2026-08-14 11:00｜有色金属事件流（9条）
前一交易日15:00至当日11:00补偿窗口收录美国PPI、LME官方价、Alunorte氧化铝复产、央行OMO、国家统计局旬度价格及铜铝升贴水等9条事件。
[
{
"event_id": "bls-us-20260813-ppi-july",
"title": "美国7月PPI环比持平、同比上涨4.7%",
"event_time_utc": "2026-08-13T12:30:00Z",
"event_time_quality": "exact",
"published_at_utc": "2026-08-13T12:30:00Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://www.bls.gov/news.release/archives/ppi_08132026.htm",
"https://www.bls.gov/schedule/news_release/ppi.htm"
],
"source_tier": "A",
"event_type": "macro_release",
"direction_score": {
"NONFERROUS": 0
},
"confidence": 98,
"horizon": "days",
"raw_facts": [
"2026年7月美国最终需求PPI经季调环比为0.0%，6月修正值为-0.1%",
"最终需求PPI未季调同比上涨4.7%",
"最终需求商品价格环比下降0.7%，最终需求服务价格环比上涨0.2%",
"有色金属矿石和一级非有色金属价格下降，铝基废料价格上涨5.8%"
],
"transmission_chain": "美国PPI同比上涨4.7%且有色金属分项走弱→通胀利率信号与金属出厂价信号分化→美元、实际利率及有色企业利润预期共同影响有色金属定价",
"invalidation_conditions": "BLS后续修正7月数据，或后续CPI、就业和美联储表态显著改变利率路径"
},
{
"event_id": "lme-global-20260813-official-prices",
"title": "LME六种基本金属8月13日官方价更新",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-13T12:25:00Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://www.lme.com/market-data/reports-and-data/lme-official-prices",
"https://www.lme.com/market-data/lme-reference-prices/lme-official-price",
"https://www.lme.com/market-data/reports-and-data/publication-schedule"
],
"source_tier": "A",
"event_type": "macro_release",
"direction_score": {
"NONFERROUS": 0
},
"confidence": 92,
"horizon": "days",
"raw_facts": [
"数据有效日为2026年8月13日，单位为美元/吨；published_at_utc采用LME官方发布窗口12:20至13:25伦敦时间的截止时刻换算值",
"铜Cash买价14284.00、卖价14285.00、中点14284.50；3个月买价14080.00、卖价14082.00、中点14081.00",
"铝Cash买价3278.00、卖价3279.00、中点3278.50；3个月买价3274.00、卖价3275.00、中点3274.50",
"锌Cash买价3805.00、卖价3806.00、中点3805.50；3个月买价3727.00、卖价3727.50、中点3727.25",
"镍Cash买价16680.00、卖价16690.00、中点16685.00；3个月买价16830.00、卖价16850.00、中点16840.00",
"铅Cash买价1855.00、卖价1856.00、中点1855.50；3个月买价1899.00、卖价1901.00、中点1900.00",
"锡Cash买价56100.00、卖价56150.00、中点56125.00；3个月买价56250.00、卖价56300.00、中点56275.00"
],
"transmission_chain": "LME官方现金与3个月价格更新→全球现货和长单定价基准变化→沪市有色期货、现货升贴水及有色企业库存估值调整",
"invalidation_conditions": "LME下一交易日官方价覆盖本次报价，或LME修正8月13日数据"
},
{
"event_id": "dol-us-20260813-initial-claims",
"title": "美国周度初请失业金增至20.9万",
"event_time_utc": "2026-08-13T12:30:00Z",
"event_time_quality": "exact",
"published_at_utc": "2026-08-13T12:30:00Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://www.dol.gov/newsroom/releases/eta/eta20260813",
"https://www.dol.gov/newsroom/releases/eta"
],
"source_tier": "A",
"event_type": "macro_release",
"direction_score": {
