9月9日14时：沿海现货偏弱，区域基差小幅修复

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["[https://ncp.[m.mysteel.com/a/26090910/39014616A40E2EDF_abc.html](https://ncp.m.mysteel.com/a/26090910/39014616A40E2EDF_abc.html)](https://m.mysteel.com/a/26090910/39014616A40E2EDF_abc.html](https://ncp.m.mysteel.com/a/26090910/39014616A40E2EDF_abc.html))"], "source_tier": "B" }, { "event_id": "mysteel-cn-20260909-national-basis-up", "title": "全国 01 合约豆粕基差多数上涨 10 至 20 点", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-09T03:41:00Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 1, "confidence": 79, "horizon": "days", "raw_facts": { "publisher": "我的钢铁网（Mysteel）", "report_date_beijing": "2026-09-09", "publication_time_beijing": "2026-09-09 11:41", "market": "全国主要市场", "basis_contract": "01 合约", "basis_points": { "昆明": 0, "长春": 50, "日照": -150, "防城港": -150 }, "direction_distribution": "多数地区上涨 10 至 20 点；南昌下跌 10 点；厦门、西安持平", "coverage_note": "公开摘要列示部分点位，完整明细表需登录" }, "transmission_chain": [ "全国主要市场 01 合约基差中，昆明为 0、长春为 50，日照和防城港低至-150 元/吨，多数地区上涨 10 至 20 点", "多数市场基差修复提高现货相对期货的支撑，短线对 SOYMEAL_ETF 形成轻度偏多信号" ], "invalidation_conditions": [ "全国基差摘要或点位被修订", "后续多数市场基差重新下行并覆盖本次修复" ], "source_urls": ["[https://ncp.[m.mysteel.com/a/26090911/FD41F8BC3CA33B29_abc.html](https://ncp.m.mysteel.com/a/26090911/FD41F8BC3CA33B29_abc.html)](https://m.mysteel.com/a/26090911/FD41F8BC3CA33B29_abc.html](https://ncp.m.mysteel.com/a/26090911/FD41F8BC3CA33B29_abc.html))"], "source_tier": "B" }, { "event_id": "mysteel-cn-20260909-zhangjiagang-basis-weak", "title": "张家港达孚 9 月 20 日前基差为 2701-120 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-09T03:42:00Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": -1, "confidence": 84, "horizon": "weeks", "raw_facts": { "publisher": "我的钢铁网（Mysteel）", "report_date_beijing": "2026-09-09", "publication_time_beijing": "2026-09-09 11:42", "market": "张家港", "plant": "张家港达孚油厂", "basis_quotes_cny_per_ton": [ {"delivery_period": "9 月 8 日至 9 月 20 日", "basis": "2701-120", "supply_note": "限量供应"}, {"delivery_period": "9 月提货", "basis": "2701-80", "supply_note": "限量供应"}, {"delivery_period": "10 月至 2027 年 1 月", "basis": "2701+20"}, {"delivery_period": "2027 年 2 月至 3 月", "basis": "2701+30"} ], "market_status": "弱稳" }, "transmission_chain": [ "张家港达孚 9 月 8 日至 9 月 20 日提货基差为 2701-120 元/吨，9 月提货为 2701-80 元/吨，10 月至 2027 年 1 月为 2701+20 元/吨", "近月贴水和限量供应并存，现货端仍有压力，短线对 SOYMEAL_ETF 形成轻度偏空信号" ], "invalidation_conditions": [ "张家港达孚基差报价被修订", "近月基差明显收窄且现货成交持续改善" ], "source_urls": ["[https://ncp.[m.mysteel.com/a/26090911/390271B3519844BC_abc.html](https://ncp.m.mysteel.com/a/26090911/390271B3519844BC_abc.html)](https://m.mysteel.com/a/26090911/390271B3519844BC_abc.html](https://ncp.m.mysteel.com/a/26090911/390271B3519844BC_abc.html))"], "source_tier": "B" }, { "event_id": "mysteel-cn-20260909-cargill-southchina-basis", "title": "嘉吉华南 9 月 20 日前基差为 01-100 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-09T03:15:00Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 