2026-09-02 09:00|有色金属事件流(12条)

2026-09-02 09:00|有色金属事件流(12条)

覆盖北京时间2026-09-01 15:00至2026-09-02 09:00,交付SHFE仓单、LME铅镍、矿山爬坡、美国宏观与电网建设监管事件。

[
  {
    "event_id": "shfe-nonferrous-20260901-warrant-inventory",
    "title": "SHFE基本金属仓单五减一增、氧化铝增加",
    "event_type": "inventory",
    "event_time_quality": "day_only",
    "event_time_utc": null,
    "published_at_utc": "2026-08-31T16:00:00Z",
    "asset_keys": [
      "NONFERROUS"
    ],
    "direction_score": {
      "NONFERROUS": 0
    },
    "confidence": 99,
    "horizon": "intraday",
    "raw_facts": {
      "direction_score_scope": "-3至+3,仅对NONFERROUS篮子;0为中性",
      "confidence_basis": "0至100,综合来源层级、数字可核验性和时间边界",
      "source_tier_semantics": "A=官方或公司原始披露;B=获准的数值性二级详情",
      "window_start_bjt": "2026-09-01 15:00",
      "window_end_bjt": "2026-09-02 09:00",
      "source_data_date_bjt": "2026-09-01",
      "official_detail": "Vol.2026-161 DATE:2026-09-01",
      "publication_time_precision": "官方详情页仅给数据日期;published_at_utc为该北京时间日期起点锚定值",
      "unit": "tonne",
      "warrant_change": {
        "copper": {
          "on_warrant": 29766,
          "change": -574
        },
        "aluminum": {
          "on_warrant": 238373,
          "change": -3321
        },
        "zinc": {
          "on_warrant": 98559,
          "change": -4113
        },
        "lead": {
          "on_warrant": 57793,
          "change": 150
        },
        "nickel": {
          "on_warrant": 100096,
          "change": -840
        },
        "tin": {
          "on_warrant": 4905,
          "change": -226
        },
        "aluminum_oxide_warehouse": {
          "on_warrant": 243883,
          "change": 1803
        },
        "aluminum_oxide_factory": {
          "on_warrant": 9300,
          "change": 0
        }
      }
    },
    "transmission_chain": "铜、铝、锌、镍、锡仓单减少而铅仓单增加,氧化铝仓单增加 → 各品种可交割库存信号分化 → 这组综合仓单不给NONFERROUS单一方向判断。",
    "invalidation_conditions": "下一份同口径SHFE仓单日报更正2026-09-01的On Warrant或Change数值时,按更正值重算本事件。",
    "source_urls": [
      "https://www.shfe.com.cn/data/tradedata/future/stockdata/dailystock_20260901/EN/shfe/all.html?params=1"
    ],
    "source_tier": "A"
  },
  {
    "event_id": "lme-lead-20260901-official-price",
    "title": "LME铅现金买价1873美元/吨",
    "event_type": "supply_demand",
    "event_time_quality": "day_only",
    "event_time_utc": null,
    "published_at_utc": "2026-09-01T12:25:00Z",
    "asset_keys": [
      "NONFERROUS"
    ],
    "direction_score": {
      "NONFERROUS": 0
    },
    "confidence": 94,
    "horizon": "intraday",
    "raw_facts": {
      "direction_score_scope": "-3至+3,仅对NONFERROUS篮子;0为中性",
      "confidence_basis": "0至100,综合来源层级、数字可核验性和时间边界",
      "source_tier_semantics": "A=官方或公司原始披露;B=获准的数值性二级详情",
      "window_start_bjt": "2026-09-01 15:00",
      "window_end_bjt": "2026-09-02 09:00",
      "data_valid_bjt": "2026-09-01至2026-09-02",
      "publication_time_precision": "LME页面未给单独发布时间;published_at_utc采用官方价格发布窗口伦敦13:25对应的UTC锚点",
      "unit": "US$/t",
      "cash_bid": 1873.0,
      "cash_offer": 1874.0,
