8月25日09时：8条豆粕ETF结构化事件

[ { "event_id": "mysteel-cn-20260824-chuanyu-supply-report", "title": "川渝 43%豆粕 3140—3220 元，开机率 47%", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-25T00:57:00Z", "event_type": "supply_demand", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": 0, "confidence": 95, "horizon": "days", "raw_facts": { "report_date": "2026-08-24", "region": "川渝", "spot_price_yuan_per_ton": { "protein_percent": 43, "markets": [ { "market": "重庆贸易商", "range": [ 3140, 3170 ] }, { "market": "四川贸易商", "range": [ 3200, 3220 ] } ] }, "spot_direction": "持稳", "trade_tons": null, "trade_price_range_yuan_per_ton": null, "spot_trade_tons": null, "forward_trade_tons": null, "crush_tons_per_day": 10800, "operating_rate_percent": 47, "comparison": "页面称前一交易日现货价格持稳，并披露当日开机率和日压榨量。" }, "transmission_chain": [ "我的钢铁网北京时间 8 月 25 日 08:57 发布的川渝早报，披露前一交易日 43%豆粕现货区间为 3140—3220 元/吨、开机率 47%、日压榨量 1.08 万吨。", "现货持稳与 47%的区域开机率同时出现，SOYMEAL_ETF 短线方向保持中性；后续成交与提货数据决定供需信号是否改变。" ], 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"supply_demand", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": 0, "confidence": 93, "horizon": "days", "raw_facts": { "report_date": "2026-08-24", "region": "东北", "spot_price_yuan_per_ton": null, "spot_direction": null, "trade_tons": 15000, "trade_price_range_yuan_per_ton": [ 3200, 3250 ], "spot_trade_tons": null, "forward_trade_tons": null, "crush_tons_per_day": null, "operating_rate_percent": 66.19, "comparison": "页面披露前一日东北油厂成交 1.5 万吨，成交价 3200—3250 元/吨，开机率 66.19%。" }, "transmission_chain": [ "我的钢铁网北京时间 8 月 25 日 08:45 发布的东北早报，披露前一日油厂成交 1.5 万吨、成交价 3200—3250 元/吨和开机率 66.19%。", "成交量与开机率同时给出，东北供需数据可供盘前比较；页面没有给出相对前一日的成交变化，SOYMEAL_ETF 方向保持中性。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 24 日东北早报中的成交量、成交价区间或开机率。", "东北后续成交量或开机率出现与本次数据相反的明显变化。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082508/FCD2CD39E7CF3954_abc.html](https://ncp.m.mysteel.com/a/26082508/FCD2CD39E7CF3954_abc.html)](https://m.mysteel.com/a/26082508/FCD2CD39E7CF3954_abc.html](https://ncp.m.mysteel.com/a/26082508/FCD2CD39E7CF3954_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260824-fujian-supply-report", "title": "福建豆粕 3080 元，成交 0 吨，开机率 43.97%", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-25T00:43:00Z", "event_type": "supply_demand", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": -1, "confidence": 94, "horizon": "days", "raw_facts": { "report_date": "2026-08-24", "region": "福建", "spot_price_yuan_per_ton": { "protein_percent": 43, "markets": [ { "market": "福建豆粕现货", "range": [ 3080, 3080 ] } ] }, "spot_direction": null, "trade_tons": 0, "trade_price_range_yuan_per_ton": null, "spot_trade_tons": null, "forward_trade_tons": null, "crush_tons_per_day": null, "operating_rate_percent": 43.97, "comparison": "页面披露上一交易日现货价格 3080 元/吨、成交 0 吨和开机率 43.97%。" }, "transmission_chain": [ "我的钢铁网北京时间 8 月 25 日 08:43 发布的福建早报，披露上一交易日豆粕现货价格 3080 元/吨、成交 0 吨和开机率 43.97%。", "福建现货价格、成交和开机率形成偏弱的区域供需组合，SOYMEAL_ETF 短线方向评分为-1。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 24 日福建早报中的现货价格、成交量或开机率。", "福建后续出现可核验的成交恢复和现货报价回升。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082508/9DD017CC2461C50F_abc.html](https://ncp.m.mysteel.com/a/26082508/9DD017CC2461C50F_abc.html)](https://m.mysteel.com/a/26082508/9DD017CC2461C50F_abc.html](https://ncp.m.mysteel.com/a/26082508/9DD017CC2461C50F_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260824-shandong-supply-report", "title": "山东豆粕 3080—3090 元，开机率 78.79%", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-25T00:43:00Z", "event_type": "supply_demand", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": -1, "confidence": 97, "horizon": "days", "raw_facts": { "report_date": "2026-08-24", "region": "山东", "spot_price_yuan_per_ton": { "protein_percent": 43, "markets": [ { "market": "日照", "range": [ 3080, 3090 ] }, { "market": "青岛", "range": [ 3090, 3090 ] } ] }, "spot_direction": "下跌", "trade_tons": 32000, "trade_price_range_yuan_per_ton": [ 3100, 3100 ], "spot_trade_tons": 28000, "forward_trade_tons": 4000, "crush_tons_per_day": 68000, "operating_rate_percent": 78.79, "comparison": "页面披露上一交易日山东现货价格下跌，油厂总成交 3.20 万吨，现货成交 2.80 万吨，远月成交 0.40 万吨。" }, "transmission_chain": [ "我的钢铁网北京时间 8 月 25 日 08:43 发布的山东早报，披露日照 43%豆粕 3080—3090 元/吨、青岛 3090 元/吨，油厂总成交 3.20 万吨，日度压榨量 6.8 万吨，开机率 78.79%。", "山东现货下跌与 78.79%的高开机率并列出现，区域现货信号偏弱，SOYMEAL_ETF 短线方向评分为-1。