8月26日11时：东北、川渝、青岛、上海豆粕现货上调

[ { "event_id": "mysteel-cn-20260826-northeast-spot-up", "title": "东北七家 43%豆粕 3210—3370 元，均涨 20 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-26T02:04:00Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 1, "confidence": 96, "horizon": "days", "raw_facts": { "report_date": "2026-08-26", "region": "东北", "protein_percent": 43, "plants": [ {"plant": "营口益海", "price_yuan_per_ton": 3220, "change_yuan_per_ton": 20}, {"plant": "盘锦汇福", "price_yuan_per_ton": 3220, "change_yuan_per_ton": 20}, {"plant": "盘锦中储粮大片", "price_yuan_per_ton": 3370, "change_yuan_per_ton": 20}, {"plant": "大连九三", "price_yuan_per_ton": 3210, "change_yuan_per_ton": 20}, {"plant": "丹东九三", "price_yuan_per_ton": 3210, "change_yuan_per_ton": 20}, {"plant": "铁岭九三", "price_yuan_per_ton": 3230, "change_yuan_per_ton": 20}, {"plant": "长春九三", "price_yuan_per_ton": 3270, "change_yuan_per_ton": 20} ], "price_range_yuan_per_ton": [3210, 3370], "change_yuan_per_ton": 20, "comparison": "页面披露 2026 年 8 月 26 日东北市场 43%豆粕现货价格上调：营口益海、盘锦汇福报 3220 元/吨，盘锦中储粮大片 3370 元/吨，大连九三、丹东九三 3210 元/吨，铁岭九三 3230 元/吨，长春九三 3270 元/吨，各品牌均较前一交易日上涨 20 元/吨。" }, "transmission_chain": [ "我的钢铁网北京时间 8 月 26 日 10:04 发布东北豆粕现货详情，七家主流油厂 43%豆粕报价升至 3210—3370 元/吨，均较前一交易日上涨 20 元/吨。", "东北现货同步上调抬升区域现货成本锚，短线对 SOYMEAL_ETF 形成偏多现货信号。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 26 日东北七家油厂报价或涨跌值。", "东北后续现货报价回落并抹去本次 20 元/吨涨幅。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082610/64D3C167EC2335C4_abc.html](https://ncp.m.mysteel.com/a/26082610/64D3C167EC2335C4_abc.html)](https://m.mysteel.com/a/26082610/64D3C167EC2335C4_abc.html](https://ncp.m.mysteel.com/a/26082610/64D3C167EC2335C4_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260826-sichuan-spot-up", "title": "四川三家 43%豆粕均报 3230 元，涨 10 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-26T02:08:00Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 1, "confidence": 96, "horizon": "days", "raw_facts": { "report_date": "2026-08-26", "region": "四川", "protein_percent": 43, "plants": [ {"plant": "成都中储粮", "price_yuan_per_ton": 3230, "change_yuan_per_ton": 10}, {"plant": "广汉益海", "price_yuan_per_ton": 3230, "change_yuan_per_ton": 10}, {"plant": "彭山中粮", "price_yuan_per_ton": 3230, "change_yuan_per_ton": 10} ], "comparison": "页面披露 2026 年 8 月 26 日四川市场 43%豆粕现货价格上调：成都中储粮、广汉益海及彭山中粮报价均为 3230 元/吨，较此前均上涨 10 元/吨。" }, "transmission_chain": [ "我的钢铁网北京时间 8 月 26 日 10:08 发布四川豆粕现货详情，三家主流油厂 43%豆粕统一报 3230 元/吨并上涨 10 元/吨。", "西南内陆现货报价同步上调强化区域成本支撑，短线对 SOYMEAL_ETF 形成偏多现货信号。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 26 日四川三家油厂报价或涨跌值。", "四川后续现货报价回落并抹去本次 10 元/吨涨幅。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082610/37901C05A15C4899_abc.html](https://ncp.m.mysteel.com/a/26082610/37901C05A15C4899_abc.html)](https://m.mysteel.com/a/26082610/37901C05A15C4899_abc.html](https://ncp.m.mysteel.com/a/26082610/37901C05A15C4899_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260826-chongqing-spot-up", "title": "重庆两家 43%豆粕 3150—3180 元，各涨 10 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-26T02:08:00Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 1, "confidence": 96, "horizon": "days", "raw_facts": { "report_date": "2026-08-26", "region": "重庆", "protein_percent": 43, "plants": [ {"plant": "江津益海", "price_yuan_per_ton": 3180, "change_yuan_per_ton": 10}, {"plant": "重庆一德", "price_yuan_per_ton": 3150, "change_yuan_per_ton": 10} ], "price_range_yuan_per_ton": [3150, 3180], "change_yuan_per_ton": 10, "comparison": "页面披露 2026 年 8 月 26 日重庆市场 43%豆粕现货价格上调：江津益海报 3180 元/吨，上涨 10 元；重庆一德报 3150 元/吨，上涨 10 元。" }, "transmission_chain": [ "我的钢铁网北京时间 8 月 26 日 10:08 发布重庆豆粕现货详情，江津益海与重庆一德 43%豆粕分别报 3180 元/吨和 3150 元/吨，各上涨 10 元/吨。", "川渝现货同步上调抬升西南饲料蛋白成本，短线对 SOYMEAL_ETF 形成偏多现货信号。