      "three_month_bid": 1906.0,
      "three_month_offer": 1908.0,
      "dec_2027_bid": 2042.0,
      "dec_2027_offer": 2047.0,
      "closing_price_three_month": 1919.0
    },
    "transmission_chain": "LME铅现金买价为1873美元/吨、三个月买价为1906美元/吨 → 现货与期限报价构成铅的海外定价锚 → 页面缺少前一有效日同口径值,本事件不给铅价方向判断。",
    "invalidation_conditions": "LME更正2026-09-01有效报价,或后续补充同口径前值并改变比较方向时,按新证据重算。",
    "source_urls": [
      "https://www.lme.com/metals/non-ferrous/lme-lead"
    ],
    "source_tier": "A"
  },
  {
    "event_id": "lme-nickel-20260901-official-price",
    "title": "LME镍现金买价16325美元/吨",
    "event_type": "supply_demand",
    "event_time_quality": "day_only",
    "event_time_utc": null,
    "published_at_utc": "2026-09-01T12:25:00Z",
    "asset_keys": [
      "NONFERROUS"
    ],
    "direction_score": {
      "NONFERROUS": 0
    },
    "confidence": 91,
    "horizon": "intraday",
    "raw_facts": {
      "direction_score_scope": "-3至+3,仅对NONFERROUS篮子;0为中性",
      "confidence_basis": "0至100,综合来源层级、数字可核验性和时间边界",
      "source_tier_semantics": "A=官方或公司原始披露;B=获准的数值性二级详情",
      "window_start_bjt": "2026-09-01 15:00",
      "window_end_bjt": "2026-09-02 09:00",
      "data_valid_bjt": "2026-08-28至2026-09-01",
      "publication_time_precision": "LME页面未给单独发布时间;published_at_utc采用官方价格发布窗口伦敦13:25对应的UTC锚点",
      "unit": "US$/t",
      "cash_bid": 16325.0,
      "cash_offer": 16350.0,
      "three_month_bid": 16650.0,
      "three_month_offer": 16675.0,
      "dec_2027_bid": 17405.0,
      "dec_2027_offer": 17455.0,
      "dec_2028_bid": 18015.0,
      "dec_2028_offer": 18065.0,
      "dec_2029_bid": 18690.0,
      "dec_2029_offer": 18740.0
    },
    "transmission_chain": "LME镍现金买价为16325美元/吨、三个月买价为16650美元/吨 → 现货与期限报价构成镍的海外定价锚 → 页面缺少前一有效日同口径值,本事件不给镍价方向判断。",
    "invalidation_conditions": "LME更正2026-09-01有效报价,或后续补充同口径前值并改变比较方向时,按新证据重算。",
    "source_urls": [
      "https://www.lme.com/en/Metals/Non-ferrous/LME-Nickel"
    ],
    "source_tier": "A"
  },
  {
    "event_id": "lme-lead-20260901-inventory-summary",
    "title": "LME铅在库仓单353350吨",
    "event_type": "inventory",
    "event_time_quality": "day_only",
    "event_time_utc": null,
    "published_at_utc": "2026-09-01T12:25:00Z",
    "asset_keys": [
      "NONFERROUS"
    ],
    "direction_score": {
      "NONFERROUS": 0
    },
    "confidence": 89,
    "horizon": "days",
    "raw_facts": {
      "direction_score_scope": "-3至+3,仅对NONFERROUS篮子;0为中性",
      "confidence_basis": "0至100,综合来源层级、数字可核验性和时间边界",
      "source_tier_semantics": "A=官方或公司原始披露;B=获准的数值性二级详情",
      "window_start_bjt": "2026-09-01 15:00",
      "window_end_bjt": "2026-09-02 09:00",
      "data_valid_bjt": "2026-09-01至2026-09-02",
      "publication_time_precision": "LME页面未给单独发布时间;published_at_utc采用官方价格发布窗口伦敦13:25对应的UTC锚点",
      "unit": "tonne",
      "opening_stock": 406250,
      "live_warrants": 353350,
      "cancelled_warrants": 51325,
      "field_definition_note": "opening_stock、live_warrants和cancelled_warrants是页面并列摘要字段,页面未声明三者可直接加总",
      "data_scope": "LME铅详情页摘要字段,不是Stock Breakdown逐仓报告"
