全球新闻采集归档｜2026年7月29日14:00—20:00｜商品能源与地缘篇

统计窗口：北京时间 2026 年 7 月 29 日 14:00 至 20:00。上一期已经覆盖 14:00 前的事实，本篇只把本轮新增或状态更新列为主记录，较早事件放入转载/复扫账。

本篇为部分采集，不代表完整新闻集合。交易所和公司公告 PDF、部分政府动态页、海外监管原文、商品及航运原始数据仍有访问缺口；缺口逐条列在文末。本文只做新闻采集、核验、去重和归档，不做行情分析、板块影响判断或 ETF 推荐。

恒等式：16 = 9 + 4 + 3。

路透援引消息人士称，乌拉尔原油对印度交付价格较布伦特折扣已从 7 月初的 10 美元以上收窄至 1 至 2 美元；中东供应安全担忧加剧，印度炼厂增加俄罗斯原油采购。 关键数字：$1–2/桶、超过$10/桶。 来源：Reuters。 核验状态：secondary_detail；一手尝试：https://www.reuters.com/business/energy/discounts-narrow-russian-urals-crude-india-sources-say-2026-07-29/。

Uniper 将自 2032 年起每年从加拿大 Ksi Lisims LNG 项目购买 200 万吨天然气，协议期限 20 年。 关键数字：h、t、t、p、s、:、/、/、w、w、w、.、r、e、u、t、e、r、s、.、c、o、m、/、b、u、s、i、n、e、s、s、/、e、n、e、r、g、y、/、g、e、r、m、a、n、y、s、-、u、n、i、p、e、r、-、f、i、r、m、s、-、u、p、-、2、0、-、y、e、a、r、-、l、n、g、-、p、u、r、c、h、a、s、e、-、d、e、a、l、-、w、i、t、h、-、c、a、n、a、d、a、-、2、0、2、6、-、0、7、-、2、9、/。 来源：Reuters。 核验状态：德国/加拿大；一手尝试：secondary_detail。

路透调查称 Paraguana 炼化中心合计约 95.5 万桶/日产能仅小部分运行，分析师估计全面恢复至少需要 200 亿美元。 关键数字：h、t、t、p、s、:、/、/、w、w、w、.、r、e、u、t、e、r、s、.、c、o、m、/、b、u、s、i、n、e、s、s、/、e、n、e、r、g、y、/、u、g、l、y、-、r、u、s、t、y、-、v、e、n、e、z、u、e、l、a、s、-、r、e、f、i、n、e、r、i、e、s、-、a、r、e、-、r、e、l、i、c、s、-、t、h、a、t、-、w、i、l、l、-、b、e、-、h、a、r、d、-、r、e、v、i、v、e、-、2、0、2、6、-、0、7、-、2、9、/。 原文短引：「everything looks ugly and rusty」。 来源：Reuters。 核验状态：委内瑞拉/美国；一手尝试：secondary_investigative。

MERA Oil 联合体推进产能 20 万桶/日的一体化炼厂项目，选址缩小至 GCC 三个地点，计划在 2026 年底前确认。 关键数字：h、t、t、p、s、:、/、/、w、w、w、.、r、e、u、t、e、r、s、.、c、o、m、/、b、u、s、i、n、e、s、s、/、e、n、e、r、g、y、/、u、s、-、s、a、u、d、i、-、c、o、n、s、o、r、t、i、u、m、-、a、d、v、a、n、c、e、s、-、p、l、a、n、s、-、5、-、b、i、l、l、i、o、n、-、g、u、l、f、-、r、e、f、i、n、e、r、y、-、2、0、2、6、-、0、7、-、2、9、/。 来源：Reuters。 核验状态：美国/沙特/GCC；一手尝试：secondary_detail。

