截至2026年8月20日13时:4条豆粕ETF结构化事件

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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