8月25日13时：华北、川渝现货下调，基差分化

[ { "event_id": "mysteel-cn-20260825-zhanjiang-spot-stable", "title": "湛江渤海 43%豆粕报 3130 元持稳", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-25T03:01:00Z", "event_type": "spot_basis", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": 0, "confidence": 97, "horizon": "days", "raw_facts": { "report_date": "2026-08-25", "market": "广东湛江渤海油厂", "protein_percent": 43, "spot_price_yuan_per_ton": 3130, "change_yuan_per_ton": 0, "protein_premium": { "protein_percent": 46, "premium_yuan_per_ton": 130 }, "comparison": "43%蛋白豆粕出厂价较前一日保持稳定。" }, "transmission_chain": [ "我的钢铁网北京时间 2026 年 8 月 25 日 11:01 发布的详情显示，湛江渤海油厂 43%蛋白豆粕价格为 3130 元/吨，46%蛋白豆粕在 43%基础上加价 130 元/吨。", "湛江现货报价未出现日内变动，现货信号保持中性，SOYMEAL_ETF 方向评分为 0。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 25 日湛江渤海油厂的报价或稳定状态。", "湛江渤海油厂后续 43%豆粕报价出现明确变动，并覆盖本次稳定报价。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082511/5865A9AA0DB799DF_abc.html](https://ncp.m.mysteel.com/a/26082511/5865A9AA0DB799DF_abc.html)](https://m.mysteel.com/a/26082511/5865A9AA0DB799DF_abc.html](https://ncp.m.mysteel.com/a/26082511/5865A9AA0DB799DF_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260825-huabei-spot-drop", "title": "华北三家 43%豆粕报价均跌 10 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-25T03:14:00Z", "event_type": "spot_basis", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": -1, "confidence": 97, "horizon": "days", "raw_facts": { "report_date": "2026-08-25", "market": "华北", "protein_percent": 43, "quotes": [ { "supplier": "天津九三", "spot_price_yuan_per_ton": 3110, "change_yuan_per_ton": -10 }, { "supplier": "北京汇福", "spot_price_yuan_per_ton": 3120, "change_yuan_per_ton": -10 }, { "supplier": "黄骅嘉好", "spot_price_yuan_per_ton": 3110, "change_yuan_per_ton": -10 } ], "comparison": "华北三家油厂 43%豆粕现货报价较前一日均下跌 10 元/吨。" }, "transmission_chain": [ "我的钢铁网北京时间 2026 年 8 月 25 日 11:14 发布的详情显示，天津九三报 3110 元/吨、北京汇福报 3120 元/吨、黄骅嘉好报 3110 元/吨，三家均较前一日下跌 10 元/吨。", "华北主流现货报价同步下调，区域现货信号偏弱，SOYMEAL_ETF 方向评分为-1。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 25 日华北三家油厂的报价或跌幅。", "华北三家油厂后续报价回升，并覆盖本次下调信息。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082511/515B7DCF47A9BF0A_abc.html](https://ncp.m.mysteel.com/a/26082511/515B7DCF47A9BF0A_abc.html)](https://m.mysteel.com/a/26082511/515B7DCF47A9BF0A_abc.html](https://ncp.m.mysteel.com/a/26082511/515B7DCF47A9BF0A_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260825-chongqing-spot-drop", "title": "重庆两家 43%豆粕报价均跌 10 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-25T03:26:00Z", "event_type": "spot_basis", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": -1, "confidence": 97, "horizon": "days", "raw_facts": { "report_date": "2026-08-25", "market": "重庆", "protein_percent": 43, "quotes": [ { "supplier": "江津益海", "spot_price_yuan_per_ton": 3170, "change_yuan_per_ton": -10 }, { "supplier": "重庆一德", "spot_price_yuan_per_ton": 3140, "change_yuan_per_ton": -10 } ], "comparison": "重庆两家油厂 43%豆粕现货报价较前一日均下跌 10 元/吨。" }, "transmission_chain": [ "我的钢铁网北京时间 2026 年 8 月 25 日 11:26 发布的详情显示，江津益海 43%豆粕报 3170 元/吨、重庆一德报 3140 元/吨，两家均较前一日下跌 10 元/吨。", "重庆两家油厂现货报价同步下调，区域现货信号偏弱，SOYMEAL_ETF 方向评分为-1。