2026-08-10 09:00｜有色金属事件流（8条）
覆盖SHFE铜铝锌铅镍库存、7月有色PPI、美国就业与关键矿业投资的8条结构化事件。
[
{
"event_id": "shfe-shfe-20260807-copper-weekly-inventory",
"title": "上期所铜仓单周减2586吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-07T07:00:00Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://www.shfe.cn/eng/reports/StatisticalData/WeeklyData/?query_params=weeklystock&query_date=20260807"
],
"source_tier": "A",
"event_type": "inventory",
"direction_score": {
"NONFERROUS": 1
},
"confidence": 90,
"horizon": "days",
"raw_facts": [
"Shanghai Futures Exchange Warehouse Stocks Weekly, Issue No.(30),2026,(Total Issues1397), DATE:2026-08-07",
"COPPER Unit: Tonne",
"Previous Week Delivery-able: 69,334 tonnes; Previous Week On Warrant: 25,563 tonnes",
"This Week Delivery-able: 70,116 tonnes; This Week On Warrant: 22,977 tonnes",
"Change Delivery-able: +782 tonnes; Change On Warrant: -2,586 tonnes"
],
"transmission_chain": "上期所铜仓单减少→可交割现货显性供给收紧→铜价获得支撑",
"invalidation_conditions": "后续上期所仓单回升并超过本次2,586吨降幅，或现货升水转为持续贴水"
},
{
"event_id": "shfe-shfe-20260807-aluminum-weekly-inventory",
"title": "上期所铝仓单周减13216吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-07T07:00:00Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://www.shfe.cn/eng/reports/StatisticalData/WeeklyData/?query_params=weeklystock&query_date=20260807"
],
"source_tier": "A",
"event_type": "inventory",
"direction_score": {
"NONFERROUS": 2
},
"confidence": 92,
"horizon": "days",
"raw_facts": [
"Shanghai Futures Exchange Warehouse Stocks Weekly, Issue No.(30),2026,(Total Issues1397), DATE:2026-08-07",
"ALUMINUM Unit: Tonne",
"Previous Week Delivery-able: 448,742 tonnes; Previous Week On Warrant: 320,224 tonnes",
"This Week Delivery-able: 435,739 tonnes; This Week On Warrant: 307,008 tonnes",
"Change Delivery-able: -13,003 tonnes; Change On Warrant: -13,216 tonnes"
],
"transmission_chain": "上期所铝仓单与可交割库存同步下降→显性供应缓冲收缩→铝价受到支撑",
"invalidation_conditions": "后续上期所仓单回补超过13,216吨，或可交割库存连续两周上升"
},
{
"event_id": "shfe-shfe-20260807-zinc-weekly-inventory",
"title": "上期所锌仓单周减6949吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-07T07:00:00Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://www.shfe.cn/eng/reports/StatisticalData/WeeklyData/?query_params=weeklystock&query_date=20260807"
],
"source_tier": "A",
"event_type": "inventory",
"direction_score": {
"NONFERROUS": 2
},
"confidence": 91,
"horizon": "days",
"raw_facts": [
"Shanghai Futures Exchange Warehouse Stocks Weekly, Issue No.(30),2026,(Total Issues1397), DATE:2026-08-07",
"ZINC Unit: Tonne",
"Previous Week Delivery-able: 151,530 tonnes; Previous Week On Warrant: 117,106 tonnes",
"This Week Delivery-able: 151,657 tonnes; This Week On Warrant: 110,157 tonnes",
"Change Delivery-able: +127 tonnes; Change On Warrant: -6,949 tonnes"
],
"transmission_chain": "上期所锌仓单明显下降→可流通交割货源收紧→锌价受到支撑",
"invalidation_conditions": "后续上期所锌仓单回升超过6,949吨，或现货持续大幅贴水"
},
{
"event_id": "shfe-shfe-20260807-lead-weekly-inventory",
"title": "上期所铅仓单周减3336吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-07T07:00:00Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://www.shfe.cn/eng/reports/StatisticalData/WeeklyData/?query_params=weeklystock&query_date=20260807"
],
"source_tier": "A",
"event_type": "inventory",
"direction_score": {
"NONFERROUS": 1
},
"confidence": 90,
"horizon": "days",
"raw_facts": [
"Shanghai Futures Exchange Warehouse Stocks Weekly, Issue No.(30),2026,(Total Issues1397), DATE:2026-08-07",
"LEAD Unit: Tonne",
"Previous Week Delivery-able: 71,617 tonnes; Previous Week On Warrant: 59,972 tonnes",
"This Week Delivery-able: 70,698 tonnes; This Week On Warrant: 56,636 tonnes",
"Change Delivery-able: -919 tonnes; Change On Warrant: -3,336 tonnes"
],
"transmission_chain": "上期所铅仓单与可交割库存下降→显性供应余量减少→铅价获得支撑",
"invalidation_conditions": "后续上期所铅仓单回升超过3,336吨，或再生铅供应显著增加"
},
{
"event_id": "shfe-shfe-20260807-nickel-weekly-inventory",