"NONFERROUS": 1
},
"confidence": 98,
"horizon": "days",
"raw_facts": [
"截至2026年8月8日当周，美国季调初请失业金人数为209000人，较前一周修正值增加9000人",
"前一周初请值由199000人上修至200000人",
"截至2026年8月1日当周，季调续请失业金人数为1777000人，减少22000人",
"初请四周移动平均为199000人，季调投保失业率为1.2%"
],
"transmission_chain": "美国初请失业金人数增加→劳动力市场边际放缓、宽松预期上升→美元和实际利率承压→有色金属金融属性获得支撑",
"invalidation_conditions": "下周初请数据回落或被下修，或美联储表态抵消宽松预期"
},
{
"event_id": "hydro-br-20260813-alunorte-restart",
"title": "Hydro旗下Alunorte氧化铝厂恢复满负荷生产",
"event_time_utc": "2026-08-13T18:00:38Z",
"event_time_quality": "exact",
"published_at_utc": "2026-08-13T18:00:38Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://www.hydro.com/en/global/media/news/2026/alunorte-ramps-up-alumina-production/"
],
"source_tier": "A",
"event_type": "supply_demand",
"direction_score": {
"NONFERROUS": -1
},
"confidence": 97,
"horizon": "weeks",
"raw_facts": [
"Alunorte氧化铝产量已开始提升并恢复至满负荷生产",
"减产期间损失产量估计为100000至120000吨",
"减产及高价购气对Hydro铝土矿与氧化铝板块2026年第三季度的潜在财务影响为7500万至1亿美元",
"复产依据是巴西ANP批准Alunorte自营进口天然气，且公司与CELBA达成临时终端接入协议"
],
"transmission_chain": "Alunorte恢复满负荷生产→氧化铝供应回升→氧化铝现货供应压力增加并压低电解铝成本→铝产业链价格与利润重新分配",
"invalidation_conditions": "天然气供应再次中断、临时接入协议失效，或工厂未能维持满负荷生产"
},
{
"event_id": "pbc-cn-20260814-omo-157",
"title": "央行开展3490亿元隔夜逆回购",
"event_time_utc": "2026-08-14T01:20:30Z",
"event_time_quality": "exact",
"published_at_utc": "2026-08-14T01:20:30Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"http://www.pbc.gov.cn/zhengcehuobisi/125207/125213/125431/125475/2026081409033914683/index.html"
],
"source_tier": "A",
"event_type": "macro_release",
"direction_score": {
"NONFERROUS": 1
},
"confidence": 99,
"horizon": "intraday",
"raw_facts": [
"中国人民银行公开市场业务交易公告〔2026〕第157号于2026年8月14日发布",
"当日7天期逆回购投标量和中标量均为0亿元",
"当日开展3490亿元隔夜逆回购操作"
],
"transmission_chain": "央行开展3490亿元隔夜逆回购→银行间短期流动性获得支持→资金利率和风险偏好变化→有色商品与ETF估值受影响",
"invalidation_conditions": "后续公开市场操作转为明显回笼，或银行间资金利率大幅上行"
},
{
"event_id": "nbs-cn-20260814-nonferrous-prices",
"title": "8月上旬电解铜铝锌价格上涨、铅价下跌",
"event_time_utc": "2026-08-14T01:30:00Z",
"event_time_quality": "exact",
"published_at_utc": "2026-08-14T01:30:00Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://www.stats.gov.cn/sj/zxfb/202608/t20260813_1965025.html",
"https://www.stats.gov.cn/sj/fbrc/"
],
"source_tier": "A",
"event_type": "macro_release",
"direction_score": {
"NONFERROUS": 1
},
"confidence": 99,
"horizon": "days",
"raw_facts": [
"2026年8月上旬电解铜1#价格为107498.3元/吨，较7月下旬上涨1803.9元/吨，涨幅1.7%",
"铝锭A00价格为23773.3元/吨，上涨503.3元/吨，涨幅2.2%",
"锌锭0#价格为25374.2元/吨，上涨722.9元/吨，涨幅2.9%",
"铅锭1#价格为15462.5元/吨，下跌106.3元/吨，跌幅0.7%",