0, "confidence": 83, "horizon": "weeks", "raw_facts": { "publisher": "我的钢铁网（Mysteel）", "report_date_beijing": "2026-09-09", "publication_time_beijing": "2026-09-09 11:15", "market": "华南", "plant": "嘉吉（华南）油厂", "basis_quotes_cny_per_ton": [ {"delivery_period": "9 月 20 日前", "basis": "01-100"}, {"delivery_period": "9 月整月", "basis": "01-80"} ] }, "transmission_chain": [ "嘉吉华南 9 月 20 日前豆粕基差为 01-100 元/吨，9 月整月基差为 01-80 元/吨", "该页给出新的近月基差报价，但没有同页涨跌值，当前对 SOYMEAL_ETF 记录为中性基差信号" ], "invalidation_conditions": [ "嘉吉华南基差报价被修订", "后续同口径报价出现明确同向变动" ], "source_urls": ["[https://ncp.[m.mysteel.com/a/26090911/D081F024D8881659_abc.html](https://ncp.m.mysteel.com/a/26090911/D081F024D8881659_abc.html)](https://m.mysteel.com/a/26090911/D081F024D8881659_abc.html](https://ncp.m.mysteel.com/a/26090911/D081F024D8881659_abc.html))"], "source_tier": "B" }, { "event_id": "mysteel-cn-20260909-louis-southchina-basis", "title": "路易达孚华南 9 月基差为 M2701-80 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-09T03:13:00Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 0, "confidence": 83, "horizon": "weeks", "raw_facts": { "publisher": "我的钢铁网（Mysteel）", "report_date_beijing": "2026-09-09", "publication_time_beijing": "2026-09-09 11:13", "market": "华南", "plant": "路易达孚（华南）油厂", "basis_quotes_cny_per_ton": [ {"delivery_period": "9 月", "basis": "M2701-80", "supply_note": "限量供应"}, {"delivery_period": "2026 年 10 月至 2027 年 1 月", "basis": "M2701+20", "supply_note": "限量供应"}, {"delivery_period": "2027 年 2 月至 3 月", "basis": "M2701+30", "supply_note": "限量供应"} ], "market_status": "持稳" }, "transmission_chain": [ "路易达孚华南 9 月基差为 M2701-80 元/吨，10 月至 2027 年 1 月为 M2701+20 元/吨，2027 年 2 月至 3 月为 M2701+30 元/吨", "近月贴水与远期升水构成期限结构，页面未给出涨跌值，当前对 SOYMEAL_ETF 记录为中性基差信号" ], "invalidation_conditions": [ "路易达孚华南基差报价被修订", "限量供应状态解除且近月基差出现明确调整" ], "source_urls": ["[https://ncp.[m.mysteel.com/a/26090911/0A0681298C09CDA3_abc.html](https://ncp.m.mysteel.com/a/26090911/0A0681298C09CDA3_abc.html)](https://m.mysteel.com/a/26090911/0A0681298C09CDA3_abc.html](https://ncp.m.mysteel.com/a/26090911/0A0681298C09CDA3_abc.html))"], "source_tier": "B" }, { "event_id": "mysteel-cn-20260909-qingdao-contract-down", "title": "青岛渤海 10 月 31 日前提货合同跌至 3320 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-09T02:17:00Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": -1, "confidence": 86, "horizon": "days", "raw_facts": { "publisher": "我的钢铁网（Mysteel）", "report_date_beijing": "2026-09-09", "publication_time_beijing": "2026-09-09 10:17", "market": "青岛", "plant": "青岛渤海油厂", "protein": "43%", "delivery_period": "10 月 31 日前提货", "contract_price_cny_per_ton": 3320, "change_cny_per_ton": -10, "protein_46_premium_cny_per_ton": 150 }, "transmission_chain": [ "青岛渤海 43%豆粕 10 月 31 日前提货合同报 3320 元/吨，较前一日下跌 10 元/吨，46%蛋白加价 150 元/吨", "沿海提货合同下调直接降低现货定价，短线对 SOYMEAL_ETF 形成轻度偏空信号" ], "invalidation_conditions": [ "青岛渤海合同价格或日变动被修订", "后续沿海提货合同回升并覆盖本次跌幅" ], "source_urls": ["[https://ncp.