    },
    "transmission_chain": "LME铅页面摘要显示在库仓单353350吨、注销仓单51325吨 → 可用仓单与注销仓单比例影响现货可得性和期限结构 → 页面缺少前一有效日同口径值,本事件不给铅价方向判断。",
    "invalidation_conditions": "LME更正页面摘要数值,或正式库存报告显示上述口径、日期或单位不同于本条时,按正式报告重算。",
    "source_urls": [
      "https://www.lme.com/metals/non-ferrous/lme-lead"
    ],
    "source_tier": "A"
  },
  {
    "event_id": "lme-nickel-20260901-inventory-summary",
    "title": "LME镍在库仓单258492吨",
    "event_type": "inventory",
    "event_time_quality": "day_only",
    "event_time_utc": null,
    "published_at_utc": "2026-09-01T12:25:00Z",
    "asset_keys": [
      "NONFERROUS"
    ],
    "direction_score": {
      "NONFERROUS": 0
    },
    "confidence": 86,
    "horizon": "days",
    "raw_facts": {
      "direction_score_scope": "-3至+3,仅对NONFERROUS篮子;0为中性",
      "confidence_basis": "0至100,综合来源层级、数字可核验性和时间边界",
      "source_tier_semantics": "A=官方或公司原始披露;B=获准的数值性二级详情",
      "window_start_bjt": "2026-09-01 15:00",
      "window_end_bjt": "2026-09-02 09:00",
      "data_valid_bjt": "2026-08-28至2026-09-01",
      "publication_time_precision": "LME页面未给单独发布时间;published_at_utc采用官方价格发布窗口伦敦13:25对应的UTC锚点",
      "unit": "tonne",
      "opening_stock": 268362,
      "live_warrants": 258492,
      "cancelled_warrants": 10044,
      "field_definition_note": "opening_stock、live_warrants和cancelled_warrants是页面并列摘要字段,页面未声明三者可直接加总",
      "data_scope": "LME镍详情页摘要字段,不是Stock Breakdown逐仓报告"
    },
    "transmission_chain": "LME镍页面摘要显示在库仓单258492吨、注销仓单10044吨 → 可用仓单与注销仓单比例影响现货可得性和期限结构 → 页面缺少前一有效日同口径值,本事件不给镍价方向判断。",
    "invalidation_conditions": "LME更正页面摘要数值,或正式库存报告显示上述口径、日期或单位不同于本条时,按正式报告重算。",
    "source_urls": [
      "https://www.lme.com/en/Metals/Non-ferrous/LME-Nickel"
    ],
    "source_tier": "A"
  },
  {
    "event_id": "acg-copper-20260901-mine-ramp",
    "title": "ACG Gediktepe矿山首批精矿后进入爬坡",
    "event_type": "mine_disruption",
    "event_time_quality": "exact",
    "event_time_utc": "2026-09-01T08:22:02Z",
    "published_at_utc": "2026-09-01T08:22:02Z",
    "asset_keys": [
      "NONFERROUS"
    ],
    "direction_score": {
      "NONFERROUS": -1
    },
    "confidence": 92,
    "horizon": "weeks",
    "raw_facts": {
      "direction_score_scope": "-3至+3,仅对NONFERROUS篮子;0为中性",
      "confidence_basis": "0至100,综合来源层级、数字可核验性和时间边界",
      "source_tier_semantics": "A=官方或公司原始披露;B=获准的数值性二级详情",
      "window_start_bjt": "2026-09-01 15:00",
      "window_end_bjt": "2026-09-02 09:00",
      "official_update_time_bjt": "2026-09-01 16:22:02",
      "first_concentrate_production_date_bjt": "2026-08-31",
      "operation_status": "由commissioning转入ramp-up",
      "actual_batch_quantity_disclosed": false,
      "steady_state_copper_equivalent_guidance_kt_per_year": [
        20,
        25
      ],
      "guidance_unit": "kt Cu-eq/year",
      "guidance_basis": "steady-state annual copper equivalent target"
    },
    "transmission_chain": "ACG Metals披露Gediktepe首批铜精矿后由调试转入爬坡,稳态目标为年产20至25千吨铜当量 → 若后续爬坡按计划推进,项目铜当量产能将从调试阶段向稳态目标靠近 → 中期铜供应预期存在增加方向,但首批精矿实物吨数未披露。",