路透援引消息人士称，胡塞武装考虑对通过 Bab el-Mandeb 海峡的大多数商船收费，伊朗顾问参与筹建收费管理机构；报道指称中国船只可能获豁免。 原文短引：「The Houthis will try to gain access over the Red Sea and they will try to charge ships if they do」。 来源：Reuters。 核验状态：secondary_exclusive；一手尝试：https://www.reuters.com/world/middle-east/yemens-houthis-considering-fees-ships-sailing-through-red-sea-sources-say-2026-07-29/。

路透援引船舶跟踪数据称，7 月 28 日有 39 艘商品船通过 Bab el-Mandeb，7 月 29 日截至更新时有 5 艘；霍尔木兹海峡同期仅 8 艘、当日仅 1 艘。 关键数字：39 艘、5 艘、8 艘、1 艘。 来源：Reuters。 核验状态：secondary_data_relay；一手尝试：https://www.reuters.com/world/middle-east/ships-transiting-via-bab-el-mandeb-strait-highest-week-data-shows-2026-07-29/。

报道显示 Lundin Mining 旗下 Caserones 铜钼矿自 7 月 18 日停产，输电塔受损，预计 2 至 3 周恢复；Bloomberg Intelligence 估计可能损失约 1 万吨铜产量。 关键数字：h、t、t、p、s、:、/、/、w、w、w、.、l、u、n、d、i、n、m、i、n、i、n、g、.、c、o、m、/。 来源：NAI 500（引述 SMM、Bloomberg Intelligence、ICSG）。 核验状态：智利；一手尝试：secondary_primary_unretrieved。

Allied Gold 与紫金方面确认约 39 亿美元出售交易终止，紫金转而同意以约 2.95 亿美元收购 Allied Gold 9.2%股权。 关键数字：h、t、t、p、s、:、/、/、w、w、w、.、r、e、u、t、e、r、s、.、c、o、m、/、w、o、r、l、d、/、a、s、i、a、-、p、a、c、i、f、i、c、/、a、l、l、i、e、d、-、g、o、l、d、s、-、4、-、b、i、l、l、i、o、n、-、s、a、l、e、-、c、h、i、n、a、s、-、z、i、j、i、n、-、c、o、l、l、a、p、s、e、s、-、s、e、c、u、r、e、s、-、2、9、5、-、m、i、l、l、i、o、n、-、2、0、2、6、-、0、7、-、2、9、/。 原文短引：「no reasonable likelihood the remaining conditions would be met within a reasonable period」。 来源：Reuters。 核验状态：加拿大/中国/非洲；一手尝试：secondary_detail。

USTR 称根据 301 条款，对 60 个贸易伙伴加征 10%或 12.5%关税，覆盖美国进口的 99.4%；信息材料、特定原材料等列入豁免范围。 关键数字：h、t、t、p、s、:、/、/、u、s、t、r、.、g、o、v、/、a、b、o、u、t、/、p、o、l、i、c、y、-、o、f、f、i、c、e、s、/、p、r、e、s、s、-、o、f、f、i、c、e、/、f、a、c、t、-、s、h、e、e、t、s、/、2、0、2、6、/、j、u、l、y、/、f、a、c、t、-、s、h、e、e、t、-、u、s、t、r、-、s、e、c、t、i、o、n、-、3、0、1、-、a、c、t、i、o、n、-、r、e、s、p、o、n、s、e、-、f、a、i、l、u、r、e、-、6、0、-、e、c、o、n、o、m、i、e、s、-、b、a、n、-、i、m、p、o、r、t、s、-、p、r、o、d、u、c、e、d、-、f、o、r、c、e、d、-、l、a、b、o、r。 来源：美国贸易代表办公室。 核验状态：美国；一手尝试：official_primary。

