
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"
}
]
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