2026-08-26 09:00｜夜间有色金属事件流（10条）

[ { "event_id": "lme-nonferrous-20260825-official-prices", "title": "LME 六种基本金属现金与 3 个月报价已发布", "event_type": "spot_basis", "event_time_quality": "day_only", "event_time_utc": null, "published_at_utc": "2026-08-25T12:25:00Z", "asset_keys": ["NONFERROUS"], "direction_score": {"NONFERROUS": 0}, "confidence": 98, "horizon": "intraday", "raw_facts": { "data_date": "2026-08-25", "unit": "美元/公吨", "publication_window_london": "12:20—13:25", "publication_window_beijing": "2026-08-25 19:20—20:25", "prices_bid_ask": { "铜": {"cash": "14423.00/14425.00", "three_month": "14296.00/14298.00"}, "铝": {"cash": "3187.50/3188.00", "three_month": "3205.50/3206.50"}, "锌": {"cash": "3985.00/3987.00", "three_month": "3852.00/3853.00"}, "镍": {"cash": "16775.00/16780.00", "three_month": "16920.00/16940.00"}, "铅": {"cash": "1866.00/1867.00", "three_month": "1911.50/1912.00"}, "锡": {"cash": "55690.00/55700.00", "three_month": "55900.00/56000.00"} }, "published_time_beijing": "2026-08-25 20:25", "time_note": "LME 官方页面只给出伦敦发布窗口，published_at_utc 使用窗口截止时刻；event_time_quality 按有效日期标为 day_only。" }, "transmission_chain": "LME 六种基本金属现金与 3 个月 Bid/Ask 报价形成海外盘基准→跨市场定价与进口成本参考更新→国内有色合约的盘前估值基准更新。", "invalidation_conditions": "LME 更正 2026-08-25 官方价格表、有效日期或发布规则。", "source_urls": ["[https://www.[lme.com/market-data/reports-and-data/lme-official-prices](https://www.lme.com/market-data/reports-and-data/lme-official-prices)](https://lme.com/market-data/reports-and-data/lme-official-prices](https://www.lme.com/market-data/reports-and-data/lme-official-prices))"], "source_tier": "A" }, { "event_id": "shfe-nonferrous-20260825-warehouse-receipts", "title": "SHFE 铜铝仓单下降、锌锡仓单上升", "event_type": "inventory", "event_time_quality": "day_only", "event_time_utc": null, "published_at_utc": "2026-08-25T07:06:15Z", "asset_keys": ["NONFERROUS"], "direction_score": {"NONFERROUS": 0}, "confidence": 99, "horizon": "days", "raw_facts": { "data_date": "2026-08-25", "unit": "吨", "report": "上期所指定交割仓库期货仓单日报第 156 期（总第 4349 期）", "warehouse_receipts": { "铜": "38619，较上日-2484", "国际铜": "8147，较上日-126", "铝": "262514，较上日-1923", "锌": "114702，较上日+195", "铅": "57016，较上日 0", "镍": "101800，较上日-54", "锡": "5564，较上日+70", "氧化铝仓库": "243602，较上日 0", "氧化铝厂库": "9300，较上日 0", "铸造铝合金": "20147，较上日-61" }, "published_time_beijing": "2026-08-25 15:06:15", "publication_time_evidence": "stock_cu_20260825.dat 的 Last-Modified 为 2026-08-25 07:06:15Z；官方汇总表日期为 2026-08-25。" }, "transmission_chain": "铜、铝仓单分别减少 2484 吨和 1923 吨，锌、锡仓单分别增加 195 吨和 70 吨→不同品种可交割库存方向分化→有色金属组合的短线库存信号相互抵消。", "invalidation_conditions": "上期所更正 2026-08-25 仓单日报的品种数量、日变动或数据日期。", "source_urls": [ "https://www.shfe.com.cn/data/tradedata/future/stockdata/dailystock_20260825/EN/all.html", "https://www.shfe.com.cn/data/tradedata/future/dailydata/stock_data_list.dat", "https://www.shfe.com.cn/data/tradedata/future/dailydata/stock_cu_20260825.dat" ], "source_tier": "A" }, { "event_id": "jcc-copper-20260825-interim-results", "title": "江西铜业上半年阴极铜产量增 