2026-09-09 13:00|有色金属事件流(4条)

2026-09-09 13:00|有色金属事件流(4条)

覆盖北京时间2026-09-09 11:00—13:00,纳入4条SMM华北与广东铜现货升贴水及价格变化。

[
  {
    "event_id": "smm-huabei-20260909-cu-basis",
    "event_type": "spot_basis",
    "asset_keys": ["NONFERROUS"],
    "title": "华北1#电解铜均价贴水45元/吨,较上日扩大25元",
    "event_time_quality": "exact",
    "event_time_utc": "2026-09-09T03:26:00Z",
    "published_at_utc": "2026-09-09T03:26:00Z",
    "direction_score": {"NONFERROUS": -1},
    "confidence": 75,
    "horizon": "intraday",
    "raw_facts": {
      "coverage_window_beijing": "2026-09-09 11:00-13:00",
      "source_publication_beijing": "2026-09-09 11:26",
      "event_time_basis": "事件时间取SMM原生详情页发布时间;报价具体采集时刻未披露",
      "market": "华北",
      "metric": "SMM 1#电解铜现货对当月合约升贴水",
      "specification": "1#电解铜",
      "basis_quote_range_yuan_per_tonne": "贴水90-平水",
      "average_basis_yuan_per_tonne": -45,
      "average_basis_change_vs_previous_trading_day_yuan_per_tonne": -25,
      "source_wording": "均价贴水45元/吨,较上一交易日减少25元/吨",
      "interpretation_of_basis_change": "基差数值减少25元/吨,平均贴水幅度扩大25元/吨",
      "unit": "元/吨",
      "comparison_basis_basis": "升贴水较上一交易日;报价锚定当月合约",
      "direction_basis": "基差变化方向,不代表现货绝对价格方向",
      "deduplication_scope": "独立记录基差指标;同一报道中的成交均价另列事件"
    },
    "transmission_chain": "华北1#电解铜对当月合约的平均贴水幅度扩大25元/吨→现货相对当月盘面偏弱→华北铜近月基差对沪铜价格的支撑减弱",
    "invalidation_conditions": "从本条发布时间至当日收盘,SMM修订华北现货升贴水,或后续同口径报价收窄贴水并回到平水以上",
    "source_urls": [
      "https://hq.smm.cn/copper/content/104105202"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "smm-huabei-20260909-cu-spot-price",
    "event_type": "spot_basis",
    "asset_keys": ["NONFERROUS"],
    "title": "华北1#电解铜成交均价111375元/吨,较上一交易日增305元",
    "event_time_quality": "exact",
    "event_time_utc": "2026-09-09T03:26:00Z",
    "published_at_utc": "2026-09-09T03:26:00Z",
    "direction_score": {"NONFERROUS": 1},
    "confidence": 75,
    "horizon": "intraday",
    "raw_facts": {
      "coverage_window_beijing": "2026-09-09 11:00-13:00",
      "source_publication_beijing": "2026-09-09 11:26",
      "event_time_basis": "事件时间取SMM原生详情页发布时间;成交均价具体采集时刻未披露",
      "market": "华北",
      "metric": "SMM 1#电解铜含税现货成交均价",
      "specification": "1#电解铜",
      "transaction_average_yuan_per_tonne": 111375,
      "transaction_average_change_vs_previous_trading_day_yuan_per_tonne": 305,
      "basis_to_current_month_contract_yuan_per_tonne": -45,
      "basis_change_vs_previous_trading_day_yuan_per_tonne": -25,
      "unit": "元/吨",
      "comparison_basis_transaction_average": "成交均价较上一交易日",
      "comparison_basis_basis": "升贴水为当日对当月合约口径",
      "direction_basis": "现货绝对价格变化方向,不代表基差方向",
      "deduplication_scope": "独立记录成交均价指标;同一报道中的基差另列事件"
    },
    "transmission_chain": "华北1#电解铜成交均价较上一交易日上涨305元/吨→现货绝对价格抬升但当月合约贴水仍为45元/吨→高价下华北现货成交与近月基差交易的承接强度需要继续观察",
    "invalidation_conditions": "从本条发布时间至当日收盘,SMM修订111375元/吨或305元/吨涨幅,或后续同口径成交均价回落并改变本期价格方向",
    "source_urls": [
      "https://hq.smm.cn/copper/content/104105202"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "smm-guangdong-20260909-cu-basis",