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 24 日山东早报中的现货、成交、压榨量或开机率。", "山东后续现货报价回升，或成交与开机率出现相反方向变化。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082508/16DE53C3465972F3_abc.html](https://ncp.m.mysteel.com/a/26082508/16DE53C3465972F3_abc.html)](https://m.mysteel.com/a/26082508/16DE53C3465972F3_abc.html](https://ncp.m.mysteel.com/a/26082508/16DE53C3465972F3_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260824-eastchina-supply-report", "title": "华东油厂开机率 70.62%，开机量 7.62 万吨", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-25T00:42:00Z", "event_type": "supply_demand", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": 0, "confidence": 96, "horizon": "days", "raw_facts": { "report_date": "2026-08-24", "region": "华东", "spot_price_yuan_per_ton": null, "spot_direction": null, "trade_tons": null, "trade_price_range_yuan_per_ton": null, "spot_trade_tons": null, "forward_trade_tons": null, "crush_tons_per_day": 76200, "operating_rate_percent": 70.62, "comparison": "页面披露上一交易日华东油厂开工率 70.62%和开机量 7.62 万吨。" }, "transmission_chain": [ "我的钢铁网北京时间 8 月 25 日 08:42 发布的华东早报，披露上一交易日油厂开工率 70.62%和开机量 7.62 万吨。", "华东区域开机率和开机量均为供应端指标，页面未给出对应的现货价格变动，SOYMEAL_ETF 方向保持中性观察。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 24 日华东早报中的开工率或开机量。", "华东后续开机率和开机量出现同口径的明显回落或上升。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082508/F1A131541FB1027C_abc.html](https://ncp.m.mysteel.com/a/26082508/F1A131541FB1027C_abc.html)](https://m.mysteel.com/a/26082508/F1A131541FB1027C_abc.html](https://ncp.m.mysteel.com/a/26082508/F1A131541FB1027C_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260824-guangdong-supply-report", "title": "广东东莞豆粕 3080—3100 元，成交 5000 吨", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-25T00:41:00Z", "event_type": "spot_basis", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": 0, "confidence": 94, "horizon": "days", "raw_facts": { "report_date": "2026-08-24", "region": "广东", "spot_price_yuan_per_ton": { "protein_percent": 43, "markets": [ { "market": "东莞", "range": [ 3080, 3100 ] }, { "market": "湛江", "range": [ 3110, 3140 ] } ] }, "spot_direction": "持稳", "trade_tons": 5000, "trade_price_range_yuan_per_ton": [ 3130, 3140 ], "spot_trade_tons": null, "forward_trade_tons": null, "crush_tons_per_day": null, "operating_rate_percent": null, "comparison": "页面披露上一交易日广东现货价格持稳，油厂总成交 5000 吨，成交价 3130—3140 元/吨。" }, "transmission_chain": [ "我的钢铁网北京时间 8 月 25 日 08:41 发布的广东早报，披露东莞 43%豆粕 3080—3100 元/吨、湛江 3110—3140 元/吨，现货价格持稳，油厂总成交 5000 吨。", "广东现货持稳且成交量已披露，区域价格信号保持中性；后续开机和提货数据可用于补充供需判断。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 24 日广东早报中的现货区间、成交量或成交价。", "广东后续现货报价出现明确变动并伴随成交量方向改变。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082508/1493B784AEBC7133_abc.html](https://ncp.m.mysteel.com/a/26082508/1493B784AEBC7133_abc.html)](https://m.mysteel.com/a/26082508/1493B784AEBC7133_abc.html](https://ncp.m.mysteel.com/a/26082508/1493B784AEBC7133_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260824-huabei-supply-report", "title": "华北豆粕 3120—3180 元，开机率 78.18%", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-25T00:35:00Z", "event_type": "supply_demand", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": -1, "confidence": 95, "horizon": "days", "raw_facts": { "report_date": "2026-08-24", "region": "华北", "spot_price_yuan_per_ton": { "protein_percent": 43, "markets": [ { "market": "华北", "range": [ 3120, 3180 ] } ] }, "spot_direction": "下调", "trade_tons": 10000, "trade_price_range_yuan_per_ton": null, "spot_trade_tons": null, "forward_trade_tons": null, "crush_tons_per_day": null, "operating_rate_percent": 78.18, "comparison": "页面披露上一工作日华北现货价格下调至 3120—3180 元/吨，油厂成交 10000 吨，开机率 78.18%。" }, "transmission_chain": [ "我的钢铁网北京时间 8 月 25 日 08:35 发布的华北早报，披露上一工作日 43%豆粕现货 3120—3180 元/吨、油厂成交 10000 吨和开机率 78.18%。", "华北现货下调与 78.18%的高开机率并列出现，区域现货信号偏弱，SOYMEAL_ETF 短线方向评分为-1。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 24 日华北早报中的现货区间、成交量或开机率。", "华北后续现货报价回升，或成交与开机率出现相反方向变化。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082508/6F5D815E70B91119_abc.html](https://ncp.m.mysteel.com/a/26082508/6F5D815E70B91119_abc.html)](https://m.mysteel.com/a/26082508/6F5D815E70B91119_abc.html](https://ncp.m.mysteel.com/a/26082508/6F5D815E70B91119_abc.html))" ], "source_tier": "B" } ]