5.44%", "event_type": "supply_demand", "event_time_quality": "exact", "event_time_utc": "2026-08-25T14:04:00Z", "published_at_utc": "2026-08-25T14:04:00Z", "asset_keys": ["NONFERROUS"], "direction_score": {"NONFERROUS": -1}, "confidence": 98, "horizon": "weeks", "raw_facts": { "disclosure_group": "江西铜业 2026 年中期业绩披露窗口", "company": "江西铜业（港股代码 00358）", "report_period": "2026 年上半年", "published_time_beijing": "2026-08-25 22:04", "ifrs_revenue": "305853696 千元（约 3058.5 亿元），同比+19.46%", "ifrs_profit_attributable_to_owners": "8897299 千元（约 89.0 亿元），同比+99.91%", "basic_eps": "2.58 元，上年同期 1.29 元", "cathode_copper_output": "126.04 万吨，同比+5.44%", "self_produced_copper_concentrate_contained_copper": "13.64 万吨，同比+37.36%", "market_comment_in_filing": { "copper_spot_tc_low": "铜精矿现货 TC 低点-124.5 美元/吨", "global_refined_copper_supply": "同比+2.4%", "global_copper_consumption": "同比+2.1%" } }, "transmission_chain": "江西铜业阴极铜产量同比增长 5.44%、自产铜精矿含铜同比增长 37.36%→公司铜原料与精炼供给增加→中期铜供给压力上升。", "invalidation_conditions": "江西铜业更正 2026 年中期业绩公告中的产量、利润、TC 或供需数字，或撤回公告。", "source_urls": ["https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0825/2026082501955.pdf"], "source_tier": "A" }, { "event_id": "jcc-copper-20260825-asset-impairment", "title": "江西铜业上半年计提减值 29.05 亿元", "event_type": "supply_demand", "event_time_quality": "exact", "event_time_utc": "2026-08-25T14:15:00Z", "published_at_utc": "2026-08-25T14:15:00Z", "asset_keys": ["NONFERROUS"], "direction_score": {"NONFERROUS": 0}, "confidence": 98, "horizon": "weeks", "raw_facts": { "disclosure_group": "江西铜业 2026 年中期业绩披露窗口", "company": "江西铜业（港股代码 00358）", "report_period": "2026 年上半年", "published_time_beijing": "2026-08-25 22:15", "total_asset_impairment_provision": "2904.54 百万元", "components": { "inventory_write_down": "2494.27 百万元", "property_plant_and_equipment": "272.31 百万元", "construction_in_progress": "88.00 百万元", "exploration_expenditure": "21.84 百万元", "investment_property": "4.62 百万元", "credit_impairment_loss": "23.50 百万元" }, "inventory_measurement_basis": "存货按成本与可变现净值孰低计量；公告称高铜价时期采购的原材料已通过套期保值对冲价格下跌风险。" }, "transmission_chain": "江西铜业计提存货跌价准备 2494.27 百万元、资产减值拨备合计 2904.54 百万元→公司半年度利润与资产质量承压→公司风险偏好承压，对有色金属商品价格的直接信号有限。", "invalidation_conditions": "江西铜业更正 2026 年上半年资产减值拨备公告中的金额、构成或计量说明，或撤回公告。", "source_urls": ["https://www1.hkexnews.hk/listedco/listconews/sehk/2026/0825/2026082502081.pdf"], "source_tier": "A" }, { "event_id": "smm-alumina-20260825-index", "title": "SMM 氧化铝现货指数降至 2679.76 元/吨", "event_type": "spot_basis", "event_time_quality": "exact", "event_time_utc": "2026-08-25T08:05:20Z", "published_at_utc": "2026-08-25T08:05:20Z", "asset_keys": ["NONFERROUS"], "direction_score": {"NONFERROUS": -1}, "confidence": 