    "event_type": "spot_basis",
    "asset_keys": ["NONFERROUS"],
    "title": "广东好铜/平水铜/湿法铜升水250/150/90元,均较上日持平",
    "event_time_quality": "exact",
    "event_time_utc": "2026-09-09T04:00:00Z",
    "published_at_utc": "2026-09-09T04:00:00Z",
    "direction_score": {"NONFERROUS": 0},
    "confidence": 80,
    "horizon": "intraday",
    "raw_facts": {
      "coverage_window_beijing": "2026-09-09 11:00-13:00",
      "source_publication_beijing": "2026-09-09 12:00",
      "event_time_basis": "事件时间取SMM午评原生页面发布时间;升贴水具体采集时刻未披露",
      "market": "广东",
      "metric": "SMM 1#电解铜现货对当月合约升贴水",
      "specification": "好铜、平水铜、湿法铜三类1#电解铜现货",
      "good_copper_basis_yuan_per_tonne": 250,
      "par_copper_basis_yuan_per_tonne": 150,
      "hydrometallurgical_copper_basis_yuan_per_tonne": 90,
      "basis_change_vs_previous_trading_day": "三类均持平",
      "unit": "元/吨",
      "market_state": "SMM午评定性描述:前两日库存累积后,当日到货量明显下降,广东库存重新下降;原文未披露对应库存数量与日期",
      "comparison_basis": "好铜、平水铜和湿法铜升贴水均较上一交易日",
      "direction_basis": "升贴水变化方向;三类均持平",
      "deduplication_scope": "独立记录三类现货升贴水指标;同一午评中的现货均价另列事件"
    },
    "transmission_chain": "广东当日到货量下降且库存重新下降→好铜、平水铜和湿法铜升水分别维持250、150和90元/吨→区域铜现货紧张度暂时支撑广东铜现货价格",
    "invalidation_conditions": "从本条发布时间至当日收盘,SMM修订三类升贴水或库存方向,或后续同口径升水明显回落并伴随到货和库存重新增加",
    "source_urls": [
      "https://news.smm.cn/news/104105352"
    ],
    "source_tier": "B"
  },
  {
    "event_id": "smm-guangdong-20260909-cu-spot-price",
    "event_type": "spot_basis",
    "asset_keys": ["NONFERROUS"],
    "title": "广东1#电解铜均价111660元/吨,较上一交易日涨350元",
    "event_time_quality": "exact",
    "event_time_utc": "2026-09-09T04:00:00Z",
    "published_at_utc": "2026-09-09T04:00:00Z",
    "direction_score": {"NONFERROUS": 1},
    "confidence": 80,
    "horizon": "intraday",
    "raw_facts": {
      "coverage_window_beijing": "2026-09-09 11:00-13:00",
      "source_publication_beijing": "2026-09-09 12:00",
      "event_time_basis": "事件时间取SMM午评原生页面发布时间;现货均价具体采集时刻未披露",
      "market": "广东",
      "metric": "SMM 1#电解铜含税现货价格及湿法铜对照",
      "specification": "1#电解铜(另列湿法铜对照)",
      "spot_average_yuan_per_tonne": 111660,
      "spot_average_change_vs_previous_trading_day_yuan_per_tonne": 350,
      "hydrometallurgical_copper_average_yuan_per_tonne": 111550,
      "hydrometallurgical_copper_average_change_vs_previous_trading_day_yuan_per_tonne": 350,
      "basis_reference_yuan_per_tonne": {
        "good_copper": 250,
        "par_copper": 150,
        "hydrometallurgical_copper": 90
      },
      "unit": "元/吨",
      "comparison_basis_spot_average": "1#电解铜及湿法铜现货均价较上一交易日",
      "comparison_basis_basis": "升贴水为当日对当月合约口径",
      "direction_basis": "现货绝对价格变化方向,不代表升贴水方向",
      "deduplication_scope": "独立记录1#电解铜现货均价;湿法铜均价为同口径对照值"
    },
    "transmission_chain": "广东1#电解铜和湿法铜均价均较上一交易日上涨350元/吨,同时三类升水维持不变→广东铜现货价格上行与盘面及区域到货变化同步→广东铜现货对沪铜价格提供短线支撑",
    "invalidation_conditions": "从本条发布时间至当日收盘,SMM修订广东现货均价或涨幅,或后续同口径现货价格回落且三类升水转弱",
    "source_urls": [
      "https://news.smm.cn/news/104105352"
    ],
    "source_tier": "B"
  }
]

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