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 26 日重庆两家油厂报价或涨跌值。", "重庆后续现货报价回落并抹去本次 10 元/吨涨幅。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082610/7EE768BF5FFF0ED8_abc.html](https://ncp.m.mysteel.com/a/26082610/7EE768BF5FFF0ED8_abc.html)](https://m.mysteel.com/a/26082610/7EE768BF5FFF0ED8_abc.html](https://ncp.m.mysteel.com/a/26082610/7EE768BF5FFF0ED8_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260826-qingdao-bohai-spot-up", "title": "青岛渤海 43%豆粕报 3160 元，涨 30 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-26T02:18:00Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 2, "confidence": 96, "horizon": "days", "raw_facts": { "report_date": "2026-08-26", "region": "青岛", "plant": "青岛渤海", "protein_percent": 43, "price_yuan_per_ton": 3160, "change_yuan_per_ton": 30, "protein_46_premium_yuan_per_ton": 140, "supply_note": "限量供应", "comparison": "页面披露 2026 年 8 月 26 日青岛渤海油厂 43%豆粕现货报价为 3160 元/吨，限量供应，较前一日上涨 30 元/吨；46 蛋白豆粕加价 140 元/吨。" }, "transmission_chain": [ "我的钢铁网北京时间 8 月 26 日 10:18 发布青岛渤海豆粕现货详情，43%蛋白现货报 3160 元/吨并较前一日上涨 30 元/吨，限量供应。", "山东港口单厂现货单日上调 30 元/吨强化沿海现货坚挺预期，短线对 SOYMEAL_ETF 形成偏多现货信号。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 26 日青岛渤海报价或涨跌值。", "青岛渤海后续现货报价回落并抹去本次 30 元/吨涨幅。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082610/8C61355EA1669E00_abc.html](https://ncp.m.mysteel.com/a/26082610/8C61355EA1669E00_abc.html)](https://m.mysteel.com/a/26082610/8C61355EA1669E00_abc.html](https://ncp.m.mysteel.com/a/26082610/8C61355EA1669E00_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260826-shanghai-dongchen-spot-up", "title": "上海东辰 43%豆粕 70 公斤包 3090—3120 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-26T02:49:00Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 1, "confidence": 90, "horizon": "days", "raw_facts": { "report_date": "2026-08-26", "region": "上海", "plant": "上海东辰", "protein_percent": 43, "protein_tolerance": "±0.5%", "pack_quotes": [ { "pack_spec": "70 公斤定量包", "price_range_yuan_per_ton": [3090, 3120] }, { "pack_spec": "50 公斤定量包", "price_range_yuan_per_ton": [3100, 3130] } ], "pickup_window": "2026-08-31 至 2026-09-11", "quote_valid_until_local": "当日 14:50 前", "supply_note": "限量供应，随盘调价", "comparison": "页面披露 2026 年 8 月 26 日上海东辰油厂豆粕现货报价上涨：43±0.5%蛋白 70 公斤定量包出厂价 3090—3120 元/吨，50 公斤定量包 3100—3130 元/吨；提货期为 2026 年 8 月 31 日至 9 月 11 日，需均衡提完；报价当日 14:50 前有效，限量供应，随盘调价。页面未披露较前一日涨跌金额。" }, "transmission_chain": [ "我的钢铁网北京时间 8 月 26 日 10:49 发布上海东辰豆粕现货详情，43%蛋白定量包出厂价报 3090—3130 元/吨区间，页面表述为报价上涨。", "华东单厂出厂价上调与沿海现货回升方向一致，短线对 SOYMEAL_ETF 形成偏多现货信号。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 26 日上海东辰报价区间或删除上涨表述。", "上海东辰后续出厂报价回落至本次区间下方。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082610/B24CA626FBA8D67A_abc.html](https://ncp.m.mysteel.com/a/26082610/B24CA626FBA8D67A_abc.html)](https://m.mysteel.com/a/26082610/B24CA626FBA8D67A_abc.html](https://ncp.m.mysteel.com/a/26082610/B24CA626FBA8D67A_abc.html))" ], "source_tier": "B" } ]