95, "horizon": "intraday", "raw_facts": { "data_date": "2026-08-25", "unit": "元/吨", "comparison": "较上一交易日", "smm_alumina_index": "2679.76，下跌 0.44", "regional_indices": { "山东": "2681.58，下跌 0.16", "河南": "2705.03，下跌 1.53", "山西": "2705.39，下跌 0.58", "贵州": "2710.43，上涨 0.48", "广西": "2593.43，下跌 0.90" }, "published_time_beijing": "2026-08-25 16:05:20" }, "transmission_chain": "SMM 氧化铝现货指数较上一交易日下跌 0.44 元/吨至 2679.76 元/吨→氧化铝现货价格小幅走弱→氧化铝现货相关资产盘中方向偏弱。", "invalidation_conditions": "SMM 更正 2026-08-25 氧化铝指数、区域指数或日变动，或撤回快讯。", "source_urls": ["https://news.smm.cn/live/detail/104078619"], "source_tier": "B" }, { "event_id": "smm-alumina-20260825-index-premium", "title": "SMM 氧化铝指数对期货主力升水 4.76 元/吨", "event_type": "spot_basis", "event_time_quality": "exact", "event_time_utc": "2026-08-25T07:54:40Z", "published_at_utc": "2026-08-25T07:54:40Z", "asset_keys": ["NONFERROUS"], "direction_score": {"NONFERROUS": 1}, "confidence": 95, "horizon": "intraday", "raw_facts": { "data_date": "2026-08-25", "unit": "元/吨", "spot_basis": "SMM 氧化铝指数较氧化铝期货主力合约 11:30 最新成交价升水 4.76 元/吨", "published_time_beijing": "2026-08-25 15:54:40", "comparison_basis": "SMM 氧化铝指数 vs 氧化铝期货主力合约 11:30 成交价" }, "transmission_chain": "SMM 氧化铝现货指数相对氧化铝期货主力合约 11:30 成交价升水 4.76 元/吨→现货指数相对主力期货的期现基差偏强→氧化铝短线基差方向偏强。", "invalidation_conditions": "SMM 更正 2026-08-25 氧化铝指数、主力合约比较基准或 4.76 元/吨升水，或撤回快讯。", "source_urls": ["https://news.smm.cn/live/detail/104078613"], "source_tier": "B" }, { "event_id": "smm-alumina-20260825-overseas-trade", "title": "海外氧化铝成交 3 万吨、FOB 价 355 美元/吨", "event_type": "spot_basis", "event_time_quality": "exact", "event_time_utc": "2026-08-25T07:16:25Z", "published_at_utc": "2026-08-25T07:16:25Z", "asset_keys": ["NONFERROUS"], "direction_score": {"NONFERROUS": 0}, "confidence": 94, "horizon": "days", "raw_facts": { "trade_date": "2026-08-25", "product": "海外氧化铝", "quantity": "3 万吨", "price": "355 美元/吨", "delivery_basis": "FOB 西澳或东澳", "shipment": "10 月船期", "published_time_beijing": "2026-08-25 15:16:25" }, "transmission_chain": "海外氧化铝成交 3 万吨、10 月船期 FOB 价格 355 美元/吨→形成海外现货成交基准→进口氧化铝成本参考更新，国内氧化铝价格获得新的海外现货锚定。", "invalidation_conditions": "SMM 更正成交数量、355 美元/吨价格、FOB 地区、船期或成交事实，或撤回快讯。", "source_urls": ["https://news.smm.cn/live/detail/104078567"], "source_tier": "B" }, { "event_id": "smm-zinc-20260825-shfe-close", "title": "沪锌 2610 收涨至 26070 元/吨", "event_type": "spot_basis", "event_time_quality": "exact", "event_time_utc": "2026-08-25T08:46:00Z", "published_at_utc": "2026-08-25T08:46:00Z", "asset_keys": ["NONFERROUS"], "direction_score": {"NONFERROUS": 1}, "confidence": 94, "horizon": "intraday", "raw_facts": { "data_date": "2026-08-25", "contract": "SHFE 沪锌主力 2610", "unit": "元/吨", "open": "26035", "high": "26125", "low": "25960", "close": "26070", "change": "+65，+0.25%", "volume": "68652 手", "open_interest_as_reported": "约 15.2 万手，较前一日+3279 手", "open_interest_precision_note": "来源原文对绝对持仓使用约数，对增量披露为 