"全国流通领域9大类50种重要生产资料中，12种价格上涨、31种下降、7种持平"
],
"transmission_chain": "国家统计局旬度价格显示铜铝锌上涨→国内有色现货价格重心上移→期现基差与生产企业收入预期变化→有色金属ETF定价获得支撑",
"invalidation_conditions": "国家统计局修正本期数据，或8月中旬同口径价格转为普遍下跌"
},
{
"event_id": "mysteel-gd-20260814-cu-basis-0940",
"title": "广东铁峰PC与云锡铜均贴水100元/吨",
"event_time_utc": "2026-08-14T01:42:13Z",
"event_time_quality": "exact",
"published_at_utc": "2026-08-14T01:42:13Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://youse.m.mysteel.com/a/26081409/1679469FA4498205_abc.html"
],
"source_tier": "B",
"event_type": "spot_basis",
"direction_score": {
"NONFERROUS": -1
},
"confidence": 82,
"horizon": "intraday",
"raw_facts": [
"Mysteel广东市场电解铜现货升贴水表中，9:40时段铁峰PC报价为贴水100元/吨",
"同一时段云锡报价为贴水100元/吨",
"其余品牌及10:10、11:00时段单元格均标为※，未提供可核验报价"
],
"transmission_chain": "广东两类电解铜品牌早盘贴水100元/吨→现货相对期货偏弱→区域现货供需偏松信号增强→铜近月价格承压",
"invalidation_conditions": "10:10或11:00后续报价明显收窄、转为升水，或Mysteel修正9:40报价"
},
{
"event_id": "mysteel-sh-20260814-cu-basis-0925",
"title": "上海部分电解铜早盘贴水200至360元/吨",
"event_time_utc": "2026-08-14T01:28:36Z",
"event_time_quality": "exact",
"published_at_utc": "2026-08-14T01:28:36Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://youse.m.mysteel.com/a/26081409/C7B420ECBA4E15C9_abc.html"
],
"source_tier": "B",
"event_type": "spot_basis",
"direction_score": {
"NONFERROUS": -1
},
"confidence": 84,
"horizon": "intraday",
"raw_facts": [
"Mysteel上海市场电解铜现货升贴水表中，9:25时段金冠报价为贴水200元/吨",
"金川ISA永昌报价为贴水300元/吨",
"非注册电解铜报价区间为贴水360至350元/吨",
"其余品牌及9:50、10:15、10:50、11:15时段单元格均标为※，未提供可核验报价"
],
"transmission_chain": "上海部分电解铜品牌及非注册货源深度贴水→沪铜现货基差走弱→交割前现货承压→铜近月价格预期下行",
"invalidation_conditions": "后续时段报价显著收窄或转为升水，或Mysteel汇总报价显示不同区间"
},
{
"event_id": "mysteel-cn-20260814-al-basis-1020",
"title": "全国A00铝升水30元、中原贴水80元/吨",
"event_time_utc": "2026-08-14T02:20:00Z",
"event_time_quality": "exact",
"published_at_utc": "2026-08-14T02:20:00Z",
"asset_keys": [
"NONFERROUS"
],
"source_urls": [
"https://m.mysteel.com/ssgc/djl/9555294.html"
],
"source_tier": "B",
"event_type": "spot_basis",
"direction_score": {
"NONFERROUS": 0
},
"confidence": 86,
"horizon": "intraday",
"raw_facts": [
"Mysteel国内电解铝A00升贴水栏列示全国升水30元/吨，升贴水涨跌为+15元/吨",
"华南A00升水80元/吨，升贴水涨跌为-5元/吨",
"中原A00贴水80元/吨，升贴水涨跌为+25元/吨",
"页面未标注升贴水对应的基准合约与税口径"
],
"transmission_chain": "全国及华南铝锭升水、中原仍贴水→地区供需松紧分化→铝现货基差结构分化→沪铝近月方向信号中性",
"invalidation_conditions": "后续同日分地区报价方向反转，或Mysteel补充的基准口径与当前理解不一致"
}
]This story was produced automatically by a channel. One sentence is all it takes for Neodrop to keep producing for you.
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