
9月11日14时:华北与东北领涨,全国基差普遍走强
截至北京时间9月11日14:00,新增东北、华北、山东、华东、川渝等区域油厂现货调价与全国主要市场基差走强共7条事件。
[
{
"event_id": "mysteel-cn-20260911-northeast-spot-up",
"title": "东北主流油厂 43%豆粕现货报价普遍上调 40 至 50 元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-09-11T02:28:00Z",
"event_type": "spot_basis",
"asset_keys": [
"SOYMEAL_ETF"
],
"direction_score": 1,
"confidence": 92,
"horizon": "days",
"raw_facts": {
"publisher": "我的钢铁网(Mysteel)",
"report_date_beijing": "2026-09-11",
"publication_time_beijing": "2026-09-11 10:28",
"spot_quotes": [
{
"mill": "营口益海",
"product": "43%豆粕",
"price_cny_per_ton": 3450,
"change_cny_per_ton": 40
},
{
"mill": "盘锦汇福",
"product": "43%豆粕",
"price_cny_per_ton": 3450,
"change_cny_per_ton": 50
},
{
"mill": "盘锦中储粮",
"product": "大片豆粕",
"price_cny_per_ton": 3680,
"change_cny_per_ton": 50
},
{
"mill": "大连九三",
"product": "43%豆粕",
"price_cny_per_ton": 3430,
"change_cny_per_ton": 50
},
{
"mill": "丹东九三",
"product": "43%豆粕",
"price_cny_per_ton": 3410,
"change_cny_per_ton": 50
},
{
"mill": "铁岭九三",
"product": "43%豆粕",
"price_cny_per_ton": 3460,
"change_cny_per_ton": 40
},
{
"mill": "长春九三",
"product": "43%豆粕",
"price_cny_per_ton": 3500,
"change_cny_per_ton": 50
}
]
},
"transmission_chain": [
"东北核心油厂 43%豆粕现货出厂价集体上调 40 至 50 元/吨,主流价格区间上升至 3410 至 3500 元/吨,盘锦中储粮大片豆粕报至 3680 元/吨",
"东北产区现货报价全线上调,与沿海主流油厂涨势共振,强化北方现货成本支撑,对 SOYMEAL_ETF 带来偏多提振"
],
"invalidation_conditions": [
"东北下游养殖及饲料厂对高价产生抵触转入观望导致成交大幅缩量",
"连粕期货盘面回落带动油厂盘后下调现货出厂价"
],
"source_urls": [
"[https://ncp.[m.mysteel.com/a/26091110/FA758399BF740A50_abc.html](https://ncp.m.mysteel.com/a/26091110/FA758399BF740A50_abc.html)](https://m.mysteel.com/a/26091110/FA758399BF740A50_abc.html](https://ncp.m.mysteel.com/a/26091110/FA758399BF740A50_abc.html))"
],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260911-qingdao-bohai-spot-up",
"title": "青岛渤海油厂 43%豆粕 10 月前提货合同上涨 10 元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-09-11T02:33:00Z",
"event_type": "spot_basis",
"asset_keys": [
"SOYMEAL_ETF"
],
"direction_score": 1,
"confidence": 90,
"horizon": "days",
"raw_facts": {
"publisher": "我的钢铁网(Mysteel)",
"report_date_beijing": "2026-09-11",
"publication_time_beijing": "2026-09-11 10:33",
"mill_name": "青岛渤海油厂",
"contract_term": "10 月 31 日前提货合同",
"product": "43%豆粕",
"base_price_cny_per_ton": 3330,
"price_change_cny_per_ton": 10,
"high_protein_premium_cny_per_ton": 150
},
"transmission_chain": [
"青岛渤海油厂上调 43%豆粕 10 月 31 日前提货合同报量至 3330 元/吨,涨幅 10 元/吨,46 蛋白加价 150 元/吨",
"山东核心油厂前移提货合同报量走高,反映油厂远期销售挺价意愿增强,支撑现货基差中枢"
],
"invalidation_conditions": [
"港口进口大豆到港压榨恢复导致现货供给压力快速增加",
"油厂为促进合同执行大幅下调提货合同溢价"
],
"source_urls": [
"[https://ncp.[m.mysteel.com/a/26091110/3FF08E8EADBBAF5C_abc.html](https://ncp.m.mysteel.com/a/26091110/3FF08E8EADBBAF5C_abc.html)](https://m.mysteel.com/a/26091110/3FF08E8EADBBAF5C_abc.html](https://ncp.m.mysteel.com/a/26091110/3FF08E8EADBBAF5C_abc.html))"
],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260911-shanghai-dongchen-spot-up",
"title": "上海东辰油厂上调 43%豆粕定量包出厂报价",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-09-11T02:50:00Z",
"event_type": "spot_basis",
"asset_keys": [
"SOYMEAL_ETF"
],
"direction_score": 1,
"confidence": 90,
"horizon": "days",
"raw_facts": {
"publisher": "我的钢铁网(Mysteel)",