计数方式：non_exclusive。同一记录可同时挂多个行业，行业数字不可直接相加；0 条表示已检查并登记。

俄罗斯/印度 1 条、中国 6 条、也门/伊朗/中国 1 条、红海/霍尔木兹 1 条。

已扫描：Reuters 能源与地缘详情、USTR 事实表、航运通行数据转述、铜矿与金矿行业详情、OPEC/IEA/EIA/公司官方入口。

未完成或只能取得二手：Kpler/LSEG/MarineTraffic 原始跟踪数据、智利矿山和政府原始通告、OPEC/能源公司部分正式文件、农产品、钢铁本轮无新增主记录。

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"language": "zh-CN", "published_at": "2026-07-29T14:10:00+08:00", "updated_at": null, "event_at": "2026-07-29T14:10:00+08:00", "fetched_at": "2026-07-29T20:00:00+08:00", "category": [ "$50 亿", "20 万桶/日", "3 个地点" ], "entities": [], "industries": [ "石油", "炼化", "航运" ], "themes": [], "summary": "MERA Oil 联合体推进产能 20 万桶/日的一体化炼厂项目，选址缩小至 GCC 三个地点，计划在 2026 年底前确认。", "key_facts": [ "MERA Oil 联合体推进产能 20 万桶/日的一体化炼厂项目，选址缩小至 GCC 三个地点，计划在 2026 年底前确认。" ], "key_numbers": "[https://www.[reuters.com/business/energy/us-saudi-consortium-advances-plans-5-billion-gulf-refinery-2026-07-29/](https://www.reuters.com/business/energy/us-saudi-consortium-advances-plans-5-billion-gulf-refinery-2026-07-29/)](https://reuters.com/business/energy/us-saudi-consortium-advances-plans-5-billion-gulf-refinery-2026-07-29/](https://www.reuters.com/business/energy/us-saudi-consortium-advances-plans-5-billion-gulf-refinery-2026-07-29/))", "raw_quote": null, "primary_source_attempted": true, "primary_source_url": "secondary_detail", "retrieval_status": "美国/沙特/GCC", "retrieval_error": "项目联合体正式材料未在本轮直取。", "verification_status": "美国/沙特/GCC", "is_original_source": false, "is_reprint": false, "related_urls": [], "correction_status": null }, { "news_id": "COM-005", "canonical_event_id": "COM-005", "original_title": "胡塞武装考虑向通过红海南部的商船收费", "chinese_title": "胡塞武装考虑向通过红海南部的商船收费", "source_name": "Reuters", "source_type": "红海通行与地缘", "source_level": "secondary", "original_url": "[https://www.[reuters.com/world/middle-east/yemens-houthis-considering-fees-ships-sailing-through-red-sea-sources-say-2026-07-29/](https://www.reuters.com/world/middle-east/yemens-houthis-considering-fees-ships-sailing-through-red-sea-sources-say-2026-07-29/)](https://reuters.com/world/middle-east/yemens-houthis-considering-fees-ships-sailing-through-red-sea-sources-say-2026-07-29/](https://www.reuters.com/world/middle-east/yemens-houthis-considering-fees-ships-sailing-through-red-sea-sources-say-2026-07-29/))", "source_domain": "[www.reuters.com](https://www.[reuters.com](https://reuters.com))", "author": null, "country_region": "也门/伊朗/中国", "language": "zh-CN", "published_at": "2026-07-29T18:11:00+08:00", "updated_at": null, "event_at": "2026-07-29T18:11:00+08:00", "fetched_at": "2026-07-29T20:00:00+08:00", "category": "红海通行与地缘", "entities": [], "industries": [ "航运", "港口", "石油", "天然气", "LNG" ], "themes": [], "summary": "路透援引消息人士称，胡塞武装考虑对通过 Bab el-Mandeb 海峡的大多数商船收费，伊朗顾问参与筹建收费管理机构；报道指称中国船只可能获豁免。", "key_facts": [ "路透援引消息人士称，胡塞武装考虑对通过 Bab el-Mandeb 海峡的大多数商船收费，伊朗顾问参与筹建收费管理机构；报道指称中国船只可能获豁免。" ], "key_numbers": [], "raw_quote": "The Houthis will try to gain access over the Red Sea and they will try to charge ships if they do", "primary_source_attempted": true, "primary_source_url": "[https://www.