截至2026年8月17日11时：6条豆粕ETF结构化事件

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"event_id": "mysteel-cn-20260817-northeast-soymeal-spot", "title": "东北七家油厂 43%豆粕上涨 10 至 30 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-17T02:14:46Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 1, "confidence": 99, "horizon": "intraday", "raw_facts": { "report_date": "2026-08-17", "protein_pct": 43, "unit": "元/吨", "markets": [ { "market": "营口益海", "soymeal_price": 3170, "change_vs_previous_trading_day": 20 }, { "market": "盘锦汇福", "soymeal_price": 3140, "change_vs_previous_trading_day": 20 }, { "market": "盘锦中储粮大片", "soymeal_price": 3320, "change_vs_previous_trading_day": 20 }, { "market": "大连九三", "soymeal_price": 3170, "change_vs_previous_trading_day": 20 }, { "market": "丹东九三", "soymeal_price": 3160, "change_vs_previous_trading_day": 30 }, { "market": "铁岭九三", "soymeal_price": 3190, "change_vs_previous_trading_day": 30 }, { "market": "长春九三", "soymeal_price": 3210, "change_vs_previous_trading_day": 10 } ] }, "transmission_chain": "东北七家油厂 43%豆粕现货报价全部较前一交易日上调 10 至 30 元/吨，区域报价同步走强，短线对豆粕 ETF 形成现货支撑；该信号仍缺少成交量和基差数据配合，不能单独代表全国供需转紧。", "invalidation_conditions": [ "东北主流报价回吐本次涨幅", "后续成交转弱或其他主要区域报价同步下调" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26081710/F574519E00C5C7F0_abc.html](https://ncp.m.mysteel.com/a/26081710/F574519E00C5C7F0_abc.html)](https://m.mysteel.com/a/26081710/F574519E00C5C7F0_abc.html](https://ncp.m.mysteel.com/a/26081710/F574519E00C5C7F0_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260817-chongqing-soymeal-spot", "title": "重庆两家油厂 43%豆粕均涨 20 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-17T02:00:38Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 1, "confidence": 99, "horizon": "intraday", "raw_facts": { "report_date": "2026-08-17", "protein_pct": 43, "unit": "元/吨", "markets": [ { "market": "江津益海", "soymeal_price": 3120, "change_vs_previous_trading_day": 20 }, { "market": "重庆一德", "soymeal_price": 3090, "change_vs_previous_trading_day": 20 } ] }, "transmission_chain": "江津益海与重庆一德 43%豆粕现货报价均较前一交易日上涨 20 元/吨，川渝现货端形成同向提价，短线对豆粕 ETF 价格形成支撑；该判断仍受成交和基差是否跟随的约束。", "invalidation_conditions": [ "两家油厂报价回落至本次上涨前水平", "川渝市场成交或基差转弱并抵消现货提价信号" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26081710/DE03C57F4D93650A_abc.html](https://ncp.m.mysteel.com/a/26081710/DE03C57F4D93650A_abc.html)](https://m.mysteel.com/a/26081710/DE03C57F4D93650A_abc.html](https://ncp.m.mysteel.com/a/26081710/DE03C57F4D93650A_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260817-jiangxi-soymeal-spot", "title": "江西两家油厂 43%豆粕上涨 10 至 20 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-17T02:00:30Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 1, "confidence": 99, "horizon": "intraday", "raw_facts": { "report_date": "2026-08-17", "protein_pct": 43, "unit": "元/吨", "markets": [ { "market": "九江中粮", "soymeal_price": 3040, "change_vs_previous_trading_day": 10 }, { "market": "九江一德", "soymeal_price": 3000, "change_vs_previous_trading_day": 20 } ] }, "transmission_chain": "九江中粮与九江一德 43%豆粕现货分别上涨 10 元和 20 元/吨，江西报价走强为豆粕 ETF 提供区域现货支撑；由于两家报价涨幅不同，当前信息更适合判断方向，不足以判断区域基差整体扩张。", "invalidation_conditions": [ "九江两家油厂报价回吐本次涨幅", "江西基差或成交出现与现货上涨相反的可核验变化" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26081710/05DB965E4E85DF9C_abc.html](https://ncp.m.mysteel.com/a/26081710/05DB965E4E85DF9C_abc.html)](https://m.mysteel.com/a/26081710/05DB965E4E85DF9C_abc.html](https://ncp.m.mysteel.com/a/26081710/05DB965E4E85DF9C_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260817-two-lakes-soymeal-spot", "title": "两湖两家油厂 43%豆粕上涨 20 至 30 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-17T02:00:49Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 1, "confidence": 99, "horizon": "intraday", "raw_facts": { "report_date": "2026-08-17", "protein_pct": 43, "unit": "元/吨", "markets": [ { "market": "武汉中海", "soymeal_price": 3100, "change_vs_previous_trading_day": 20 }, { "market": "岳阳道道全", "soymeal_price": 3110, "change_vs_previous_trading_day": 30 } ] }, "transmission_chain": "武汉中海与岳阳道道全 43%豆粕现货分别上涨 20 元和 30 元/吨，两湖报价同向走强，短线对豆粕 ETF 形成现货支撑；后续仍需看成交与基差是否同步改善。", "invalidation_conditions": [ "两湖主流报价回吐本次涨幅", "成交缩量或基差走弱使现货提价无法延续" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26081710/B7DDC7422CAE9E5E_abc.html](https://ncp.m.mysteel.com/a/26081710/B7DDC7422CAE9E5E_abc.html)](https://m.mysteel.com/a/26081710/B7DDC7422CAE9E5E_abc.html](https://ncp.m.mysteel.com/a/26081710/B7DDC7422CAE9E5E_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260817-sichuan-soymeal-spot", "title": "四川三家油厂 43%豆粕均报 3170 元并上涨 20 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-17T02:00:12Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 1, "confidence": 99, "horizon": "intraday", "raw_facts": { "report_date": "2026-08-17", "protein_pct": 43, "unit": "元/吨", "markets": [ { "market": "成都中储粮", "soymeal_price": 3170, "change_vs_previous_trading_day": 20 }, { "market": "广汉益海", "soymeal_price": 3170, "change_vs_previous_trading_day": 20 }, { "market": "彭山中粮", "soymeal_price": 3170, "change_vs_previous_trading_day": 20 } ] }, "transmission_chain": "成都中储粮、广汉益海和彭山中粮 43%豆粕现货均报 3170 元/吨，且较此前上涨 20 元/吨，四川报价同向走强，短线对豆粕 ETF 形成区域现货支撑；该信号尚未覆盖全国成交和基差。", "invalidation_conditions": [ "四川三家油厂报价回落至 3150 元/吨附近或更低", "四川成交和基差转弱并持续两个报价时段" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26081710/A4E17ABD5E6C95EC_abc.html](https://ncp.m.mysteel.com/a/26081710/A4E17ABD5E6C95EC_abc.html)](https://m.mysteel.com/a/26081710/A4E17ABD5E6C95EC_abc.html](https://ncp.m.mysteel.com/a/26081710/A4E17ABD5E6C95EC_abc.html))" ], "source_tier": "B" } ]