2026-08-11 13:00｜有色金属事件流（4条）

[
  {
    "event_id": "smm-northchina-20260811-copper-spot-basis",
    "title": "华北铜现货均价扩大至贴水255元/吨",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-08-11T04:02:14Z",
    "asset_keys": [
      "NONFERROUS"
    ],
    "source_urls": [
      "https://news.smm.cn/news/104053110"
    ],
    "source_tier": "B",
    "event_type": "spot_basis",
    "direction_score": {
      "NONFERROUS": -1
    },
    "confidence": 92,
    "horizon": "intraday",
    "raw_facts": [
      "2026年8月11日，华北地区1#电解铜现货对当月合约报贴水280—贴水220元/吨，均价贴水255元/吨，较上一交易日减少50元/吨",
      "华北地区1#电解铜成交价格均价108300元/吨，较上一交易日增加640元/吨"
    ],
    "transmission_chain": "铜现货成交均价上涨640元/吨而贴水均价下移50元/吨→现货买盘对价格上涨的承接弱于盘面→铜近月现货结构转弱并形成日内偏空信号",
    "invalidation_conditions": "SMM修正本次报价，或下一次华北1#电解铜贴水均价较255元/吨明显收窄且成交量同步回升"
  },
  {
    "event_id": "mysteel-chongqing-20260811-copper-spot-basis",
    "title": "重庆铜升贴水均价降至0元/吨",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-08-11T03:11:58Z",
    "asset_keys": [
      "NONFERROUS"
    ],
    "source_urls": [
      "https://youse.mysteel.com/a/26081111/762CB75C665A90E2.html"
    ],
    "source_tier": "B",
    "event_type": "spot_basis",
    "direction_score": {
      "NONFERROUS": -1
    },
    "confidence": 94,
    "horizon": "intraday",
    "raw_facts": [
      "2026年8月11日，重庆市场1#电解铜中间价108495元/吨，较上一交易日上涨580元/吨",
      "重庆1#电解铜现货升贴水报贴150—升150元/吨，均价0元/吨，环比下调50元/吨",
      "近月合约价差走扩，下游多选择观望；持货商频繁下调升贴水后仍难录得成交"
    ],
    "transmission_chain": "铜价上涨580元/吨且近月价差走扩→下游观望、持货商下调升贴水仍难成交→重庆铜现货结构走弱并形成日内偏空信号",
    "invalidation_conditions": "Mysteel修正本次报价，或午后重庆1#电解铜升贴水均价重新升至50元/吨以上且成交恢复"
  },
  {
    "event_id": "mysteel-shanghai-20260811-zinc-spot-basis",
    "title": "上海锌现货对2609合约升水20元/吨",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-08-11T03:42:07Z",
    "asset_keys": [
      "NONFERROUS"
    ],
    "source_urls": [
      "https://youse.mysteel.com/a/26081111/4B5CDEF65AFBD774.html"
    ],
    "source_tier": "B",
    "event_type": "spot_basis",
    "direction_score": {
      "NONFERROUS": -1
    },
    "confidence": 92,
    "horizon": "intraday",
    "raw_facts": [
      "2026年8月11日午间，沪锌主力合约收盘价25680元/吨，涨幅0.47%；开盘25555元/吨，最高25720元/吨，最低25460元/吨",
      "上海市场锌现货报价对2609合约升水20元/吨，现货升贴水维持窄幅波动",
      "下游需求表现不佳，市场买货积极性不高"
    ],
    "transmission_chain": "沪锌主力上涨0.47%但现货仅升水20元/吨且买货积极性不高→现货对盘面跟涨有限→锌近月结构形成幅度有限的日内偏空信号",
    "invalidation_conditions": "Mysteel修正本次报价，或午后上海锌现货对2609合约升水明显高于20元/吨且下游采购转强"
  },
  {
    "event_id": "mysteel-china-20260811-tin-concentrate-processing-fee",
    "title": "锡精矿加工费持平于17500/13500元/金属吨",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-08-11T04:02:12Z",
    "asset_keys": [
      "NONFERROUS"
    ],
    "source_urls": [
      "https://youse.mysteel.com/a/26081112/E764F0C45436829A.html"
    ],
    "source_tier": "B",
    "event_type": "supply_demand",
    "direction_score": {
      "NONFERROUS": 0
    },
    "confidence": 95,
    "horizon": "days",
    "raw_facts": [
      "2026年8月11日，Mysteel 40%锡精矿加工费报16500—18500元/金属吨，均价17500元/金属吨，较上一交易日持平",
      "Mysteel 60%锡精矿加工费报12500—14500元/金属吨，均价13500元/金属吨，较上一交易日持平",
      "Mysteel 1#锡锭报425000—428000元/吨，均价426500元/吨，较8月10日下跌500元/吨"
    ],
    "transmission_chain": "40%与60%锡精矿加工费均持平而1#锡锭均价下跌500元/吨→矿端紧张度未出现新增变化→对有色板块形成中性供需信号",
    "invalidation_conditions": "Mysteel修正本次报价，或后续40%或60%锡精矿加工费较本次均价发生变化"
  }
]
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