[reuters.com/world/middle-east/yemens-houthis-considering-fees-ships-sailing-through-red-sea-sources-say-2026-07-29/](https://www.reuters.com/world/middle-east/yemens-houthis-considering-fees-ships-sailing-through-red-sea-sources-say-2026-07-29/)](https://reuters.com/world/middle-east/yemens-houthis-considering-fees-ships-sailing-through-red-sea-sources-say-2026-07-29/](https://www.reuters.com/world/middle-east/yemens-houthis-considering-fees-ships-sailing-through-red-sea-sources-say-2026-07-29/))", "retrieval_status": "secondary_exclusive", "retrieval_error": "对应一手页面未在本轮完整直取。", "verification_status": "secondary_exclusive", "is_original_source": false, "is_reprint": false, "related_urls": [], "correction_status": null }, { "news_id": "COM-006", "canonical_event_id": "COM-006", "original_title": "Bab el-Mandeb 通行量升至一周最高，霍尔木兹海峡接近停滞", "chinese_title": "Bab el-Mandeb 通行量升至一周最高，霍尔木兹海峡接近停滞", "source_name": "Reuters", "source_type": "海峡运输数据", "source_level": "secondary", "original_url": "[https://www.[reuters.com/world/middle-east/ships-transiting-via-bab-el-mandeb-strait-highest-week-data-shows-2026-07-29/](https://www.reuters.com/world/middle-east/ships-transiting-via-bab-el-mandeb-strait-highest-week-data-shows-2026-07-29/)](https://reuters.com/world/middle-east/ships-transiting-via-bab-el-mandeb-strait-highest-week-data-shows-2026-07-29/](https://www.reuters.com/world/middle-east/ships-transiting-via-bab-el-mandeb-strait-highest-week-data-shows-2026-07-29/))", "source_domain": "[www.reuters.com](https://www.[reuters.com](https://reuters.com))", "author": null, "country_region": "红海/霍尔木兹", "language": "zh-CN", "published_at": "2026-07-29T16:05:00+08:00", "updated_at": null, "event_at": "2026-07-29T16:05:00+08:00", "fetched_at": "2026-07-29T20:00:00+08:00", "category": "海峡运输数据", "entities": [], "industries": [ "航运", "港口", "石油", "天然气", "LNG" ], "themes": [], "summary": "路透援引船舶跟踪数据称，7 月 28 日有 39 艘商品船通过 Bab el-Mandeb，7 月 29 日截至更新时有 5 艘；霍尔木兹海峡同期仅 8 艘、当日仅 1 艘。", "key_facts": [ "路透援引船舶跟踪数据称，7 月 28 日有 39 艘商品船通过 Bab el-Mandeb，7 月 29 日截至更新时有 5 艘；霍尔木兹海峡同期仅 8 艘、当日仅 1 艘。" ], "key_numbers": [ "39 艘", "5 艘", "8 艘", "1 艘" ], "raw_quote": null, "primary_source_attempted": true, "primary_source_url": "[https://www.[reuters.com/world/middle-east/ships-transiting-via-bab-el-mandeb-strait-highest-week-data-shows-2026-07-29/](https://www.reuters.com/world/middle-east/ships-transiting-via-bab-el-mandeb-strait-highest-week-data-shows-2026-07-29/)](https://reuters.com/world/middle-east/ships-transiting-via-bab-el-mandeb-strait-highest-week-data-shows-2026-07-29/](https://www.reuters.com/world/middle-east/ships-transiting-via-bab-el-mandeb-strait-highest-week-data-shows-2026-07-29/))", "retrieval_status": "secondary_data_relay", "retrieval_error": "Kpler、LSEG 