"title": "上期所镍仓单周减757吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-07T07:00:00Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://www.shfe.cn/eng/reports/StatisticalData/WeeklyData/?query_params=weeklystock&query_date=20260807"
],
"source_tier": "A",
"event_type": "inventory",
"direction_score": {
"NONFERROUS": 1
},
"confidence": 88,
"horizon": "days",
"raw_facts": [
"Shanghai Futures Exchange Warehouse Stocks Weekly, Issue No.(30),2026,(Total Issues1397), DATE:2026-08-07",
"NICKEL Unit: Tonne",
"Previous Week Delivery-able: 111,974 tonnes; Previous Week On Warrant: 101,152 tonnes",
"This Week Delivery-able: 113,251 tonnes; This Week On Warrant: 100,395 tonnes",
"Change Delivery-able: +1,277 tonnes; Change On Warrant: -757 tonnes"
],
"transmission_chain": "上期所镍仓单小幅下降→短期可流通交割货源减少→镍价获得轻微支撑",
"invalidation_conditions": "后续上期所镍仓单回升超过757吨，或可交割库存继续增加并转化为仓单"
},
{
"event_id": "nbs-cn-20260809-nonferrous-ppi-july",
"title": "7月有色采选与冶炼PPI环比分别降2.1%和1.7%",
"event_time_utc": "2026-08-09T01:30:00Z",
"event_time_quality": "exact",
"published_at_utc": "2026-08-09T01:30:00Z",
"asset_keys": [
"NONFERROUS"
],
"event_type": "macro_release",
"direction_score": {
"NONFERROUS": -1
},
"confidence": 94,
"horizon": "days",
"raw_facts": [
"2026年7月份，全国工业生产者出厂价格同比上涨3.5%，环比下降0.7%",
"有色金属矿采选业：环比-2.1%，同比+22.6%，1—7月同比+30.4%",
"有色金属冶炼和压延加工业：环比-1.7%，同比+20.2%，1—7月同比+21.7%"
],
"transmission_chain": "有色采选与冶炼价格环比回落→产业链短期价格动量减弱→有色金属价格承压",
"invalidation_conditions": "后续月度PPI显示有色采选与冶炼环比同时转正，或现货价格在下一统计期显著反弹",
"source_urls": [
"https://www.stats.gov.cn/sj/zxfb/202608/t20260809_1965007.html"
],
"source_tier": "A"
},
{
"event_id": "whitehouse-us-20260807-critical-mining-investments",
"title": "美国公布逾20亿美元关键矿业项目",
"event_time_utc": "2026-08-07T19:44:19Z",
"event_time_quality": "exact",
"published_at_utc": "2026-08-07T19:44:19Z",
"asset_keys": [
"NONFERROUS"
],
"event_type": "infrastructure_demand",
"direction_score": {
"NONFERROUS": 1
},
"confidence": 87,
"horizon": "weeks",
"raw_facts": [
"The White House announced over $2 billion in critical mining and mining-related projects and over $180 million in mining school investments",
"Department of War: over $85 million into Standard Bauxite for refractory-grade bauxite",
"Department of War: $1.4 billion into Sila Nanotechnologies for silicon-carbon battery anodes and a lithium-ion battery cell facility",
"Department of War: $400 million into Sunrise Energy Metals for a full scandium value chain and primary scandium mine",
"Development Finance Corporation: matching a $4.8 million investment into Harena Rare Earths for a Madagascar rare-earth mine"
],
"transmission_chain": "美国关键矿业投资落地→矿山与加工设施资本开支增加→相关有色金属中期需求预期改善",
"invalidation_conditions": "项目融资被撤销或延期、审批未通过，或后续文件下调投资金额与建设范围",
"source_urls": [
"https://www.whitehouse.gov/briefings-statements/2026/08/fact-sheet-president-donald-j-trump-announces-billions-in-new-deals-and-investments-to-power-american-mining/"
],
"source_tier": "A"
},
{
"event_id": "bls-us-20260807-july-employment",
"title": "美国7月非农就业减少2.3万人",
"event_time_utc": "2026-08-07T12:30:00Z",
"event_time_quality": "exact",
"published_at_utc": "2026-08-07T12:30:00Z",
"asset_keys": [
"NONFERROUS"
],
"event_type": "macro_release",
"direction_score": {
"NONFERROUS": -1
},
"confidence": 84,
"horizon": "days",
"raw_facts": [
"Total nonfarm payroll employment: -23,000 in July 2026",
"Unemployment rate: 4.1%",
"Unemployed people: 6.9 million",
"Average monthly payroll gain over the prior 12 months: 34,000"
],
"transmission_chain": "美国非农就业下降→增长与工业需求预期走弱→有色金属风险偏好和需求定价承压",
"invalidation_conditions": "后续非农被大幅上修、失业率下降，或同期制造业与消费数据显著强于预期",
"source_urls": [
"https://www.bls.gov/news.release/archives/empsit_08072026.htm"
],
"source_tier": "A"
}
]This story was produced automatically by a channel. One sentence is all it takes for Neodrop to keep producing for you.
Related content
- Sign in to comment.