    "invalidation_conditions": "ACG后续披露爬坡延迟、产量下降,或更正项目状态与稳态目标时,本次供给增加判断失效。",
    "source_urls": [
      "https://acgmetals.com/first-copper-conncentrate-production",
      "https://www.investegate.co.uk/announcement/rns/acg-acquisition-company-limited-cls-a-npv-di---acg/acg-achieves-first-copper-concentrate-production/9747144"
    ],
    "source_tier": "A"
  },
  {
    "event_id": "bls-us-20260901-jolts",
    "title": "美国7月职位空缺升至727.1万",
    "event_type": "macro_release",
    "event_time_quality": "exact",
    "event_time_utc": "2026-09-01T14:00:00Z",
    "published_at_utc": "2026-09-01T14:00:00Z",
    "asset_keys": [
      "NONFERROUS"
    ],
    "direction_score": {
      "NONFERROUS": 0
    },
    "confidence": 98,
    "horizon": "days",
    "raw_facts": {
      "direction_score_scope": "-3至+3,仅对NONFERROUS篮子;0为中性",
      "confidence_basis": "0至100,综合来源层级、数字可核验性和时间边界",
      "source_tier_semantics": "A=官方或公司原始披露;B=获准的数值性二级详情",
      "window_start_bjt": "2026-09-01 15:00",
      "window_end_bjt": "2026-09-02 09:00",
      "release_time_bjt": "2026-09-01 22:00",
      "data_period": "2026-07",
      "job_openings_thousand": 7271,
      "job_openings_previous_month_thousand": 7182,
      "job_openings_change_thousand": 89,
      "job_openings_rate_percent": 4.4,
      "job_openings_rate_previous_month_percent": 4.3,
      "hires_thousand": 5054,
      "hires_previous_month_thousand": 5332,
      "hires_change_thousand": -278,
      "hires_rate_percent": 3.2,
      "hires_rate_previous_month_percent": 3.4,
      "total_separations_thousand": 5072,
      "total_separations_previous_month_thousand": 5337,
      "total_separations_change_thousand": -265,
      "total_separations_rate_percent": 3.2,
      "total_separations_rate_previous_month_percent": 3.4,
      "reported_rounded_quits_million": 3.1,
      "reported_rounded_layoffs_and_discharges_million": 1.7,
      "june_revisions_thousand": {
        "job_openings": -177,
        "hires": -16,
        "total_separations": -14,
        "quits": -19,
        "layoffs_and_discharges": 19
      }
    },
    "transmission_chain": "美国7月职位空缺增加89千个岗位,但招聘减少278千人、总离职减少265千人 → 劳动力需求与人员流动信号分化 → 对工业金属需求的单一方向信号有限。",
    "invalidation_conditions": "BLS后续修订2026年7月JOLTS表格并改变职位空缺、招聘或总离职的月度变化方向时,按修订值重算。",
    "source_urls": [
      "https://www.bls.gov/news.release/jolts.nr0.htm",
      "https://www.bls.gov/news.release/jolts.a.htm"
    ],
    "source_tier": "A"
  },
  {
    "event_id": "census-us-20260901-construction-spending",
    "title": "美国7月建筑支出SAAR环比降0.5%",
    "event_type": "macro_release",
    "event_time_quality": "exact",
    "event_time_utc": "2026-09-01T14:00:00Z",
    "published_at_utc": "2026-09-01T14:00:00Z",
    "asset_keys": [
      "NONFERROUS"
    ],
    "direction_score": {
      "NONFERROUS": -1
    },
    "confidence": 98,
    "horizon": "days",
    "raw_facts": {
      "direction_score_scope": "-3至+3,仅对NONFERROUS篮子;0为中性",
      "confidence_basis": "0至100,综合来源层级、数字可核验性和时间边界",
      "source_tier_semantics": "A=官方或公司原始披露;B=获准的数值性二级详情",
