9月4日13时：重庆四川现货上调，远期基差坚挺

[ { "event_id": "mysteel-cn-20260904-chongqing-spot-up", "title": "重庆两家油厂 43%豆粕报价上涨 20 元", "event_time_utc": "2026-09-04T04:03:00Z", "event_time_quality": "exact", "published_at_utc": "2026-09-04T04:03:00Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 1, "confidence": 96, "horizon": "intraday", "raw_facts": { "数据日期": "2026-09-04", "区域": "重庆", "蛋白": "43%", "江津益海报价": "3360 元/吨", "江津益海日变化": "上涨 20 元/吨", "重庆一德报价": "3330 元/吨", "重庆一德日变化": "上涨 20 元/吨", "页面发布时间": "2026-09-04 12:03（北京时间）", "来源": "我的钢铁网（Mysteel）" }, "transmission_chain": [ "Mysteel 披露重庆 43%豆粕现货价格上涨，江津益海报 3360 元/吨、重庆一德报 3330 元/吨，二者均较此前上涨 20 元/吨。", "同一区域两家油厂现货报价同步上移，短线现货端形成偏强信号，对豆粕 ETF 方向取偏正。" ], "invalidation_conditions": [ "Mysteel 修正两家油厂报价或上涨金额。", "后续重庆现货报价回落并抹平本次上涨。" ], "source_urls": ["[https://ncp.[m.mysteel.com/a/26090412/734FC926798A30FC_abc.html](https://ncp.m.mysteel.com/a/26090412/734FC926798A30FC_abc.html)](https://m.mysteel.com/a/26090412/734FC926798A30FC_abc.html](https://ncp.m.mysteel.com/a/26090412/734FC926798A30FC_abc.html))"], "source_tier": "B" }, { "event_id": "mysteel-cn-20260904-sichuan-spot-up", "title": "四川三家油厂 43%豆粕报价均涨 20 元", "event_time_utc": "2026-09-04T04:02:00Z", "event_time_quality": "exact", "published_at_utc": "2026-09-04T04:02:00Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 1, "confidence": 96, "horizon": "intraday", "raw_facts": { "数据日期": "2026-09-04", "区域": "四川", "蛋白": "43%", "成都中储粮报价": "3410 元/吨", "广汉益海报价": "3410 元/吨", "彭山中粮报价": "3410 元/吨", "三家油厂较此前变化": "均上涨 20 元/吨", "页面发布时间": "2026-09-04 12:02（北京时间）", "来源": "我的钢铁网（Mysteel）" }, "transmission_chain": [ "Mysteel 披露四川 43%豆粕现货价格上涨，成都中储粮、广汉益海和彭山中粮报价均为 3410 元/吨，三家均较此前上涨 20 元/吨。", "西南区域多家油厂报价同幅上调，现货端形成联动偏强信号，对豆粕 ETF 方向取偏正。" ], "invalidation_conditions": [ "Mysteel 修正三家油厂报价或上涨金额。", "后续四川现货报价回落并抹平本次上涨。" ], "source_urls": ["[https://ncp.[m.mysteel.com/a/26090412/4CF1FCD9265B0ACB_abc.html](https://ncp.m.mysteel.com/a/26090412/4CF1FCD9265B0ACB_abc.html)](https://m.mysteel.com/a/26090412/4CF1FCD9265B0ACB_abc.html](https://ncp.m.mysteel.com/a/26090412/4CF1FCD9265B0ACB_abc.html))"], "source_tier": "B" }, { "event_id": "mysteel-cn-20260904-shanghai-dongchen-quote", "title": "上海东辰两种包装豆粕出厂价随盘上调", "event_time_utc": "2026-09-04T03:15:00Z", "event_time_quality": "exact", "published_at_utc": "2026-09-04T03:15:00Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 1, "confidence": 90, "horizon": "intraday", "raw_facts": { "数据日期": "2026-09-04", "区域": "上海", "油厂": "上海东辰", "报价变化": "随盘上调", "蛋白规格": "43±0.5%", "70 公斤定量包出厂价": "3250-3220 元/吨", "50 公斤定量包出厂价": "3260-3230 元/吨", "提货期": "2026-08-31 至 2026-09-15，需均衡提完", "页面发布时间": "2026-09-04 11:15（北京时间）", "来源": "我的钢铁网（Mysteel）" }, "transmission_chain": [ "Mysteel 披露上海东辰油厂 43±0.5%蛋白豆粕报价随盘上调，70 公斤定量包出厂价为 3250-3220 元/吨，50 公斤定量包为 3260-3230 元/吨。", "油厂出厂报价上调对现货价格形成偏强信号，但页面未给出本次上调金额，因此对豆粕 ETF 仅取温和偏正。" ], "invalidation_conditions": [ "Mysteel 修正上海东辰包装规格或出厂价区间。", "后续同口径报价回落，或页面更正报价变化方向。" ], "source_urls": ["[https://ncp.[m.mysteel.com/a/26090411/83ED60B59CC6ECDD_abc.html](https://ncp.m.mysteel.com/a/26090411/83ED60B59CC6ECDD_abc.html)](https://m.mysteel.com/a/26090411/83ED60B59CC6ECDD_abc.html](https://ncp.m.mysteel.com/a/26090411/83ED60B59CC6ECDD_abc.html))"], "source_tier": "B" }, { "event_id": "mysteel-cn-20260904-taixing-bunji-basis", "title": "泰兴邦基 M2701 基差报加 50 元", "event_time_utc": "2026-09-04T03:15:00Z", "event_time_quality": "exact", "published_at_utc": "2026-09-04T03:15:00Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 1, "confidence": 96, "horizon": "weeks", "raw_facts": { "数据日期": "2026-09-04", "区域": "江苏泰兴", "油厂": "泰兴邦基", "10 月至次年 1 月合约": "M2701+50 元/吨", "2027 年 5 月至 7 月合约": "M2705+20 元/吨", "报价状态": "基差报价保持坚挺", "页面发布时间": "2026-09-04 11:15（北京时间）", "来源": "我的钢铁网（Mysteel）" }, "transmission_chain": [ "Mysteel 披露泰兴邦基豆粕基差报价保持坚挺，10 月至次年 1 月合约报 M2701+50 元/吨，2027 年 5 月至 7 月合约报 M2705+20 元/吨。", "远期基差报价维持正值，显示油厂对远期现货升贴水的报价支撑仍在；页面未披露前次基差，方向取偏正但不放大。" ], "invalidation_conditions": [ "Mysteel 修正 M2701 或 M2705 基差数值。", "后续同一油厂下调对应远期基差报价。" ], "source_urls": ["[https://ncp.[m.mysteel.com/a/26090411/0710378771C4328D_abc.html](https://ncp.m.mysteel.com/a/26090411/0710378771C4328D_abc.html)](https://m.mysteel.com/a/26090411/0710378771C4328D_abc.html](https://ncp.m.mysteel.com/a/26090411/0710378771C4328D_abc.html))"], "source_tier": "B" } ]