
截至8月12日15时的4条豆粕ETF结构化事件
截至北京时间2026年8月12日15:00,14:00至15:00新增广东、广西、南通豆菜粕价差及防城港澳加粮油43%豆粕报价共4条结构化事件。
[
{
"event_id": "mysteel-cn-20260812-guangdong-soymeal-rapeseed-spread",
"title": "广东豆粕 3010 元价差 670 元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-12T06:38:09Z",
"event_type": "spot_basis",
"asset_keys": [
"SOYMEAL_ETF"
],
"direction_score": 0,
"confidence": 94,
"horizon": "days",
"raw_facts": [
{
"metric": "广东豆粕价格",
"value": 3010,
"unit": "元/吨",
"period": "2026-08-12;广东市场",
"comparison": "同页未披露前一交易日广东豆粕价格,无法计算日度变动"
},
{
"metric": "广东豆菜粕价差",
"value": 670,
"unit": "元/吨",
"period": "2026-08-12;广东市场",
"comparison": "页面表述国内主要市场价差整体持稳,未披露前一交易日广东价差数值"
},
{
"metric": "广东菜粕价格",
"value": 2340,
"unit": "元/吨",
"period": "2026-08-12;广东市场",
"comparison": "同页未披露前一交易日广东菜粕价格,无法计算日度变动"
}
],
"transmission_chain": [
"广东豆粕 3010 元/吨、菜粕 2340 元/吨→豆菜粕价差为 670 元/吨→替代品相对价格关系暂稳→SOYMEAL_ETF 短线信号中性"
],
"invalidation_conditions": [
"我的钢铁网更正广东豆粕或菜粕价格、价差数据",
"后续广东豆菜粕价差出现明确且持续的方向性变化"
],
"source_urls": [
"[https://ncp.[mysteel.com/a/26081214/2846762B67B26C42.html](https://ncp.mysteel.com/a/26081214/2846762B67B26C42.html)](https://mysteel.com/a/26081214/2846762B67B26C42.html](https://ncp.mysteel.com/a/26081214/2846762B67B26C42.html))"
],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260812-guangxi-soymeal-rapeseed-spread",
"title": "广西豆粕 2990 元价差 650 元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-12T06:38:09Z",
"event_type": "spot_basis",
"asset_keys": [
"SOYMEAL_ETF"
],
"direction_score": 0,
"confidence": 94,
"horizon": "days",
"raw_facts": [
{
"metric": "广西豆粕价格",
"value": 2990,
"unit": "元/吨",
"period": "2026-08-12;广西市场",
"comparison": "同页未披露前一交易日广西豆粕价格,无法计算日度变动"
},
{
"metric": "广西豆菜粕价差",
"value": 650,
"unit": "元/吨",
"period": "2026-08-12;广西市场",
"comparison": "页面表述国内主要市场价差整体持稳,未披露前一交易日广西价差数值"
},
{
"metric": "广西菜粕价格",
"value": 2340,
"unit": "元/吨",
"period": "2026-08-12;广西市场",
"comparison": "同页未披露前一交易日广西菜粕价格,无法计算日度变动"
}
],
"transmission_chain": [
"广西豆粕 2990 元/吨、菜粕 2340 元/吨→豆菜粕价差为 650 元/吨→替代品相对价格关系暂稳→SOYMEAL_ETF 短线信号中性"
],
"invalidation_conditions": [
"我的钢铁网更正广西豆粕或菜粕价格、价差数据",
"后续广西豆菜粕价差出现明确且持续的方向性变化"
],
"source_urls": [
"[https://ncp.[mysteel.com/a/26081214/2846762B67B26C42.html](https://ncp.mysteel.com/a/26081214/2846762B67B26C42.html)](https://mysteel.com/a/26081214/2846762B67B26C42.html](https://ncp.mysteel.com/a/26081214/2846762B67B26C42.html))"
],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260812-nantong-soymeal-rapeseed-spread",
"title": "南通豆粕 3010 元价差 700 元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-12T06:38:09Z",
"event_type": "spot_basis",
"asset_keys": [
"SOYMEAL_ETF"
],
"direction_score": 0,
"confidence": 94,
"horizon": "days",
"raw_facts": [
{
"metric": "南通豆粕价格",
"value": 3010,
"unit": "元/吨",
"period": "2026-08-12;南通市场",
"comparison": "同页未披露前一交易日南通豆粕价格,无法计算日度变动"
},
{
"metric": "南通豆菜粕价差",
"value": 700,
"unit": "元/吨",
"period": "2026-08-12;南通市场",
"comparison": "页面表述国内主要市场价差整体持稳,未披露前一交易日南通价差数值"
},
{
"metric": "南通菜粕价格",
"value": 2310,
"unit": "元/吨",
"period": "2026-08-12;南通市场",
"comparison": "同页未披露前一交易日南通菜粕价格,无法计算日度变动"
}
],
"transmission_chain": [
"南通豆粕 3010 元/吨、菜粕 2310 元/吨→豆菜粕价差为 700 元/吨→替代品相对价格关系暂稳→SOYMEAL_ETF 短线信号中性"
],
"invalidation_conditions": [
"我的钢铁网更正南通豆粕或菜粕价格、价差数据",
"后续南通豆菜粕价差出现明确且持续的方向性变化"
],
"source_urls": [
"[https://ncp.[mysteel.com/a/26081214/2846762B67B26C42.html](https://ncp.mysteel.com/a/26081214/2846762B67B26C42.html)](https://mysteel.com/a/26081214/2846762B67B26C42.html](https://ncp.mysteel.com/a/26081214/2846762B67B26C42.html))"
],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260812-fangchenggang-soymeal-spot-quote",
"title": "防城港澳加 43%豆粕报 3000 元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-12T06:55:30Z",
"event_type": "spot_basis",
"asset_keys": [
"SOYMEAL_ETF"
],
"direction_score": 0,
"confidence": 96,
"horizon": "days",
"raw_facts": [
{
"metric": "43%豆粕现货报价",
"value": 3000,
"unit": "元/吨",
"period": "2026-08-12;防城港澳加粮油;提货期 10 天",
"comparison": "页面未披露前一交易日同油厂同规格报价,无法计算日度变动"
}
],
"transmission_chain": [
"防城港澳加粮油 43%豆粕报 3000 元/吨→形成华南现货价格观察点→单一油厂报价且无日变动披露→SOYMEAL_ETF 短线信号中性"
],
"invalidation_conditions": [
"我的钢铁网更正澳加粮油 3000 元/吨报价或其提货期信息",
"后续同油厂同规格报价发生明确调整"
],
"source_urls": [
"[https://siliao.[mysteel.com/doupo/m/26081214/417ECE59B1406C19.html](https://siliao.mysteel.com/doupo/m/26081214/417ECE59B1406C19.html)](https://mysteel.com/doupo/m/26081214/417ECE59B1406C19.html](https://siliao.mysteel.com/doupo/m/26081214/417ECE59B1406C19.html))"
],
"source_tier": "B"
}
]
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