2026-09-07 13:00｜有色金属事件流（6条）
覆盖北京时间9月7日11:00至13:00，交付铜现货升贴水回落、洋山铜溢价持平、锌区域基差分化和锡精矿加工费持平的6条可核验事件；SHFE当日仓单在13:00前未形成，未用旧数补位。
[
{
"event_id": "mysteel-copper-20260907-regional-basis",
"event_type": "spot_basis",
"asset_keys": ["NONFERROUS"],
"title": "11地电解铜现货升贴水全线回落",
"event_time_quality": "exact",
"event_time_utc": "2026-09-07T03:50:00Z",
"published_at_utc": "2026-09-07T03:50:00Z",
"direction_score": {"NONFERROUS": -2},
"confidence": 95,
"horizon": "intraday",
"raw_facts": {
"coverage_window_beijing": "2026-09-07 11:00-13:00",
"publisher": "Mysteel",
"publisher_time_beijing": "2026-09-07 11:50",
"data_date": "2026-09-07",
"comparison_date": "2026-09-04",
"indicator": "1#电解铜区域现货升贴水",
"unit": "元/吨",
"regional_means_and_changes": {
"上海": {"today_range": [130, 220], "today_mean": 215, "previous_mean": 260, "change": -45},
"江苏": {"today_range": [130, 220], "today_mean": 215, "previous_mean": 240, "change": -25},
"山东": {"today_range": [50, 100], "today_mean": 75, "previous_mean": 110, "change": -35},
"江西": {"today_range": [200, 280], "today_mean": 240, "previous_mean": 300, "change": -60},
"天津": {"today_range": [50, 70], "today_mean": 60, "previous_mean": 70, "change": -10},
"广东": {"today_range": [200, 280], "today_mean": 240, "previous_mean": 290, "change": -50},
"湖北": {"today_range": [220, 220], "today_mean": 220, "previous_mean": 280, "change": -60},
"安徽": {"today_range": [200, 300], "today_mean": 250, "previous_mean": 275, "change": -25},
"河南": {"today_range": [50, 90], "today_mean": 70, "previous_mean": 100, "change": -30},
"重庆": {"today_range": [-20, 220], "today_mean": 100, "previous_mean": 130, "change": -30},
"辽宁": {"today_range": [40, 60], "today_mean": 50, "previous_mean": 70, "change": -20}
},
"comparison_note": "11个地区今日均值均低于2026-09-04；区间中的负数表示贴水。"
},
"transmission_chain": "11个主要消费地区的电解铜现货升贴水均较9月4日下降，均值降幅为10至60元/吨→现货端即时溢价广度转弱→铜及NONFERROUS的日内现货支撑边际减弱。",
"invalidation_conditions": "Mysteel修正9月7日区域升贴水或9月4日前值，或后续同口径多数地区升贴水重新回升时失效。",
"source_urls": [
"https://youse.mysteel.com/a/26090711/C6B8EEA6908209D6.html",
"https://dianjietong.mysteel.com/m/26090711/2E97CC525C6341EB.html"
],
"source_tier": "B"
},
{
"event_id": "smm-copper-20260907-shanghai-spot-basis",
"event_type": "spot_basis",
"asset_keys": ["NONFERROUS"],
"title": "沪铜平水铜成交升水降至130—140元",
"event_time_quality": "exact",
"event_time_utc": "2026-09-07T04:17:00Z",
"published_at_utc": "2026-09-07T04:17:00Z",
"direction_score": {"NONFERROUS": -1},
"confidence": 80,
"horizon": "intraday",
"raw_facts": {
"coverage_window_beijing": "2026-09-07 11:00-13:00",
"publisher": "SMM",
"publisher_time_beijing": "2026-09-07 12:17",
"data_date": "2026-09-07",
