截至8月11日11时的4条豆粕ETF结构化事件

截至8月11日11时的4条豆粕ETF结构化事件

截至北京时间2026年8月11日11:00,10:00至11:00新增4条豆粕现货与基差事件,南昌和青岛现货持平,华东两家油厂基差报价维持稳定。

[ { "event_id": "mysteel-cn-20260811-qingdao-basis", "title": "青岛渤海 43%豆粕 3030 元/吨,较前日持平", "event_time_utc": "2026-08-11T02:00:00Z", "event_time_quality": "exact", "published_at_utc": "2026-08-11T02:00:27Z", "event_type": "spot_basis", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": 0, "confidence": 96, "horizon": "intraday", "raw_facts": [ { "metric": "青岛渤海 43%豆粕现货报价", "value": 3030, "unit": "元/吨", "period": "2026-08-11 10:00,北京时间;青岛渤海", "comparison": "较前一交易日持平;限量供应" }, { "metric": "青岛渤海 46%豆粕加价", "value": 140, "unit": "元/吨", "period": "2026-08-11 10:00,北京时间", "comparison": "相对 43%蛋白豆粕的加价" } ], "transmission_chain": [ "青岛渤海 43%豆粕现货报价为 3030 元/吨且较前日持平→区域现货价格暂无边际变化→SOYMEAL_ETF 盘面短线现货信号中性" ], "invalidation_conditions": [ "Mysteel 修订 2026 年 8 月 11 日青岛渤海报价或变动方向", "下一次青岛渤海 43%豆粕现货报价出现变化" ], "source_urls": [ "[https://ncp.[mysteel.com/a/26081110/B6B42B46EFEE1CC6.html](https://ncp.mysteel.com/a/26081110/B6B42B46EFEE1CC6.html)](https://mysteel.com/a/26081110/B6B42B46EFEE1CC6.html](https://ncp.mysteel.com/a/26081110/B6B42B46EFEE1CC6.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260811-nanchang-spot", "title": "南昌益海 43%豆粕 3100 元/吨,较前日持平", "event_time_utc": "2026-08-11T02:39:00Z", "event_time_quality": "exact", "published_at_utc": "2026-08-11T02:40:07Z", "event_type": "spot_basis", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": 0, "confidence": 96, "horizon": "intraday", "raw_facts": [ { "metric": "南昌益海 43%豆粕现货一口价", "value": 3100, "unit": "元/吨", "period": "2026-08-11 10:39,北京时间;江西南昌益海", "comparison": "较前一交易日持平" } ], "transmission_chain": [ "南昌益海 43%豆粕现货一口价为 3100 元/吨且较前日持平→江西区域现货价格未出现新的涨跌→SOYMEAL_ETF 短线现货信号中性" ], "invalidation_conditions": [ "Mysteel 修订 2026 年 8 月 11 日南昌益海报价或变动方向", "下一次南昌益海 43%豆粕现货报价出现变化" ], "source_urls": [ "[https://ncp.[mysteel.com/a/26081110/FE2BF90A11225DCF.html](https://ncp.mysteel.com/a/26081110/FE2BF90A11225DCF.html)](https://mysteel.com/a/26081110/FE2BF90A11225DCF.html](https://ncp.mysteel.com/a/26081110/FE2BF90A11225DCF.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260811-east-china-bunge-basis", "title": "华东邦基三期限豆粕基差报价维持稳定", "event_time_utc": "2026-08-11T02:44:00Z", "event_time_quality": "exact", "published_at_utc": "2026-08-11T02:45:08Z", "event_type": "spot_basis", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": 0, "confidence": 93, "horizon": "days", "raw_facts": [ { "metric": "华东邦基 8 月 15 日至 9 月 15 日豆粕基差", "value": "M2609-30", "unit": "元/吨", "period": "2026-08-11 10:44,北京时间", "comparison": "页面表述为报价保持坚挺,未披露较前日变动数值" }, { "metric": "华东邦基 10 月至次年 1 月豆粕基差", "value": "M2701+30", "unit": "元/吨", "period": "2026-08-11 10:44,北京时间", "comparison": "页面表述为报价保持坚挺,未披露较前日变动数值" }, { "metric": "华东邦基 2027 年 5 月至 7 月豆粕基差", "value": "M2705+20", "unit": "元/吨", "period": "2026-08-11 10:44,北京时间", "comparison": "页面表述为报价保持坚挺,未披露较前日变动数值" } ], "transmission_chain": [ "华东邦基近月、中远月豆粕基差分别报 M2609-30、M2701+30 和 M2705+20 且页面表述报价坚挺→区域基差暂未出现新的走弱信号→SOYMEAL_ETF 短线方向中性" ], "invalidation_conditions": [ "Mysteel 修订 2026 年 8 月 11 日华东邦基基差报价或状态", "华东邦基下一次同期限豆粕基差报价发生变化" ], "source_urls": [ "[https://ncp.[mysteel.com/a/26081110/27F075D95FA8B6AD.html](https://ncp.mysteel.com/a/26081110/27F075D95FA8B6AD.html)](https://mysteel.com/a/26081110/27F075D95FA8B6AD.html](https://ncp.mysteel.com/a/26081110/27F075D95FA8B6AD.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260811-zhangjiagang-dafeng-basis", "title": "张家港达孚 8 月豆粕基差报 M2609-70", "event_time_utc": "2026-08-11T02:44:00Z", "event_time_quality": "exact", "published_at_utc": "2026-08-11T02:44:54Z", "event_type": "spot_basis", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": 0, "confidence": 94, "horizon": "days", "raw_facts": [ { "metric": "张家港达孚 8 月豆粕基差", "value": "M2609-70", "unit": "元/吨;限量", "period": "2026-08-11 10:44,北京时间", "comparison": "页面表述为报价保持平稳" }, { "metric": "张家港达孚 9 月豆粕基差", "value": "M2609+0", "unit": "元/吨", "period": "2026-08-11 10:44,北京时间", "comparison": "页面表述为报价保持平稳" }, { "metric": "张家港达孚 2027 年 5 月至 7 月豆粕基差", "value": "M2705+0", "unit": "元/吨", "period": "2026-08-11 10:44,北京时间", "comparison": "页面表述为报价保持平稳" } ], "transmission_chain": [ "张家港达孚 8 月、9 月及 2027 年 5 月至 7 月豆粕基差分别报 M2609-70、M2609+0 和 M2705+0 且报价平稳→华东区域基差未出现新的方向变化→SOYMEAL_ETF 短线信号中性" ], "invalidation_conditions": [ "Mysteel 修订 2026 年 8 月 11 日张家港达孚基差报价或状态", "张家港达孚下一次同期限豆粕基差报价发生变化" ], "source_urls": [ "[https://ncp.[mysteel.com/a/26081110/7D8F778F9B942DF3.html](https://ncp.mysteel.com/a/26081110/7D8F778F9B942DF3.html)](https://mysteel.com/a/26081110/7D8F778F9B942DF3.html](https://ncp.mysteel.com/a/26081110/7D8F778F9B942DF3.html))" ], "source_tier": "B" } ]

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