3279 手", "published_time_beijing": "2026-08-25 16:46" }, "transmission_chain": "沪锌 2610 收盘价上涨 65 元/吨至 26070 元/吨，持仓增加 3279 手→期货价格与持仓同步上行→锌价盘后短线方向偏强。", "invalidation_conditions": "SMM 更正沪锌 2610 的开高低收、涨跌、成交量或持仓数据，或撤回快讯。", "source_urls": ["https://hq.smm.cn/zinc/content/104078708"], "source_tier": "B" }, { "event_id": "census-us-20260825-new-home-sales", "title": "美国 7 月新屋销售环比降 10.5%", "event_type": "macro_release", "event_time_quality": "exact", "event_time_utc": "2026-08-25T14:00:00Z", "published_at_utc": "2026-08-25T14:00:00Z", "asset_keys": ["NONFERROUS"], "direction_score": {"NONFERROUS": -1}, "confidence": 99, "horizon": "weeks", "raw_facts": { "data_period": "2026 年 7 月", "publisher": "美国普查局与美国住房和城市发展部", "unit": "套，季调年化", "new_single_family_home_sales": "607000 套", "previous_month": "678000 套", "month_on_month_change": "-10.5%", "year_on_year_change": "-6.3%，2025 年 7 月为 648000 套", "months_supply": "9.6 个月，6 月为 8.5 个月", "median_price": "393800 美元，较 6 月 403100 美元下降 2.3%", "published_time_beijing": "2026-08-25 22:00" }, "transmission_chain": "美国 7 月新屋销售 607000 套，环比下降 10.5%，待售供应升至 9.6 个月→美国住宅建设与相关工业需求预期走弱→工业金属需求方向偏弱。", "invalidation_conditions": "美国普查局或住房和城市发展部修订 2026 年 7 月新屋销售、价格、供应月数或同比环比数据。", "source_urls": ["[https://www.[census.gov/construction/nrs/pdf/newressales_202607.pdf](https://www.census.gov/construction/nrs/pdf/newressales_202607.pdf)](https://census.gov/construction/nrs/pdf/newressales_202607.pdf](https://www.census.gov/construction/nrs/pdf/newressales_202607.pdf))"], "source_tier": "A" }, { "event_id": "conferenceboard-us-20260825-confidence", "title": "美国 8 月消费者信心降至 89.4", "event_type": "macro_release", "event_time_quality": "exact", "event_time_utc": "2026-08-25T14:00:00Z", "published_at_utc": "2026-08-25T14:00:00Z", "asset_keys": ["NONFERROUS"], "direction_score": {"NONFERROUS": -1}, "confidence": 96, "horizon": "weeks", "raw_facts": { "data_period": "2026 年 8 月", "publisher": "美国经济谘商会", "index_base": "1985=100", "consumer_confidence_index": "89.4，7 月为 90.2，环比-0.8", "present_situation_index": "121.2，环比+6.8", "expectations_index": "68.2，环比-5.8", "survey_window": "2026-08-03 至 2026-08-16", "published_time_beijing": "2026-08-25 22:00" }, "transmission_chain": "美国 8 月消费者信心指数降至 89.4，预期指数降至 68.2→居民未来消费预期走弱→工业金属终端需求预期偏弱。", "invalidation_conditions": "美国经济谘商会修订 2026 年 8 月消费者信心、现状指数、预期指数或调查窗口。", "source_urls": ["[https://www.[prnewswire.com/news-releases/us-consumer-confidence-edged-down-slightly-in-august-302859371.html](https://www.prnewswire.com/news-releases/us-consumer-confidence-edged-down-slightly-in-august-302859371.html)](https://prnewswire.com/news-releases/us-consumer-confidence-edged-down-slightly-in-august-302859371.html](https://www.prnewswire.com/news-releases/us-consumer-confidence-edged-down-slightly-in-august-302859371.html))"], "source_tier": "A" } ]