      "window_start_bjt": "2026-09-01 15:00",
      "window_end_bjt": "2026-09-02 09:00",
      "release_time_bjt": "2026-09-01 22:00",
      "data_period": "2026-07",
      "data_status": "July preliminary; June revised",
      "total_construction_spending_seasonally_adjusted_annual_rate_usd_million": 2157581,
      "june_revised_total_construction_spending_seasonally_adjusted_annual_rate_usd_million": 2167698,
      "total_month_over_month_percent": -0.5,
      "total_year_over_year_percent": -3.8,
      "private_construction_spending_saar_usd_million": 1614171,
      "private_month_over_month_percent": -0.5,
      "private_year_over_year_percent": -5.5,
      "private_residential_spending_saar_usd_million": 859002,
      "private_residential_month_over_month_percent": -1.3,
      "private_residential_year_over_year_percent": -7.3,
      "public_construction_spending_saar_usd_million": 543410,
      "public_month_over_month_percent": -0.2,
      "public_year_over_year_percent": 1.7,
      "first_seven_months_unadjusted_usd_million": 1244565,
      "first_seven_months_previous_year_usd_million": 1289715,
      "first_seven_months_year_over_year_percent": -3.5
    },
    "transmission_chain": "美国7月建筑支出季调年率为2157581百万美元,环比下降0.5%,私人住宅支出同比下降7.3% → 建筑活动相关的工业金属需求代理指标走弱,但支出还受价格和项目结构影响 → 对铜铝需求形成偏空的监测信号,强度有限。",
    "invalidation_conditions": "Census后续修订2026年7月总建筑支出或私人住宅支出并改变环比、同比方向时,按修订值重算。",
    "source_urls": [
      "https://www.census.gov/construction/c30/current/index.html",
      "https://www.census.gov/construction/c30/pdf/release.pdf"
    ],
    "source_tier": "A"
  },
  {
    "event_id": "fed-us-20260901-commercial-paper",
    "title": "美国8月商业票据季调未偿额14086亿美元",
    "event_type": "macro_release",
    "event_time_quality": "day_only",
    "event_time_utc": null,
    "published_at_utc": "2026-09-01T00:00:00Z",
    "asset_keys": [
      "NONFERROUS"
    ],
    "direction_score": {
      "NONFERROUS": 0
    },
    "confidence": 96,
    "horizon": "days",
    "raw_facts": {
      "direction_score_scope": "-3至+3,仅对NONFERROUS篮子;0为中性",
      "confidence_basis": "0至100,综合来源层级、数字可核验性和时间边界",
      "source_tier_semantics": "A=官方或公司原始披露;B=获准的数值性二级详情",
      "window_start_bjt": "2026-09-01 15:00",
      "window_end_bjt": "2026-09-02 09:00",
      "data_as_of_bjt": "2026-08-31",
      "release_date_bjt": "2026-09-01",
      "publication_time_precision": "官方页面给发布日期,未保证具体发布时间;published_at_utc为发布日期锚定值",
      "seasonally_adjusted_total_outstanding_usd_billion": 1408.6,
      "previous_month_seasonally_adjusted_total_outstanding_usd_billion": 1408.4,
      "month_over_month_change_usd_billion": 0.2,
      "seasonally_adjusted_nonfinancial_outstanding_usd_billion": 324.0,
      "seasonally_adjusted_financial_outstanding_usd_billion": 587.4,
      "seasonally_adjusted_asset_backed_outstanding_usd_billion": 497.2,
      "aa_nonfinancial_rate_percent": {
        "1_day": 3.63,
        "7_day": 3.67,
        "15_day": 3.67,
        "30_day": 3.67,
        "60_day": "n.a.",
        "90_day": "n.a."
