2026年8月13日15时：2条豆粕ETF结构化事件

[ { "event_id": "mysteel-cn-20260813-rapeseed-soymeal-spread", "title": "广东、广西及南通豆菜粕价差为 680 至 720 元/吨", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-13T06:51:00Z", "event_type": "spot_basis", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": 1, "confidence": 96, "horizon": "days", "raw_facts": [ { "metric": "广东豆粕价格", "value": 3050, "unit": "元/吨", "period": "2026-08-13", "comparison": "豆菜粕价差为 720 元/吨，较前期有所扩大" }, { "metric": "广西豆粕价格", "value": 3010, "unit": "元/吨", "period": "2026-08-13", "comparison": "豆菜粕价差为 680 元/吨，较前期有所扩大" }, { "metric": "南通豆粕价格", "value": 3010, "unit": "元/吨", "period": "2026-08-13", "comparison": "豆菜粕价差为 710 元/吨，较前期有所扩大" }, { "metric": "广东菜粕价格", "value": 2330, "unit": "元/吨", "period": "2026-08-13", "comparison": "对应广东豆菜粕价差 720 元/吨" }, { "metric": "广西菜粕价格", "value": 2330, "unit": "元/吨", "period": "2026-08-13", "comparison": "对应广西豆菜粕价差 680 元/吨" }, { "metric": "南通菜粕价格", "value": 2300, "unit": "元/吨", "period": "2026-08-13", "comparison": "对应南通豆菜粕价差 710 元/吨" } ], "transmission_chain": [ "三地豆菜粕价差较前期扩大→豆粕相对菜粕的价格优势减弱→短线豆粕现货对 SOYMEAL_ETF 形成边际偏多信号" ], "invalidation_conditions": [ "三地价差收窄或豆粕价格相对菜粕转弱", "其他主要市场豆粕报价同步下调且连粕盘面走弱" ], "source_urls": [ "[https://ncp.[mysteel.com/a/26081314/85F5F94FDF9BF673.html](https://ncp.mysteel.com/a/26081314/85F5F94FDF9BF673.html)](https://mysteel.com/a/26081314/85F5F94FDF9BF673.html](https://ncp.mysteel.com/a/26081314/85F5F94FDF9BF673.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260813-aksu-cottonmeal-soymeal-spread", "title": "新疆阿克苏棉豆粕价差扩大至 800 元/吨", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-13T06:54:00Z", "event_type": "spot_basis", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": 1, "confidence": 98, "horizon": "days", "raw_facts": [ { "metric": "新疆阿克苏 46%蛋白棉粕价格", "value": 2550, "unit": "元/吨", "period": "2026-08-13", "comparison": "较前一交易日持平" }, { "metric": "新疆 43%蛋白豆粕价格", "value": 3350, "unit": "元/吨", "period": "2026-08-13", "comparison": "较前一交易日上涨 10 元/吨" }, { "metric": "阿克苏棉粕与新疆豆粕价差", "value": 800, "unit": "元/吨", "period": "2026-08-13", "comparison": "较前一交易日的 790 元/吨扩大 10 元/吨" } ], "transmission_chain": [ "新疆豆粕较棉粕的价差扩大→豆粕相对替代蛋白的价格优势减弱→短线豆粕现货对 SOYMEAL_ETF 形成边际偏多信号" ], "invalidation_conditions": [ "棉粕与豆粕价差回落至 790 元/吨或以下", "新疆豆粕价格下调并低于本次 3350 元/吨报价" ], "source_urls": [ "[https://ncp.[mysteel.com/a/26081314/52B9E0E0EBE29AE2.html](https://ncp.mysteel.com/a/26081314/52B9E0E0EBE29AE2.html)](https://mysteel.com/a/26081314/52B9E0E0EBE29AE2.html](https://ncp.mysteel.com/a/26081314/52B9E0E0EBE29AE2.html))" ], "source_tier": "B" } ]