截至8月12日15时的4条豆粕ETF结构化事件

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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