[m.mysteel.com/a/26090910/703BBE6B5240240C_abc.html](https://ncp.m.mysteel.com/a/26090910/703BBE6B5240240C_abc.html)](https://m.mysteel.com/a/26090910/703BBE6B5240240C_abc.html](https://ncp.m.mysteel.com/a/26090910/703BBE6B5240240C_abc.html))"], "source_tier": "B" }, { "event_id": "mysteel-cn-20260909-shanghai-spot-down", "title": "上海东辰 43%豆粕报价 3280 至 3320 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-09T03:40:00Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": -1, "confidence": 81, "horizon": "intraday", "raw_facts": { "publisher": "我的钢铁网（Mysteel）", "report_date_beijing": "2026-09-09", "publication_time_beijing": "2026-09-09 11:40", "market": "上海", "plant": "上海东辰油厂", "protein": "43%±0.5%", "quotes_cny_per_ton": { "70 公斤定量包": [3280, 3310], "50 公斤定量包": [3290, 3320] }, "delivery_period": "2026 年 9 月 14 日至 28 日", "quote_status": "随盘下调，限量供应" }, "transmission_chain": [ "上海东辰 43%±0.5%蛋白 70 公斤包报价 3280 至 3310 元/吨，50 公斤包报价 3290 至 3320 元/吨，报价随盘下调", "上海现货报价随盘走弱，区域现货支撑减弱，短线对 SOYMEAL_ETF 形成轻度偏空信号" ], "invalidation_conditions": [ "上海东辰包装报价或报价状态被修订", "后续上海现货报价回升并持续高于本次区间" ], "source_urls": ["[https://ncp.[m.mysteel.com/a/26090911/E65403C77A78D45F_abc.html](https://ncp.m.mysteel.com/a/26090911/E65403C77A78D45F_abc.html)](https://m.mysteel.com/a/26090911/E65403C77A78D45F_abc.html](https://ncp.m.mysteel.com/a/26090911/E65403C77A78D45F_abc.html))"], "source_tier": "B" }, { "event_id": "mysteel-cn-20260909-sichuan-spot-down", "title": "四川三家 43%豆粕均 3420 元，跌 10 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-09T03:38:00Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": -1, "confidence": 87, "horizon": "intraday", "raw_facts": { "publisher": "我的钢铁网（Mysteel）", "report_date_beijing": "2026-09-09", "publication_time_beijing": "2026-09-09 11:38", "market": "四川", "protein": "43%", "quotes": [ {"plant": "成都中储粮", "price_cny_per_ton": 3420, "change_cny_per_ton": -10}, {"plant": "广汉益海", "price_cny_per_ton": 3420, "change_cny_per_ton": -10}, {"plant": "彭山中粮", "price_cny_per_ton": 3420, "change_cny_per_ton": -10} ] }, "transmission_chain": [ "四川成都中储粮、广汉益海和彭山中粮 43%豆粕报价均为 3420 元/吨，较前一日均下跌 10 元/吨", "三家油厂同向下调显示区域现货定价走弱，短线对 SOYMEAL_ETF 形成轻度偏空信号" ], "invalidation_conditions": [ "四川三家油厂报价或日变动被修订", "四川多数油厂后续报价回升并覆盖 10 元跌幅" ], "source_urls": ["[https://ncp.[m.mysteel.com/a/26090911/10DC7D253183B9C4_abc.html](https://ncp.m.mysteel.com/a/26090911/10DC7D253183B9C4_abc.html)](https://m.mysteel.com/a/26090911/10DC7D253183B9C4_abc.html](https://ncp.m.mysteel.com/a/26090911/10DC7D253183B9C4_abc.html))"], "source_tier": "B" }, { "event_id": "mysteel-cn-20260909-chongqing-spot-down", "title": "重庆两家 43%豆粕报价 3370 和 3340 元，均跌 10 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-09T03:38:00Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": -1, "confidence": 87, "horizon": "intraday", "raw_facts": { "publisher": "我的钢铁网（Mysteel）", "report_date_beijing": "2026-09-09", "publication_time_beijing": "2026-09-09 11:38", "market": "重庆", "protein": "43%", "quotes": [ {"plant": "江津益海", "price_cny_per_ton": 3370, "change_cny_per_ton": -10}, {"plant": "重庆一德", "price_cny_per_ton": 3340, "change_cny_per_ton": -10} ] }, "transmission_chain": [ "重庆江津益海 43%豆粕报 3370 元/吨、下跌 10 元，重庆一德报 3340 元/吨、下跌 10 元", "重庆两家油厂现货同步下调，区域现货价格走弱，短线对 SOYMEAL_ETF 形成轻度偏空信号" ], "invalidation_conditions": [ "重庆两家油厂报价或日变动被修订", "重庆多数油厂后续报价回升并持续高于本次报价" ], "source_urls": ["[https://ncp.