"contract": "沪铜2609",
"indicator": "上海平水铜现货成交升水",
"unit": "元/吨",
"morning_premium_above": 200,
"latest_transaction_premium_range": [130, 140],
"back_spread_range": [440, 530],
"comparison_note": "正文描述成交重心由早盘升水200元/吨以上下移至130-140元/吨；未将该口径与Mysteel上海区域均值215元/吨互换。"
},
"transmission_chain": "上海平水铜成交升水由早盘200元/吨以上下移至130至140元/吨，沪铜隔月Back月差为440至530元/吨→现货成交溢价与移仓压力共同压制近月报价→铜现货短线支撑边际减弱。",
"invalidation_conditions": "SMM修正平水铜成交升水或Back月差，或后续同一2609合约口径的现货升水重新回到早盘水平之上时失效。",
"source_urls": [
"https://hq.smm.cn/copper/content/104100966"
],
"source_tier": "B"
},
{
"event_id": "smm-copper-20260907-northchina-basis",
"event_type": "spot_basis",
"asset_keys": ["NONFERROUS"],
"title": "华北铜均价升水50元，较前日降40元",
"event_time_quality": "exact",
"event_time_utc": "2026-09-07T03:16:00Z",
"published_at_utc": "2026-09-07T03:16:00Z",
"direction_score": {"NONFERROUS": -1},
"confidence": 92,
"horizon": "intraday",
"raw_facts": {
"coverage_window_beijing": "2026-09-07 11:00-13:00",
"publisher": "SMM",
"publisher_time_beijing": "2026-09-07 11:16",
"data_date": "2026-09-07",
"indicator": "华北地区1#电解铜现货对当月合约升贴水",
"unit": "元/吨",
"basis_range": [0, 100],
"today_mean_premium": 50,
"change_vs_2026-09-04": -40,
"transaction_price_mean": 109730,
"transaction_price_change": -45,
"comparison_note": "当日均价升水50元/吨，上一交易日同口径均价为90元/吨。"
},
"transmission_chain": "华北1#电解铜现货均价升水从前一交易日90元/吨降至50元/吨，成交均价下降45元/吨→区域现货溢价收窄→华北铜基差对NONFERROUS的日内支撑偏弱。",
"invalidation_conditions": "SMM修正华北现货升贴水或成交均价，或后续同一当月合约口径的区域升水重新高于前一交易日时失效。",
"source_urls": [
"https://hq.smm.cn/copper/content/104100623"
],
"source_tier": "B"
},
{
"event_id": "mysteel-copper-20260907-yangshan-premium",
"event_type": "spot_basis",
"asset_keys": ["NONFERROUS"],
"title": "洋山铜溢价四档持平，火法仓单中间价76美元",
"event_time_quality": "exact",
"event_time_utc": "2026-09-07T03:51:00Z",
"published_at_utc": "2026-09-07T03:51:00Z",
"direction_score": {"NONFERROUS": 0},
"confidence": 92,
"horizon": "intraday",
"raw_facts": {
"coverage_window_beijing": "2026-09-07 11:00-13:00",
"publisher": "Mysteel",
"publisher_time_beijing": "2026-09-07 11:51",
"data_date": "2026-09-07",
"indicator": "上海洋山铜现货溢价",
"unit": "美元/吨",
"comparison_date": "2026-09-04",
"quotes": {
"warehouse_receipt_pyrometallurgical": {"range": [66, 86], "mid": 76, "change": 0, "eta": "09", "qp": "09"},
"warehouse_receipt_hydrometallurgical": {"range": [64, 78], "mid": 71, "change": 0, "eta": "09", "qp": "09"},
"bill_of_lading_pyrometallurgical": {"range": [65, 81], "mid": 73, "change": 0, "qp": "09"},
"bill_of_lading_hydrometallurgical": {"range": [64, 78], "mid": 71, "change": 0, "qp": "09"}
},
"comparison_note": "四档中间价均较9月4日持平。"
},
