
8月31日13时:华南、西南豆粕现货上调,远期基差持稳
北京时间11:00至13:00,广东、湛江、四川、重庆、广西现货报价上调,华东邦基与张家港达孚远期基差报价稳定。
[
{
"event_id": "mysteel-cn-20260831-eastchina-basis-stable",
"title": "华东邦基豆粕远期基差报价稳定",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-31T03:09:00Z",
"event_type": "spot_basis",
"asset_keys": ["SOYMEAL_ETF"],
"direction_score": 0,
"confidence": 91,
"horizon": "weeks",
"raw_facts": {
"统计日": "2026-08-31",
"油厂": "华东邦基",
"9 月合约": "M2701-40 元/吨",
"10 月至次年 1 月合约": "M2701+30 元/吨",
"2027 年 5 月至 7 月合约": "M2705+20 元/吨",
"报价变化": "保持稳定"
},
"transmission_chain": [
"华东邦基近月、跨年和 2027 年 5 月至 7 月的豆粕远期基差均已给出,页面记录为稳定",
"远期基差暂未给出新的升贴水变化,豆粕 ETF 短线方向保持中性"
],
"invalidation_conditions": [
"后续华东邦基详情显示上述合约基差发生调整",
"华东现货价格和成交数据出现与稳定基差相反的连续变化"
],
"source_urls": [
"[https://ncp.[m.mysteel.com/a/26083111/B7F960DF6717CDC7_abc.html](https://ncp.m.mysteel.com/a/26083111/B7F960DF6717CDC7_abc.html)](https://m.mysteel.com/a/26083111/B7F960DF6717CDC7_abc.html](https://ncp.m.mysteel.com/a/26083111/B7F960DF6717CDC7_abc.html))"
],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260831-zhanjiang-spot-up",
"title": "湛江渤海 43%豆粕报 3230 元/吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-31T03:10:00Z",
"event_type": "spot_basis",
"asset_keys": ["SOYMEAL_ETF"],
"direction_score": 1,
"confidence": 85,
"horizon": "days",
"raw_facts": {
"统计日": "2026-08-31",
"油厂": "广东湛江渤海",
"43%蛋白豆粕": "3230 元/吨",
"46%蛋白豆粕加价": "130 元/吨",
"价格变化": "小幅上调"
},
"transmission_chain": [
"湛江渤海 43%豆粕出厂价为 3230 元/吨,46%蛋白在 43%基础上加价 130 元/吨",
"当地油厂上调出厂价为华南现货提供边际支撑,豆粕 ETF 方向评分轻度偏正"
],
"invalidation_conditions": [
"后续湛江渤海报价回落",
"华南其他油厂报价下调并覆盖本次上调信号"
],
"source_urls": [
"[https://ncp.[m.mysteel.com/a/26083111/5D8EC8E0FDE8756E_abc.html](https://ncp.m.mysteel.com/a/26083111/5D8EC8E0FDE8756E_abc.html)](https://m.mysteel.com/a/26083111/5D8EC8E0FDE8756E_abc.html](https://ncp.m.mysteel.com/a/26083111/5D8EC8E0FDE8756E_abc.html))"
],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260831-sichuan-spot-up",
"title": "四川三家 43%豆粕报价均涨 10 元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-31T03:14:00Z",
"event_type": "spot_basis",
"asset_keys": ["SOYMEAL_ETF"],
"direction_score": 2,
"confidence": 92,
"horizon": "days",
"raw_facts": {
"统计日": "2026-08-31",
"蛋白规格": "43%豆粕",
"成都中储粮": "3360 元/吨,较此前上涨 10 元/吨",
"广汉益海": "3360 元/吨,较此前上涨 10 元/吨",
"彭山中粮": "3360 元/吨,较此前上涨 10 元/吨"
},
"transmission_chain": [
"成都中储粮、广汉益海和彭山中粮的 43%豆粕报价均为 3360 元/吨,均较此前上涨 10 元/吨",
"四川三家油厂同向提价使西南现货信号偏强,豆粕 ETF 短线方向评分偏正"
],
"invalidation_conditions": [
"后续四川油厂报价回落",
"四川现货成交转弱且其他西南油厂停止跟涨"
],
"source_urls": [
"[https://ncp.[m.mysteel.com/a/26083111/F7B4ED5001E411A6_abc.html](https://ncp.m.mysteel.com/a/26083111/F7B4ED5001E411A6_abc.html)](https://m.mysteel.com/a/26083111/F7B4ED5001E411A6_abc.html](https://ncp.m.mysteel.com/a/26083111/F7B4ED5001E411A6_abc.html))"
],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260831-chongqing-spot-up",
"title": "重庆两家 43%豆粕报价均涨 10 元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-31T03:15:00Z",
"event_type": "spot_basis",
"asset_keys": ["SOYMEAL_ETF"],
"direction_score": 2,
"confidence": 93,
"horizon": "days",
"raw_facts": {
"统计日": "2026-08-31",
"蛋白规格": "43%豆粕",
"江津益海": "3310 元/吨,上涨 10 元/吨",
"重庆一德": "3270 元/吨,上涨 10 元/吨"
},
"transmission_chain": [
"江津益海 43%豆粕报 3310 元/吨、重庆一德报 3270 元/吨,两家均较前一日上涨 10 元/吨",