和 MarineTraffic 原始数据未直接取得。", "verification_status": "secondary_data_relay", "is_original_source": false, "is_reprint": false, "related_urls": [], "correction_status": null }, { "news_id": "COM-007", "canonical_event_id": "COM-007", "original_title": "智利冬季风暴冲击铜矿供应，Caserones 停产预计 2 至 3 周", "chinese_title": "智利冬季风暴冲击铜矿供应，Caserones 停产预计 2 至 3 周", "source_name": "NAI 500（引述 SMM、Bloomberg Intelligence、ICSG）", "source_type": [ "2 至 3 周", "约 1 万吨" ], "source_level": "secondary", "original_url": "https://nai500.com/blog/2026/07/chiles-deadly-storm-tests-the-copper-market-short-term-jolt-or-long-term-game-changer/", "source_domain": "nai500.com", "author": null, "country_region": "中国", "language": "zh-CN", "published_at": "2026-07-29T15:10:00+08:00", "updated_at": null, "event_at": "2026-07-29T15:10:00+08:00", "fetched_at": "2026-07-29T20:00:00+08:00", "category": [ "2 至 3 周", "约 1 万吨" ], "entities": [], "industries": [ "有色金属", "铜" ], "themes": [], "summary": "报道显示 Lundin Mining 旗下 Caserones 铜钼矿自 7 月 18 日停产，输电塔受损，预计 2 至 3 周恢复；Bloomberg Intelligence 估计可能损失约 1 万吨铜产量。", "key_facts": [ "报道显示 Lundin Mining 旗下 Caserones 铜钼矿自 7 月 18 日停产，输电塔受损，预计 2 至 3 周恢复；Bloomberg Intelligence 估计可能损失约 1 万吨铜产量。" ], "key_numbers": "[https://www.[lundinmining.com/](https://www.lundinmining.com/)](https://lundinmining.com/](https://www.lundinmining.com/))", "raw_quote": null, "primary_source_attempted": true, "primary_source_url": "secondary_primary_unretrieved", "retrieval_status": "智利", "retrieval_error": "矿山公司和智利政府原始通告未在本轮直取。", "verification_status": "智利", "is_original_source": false, "is_reprint": false, "related_urls": [], "correction_status": null }, { "news_id": "COM-008", "canonical_event_id": "COM-008", "original_title": "Allied Gold 终止向紫金矿业出售交易，改为 2.95 亿美元战略投资", "chinese_title": "Allied Gold 终止向紫金矿业出售交易，改为 2.95 亿美元战略投资", "source_name": "Reuters", "source_type": [ "$39 亿", "$2.95 亿", "9.2%" ], "source_level": "secondary", "original_url": "[https://www.[reuters.com/world/asia-pacific/allied-golds-4-billion-sale-chinas-zijin-collapses-secures-295-million-2026-07-29/](https://www.reuters.com/world/asia-pacific/allied-golds-4-billion-sale-chinas-zijin-collapses-secures-295-million-2026-07-29/)](https://reuters.com/world/asia-pacific/allied-golds-4-billion-sale-chinas-zijin-collapses-secures-295-million-2026-07-29/](https://www.reuters.com/world/asia-pacific/allied-golds-4-billion-sale-chinas-zijin-collapses-secures-295-million-2026-07-29/))", "source_domain": "[www.reuters.com](https://www.[reuters.com](https://reuters.com))", "author": null, "country_region": "中国", "language": "zh-CN", "published_at": "2026-07-29T19:59:00+08:00", "updated_at": null, "event_at": "2026-07-29T19:59:00+08:00", "fetched_at": "2026-07-29T20:00:00+08:00", "category": [ "$39 亿", "$2.95 亿", "9.2%" ], "entities": [], "industries": [ "黄金", "有色金属" ], "themes": [], "summary": "Allied Gold 与紫金方面确认约 39 亿美元出售交易终止，紫金转而同意以约 2.95 亿美元收购 Allied Gold 9.2%股权。", "key_facts": [ "Allied Gold 与紫金方面确认约 39 亿美元出售交易终止，紫金转而同意以约 2.95 亿美元收购 Allied Gold 9.2%股权。" ], "key_numbers": "[https://www.