8月26日15时：天津广西陕川渝远期基差

[ { "event_id": "mysteel-cn-20260826-guangxi-forward-basis", "title": "广西油厂远期基差：中粮大洋 M01+20，港青枫叶 M01+10", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-26T07:00:30Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 0, "confidence": 95, "horizon": "weeks", "raw_facts": { "report_date": "2026-08-26", "report_time_bjt": "2026-08-26 15:00:30", "region": "广西", "protein_percent": 43, "quotes": [ { "plant": "钦州中粮", "forward_basis": [ {"delivery_window": "10-11 月", "contract": "M01", "basis_yuan_per_ton": 20}, {"delivery_window": "2027 年 5-7 月", "contract": "M05", "basis_yuan_per_ton": 40} ] }, { "plant": "钦州大洋", "forward_basis": [ {"delivery_window": "10-11 月", "contract": "M01", "basis_yuan_per_ton": 20}, {"delivery_window": "2027 年 5-7 月", "contract": "M05", "basis_yuan_per_ton": 40} ] }, { "plant": "广西港青", "forward_basis": [ {"delivery_window": "10-12 月", "contract": "M01", "basis_yuan_per_ton": 10}, {"delivery_window": "5-7 月", "contract": "M05", "basis_yuan_per_ton": 10} ], "protein_46_premium_yuan_per_ton": 130 }, { "plant": "防城港大海", "fixed_price_yuan_per_ton": 3200, "execution_start": "2026-09-01" }, { "plant": "防城港枫叶", "forward_basis": [ {"delivery_window": "10-12 月", "contract": "M01", "basis_yuan_per_ton": 10}, {"delivery_window": "5-7 月", "contract": "M05", "basis_yuan_per_ton": 10} ], "protein_46_premium_yuan_per_ton": 130 }, {"plant": "防城港九三", "status": "停报"}, {"plant": "澳加粮油", "status": "停报"} ], "comparison": "详情页列出广西多家油厂 43%豆粕远期基差与一口价条款，现货价格与涨跌字段为空，未给出较前次报价变动值。" }, "transmission_chain": [ "我的钢铁网北京时间 2026 年 8 月 26 日 15:00:30 发布广西油厂豆粕销售价格，披露钦州中粮与钦州大洋 10—11 月 M01+20、2027 年 5—7 月 M05+40，广西港青与防城港枫叶 10—12 月 M01+10、5—7 月 M05+10 并 46 蛋白加价 130 元/吨，防城港大海一口价 3200 元/吨自 9 月 1 日起执行，防城港九三与澳加粮油停报。", "页面未给出同一条款的涨跌值，远期基差与一口价信号保持中性，SOYMEAL_ETF 方向评分为 0。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 26 日广西油厂远期基差、一口价或停报状态。", "同一统计口径的后续报价覆盖本次广西油厂远期基差条款。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/doupo/m/26082615/0569AEEAD79A4E15_abc.html](https://ncp.m.mysteel.com/doupo/m/26082615/0569AEEAD79A4E15_abc.html)](https://m.mysteel.com/doupo/m/26082615/0569AEEAD79A4E15_abc.html](https://ncp.m.mysteel.com/doupo/m/26082615/0569AEEAD79A4E15_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260826-tianjin-forward-basis", "title": "天津九三 M01+70，佳悦 M2701+50", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-26T07:10:30Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 0, "confidence": 96, "horizon": "weeks", "raw_facts": { "report_date": "2026-08-26", "report_time_bjt": "2026-08-26 15:10:30", "region": "天津", "protein_percent": 43, "quotes": [ { "plant": "天津九三", "forward_basis": [ {"delivery_window": "10-1 月", "contract": "M01", "basis_yuan_per_ton": 70}, {"delivery_window": "5-7 月", "contract": "M05", "basis_yuan_per_ton": 50} ] }, { "plant": "天津中粮佳悦", "forward_basis": [ {"delivery_window": "2-4 月", "contract": "M2701", "basis_yuan_per_ton": 50}, {"delivery_window": "5-7 月", "contract": "M2705", "basis_yuan_per_ton": 50} ] } ], "plants_without_forward_quote": ["天津邦基", "天津达孚", "天津京粮"], "comparison": "详情页列出天津九三与天津中粮佳悦远期基差条款，现货价格与涨跌字段为空，未给出较前次报价变动值。" }, "transmission_chain": [ "我的钢铁网北京时间 2026 年 8 月 26 日 15:10:30 发布天津油厂豆粕销售价格，天津九三报 10—1 月 M01+70、5—7 月 M05+50，天津中粮佳悦报 2—4 月 M2701+50、5—7 月 M2705+50。", "页面未给出同一条款的涨跌值，远期基差信号保持中性，SOYMEAL_ETF 方向评分为 0。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 26 日天津油厂远期基差条款或发布时间。", "同一统计口径的后续报价覆盖本次天津九三或天津中粮佳悦远期基差。