
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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