[m.mysteel.com/a/26090911/043CD5BF46AF5670_abc.html](https://ncp.m.mysteel.com/a/26090911/043CD5BF46AF5670_abc.html)](https://m.mysteel.com/a/26090911/043CD5BF46AF5670_abc.html](https://ncp.m.mysteel.com/a/26090911/043CD5BF46AF5670_abc.html))"], "source_tier": "B" }, { "event_id": "mysteel-cn-20260909-huabei-spot-stable", "title": "华北三家 43%豆粕均报 3290 元，报价持平", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-09T03:24:00Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 0, "confidence": 86, "horizon": "intraday", "raw_facts": { "publisher": "我的钢铁网（Mysteel）", "report_date_beijing": "2026-09-09", "publication_time_beijing": "2026-09-09 11:24", "market": "华北", "protein": "43%", "quotes": [ {"plant": "天津九三", "price_cny_per_ton": 3290, "change_cny_per_ton": 0}, {"plant": "北京汇福", "price_cny_per_ton": 3290, "change_cny_per_ton": 0}, {"plant": "黄骅嘉好", "price_cny_per_ton": 3290, "change_cny_per_ton": 0} ], "market_status": "基本持稳" }, "transmission_chain": [ "华北天津九三、北京汇福和黄骅嘉好 43%豆粕报价均为 3290 元/吨，较前期持平", "华北三家主要油厂报价未形成新的涨跌压力，短线对 SOYMEAL_ETF 形成中性现货信号" ], "invalidation_conditions": [ "华北三家油厂报价或持平状态被修订", "华北多数油厂后续出现同向明显变动" ], "source_urls": ["[https://ncp.[m.mysteel.com/a/26090911/EEEA346680C56A2A_abc.html](https://ncp.m.mysteel.com/a/26090911/EEEA346680C56A2A_abc.html)](https://m.mysteel.com/a/26090911/EEEA346680C56A2A_abc.html](https://ncp.m.mysteel.com/a/26090911/EEEA346680C56A2A_abc.html))"], "source_tier": "B" }, { "event_id": "mysteel-cn-20260909-guangdong-spot-down", "title": "广东三家 43%豆粕均报 3270 元，跌 10 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-09T03:16:00Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": -1, "confidence": 87, "horizon": "intraday", "raw_facts": { "publisher": "我的钢铁网（Mysteel）", "report_date_beijing": "2026-09-09", "publication_time_beijing": "2026-09-09 11:16", "market": "广东", "protein": "43%", "quotes": [ {"plant": "东莞嘉吉", "price_cny_per_ton": 3270, "change_cny_per_ton": -10}, {"plant": "东莞中储粮", "price_cny_per_ton": 3270, "change_cny_per_ton": -10}, {"plant": "东莞达孚", "price_cny_per_ton": 3270, "change_cny_per_ton": -10} ], "market_status": "稳中下调" }, "transmission_chain": [ "广东东莞嘉吉、东莞中储粮和东莞达孚 43%豆粕报价均为 3270 元/吨，较前一日均下跌 10 元/吨", "广东三家主要油厂现货同步下调，华南现货定价支撑减弱，短线对 SOYMEAL_ETF 形成轻度偏空信号" ], "invalidation_conditions": [ "广东三家油厂报价或日变动被修订", "广东多数油厂后续报价回升并覆盖 10 元跌幅" ], "source_urls": ["[https://ncp.[m.mysteel.com/a/26090911/674B937FAD85473E_abc.html](https://ncp.m.mysteel.com/a/26090911/674B937FAD85473E_abc.html)](https://m.mysteel.com/a/26090911/674B937FAD85473E_abc.html](https://ncp.m.mysteel.com/a/26090911/674B937FAD85473E_abc.html))"], "source_tier": "B" } ]