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/doupo/m/26082615/F343D10584794D4F_abc.html](https://ncp.m.mysteel.com/doupo/m/26082615/F343D10584794D4F_abc.html)](https://m.mysteel.com/doupo/m/26082615/F343D10584794D4F_abc.html](https://ncp.m.mysteel.com/doupo/m/26082615/F343D10584794D4F_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260826-shaanxi-forward-basis", "title": "陕西邦淇 9 月基差报 m01+70", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-26T07:10:30Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 0, "confidence": 94, "horizon": "weeks", "raw_facts": { "report_date": "2026-08-26", "report_time_bjt": "2026-08-26 15:10:30", "region": "陕西西安", "plant": "邦淇油脂", "protein_percent": 43, "quote_as_reported": "9 月基差 m01+70", "delivery_window": "9 月", "contract": "m01", "basis_yuan_per_ton": 70, "plants_without_forward_quote": ["咸阳益海"], "comparison": "详情页披露西安邦淇油脂 43%豆粕 9 月基差 m01+70，现货价格与涨跌字段为空，未给出较前次报价变动值。" }, "transmission_chain": [ "我的钢铁网北京时间 2026 年 8 月 26 日 15:10:30 发布陕西油厂豆粕销售价格，西安邦淇油脂 43%豆粕报 9 月基差 m01+70。", "页面未给出同一条款的涨跌值，远期基差信号保持中性，SOYMEAL_ETF 方向评分为 0。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 26 日陕西邦淇远期基差条款或发布时间。", "同一统计口径的后续报价覆盖本次西安邦淇 m01+70 基差。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/doupo/m/26082615/E45C7F57092767EF_abc.html](https://ncp.m.mysteel.com/doupo/m/26082615/E45C7F57092767EF_abc.html)](https://m.mysteel.com/doupo/m/26082615/E45C7F57092767EF_abc.html](https://ncp.m.mysteel.com/doupo/m/26082615/E45C7F57092767EF_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260826-sichuan-forward-basis", "title": "四川新津中储粮 43%豆粕报 09+50", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-26T07:10:30Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 0, "confidence": 94, "horizon": "weeks", "raw_facts": { "report_date": "2026-08-26", "report_time_bjt": "2026-08-26 15:10:30", "region": "四川成都及周边", "plant": "新津中储粮", "protein_percent": 43, "quote_as_reported": "09+50", "contract": "09", "basis_yuan_per_ton": 50, "plants_without_forward_quote": ["广汉益海", "眉山中纺", "广元中纺", "泸州中海"], "plants_status": [{"plant": "自贡北部湾", "status": "停机"}], "comparison": "详情页披露成都新津中储粮 43%豆粕远期报价 09+50，现货价格与涨跌字段为空，未给出较前次报价变动值。" }, "transmission_chain": [ "我的钢铁网北京时间 2026 年 8 月 26 日 15:10:30 发布四川油厂豆粕销售价格，新津中储粮 43%豆粕报 09+50，自贡北部湾标注停机。", "页面未给出同一条款的涨跌值，远期基差信号保持中性，SOYMEAL_ETF 方向评分为 0。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 26 日四川新津中储粮远期基差条款或发布时间。", "同一统计口径的后续报价覆盖本次新津中储粮 09+50 基差。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/doupo/m/26082615/85559F776782435B_abc.html](https://ncp.m.mysteel.com/doupo/m/26082615/85559F776782435B_abc.html)](https://m.mysteel.com/doupo/m/26082615/85559F776782435B_abc.html](https://ncp.m.mysteel.com/doupo/m/26082615/85559F776782435B_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260826-chongqing-forward-basis", "title": "重庆中粮 10-1 月 01+120，重庆一德 09+0", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-26T07:10:30Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 0, "confidence": 94, "horizon": "weeks", "raw_facts": { "report_date": "2026-08-26", "report_time_bjt": "2026-08-26 15:10:30", "region": "重庆及江津", "protein_percent": 43, "quotes": [ { "plant": "中粮重庆", "delivery_window": "10-1 月", "contract": "01", "basis_yuan_per_ton": 120, "quote_as_reported": "10-1 月 01+120" }, { "plant": "重庆一德", "contract": "09", "basis_yuan_per_ton": 0, "quote_as_reported": "09+0" } ], "plants_without_forward_quote": ["江津益海"], "comparison": "详情页同时给出中粮重庆 10—1 月 01+120 与重庆一德 09+0，现货价格与涨跌字段为空，未给出较前次报价变动值。" }, "transmission_chain": [ "我的钢铁网北京时间 2026 年 8 月 26 日 15:10:30 发布重庆油厂豆粕销售价格，中粮重庆报 10—1 月 01+120，重庆一德报 09+0。", "同一区域内两家远期基差相差 120 元/吨，页面未给涨跌值，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 26 日重庆油厂远期基差条款或发布时间。", "同一统计口径的后续报价覆盖本次中粮重庆或重庆一德远期基差。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/doupo/m/26082615/4F148CD7CE55C64F_abc.html](https://ncp.m.mysteel.com/doupo/m/26082615/4F148CD7CE55C64F_abc.html)](https://m.mysteel.com/doupo/m/26082615/4F148CD7CE55C64F_abc.html](https://ncp.m.mysteel.com/doupo/m/26082615/4F148CD7CE55C64F_abc.html))" ], "source_tier": "B" } ]