9月7日14时:东北现货上调,全国豆粕基差普涨

9月7日14时:东北现货上调,全国豆粕基差普涨

10:00至14:00新增四条可核验事件:东北现货上调、日照报价持稳、青岛远期合同稳定,全国主要市场豆粕基差普遍上涨。

[ { "event_id": "mysteel-cn-20260907-northeast-spot-up", "title": "东北四家 43%豆粕报价上涨 10 至 25 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-07T02:01:00Z", "event_type": "spot_basis", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": 2, "confidence": 88, "horizon": "intraday", "raw_facts": { "publisher": "我的钢铁网(Mysteel)", "report_date_beijing": "2026-09-07", "protein": "43%", "market": "东北", "quotes": [ { "plant": "营口益海", "price_cny_per_ton": 3410, "change_cny_per_ton": 25 }, { "plant": "盘锦汇福", "price_cny_per_ton": 3410, "change_cny_per_ton": 20 }, { "plant": "盘锦中储粮大片", "price_cny_per_ton": 3630, "change_cny_per_ton": 10 }, { "plant": "大连九三", "price_cny_per_ton": 3390, "change_cny_per_ton": 20 } ], "publication_time_beijing": "2026-09-07 10:01" }, "transmission_chain": [ "东北 43%豆粕现货报价上调,区域现货价格信号转强", "现货上调提高豆粕近月定价支撑,短线对 SOYMEAL_ETF 形成偏多信号" ], "invalidation_conditions": [ "后续东北现货报价回落或涨幅被修正", "全国基差、成交和库存数据转弱并覆盖区域现货信号" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26090710/4AA9A7CD2D71EC32_abc.html](https://ncp.m.mysteel.com/a/26090710/4AA9A7CD2D71EC32_abc.html)](https://m.mysteel.com/a/26090710/4AA9A7CD2D71EC32_abc.html](https://ncp.m.mysteel.com/a/26090710/4AA9A7CD2D71EC32_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260907-rizhao-spot-stable", "title": "日照多家 43%豆粕报价持稳", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-07T02:03:00Z", "event_type": "spot_basis", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": 0, "confidence": 84, "horizon": "intraday", "raw_facts": { "publisher": "我的钢铁网(Mysteel)", "report_date_beijing": "2026-09-07", "protein": "43%", "market": "日照", "stable_quotes": [ { "plants": ["日照凌云海", "象明", "嘉吉", "邦基", "中纺"], "price_range_cny_per_ton": [3250, 3260], "change": "持稳" }, { "plants": ["青岛渤海", "龙口香驰"], "price_cny_per_ton": 3270, "change": "持平" } ], "publication_time_beijing": "2026-09-07 10:03" }, "transmission_chain": [ "日照主要现货报价维持在 3250 至 3270 元/吨区间,局部现货暂未继续下调", "现货稳定减弱短线供应端继续施压的信号,SOYMEAL_ETF 方向保持中性观察" ], "invalidation_conditions": [ "日照主要油厂后续报价出现统一上调或下调", "同日全国基差和成交数据出现与稳定报价相反的显著变化" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26090710/6126C7F286145560_abc.html](https://ncp.m.mysteel.com/a/26090710/6126C7F286145560_abc.html)](https://m.mysteel.com/a/26090710/6126C7F286145560_abc.html](https://ncp.m.mysteel.com/a/26090710/6126C7F286145560_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260907-qingdao-forward-stable", "title": "青岛渤海远期合同报 3330 元并持平", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-07T02:26:00Z", "event_type": "spot_basis", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": 0, "confidence": 90, "horizon": "days", "raw_facts": { "publisher": "我的钢铁网(Mysteel)", "report_date_beijing": "2026-09-07", "plant": "青岛渤海油厂", "protein": "43%", "spot_status": "现货已售完", "delivery_period": "2026-10-01 至 2026-10-31", "forward_contract_price_cny_per_ton": 3330, "change": "持平", "46_percent_protein_premium_cny_per_ton": 150, "publication_time_beijing": "2026-09-07 10:26" }, "transmission_chain": [ "青岛渤海 10 月提货合同报价为 3330 元/吨且持平,远期现货定价暂未继续上调", "远期合同稳定对近月豆粕价格提供中性锚定,SOYMEAL_ETF 暂不形成新增方向信号" ], "invalidation_conditions": [ "10 月提货合同报价后续出现明确上调或下调", "现货补库、成交或区域基差数据改变远期合同的稳定状态" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26090710/6057DB6B995E08A3_abc.html](https://ncp.m.mysteel.com/a/26090710/6057DB6B995E08A3_abc.html)](https://m.mysteel.com/a/26090710/6057DB6B995E08A3_abc.html](https://ncp.m.mysteel.com/a/26090710/6057DB6B995E08A3_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260907-national-basis-up", "title": "全国豆粕基差普涨,防城港最低-160", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-07T03:59:00Z", "event_type": "spot_basis", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": 1, "confidence": 82, "horizon": "days", "raw_facts": { "publisher": "我的钢铁网(Mysteel)", "report_date_beijing": "2026-09-07", "basis_contract": "豆粕主力合约,页面未进一步披露合约代码", "basis_summary": "全国主要市场豆粕基差普遍上涨", "regional_values_cny_per_ton": { "云南昆明": 0, "陕西西安": 0, "吉林长春": 50, "广西防城港": -160 }, "regional_change_range_cny_per_ton": [10, 60], "publication_time_beijing": "2026-09-07 11:59", "evidence_note": "页面公开智能摘要提供上述数值,完整明细表需登录" }, "transmission_chain": [ "全国主要市场豆粕基差普遍上涨,吉林长春报 50 元/吨、广西防城港报-160 元/吨", "基差修复通常反映现货相对期货的定价改善,短线对 SOYMEAL_ETF 形成轻度偏多观察" ], "invalidation_conditions": [ "完整明细表公开后修正摘要中的区域数值或涨幅", "后续基差重新走弱或现货成交无法跟随修复" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26090711/3D18661B59FE8D56_abc.html](https://ncp.m.mysteel.com/a/26090711/3D18661B59FE8D56_abc.html)](https://m.mysteel.com/a/26090711/3D18661B59FE8D56_abc.html](https://ncp.m.mysteel.com/a/26090711/3D18661B59FE8D56_abc.html))" ], "source_tier": "B" } ]

This story was produced automatically by a channel. One sentence is all it takes for Neodrop to keep producing for you.

Related content

More from this channel