2026-09-04 13:00｜有色金属事件流（6条）
覆盖北京时间2026年9月4日11:00—13:00的6条铜、铝、锌与锡现货及加工费事件；SHFE当日仓单和库存周报在13:00前尚未形成。
[
{
"event_id": "smm-mysteel-china-20260904-copper-spot-basis",
"event_type": "spot_basis",
"asset_keys": ["NONFERROUS"],
"title": "铜区域升贴水5升5降，华北对当月合约降30元/吨",
"event_time_quality": "exact",
"event_time_utc": "2026-09-04T04:04:00Z",
"published_at_utc": "2026-09-04T04:04:59Z",
"direction_score": {"NONFERROUS": 0},
"confidence": 93,
"horizon": "intraday",
"raw_facts": {
"data_date": "2026-09-04",
"indicator": "1#电解铜现货升贴水",
"unit": "元/吨",
"time_basis": "event_time_utc取合并事件中最后一份原生详情的发布时间；published_at_utc取该详情页JSON-LD时间；data_date为报价数据日。",
"mysteel_regions": {
"reference_contract": null,
"上海": {"range": [160, 360], "average": 260, "change": 10},
"江苏": {"range": [180, 300], "average": 240, "change": -10},
"山东": {"range": [90, 130], "average": 110, "change": -25},
"江西": {"range": [260, 340], "average": 300, "change": 25},
"天津": {"range": [50, 90], "average": 70, "change": -20},
"广东": {"range": [240, 340], "average": 290, "change": 20},
"湖北": {"range": [280, 280], "average": 280, "change": 20},
"安徽": {"range": [200, 350], "average": 275, "change": 15},
"河南": {"range": [80, 120], "average": 100, "change": 0},
"重庆": {"range": [0, 260], "average": 130, "change": -10},
"辽宁": {"range": [50, 90], "average": 70, "change": -10}
},
"mysteel_direction_count": {"up": 5, "down": 5, "unchanged": 1},
"smm_huabei": {
"reference_contract": "当月合约",
"range": [50, 130],
"average": 90,
"change": -30,
"deal_price_average": 109775,
"deal_price_change": 575
}
},
"transmission_chain": "Mysteel 11地升贴水5升5降1平且SMM华北对当月合约升水均价下降30元/吨→华东华南部分地区升水扩大、华北升水回落→区域铜现货对盘面的新增信号总体中性。",
"invalidation_conditions": "Mysteel或SMM同日后续稿件修正升贴水区间，或午后多数地区方向转为一致时失效。",
"source_urls": [
"https://youse.mysteel.com/a/26090412/CE16109C21828F4E.html",
"https://youse.mysteel.com/a/26090411/F75861A0BC842048.html",
"https://hq.smm.cn/copper/content/104098174"
],
"source_tier": "B"
},
{
"event_id": "smm-mysteel-yangshan-20260904-copper-premium",
"event_type": "spot_basis",
"asset_keys": ["NONFERROUS"],
"title": "洋山铜四类溢价中间价均降2美元/吨，SMM提单持平",
"event_time_quality": "exact",
"event_time_utc": "2026-09-04T03:57:00Z",
"published_at_utc": "2026-09-04T03:57:00Z",
"direction_score": {"NONFERROUS": -1},
"confidence": 90,
"horizon": "intraday",
"raw_facts": {
"data_date": "2026-09-04",
"market": "上海洋山港美金铜",
"time_basis": "event_time_utc取合并事件中最后一份原生详情的发布时间；published_at_utc取该详情页原生发布时间；data_date为报价数据日。",
"mysteel_unit": "美元/吨",
"mysteel_premiums": {
"仓单火法": {"range": [66, 86], "midpoint": 76, "change": -2},
"仓单湿法": {"range": [64, 78], "midpoint": 71, "change": -2},
"提单火法": {"range": [65, 81], "midpoint": 73, "change": -2},