"重庆现货同步上调强化西南区域现货支撑,豆粕 ETF 短线方向评分偏正"
],
"invalidation_conditions": [
"后续重庆两家油厂报价回落",
"西南区域其他报价转为下调并伴随成交收缩"
],
"source_urls": [
"[https://ncp.[m.mysteel.com/a/26083111/95F84BF4DBB45946_abc.html](https://ncp.m.mysteel.com/a/26083111/95F84BF4DBB45946_abc.html)](https://m.mysteel.com/a/26083111/95F84BF4DBB45946_abc.html](https://ncp.m.mysteel.com/a/26083111/95F84BF4DBB45946_abc.html))"
],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260831-guangxi-spot-up",
"title": "广西豆粕现货价格上涨 10 元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-31T03:17:00Z",
"event_type": "spot_basis",
"asset_keys": ["SOYMEAL_ETF"],
"direction_score": 1,
"confidence": 78,
"horizon": "days",
"raw_facts": {
"统计日": "2026-08-31",
"市场": "广西",
"现货价格变化": "上涨 10 元/吨",
"绝对报价": "页面摘要未披露"
},
"transmission_chain": [
"广西市场豆粕现货价格较此前上涨 10 元/吨,详情页未披露绝对报价",
"已确认的区域提价为豆粕现货提供轻度支撑,但缺少绝对价使信号强度受限"
],
"invalidation_conditions": [
"后续广西详情显示本次上涨被回调",
"广西其他油厂报价转为持平或下调"
],
"source_urls": [
"[https://ncp.[m.mysteel.com/a/26083111/3995CA2402DB3560_abc.html](https://ncp.m.mysteel.com/a/26083111/3995CA2402DB3560_abc.html)](https://m.mysteel.com/a/26083111/3995CA2402DB3560_abc.html](https://ncp.m.mysteel.com/a/26083111/3995CA2402DB3560_abc.html))"
],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260831-zhangjiagang-basis-stable",
"title": "张家港达孚豆粕远期基差报价稳定",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-31T03:27:00Z",
"event_type": "spot_basis",
"asset_keys": ["SOYMEAL_ETF"],
"direction_score": 0,
"confidence": 93,
"horizon": "weeks",
"raw_facts": {
"统计日": "2026-08-31",
"油厂": "张家港达孚",
"9 月 3 日至 9 月 15 日提货": "执行 2701 合约-100 元/吨",
"9 月提货": "执行 2701 合约-50 元/吨",
"10 月至次年 1 月提货": "执行 2701 合约+10 元/吨,限量供应",
"2027 年 5 月至 7 月提货": "执行 2705 合约平价",
"报价变化": "整体稳定"
},
"transmission_chain": [
"张家港达孚不同提货窗口的 2701 和 2705 远期基差条款保持稳定",
"远期基差没有新增变动,豆粕 ETF 短线方向保持中性"
],
"invalidation_conditions": [
"后续张家港达孚调整 2701 或 2705 合约基差",
"张家港现货价格出现连续下调并改变远期报价结构"
],
"source_urls": [
"[https://ncp.[m.mysteel.com/a/26083111/9F933AFF3853A77F_abc.html](https://ncp.m.mysteel.com/a/26083111/9F933AFF3853A77F_abc.html)](https://m.mysteel.com/a/26083111/9F933AFF3853A77F_abc.html](https://ncp.m.mysteel.com/a/26083111/9F933AFF3853A77F_abc.html))"
],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260831-guangdong-spot-up",
"title": "广东三家 43%豆粕报价均涨 40 元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-31T03:39:00Z",
"event_type": "spot_basis",
"asset_keys": ["SOYMEAL_ETF"],
"direction_score": 2,
"confidence": 94,
"horizon": "days",
"raw_facts": {
"统计日": "2026-08-31",
"蛋白规格": "43%豆粕",
"东莞嘉吉": "3230 元/吨,较此前上涨 40 元/吨",
"东莞中储粮": "3230 元/吨,较此前上涨 40 元/吨",
"东莞达孚": "3230 元/吨,较此前上涨 40 元/吨"
},
"transmission_chain": [
"东莞嘉吉、东莞中储粮和东莞达孚的 43%豆粕报价均为 3230 元/吨,均较此前上涨 40 元/吨",
"广东三家油厂同向提价为华南现货提供较强边际支撑,豆粕 ETF 短线方向评分偏正"
],
"invalidation_conditions": [
"后续广东油厂报价回落",
"华南现货成交转弱且其他区域报价停止跟涨"
],
"source_urls": [
"[https://ncp.[m.mysteel.com/a/26083111/FABDCCC5254CC9B9_abc.html](https://ncp.m.mysteel.com/a/26083111/FABDCCC5254CC9B9_abc.html)](https://m.mysteel.com/a/26083111/FABDCCC5254CC9B9_abc.html](https://ncp.m.mysteel.com/a/26083111/FABDCCC5254CC9B9_abc.html))"
],
"source_tier": "B"
}
]
This story was produced automatically by a channel. One sentence is all it takes for Neodrop to keep producing for you.