      },
      "a2_p2_nonfinancial_rate_percent": {
        "1_day": 3.80,
        "7_day": 3.84,
        "15_day": 3.88,
        "30_day": 3.94,
        "60_day": 3.98,
        "90_day": "n.a."
      }
    },
    "transmission_chain": "美国商业票据经季调总未偿额由1408.4增至1408.6十亿美元,增加0.2十亿美元 → 短期融资存量基本稳定 → 该数据不给NONFERROUS单一方向判断。",
    "invalidation_conditions": "Federal Reserve后续修订2026年8月商业票据未偿额或利率表,并改变总量环比判断时,按修订值重算。",
    "source_urls": [
      "https://www.federalreserve.gov/releases/cp"
    ],
    "source_tier": "A"
  },
  {
    "event_id": "fed-us-20260901-dollar-index",
    "title": "美国8月广义美元指数降至118.8512",
    "event_type": "macro_release",
    "event_time_quality": "day_only",
    "event_time_utc": null,
    "published_at_utc": "2026-09-01T00:00:00Z",
    "asset_keys": [
      "NONFERROUS"
    ],
    "direction_score": {
      "NONFERROUS": 1
    },
    "confidence": 97,
    "horizon": "days",
    "raw_facts": {
      "direction_score_scope": "-3至+3,仅对NONFERROUS篮子;0为中性",
      "confidence_basis": "0至100,综合来源层级、数字可核验性和时间边界",
      "source_tier_semantics": "A=官方或公司原始披露;B=获准的数值性二级详情",
      "window_start_bjt": "2026-09-01 15:00",
      "window_end_bjt": "2026-09-02 09:00",
      "release_date_bjt": "2026-09-01",
      "data_period": "2026-08 monthly average",
      "publication_time_precision": "官方页面给发布日期,未披露具体发布时间;published_at_utc为发布日期锚定值",
      "broad_dollar_index_basis": "JAN06=100",
      "broad_dollar_index": 118.8512,
      "broad_dollar_index_previous_month": 120.5970,
      "broad_dollar_index_change_derived": -1.7458,
      "broad_dollar_index_same_month_previous_year": 120.5758,
      "afe_index": 112.1924,
      "eme_index": 127.3196,
      "cny_per_usd": 6.7361,
      "cny_per_usd_previous_month": 6.7757,
      "rate_unit": "每1美元对应的货币单位;指数按Federal Reserve口径"
    },
    "transmission_chain": "美国8月广义美元指数月均值由120.5970降至118.8512,下降1.7458点 → 美元计价有色金属的月度货币背景压力减轻 → 对NONFERROUS提供温和短线背景信号,当前几日仍需结合实时美元走势。",
    "invalidation_conditions": "Federal Reserve后续修订2026年8月广义美元指数或其月度基准,并改变月度变化方向时,按修订值重算。",
    "source_urls": [
      "https://www.federalreserve.gov/releases/g5/20260901"
    ],
    "source_tier": "A"
  },
  {
    "event_id": "nea-shandong-20260901-grid-inspection",
    "title": "山东能源监管办启动涉电网企业检查",
    "event_type": "infrastructure_demand",
    "event_time_quality": "exact",
    "event_time_utc": "2026-09-01T10:44:00Z",
    "published_at_utc": "2026-09-01T10:44:00Z",
    "asset_keys": [
      "NONFERROUS"
    ],
    "direction_score": {
      "NONFERROUS": 0
    },
    "confidence": 96,
    "horizon": "weeks",
    "raw_facts": {
      "direction_score_scope": "-3至+3,仅对NONFERROUS篮子;0为中性",