"提单湿法": {"range": [64, 78], "midpoint": 71, "change": -2}
},
"mysteel_terms": {"warehouse_receipt": "ETA09/QP09", "bill_of_lading": "QP09"},
"smm_visible_changes": {
"仓单美元溢价": {"change": -2.0, "unit": "美元/吨"},
"提单美元溢价": {"change": 0.0, "unit": "美元/吨"},
"人民币洋山铜溢价": {"change": -13.71, "unit": "元/吨"}
},
"cross_source_difference": "Mysteel提单火法和湿法中间价均下降2美元/吨，SMM提单均价持平"
},
"transmission_chain": "Mysteel洋山铜四类溢价中间价均下降2美元/吨，SMM仓单与人民币溢价也下降而提单持平→进口铜溢价指标多数走弱但存在提单口径分歧→进口端现货支撑信号小幅偏弱。",
"invalidation_conditions": "Mysteel或SMM同日后续稿件上修溢价，或两平台完整口径显示进口溢价普遍回升时失效。",
"source_urls": [
"https://youse.mysteel.com/a/26090411/5F1081EAA67D80D2.html",
"https://hq.smm.cn/copper/content/104098089",
"https://hq.smm.cn/copper/content/104098092",
"https://hq.smm.cn/copper/content/104098117"
],
"source_tier": "B"
},
{
"event_id": "smm-huanan-20260904-aluminum-spot-basis",
"event_type": "spot_basis",
"asset_keys": ["NONFERROUS"],
"title": "华南铝对沪铝2609升水区间下移30元/吨",
"event_time_quality": "exact",
"event_time_utc": "2026-09-04T04:23:00Z",
"published_at_utc": "2026-09-04T04:23:00Z",
"direction_score": {"NONFERROUS": -1},
"confidence": 90,
"horizon": "intraday",
"raw_facts": {
"data_date": "2026-09-04",
"region": "华南",
"grade": "A00铝",
"reference_contract": "沪铝2609",
"unit": "元/吨",
"time_basis": "event_time_utc和published_at_utc均取SMM原生详情发布时间；data_date为报价数据日。",
"premium_range": [165, 205],
"previous_data_date": "2026-09-03",
"previous_premium_range": [195, 235],
"lower_endpoint_change": -30,
"upper_endpoint_change": -30
},
"transmission_chain": "华南A00铝对沪铝2609升水区间两端均下移30元/吨且区间宽度保持40元/吨→现货相对盘面的溢价水平降低→华南铝现货对盘面的支撑信号边际减弱。",
"invalidation_conditions": "SMM同日后续报价把华南铝升水恢复至9月3日区间，或原文修正合约与区间时失效。",
"source_urls": [
"https://hq.smm.cn/aluminum/content/104098367",
"https://hq.smm.cn/aluminum/content/104098364"
],
"source_tier": "B"
},
{
"event_id": "smm-mysteel-china-20260904-zinc-spot-basis",
"event_type": "spot_basis",
"asset_keys": ["NONFERROUS"],
"title": "广东0#锌对沪锌2610报贴水85—55元/吨",
"event_time_quality": "exact",
"event_time_utc": "2026-09-04T03:44:00Z",
"published_at_utc": "2026-09-04T03:44:00Z",
"direction_score": {"NONFERROUS": -1},
"confidence": 86,
"horizon": "intraday",
"raw_facts": {
"data_date": "2026-09-04",
"reference_contract": "沪锌2610",
"unit": "元/吨",
"time_basis": "event_time_utc和published_at_utc取窗口内最后一份原生详情发布时间；data_date为报价数据日。",
"smm_guangdong": {
"grade": "0#锌",
"deal_price_range": [26650, 26755],
"premium_range": [-85, -55],
"premium_vs_shanghai": 15,
"previous_data_date": "2026-09-03",
"previous_premium_range": [-85, -40],
"previous_premium_vs_shanghai": 20
},
"mysteel_shanghai": {
"market_quote_premium_vs_2610": -45,