"transmission_chain": "洋山铜仓单和提单的火法、湿法四档溢价中间价均较9月4日持平→进口铜现货溢价的日度边际变化为零→铜进口和保税现货信号中性。",
"invalidation_conditions": "Mysteel修正9月7日洋山铜区间、中间价或QP月份，或后续同口径报价出现非零日变动时失效。",
"source_urls": [
"https://youse.mysteel.com/a/26090711/DDAFC622A9299E4C.html"
],
"source_tier": "B"
},
{
"event_id": "smm-zinc-20260907-regional-basis",
"event_type": "spot_basis",
"asset_keys": ["NONFERROUS"],
"title": "上海锌对均价升50元，宁波对2610贴60元",
"event_time_quality": "exact",
"event_time_utc": "2026-09-07T03:39:00Z",
"published_at_utc": "2026-09-07T03:39:00Z",
"direction_score": {"NONFERROUS": 0},
"confidence": 82,
"horizon": "intraday",
"raw_facts": {
"coverage_window_beijing": "2026-09-07 11:00-13:00",
"publisher": "SMM",
"publisher_times_beijing": {
"宁波": "2026-09-07 11:39",
"上海": "2026-09-07 11:40",
"天津": "2026-09-07 11:47"
},
"data_date": "2026-09-07",
"contract": "沪锌2610",
"unit": "元/吨",
"regional_basis": {
"上海": {"premium_vs_smm_average": 50, "basis_vs_contract": "暂无报价"},
"宁波": {"basis_vs_contract": -60, "premium_vs_shanghai": 40},
"天津_zijin": {"basis_vs_contract_range": [80, 120]},
"天津_ordinary_0_zinc": {"basis_vs_contract_range": [-140, -20], "basis_vs_shanghai": -50}
},
"comparison_note": "三地原文未提供统一的前一交易日可比值；正负号按升水为正、贴水为负表达。"
},
"transmission_chain": "上海、宁波和天津的锌现货报价同时出现对均价升水、对2610贴水和品牌间升贴水分化，且缺少统一前值→区域基差方向无法单边判定→锌及NONFERROUS日内信号中性。",
"invalidation_conditions": "SMM修正三地报价、合约基准或正负号，或后续补充的同口径前值显示报价存在明确的统一方向时失效。",
"source_urls": [
"https://hq.smm.cn/zinc/content/104100680",
"https://hq.smm.cn/zinc/content/104100671",
"https://hq.smm.cn/zinc/content/104100735"
],
"source_tier": "B"
},
{
"event_id": "mysteel-tin-20260907-spot-tc",
"event_type": "supply_demand",
"asset_keys": ["NONFERROUS"],
"title": "锡精矿加工费17500和13500元且持平",
"event_time_quality": "exact",
"event_time_utc": "2026-09-07T04:05:00Z",
"published_at_utc": "2026-09-07T04:05:00Z",
"direction_score": {"NONFERROUS": 0},
"confidence": 60,
"horizon": "weeks",
"raw_facts": {
"coverage_window_beijing": "2026-09-07 11:00-13:00",
"publisher": "Mysteel",
"publisher_time_beijing": "2026-09-07 12:05",
"data_date": "2026-09-07",
"unit": "元/金属吨",
"tin_concentrate_tc": {
"grade_40_percent": {"range": [16500, 18500], "mean": 17500, "change_vs_previous_trading_day": 0},
"grade_60_percent": {"range": [12500, 14500], "mean": 13500, "change_vs_previous_trading_day": 0}
},
"evidence_note": "页面正文部分登录受限；上述加工费数字来自该详情页可见的智能摘要，未采用摘要中的锡锭价格或定性供需判断。"
},
"transmission_chain": "40%和60%锡精矿加工费均较上一交易日持平→精矿冶炼环节的加工费信号未发生边际变化→锡及NONFERROUS的供需方向保持中性。",
"invalidation_conditions": "Mysteel修正锡精矿加工费数字，或后续同口径加工费出现非零变化时失效。",
"source_urls": [
"https://youse.mysteel.com/a/26090712/A699E7DD269448A9.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.