      "confidence_basis": "0至100,综合来源层级、数字可核验性和时间边界",
      "source_tier_semantics": "A=官方或公司原始披露;B=获准的数值性二级详情",
      "window_start_bjt": "2026-09-01 15:00",
      "window_end_bjt": "2026-09-02 09:00",
      "publication_time_bjt": "2026-09-01 18:44",
      "inspection_scope": [
        "国网山东省电力公司及所属有关市县供电公司",
        "山东电力交易中心"
      ],
      "inspection_items": [
        "电网工程建设",
        "投资效益",
        "供电可靠性",
        "新能源接入消纳",
        "市场秩序",
        "调度运行",
        "交易机构独立运营",
        "停电治理"
      ]
    },
    "transmission_chain": "山东能源监管办启动对涉电网企业和电力交易机构的现场行政检查 → 电网工程建设、投资效益和新能源消纳进入合规检查范围 → 事件本身不给有色金属需求单一方向判断。",
    "invalidation_conditions": "山东能源监管办后续撤销、更正检查范围,或公布检查结果改变工程建设与投资效益判断时,按后续公告更新。",
    "source_urls": [
      "https://sdb.nea.gov.cn/dtyw/jgdt/202609/t20260901_307922.html"
    ],
    "source_tier": "A"
  },
  {
    "event_id": "nea-china-20260901-grid-deployment",
    "title": "国家能源局9月1日部署加快电网工程",
    "event_type": "infrastructure_demand",
    "event_time_quality": "day_only",
    "event_time_utc": null,
    "published_at_utc": "2026-09-01T16:00:00Z",
    "asset_keys": [
      "NONFERROUS"
    ],
    "direction_score": {
      "NONFERROUS": 1
    },
    "confidence": 88,
    "horizon": "weeks",
    "raw_facts": {
      "direction_score_scope": "-3至+3,仅对NONFERROUS篮子;0为中性",
      "confidence_basis": "0至100,综合来源层级、数字可核验性和时间边界",
      "source_tier_semantics": "A=官方或公司原始披露;B=获准的数值性二级详情",
      "window_start_bjt": "2026-09-01 15:00",
      "window_end_bjt": "2026-09-02 09:00",
      "event_date_bjt": "2026-09-01",
      "release_date_bjt": "2026-09-02",
      "admission_basis": "按会议发生日2026-09-01归入窗口;详情页发布日期为2026-09-02",
      "publication_time_precision": "官方详情页仅给发布日期,未给发布时间;event_time按会议日期归入窗口,published_at_utc为发布日期北京时间起点锚定值",
      "power_demand_growth_guidance_percent": 5,
      "power_demand_growth_qualifier": "十五五期间年均约5%",
      "deployment_points": [
        "构建主配微协同电网新架构",
        "加快输电通道等重大电网工程核准建设",
        "加大省内主干电网和配电网工程建设力度",
        "支持民营企业投资新型电网建设"
      ],
      "investment_amount_disclosed": false,
      "exchange_units": 7
    },
    "transmission_chain": "会议提出“十五五”期间电力需求年均约5%,并部署加快输电通道等重大工程核准建设 → 需求增速目标与工程推进方向构成电网用铜铝需求的上行背景 → 当前未披露投资金额或金属用量,方向分值仅作中期监测信号。",
    "invalidation_conditions": "国家能源局后续更正会议日期、需求增速判断或重大工程部署内容时,按更正公告更新。",
    "source_urls": [
      "https://www.nea.gov.cn/20260902/6a6147bd0a244735af4c28e3e285af6f/c.html"
    ],
    "source_tier": "A"
  }
]

This story was produced automatically by a channel. One sentence is all it takes for Neodrop to keep producing for you.

Related content