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 25 日重庆两家油厂的报价或跌幅。", "重庆两家油厂后续报价回升，并覆盖本次下调信息。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082511/49AE49DD36F7C268_abc.html](https://ncp.m.mysteel.com/a/26082511/49AE49DD36F7C268_abc.html)](https://m.mysteel.com/a/26082511/49AE49DD36F7C268_abc.html](https://ncp.m.mysteel.com/a/26082511/49AE49DD36F7C268_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260825-sichuan-spot-drop", "title": "四川三家 43%豆粕报价均跌 20 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-25T03:26:00Z", "event_type": "spot_basis", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": -1, "confidence": 97, "horizon": "days", "raw_facts": { "report_date": "2026-08-25", "market": "四川", "protein_percent": 43, "quotes": [ { "supplier": "成都中储粮", "spot_price_yuan_per_ton": 3220, "change_yuan_per_ton": -20 }, { "supplier": "广汉益海", "spot_price_yuan_per_ton": 3220, "change_yuan_per_ton": -20 }, { "supplier": "彭山中粮", "spot_price_yuan_per_ton": 3220, "change_yuan_per_ton": -20 } ], "comparison": "四川三家油厂 43%豆粕现货报价均为 3220 元/吨，较前一日均下跌 20 元/吨。" }, "transmission_chain": [ "我的钢铁网北京时间 2026 年 8 月 25 日 11:26 发布的详情显示，成都中储粮、广汉益海和彭山中粮 43%豆粕报价均为 3220 元/吨，三家均较前一日下跌 20 元/吨。", "四川三家油厂现货报价同步下调，区域现货信号偏弱，SOYMEAL_ETF 方向评分为-1。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 25 日四川三家油厂的报价或跌幅。", "四川三家油厂后续报价回升，并覆盖本次下调信息。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082511/45BC02A3E601CAF4_abc.html](https://ncp.m.mysteel.com/a/26082511/45BC02A3E601CAF4_abc.html)](https://m.mysteel.com/a/26082511/45BC02A3E601CAF4_abc.html](https://ncp.m.mysteel.com/a/26082511/45BC02A3E601CAF4_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260825-national-basis-update", "title": "昆明基差 20 元，长春 30 元且上涨 2 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-25T04:07:00Z", "event_type": "spot_basis", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": 0, "confidence": 86, "horizon": "days", "raw_facts": { "report_date": "2026-08-25", "market_scope": "全国主要市场", "basis_quotes_yuan_per_ton": [ { "market": "云南昆明", "basis_yuan_per_ton": 20 }, { "market": "吉林长春", "basis_yuan_per_ton": 30, "change_yuan_per_ton": 2 }, { "market": "陕西西安", "basis_yuan_per_ton": 60 }, { "market": "江苏南通", "basis_yuan_per_ton": -140 } ], "comparison": "页面摘要列出昆明 20 元/吨、长春 30 元/吨且上涨 2 元/吨、西安 60 元/吨和南通-140 元/吨，区域基差存在分化。" }, "transmission_chain": [ "我的钢铁网北京时间 2026 年 8 月 25 日 12:07 发布的全国主要市场豆粕基差汇总页面摘要列出昆明 20 元/吨、长春 30 元/吨且上涨 2 元/吨、西安 60 元/吨和南通-140 元/吨。", "同一汇总中的正负基差并存，期限结构信号分化，SOYMEAL_ETF 方向评分为 0。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 25 日全国主要市场豆粕基差汇总中的上述数字。", "后续同一统计口径的基差数据覆盖本次区域分化信息。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082512/2A19321968C90F79_abc.html](https://ncp.m.mysteel.com/a/26082512/2A19321968C90F79_abc.html)](https://m.mysteel.com/a/26082512/2A19321968C90F79_abc.html](https://ncp.m.mysteel.com/a/26082512/2A19321968C90F79_abc.html))" ], "source_tier": "B" } ]