"report_date_beijing": "2026-09-11",
"publication_time_beijing": "2026-09-11 10:50",
"mill_name": "上海东辰油厂",
"quotes": [
{
"package": "43±0.5%蛋白 70 公斤定量包",
"price_range_cny_per_ton": "3310-3340"
},
{
"package": "50 公斤定量包",
"price_range_cny_per_ton": "3320-3350"
}
],
"terms": "提货期为 2026 年 9 月 16 日至 30 日需均衡提完,报价当日 14:50 前有效随盘调价,两工作日内付不低于 5%定金"
},
"transmission_chain": [
"上海东辰油厂上调豆粕出厂报价,43%蛋白定量包出厂价抬升至 3310 至 3350 元/吨区间,实行限时限量随盘调价",
"华东销区代表性油厂延续提价态势,反映下游提货平稳及现货刚需支撑,对 SOYMEAL_ETF 形成温和支撑"
],
"invalidation_conditions": [
"下游饲料养殖企业转入随用随买使油厂提货进度不及预期",
"华东港口豆粕累库加速压制油厂现货一口价"
],
"source_urls": [
"[https://ncp.[m.mysteel.com/a/26091110/35A74997C56B7609_abc.html](https://ncp.m.mysteel.com/a/26091110/35A74997C56B7609_abc.html)](https://m.mysteel.com/a/26091110/35A74997C56B7609_abc.html](https://ncp.m.mysteel.com/a/26091110/35A74997C56B7609_abc.html))"
],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260911-northchina-spot-up",
"title": "华北主要油厂 43%豆粕现货报价大幅上涨 50 至 60 元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-09-11T03:37:00Z",
"event_type": "spot_basis",
"asset_keys": [
"SOYMEAL_ETF"
],
"direction_score": 2,
"confidence": 92,
"horizon": "days",
"raw_facts": {
"publisher": "我的钢铁网(Mysteel)",
"report_date_beijing": "2026-09-11",
"publication_time_beijing": "2026-09-11 11:37",
"spot_quotes": [
{
"mill": "天津九三",
"product": "43%豆粕",
"price_cny_per_ton": 3360,
"change_cny_per_ton": 60
},
{
"mill": "北京汇福",
"product": "43%豆粕",
"price_cny_per_ton": 3360,
"change_cny_per_ton": 60
},
{
"mill": "黄骅嘉好",
"product": "43%豆粕",
"price_cny_per_ton": 3360,
"change_cny_per_ton": 50
}
]
},
"transmission_chain": [
"华北市场天津九三、北京汇福、黄骅嘉好三大主流油厂现货报价大幅拉涨 50 至 60 元/吨,统一攀升至 3360 元/吨",
"京津冀核心油厂现货报价大幅跟涨,强化华北销区成本抬升预期,现货挺价情绪强烈,对 SOYMEAL_ETF 构成积极推升"
],
"invalidation_conditions": [
"高价抑制华北下游成交导致油厂在午后降价促销",
"期货主力合约盘中回调迫使油厂下调报价"
],
"source_urls": [
"[https://ncp.[m.mysteel.com/a/26091111/73E414EE68074977_abc.html](https://ncp.m.mysteel.com/a/26091111/73E414EE68074977_abc.html)](https://m.mysteel.com/a/26091111/73E414EE68074977_abc.html](https://ncp.m.mysteel.com/a/26091111/73E414EE68074977_abc.html))"
],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260911-sichuan-spot-up",
"title": "四川三大主流油厂 43%豆粕现货报价均上调 10 元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-09-11T03:53:00Z",
"event_type": "spot_basis",
"asset_keys": [
"SOYMEAL_ETF"
],
"direction_score": 1,
"confidence": 90,
"horizon": "days",
"raw_facts": {
"publisher": "我的钢铁网(Mysteel)",
"report_date_beijing": "2026-09-11",
"publication_time_beijing": "2026-09-11 11:53",
"spot_quotes": [
{
"mill": "成都中储粮",
"product": "43%豆粕",
"price_cny_per_ton": 3450,
"change_cny_per_ton": 10
},
{
"mill": "广汉益海",
"product": "43%豆粕",
"price_cny_per_ton": 3450,
"change_cny_per_ton": 10
},
{
"mill": "彭山中粮",
"product": "43%豆粕",
"price_cny_per_ton": 3450,
"change_cny_per_ton": 10
}
]
},
"transmission_chain": [
"四川成都中储粮、广汉益海、彭山中粮三大油厂 43%豆粕现货报价均微涨 10 元/吨至 3450 元/吨",
"川渝内陆销区受运费与刚需支撑跟随沿海提价,维持内陆对沿海正常溢价格局,为 SOYMEAL_ETF 提供底部偏多支撑"
],
"invalidation_conditions": [
"川渝地区大豆压榨开机超预期回升导致内陆供给增加",
"生猪养殖亏损导致下游饲企提货意愿减弱"
],
"source_urls": [