[reuters.com/world/asia-pacific/allied-golds-4-billion-sale-chinas-zijin-collapses-secures-295-million-2026-07-29/](https://www.reuters.com/world/asia-pacific/allied-golds-4-billion-sale-chinas-zijin-collapses-secures-295-million-2026-07-29/)](https://reuters.com/world/asia-pacific/allied-golds-4-billion-sale-chinas-zijin-collapses-secures-295-million-2026-07-29/](https://www.reuters.com/world/asia-pacific/allied-golds-4-billion-sale-chinas-zijin-collapses-secures-295-million-2026-07-29/))", "raw_quote": "no reasonable likelihood the remaining conditions would be met within a reasonable period", "primary_source_attempted": true, "primary_source_url": "secondary_detail", "retrieval_status": "加拿大/中国/非洲", "retrieval_error": "对应一手页面未在本轮完整直取。", "verification_status": "加拿大/中国/非洲", "is_original_source": false, "is_reprint": false, "related_urls": [], "correction_status": null }, { "news_id": "COM-009", "canonical_event_id": "COM-009", "original_title": "美国贸易代表办公室对 60 个经济体加征 10%或 12.5%关税", "chinese_title": "美国贸易代表办公室对 60 个经济体加征 10%或 12.5%关税", "source_name": "美国贸易代表办公室", "source_type": [ "60 个经济体", "10%", "12.5%", "99.4%" ], "source_level": "primary", "original_url": "https://ustr.gov/about/policy-offices/press-office/fact-sheets/2026/july/fact-sheet-ustr-section-301-action-response-failure-60-economies-ban-imports-produced-forced-labor", "source_domain": "ustr.gov", "author": null, "country_region": "中国", "language": "zh-CN", "published_at": "2026-07-29", "updated_at": null, "event_at": "2026-07-29", "fetched_at": "2026-07-29T20:00:00+08:00", "category": [ "60 个经济体", "10%", "12.5%", "99.4%" ], "entities": [], "industries": [ "贸易地缘", "铜", "有色金属" ], "themes": [], "summary": "USTR 称根据 301 条款，对 60 个贸易伙伴加征 10%或 12.5%关税，覆盖美国进口的 99.4%；信息材料、特定原材料等列入豁免范围。", "key_facts": [ "USTR 称根据 301 条款，对 60 个贸易伙伴加征 10%或 12.5%关税，覆盖美国进口的 99.4%；信息材料、特定原材料等列入豁免范围。" ], "key_numbers": "https://ustr.gov/about/policy-offices/press-office/fact-sheets/2026/july/fact-sheet-ustr-section-301-action-response-failure-60-economies-ban-imports-produced-forced-labor", "raw_quote": null, "primary_source_attempted": true, "primary_source_url": "official_primary", "retrieval_status": "美国", "retrieval_error": "对应一手页面未在本轮完整直取。", "verification_status": "美国", "is_original_source": true, "is_reprint": false, "related_urls": [], "correction_status": null } ], "reprint_records": [ { "id": "COM-R01", "title": "美国与沙特打击伊朗支持的伊拉克武装", "url": "[https://www.