1B60B99C2CE65D_abc.html](https://ncp.m.mysteel.com/a/26082011/AC1B60B99C2CE65D_abc.html)](https://m.mysteel.com/a/26082011/AC1B60B99C2CE65D_abc.html](https://ncp.m.mysteel.com/a/26082011/AC1B60B99C2CE65D_abc.html))"],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260820-national-09-basis-update",
"title": "全国豆粕 09 合约基差多数为负且多地走弱",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-20T04:04:34Z",
"event_type": "spot_basis",
"asset_keys": ["SOYMEAL_ETF"],
"direction_score": -1,
"confidence": 97,
"horizon": "days",
"raw_facts": {
"report_date": "2026-08-20",
"contract": "09 合约",
"basis_unit": "元/吨",
"positive_basis": {
"昆明": 30,
"长春": 40,
"成都": 40
},
"lowest_basis": {
"防城港": -140,
"日照": -120,
"天津": -110,
"东莞": -110
},
"changes_vs_previous_report": {
"上涨 10": ["成都", "日照", "南通"],
"下跌 20": ["厦门"],
"下跌 10": ["天津", "南昌", "沧州", "周口", "岳阳", "大连"],
"持稳": ["湛江", "武汉"]
},
"comparison_basis": "页面汇总的基差涨跌字段,源文未对各地点统一标注比较日期",
"source_published_at_beijing": "2026-08-20 12:04"
},
"transmission_chain": "全国主要市场豆粕 09 合约基差多数为负,且天津、南昌、沧州、周口、岳阳和大连等地基差下跌 10 元/吨,现货相对期货的定价偏弱对豆粕 ETF 形成短线压制;成都、日照和南通上行 10 元的局部修复显示区域分化仍在。",
"invalidation_conditions": [
"主要沿海市场 09 合约基差普遍回升并收窄负值",
"当前走弱地区的基差跌幅收回且现货成交同步改善"
],
"source_urls": ["[https://ncp.[m.mysteel.com/a/26082012/5A4C505CC94797EB_abc.html](https://ncp.m.mysteel.com/a/26082012/5A4C505CC94797EB_abc.html)](https://m.mysteel.com/a/26082012/5A4C505CC94797EB_abc.html](https://ncp.m.mysteel.com/a/26082012/5A4C505CC94797EB_abc.html))"],
"source_tier": "B"
}
]
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