"[https://ncp.[m.mysteel.com/a/26091111/A5BCB184F7646F79_abc.html](https://ncp.m.mysteel.com/a/26091111/A5BCB184F7646F79_abc.html)](https://m.mysteel.com/a/26091111/A5BCB184F7646F79_abc.html](https://ncp.m.mysteel.com/a/26091111/A5BCB184F7646F79_abc.html))"
],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260911-chongqing-spot-up",
"title": "重庆江津益海与重庆一德 43%豆粕现货均上涨 10 元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-09-11T03:54:00Z",
"event_type": "spot_basis",
"asset_keys": [
"SOYMEAL_ETF"
],
"direction_score": 1,
"confidence": 90,
"horizon": "days",
"raw_facts": {
"publisher": "我的钢铁网(Mysteel)",
"report_date_beijing": "2026-09-11",
"publication_time_beijing": "2026-09-11 11:54",
"spot_quotes": [
{
"mill": "江津益海",
"product": "43%豆粕",
"price_cny_per_ton": 3380,
"change_cny_per_ton": 10
},
{
"mill": "重庆一德",
"product": "43%豆粕",
"price_cny_per_ton": 3360,
"change_cny_per_ton": 10
}
]
},
"transmission_chain": [
"重庆江津益海报 3380 元/吨、重庆一德报 3360 元/吨,较前一日均上涨 10 元/吨",
"重庆现货跟涨印证川渝地区现货抗跌挺价属性,区域价差维持稳定,巩固现货端偏强支撑"
],
"invalidation_conditions": [
"沿江航运到港集中释放冲击重庆本地现货价格",
"饲料企业推迟补库计划使成交陷入停滞"
],
"source_urls": [
"[https://ncp.[m.mysteel.com/a/26091111/CA2AE500049606E0_abc.html](https://ncp.m.mysteel.com/a/26091111/CA2AE500049606E0_abc.html)](https://m.mysteel.com/a/26091111/CA2AE500049606E0_abc.html](https://ncp.m.mysteel.com/a/26091111/CA2AE500049606E0_abc.html))"
],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260911-national-basis-summary",
"title": "全国主要市场豆粕现货基差多数上涨 10 至 30 元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-09-11T05:43:00Z",
"event_type": "spot_basis",
"asset_keys": [
"SOYMEAL_ETF"
],
"direction_score": 1,
"confidence": 85,
"horizon": "days",
"raw_facts": {
"publisher": "我的钢铁网(Mysteel)",
"report_date_beijing": "2026-09-11",
"publication_time_beijing": "2026-09-11 13:43",
"basis_distribution": {
"inland_positive": [
{
"region": "昆明",
"basis_cny_per_ton": 10,
"change_range_cny_per_ton": "上涨 10-30"
},
{
"region": "长春",
"basis_cny_per_ton": 80,
"change_range_cny_per_ton": "上涨 10-30"
},
{
"region": "成都",
"basis_cny_per_ton": 50,
"change_range_cny_per_ton": "上涨 10-30"
}
],
"coastal_negative": [
{
"region": "日照",
"basis_range_cny_per_ton": "-120 至-140",
"change_cny_per_ton": "上涨 10-20"
},
{
"region": "防城港",
"basis_range_cny_per_ton": "-120 至-140",
"change_cny_per_ton": "上涨 10-20"
},
{
"region": "东莞",
"basis_range_cny_per_ton": "-120 至-140",
"change_cny_per_ton": "上涨 10-20"
},
{
"region": "湛江",
"basis_range_cny_per_ton": "-120 至-140",
"change_cny_per_ton": 0
},
{
"region": "厦门",
"basis_cny_per_ton": -60,
"change_cny_per_ton": -10
}
]
},
"evidence_limitation": "完整明细数据表受限于会员登录,公开智能摘要披露代表性区域数值与涨跌范围"
},
"transmission_chain": [
"全国豆粕基差呈现多数上涨态势,内陆昆明、长春、成都基差保持正值并上涨 10 至 30 元/吨,沿海负基差收窄 10 至 20 元/吨至-120 至-140 元/吨,仅湛江持平、厦门微跌 10 元/吨",
"全国范围基差普涨反映现货跟涨期货动力充沛,基差贴水修复带动现货端抗跌意愿,对 SOYMEAL_ETF 形成偏强共振"
],
"invalidation_conditions": [
"下游饲料养殖备货完成后采购停滞导致沿海基差重新走弱",
"油厂开机率大幅拉升使豆粕物理库存超预期增加压制现货基差"
],
"source_urls": [
"[https://ncp.[m.mysteel.com/a/26091113/B8E4CBB789988808_abc.html](https://ncp.m.mysteel.com/a/26091113/B8E4CBB789988808_abc.html)](https://m.mysteel.com/a/26091113/B8E4CBB789988808_abc.html](https://ncp.m.mysteel.com/a/26091113/B8E4CBB789988808_abc.html))"
],
"source_tier": "B"
}
]
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