[reuters.com/world/asia-pacific/us-saudis-attack-iran-backed-groups-iraq-threatening-intensify-conflict-2026-07-29/](https://www.reuters.com/world/asia-pacific/us-saudis-attack-iran-backed-groups-iraq-threatening-intensify-conflict-2026-07-29/)](https://reuters.com/world/asia-pacific/us-saudis-attack-iran-backed-groups-iraq-threatening-intensify-conflict-2026-07-29/](https://www.reuters.com/world/asia-pacific/us-saudis-attack-iran-backed-groups-iraq-threatening-intensify-conflict-2026-07-29/))", "source_name": "Reuters", "published_at": "2026-07-29T11:29:00+08:00", "canonical_event_id": "COM-OLD-001", "reason": "早于 14:00 增量边界，已在上一窗口或早间扫描中登记。" }, { "id": "COM-R02", "title": "OPEC+拟 9 月后暂停增产", "url": "[https://www.[reuters.com/business/energy/opec-likely-pause-oil-output-hikes-after-september-sources-say-2026-07-28/](https://www.reuters.com/business/energy/opec-likely-pause-oil-output-hikes-after-september-sources-say-2026-07-28/)](https://reuters.com/business/energy/opec-likely-pause-oil-output-hikes-after-september-sources-say-2026-07-28/](https://www.reuters.com/business/energy/opec-likely-pause-oil-output-hikes-after-september-sources-say-2026-07-28/))", "source_name": "Reuters", "published_at": "2026-07-28T20:07:00+08:00", "canonical_event_id": "COM-OLD-002", "reason": "复扫重复，不进入本轮新增主记录。" }, { "id": "COM-R03", "title": "中国与胡塞武装谈判确保中国油轮通行", "url": "[https://www.[reuters.com/world/china/china-touch-with-yemens-houthis-allow-ships-sail-through-red-sea-sources-say-2026-07-28/](https://www.reuters.com/world/china/china-touch-with-yemens-houthis-allow-ships-sail-through-red-sea-sources-say-2026-07-28/)](https://reuters.com/world/china/china-touch-with-yemens-houthis-allow-ships-sail-through-red-sea-sources-say-2026-07-28/](https://www.reuters.com/world/china/china-touch-with-yemens-houthis-allow-ships-sail-through-red-sea-sources-say-2026-07-28/))", "source_name": "Reuters", "published_at": "2026-07-29T01:24:00+08:00", "canonical_event_id": "COM-OLD-003", "reason": "早于本轮增量边界，作为相关事件转载记录。" }, { "id": "COM-R04", "title": "力拓上半年利润创四年新高", "url": "[https://www.[mining.com/web/rio-tinto-logs-43-rise-in-interim-profit/](https://www.mining.com/web/rio-tinto-logs-43-rise-in-interim-profit/)](https://mining.com/web/rio-tinto-logs-43-rise-in-interim-profit/](https://www.mining.com/web/rio-tinto-logs-43-rise-in-interim-profit/))", "source_name": "Mining.com/Reuters", "published_at": "2026-07-29T07:47:00+08:00", "canonical_event_id": "COM-OLD-004", "reason": "早于 14:00 边界，已在上期相关来源中出现。" } ], "excluded_records": [ { "id": "COM-X01", "title": "财政部税务总局调整能源资源行业城镇土地使用税", "url": "https://finance.sina.cn/2026-07-29/detail-inikmqcr1717940.d.html", "published_at": "2026-07-29T10:00:00+08:00", "reason": "早于本轮 14:00 增量边界，转入中国政策/行业复扫账。" }, { "id": "COM-X02", "title": "天齐锂业旗下泰利森 CGP3 工厂预计复产", "url": "https://www.nbd.com.cn/articles/2026-07-28/4523897.html", "published_at": "2026-07-28T16:50:00+08:00", "reason": "早于本轮复扫起点且一手 IGO 报告未直取。" }, { "id": "COM-X03", "title": "印尼稀土出口管控协调会议", "url": "https://finance.sina.com.cn/money/future/2026-07-28/doc-inikizzz2445319.shtml", "published_at": "2026-07-28T14:26:00+08:00", "reason": "超出本轮复扫窗口，且仅取得媒体检索内容。" } ], "source_failure_details": [ { "source": "Kpler/LSEG/MarineTraffic 航运数据", "url": "[https://www.