"domestic_ingot_premium_vs_2610": [40, 60],
"main_contract_close": 26790,
"main_contract_change_percent": 0.6
}
},
"transmission_chain": "广东0#锌对沪锌2610的贴水范围由[-85,-40]元/吨变为[-85,-55]元/吨，上海综合报价对沪锌2610为贴水45元/吨→沪粤现货相对盘面偏弱→锌价现货端支撑信号减弱。",
"invalidation_conditions": "SMM或Mysteel午后报价显示沪粤锌贴水收窄至前值以内，或原文修正品牌与综合报价口径时失效。",
"source_urls": [
"https://hq.smm.cn/zinc/content/104098037",
"https://hq.smm.cn/zinc/content/104095426",
"https://youse.mysteel.com/a/26090411/833347C765F34A28.html"
],
"source_tier": "B"
},
{
"event_id": "mysteel-china-20260904-tin-concentrate-tc",
"event_type": "supply_demand",
"asset_keys": ["NONFERROUS"],
"title": "40%与60%含锡品位精矿加工费较上一交易日均持平",
"event_time_quality": "exact",
"event_time_utc": "2026-09-04T04:03:00Z",
"published_at_utc": "2026-09-04T04:03:09Z",
"direction_score": {"NONFERROUS": 0},
"confidence": 92,
"horizon": "days",
"raw_facts": {
"data_date": "2026-09-04",
"indicator": "锡精矿加工费",
"unit": "元/金属吨",
"comparison_basis": "上一交易日报价",
"time_basis": "event_time_utc取Mysteel原生详情发布时间；published_at_utc取该详情页JSON-LD时间；data_date为报价数据日。",
"tin_content_grade_40_percent": {"range": [16500, 18500], "average": 17500, "change": 0},
"tin_content_grade_60_percent": {"range": [12500, 14500], "average": 13500, "change": 0},
"tin_ingot_price": {"range": [417500, 419500], "average": 418500, "change": 1500, "unit": "元/吨"}
},
"transmission_chain": "40%与60%含锡品位锡精矿加工费较上一交易日报价均持平→本次公开加工费指标没有新增方向→锡精矿加工费对锡价的供给端信号中性。",
"invalidation_conditions": "Mysteel修正锡精矿加工费数值，或后续同口径加工费出现变化时失效。",
"source_urls": [
"https://youse.mysteel.com/a/26090412/1CCC1202A5D99662.html"
],
"source_tier": "B"
},
{
"event_id": "smm-china-20260904-copper-concentrate-tc",
"event_type": "supply_demand",
"asset_keys": ["NONFERROUS"],
"title": "SMM进口铜精矿周指数较上次更新降0.47美元/干吨",
"event_time_quality": "exact",
"event_time_utc": "2026-09-04T03:53:00Z",
"published_at_utc": "2026-09-04T03:53:00Z",
"direction_score": {"NONFERROUS": 1},
"confidence": 84,
"horizon": "weeks",
"raw_facts": {
"data_date": "2026-09-04",
"indicator": "SMM进口铜精矿指数(周)",
"unit": "美元/干吨",
"time_basis": "event_time_utc和published_at_utc均取SMM原生详情发布时间；data_date为周度报价数据日。",
"change_vs_previous_update": -0.47,
"previous_update_date": "2026-08-28",
"current_absolute_value": null,
"absolute_value_status": "当前绝对值在详情页登录后可见，公开正文仅披露相对上次更新的变化。"
},
"transmission_chain": "SMM进口铜精矿周指数较上次更新下降0.47美元/干吨→精矿加工费指标呈下行信号，若传导至冶炼端减产则精炼铜供应预期收紧→铜价支撑信号可能轻微增强。",
"invalidation_conditions": "后续同口径周指数回升，或冶炼厂产量未随加工费下降而收缩时失效。",
"source_urls": [
"https://hq.smm.cn/copper/content/104098054"
],
"source_tier": "B"
}
]This story was produced automatically by a channel. One sentence is all it takes for Neodrop to keep producing for you.