[kpler.com/](https://www.kpler.com/)](https://kpler.com/](https://www.kpler.com/))", "at": "2026-07-29T20:00:00+08:00", "reason": "仅通过 Reuters 二手引用，未取得原始船舶跟踪数据。" }, { "source": "智利矿山与政府通告", "url": "[https://www.[codelco.com/](https://www.codelco.com/)](https://codelco.com/](https://www.codelco.com/))", "at": "2026-07-29T20:00:00+08:00", "reason": "风暴和停产详情来自二手行业报道，矿山/政府原始通告未直取。" }, { "source": "OPEC、IEA、能源公司原文", "url": "[https://www.[opec.org/](https://www.opec.org/)](https://opec.org/](https://www.opec.org/))", "at": "2026-07-29T20:00:00+08:00", "reason": "部分旧事件仅通过 Reuters 详情页，官方对应新闻稿或联合公告未完整直取。" } ], "industry_coverage": { "counting_method": "non_exclusive", "items": [ { "industry": "半导体", "count": 0 }, { "industry": "人工智能", "count": 0 }, { "industry": "算力", "count": 0 }, { "industry": "通信", "count": 0 }, { "industry": "消费电子", "count": 0 }, { "industry": "机器人", "count": 0 }, { "industry": "机械设备", "count": 0 }, { "industry": "汽车", "count": 0 }, { "industry": "动力电池", "count": 0 }, { "industry": "光伏", "count": 0 }, { "industry": "风电", "count": 0 }, { "industry": "储能", "count": 0 }, { "industry": "电网", "count": 0 }, { "industry": "核电", "count": 0 }, { "industry": "煤炭", "count": 0 }, { "industry": "石油", "count": 5 }, { "industry": "天然气", "count": 3 }, { "industry": "LNG", "count": 3 }, { "industry": "炼化", "count": 2 }, { "industry": "化工", "count": 0 }, { "industry": "钢铁", "count": 0 }, { "industry": "有色金属", "count": 3 }, { "industry": "铜", "count": 2 }, { "industry": "铝", "count": 0 }, { "industry": "锂", "count": 0 }, { "industry": "稀土", "count": 0 }, { "industry": "黄金", "count": 1 }, { "industry": "医药", "count": 0 }, { "industry": "医疗器械", "count": 0 }, { "industry": "银行", "count": 0 }, { "industry": "保险", "count": 0 }, { "industry": "券商", "count": 0 }, { "industry": "房地产", "count": 0 }, { "industry": "建筑建材", "count": 0 }, { "industry": "食品饮料", "count": 0 }, { "industry": "家电", "count": 0 }, { "industry": "零售", "count": 0 }, { "industry": "农业", "count": 0 }, { "industry": "军工", "count": 0 }, { "industry": "商业航天", "count": 0 }, { "industry": "低空经济", "count": 0 }, { "industry": "传媒", "count": 0 }, { "industry": "游戏", "count": 0 }, { "industry": "旅游", "count": 0 }, { "industry": "航空", "count": 0 }, { "industry": "航运", "count": 3 }, { "industry": "港口", "count": 2 }, { "industry": "环保", "count": 0 }, { "industry": "公共事业", "count": 0 } ] }, "country_coverage": [ { "country_region": "俄罗斯/印度", "count": 1 }, { "country_region": "中国", "count": 6 }, { "country_region": "也门/伊朗/中国", "count": 1 }, { "country_region": "红海/霍尔木兹", "count": 1 } ], "coverage_report": { "scanned": [ "Reuters 能源与地缘详情", "USTR 事实表", "航运通行数据转述", "铜矿与金矿行业详情", "OPEC/IEA/EIA/公司官方入口" ], "uncompleted": [ "Kpler/LSEG/MarineTraffic 原始跟踪数据", "智利矿山和政府原始通告", "OPEC/能源公司部分正式文件", "农产品、钢铁本轮无新增主记录" ] } }