2026-08-11 11:00｜有色金属事件流（2条）

[
  {
    "event_id": "mysteel-shanghai-20260811-copper-spot-basis",
    "title": "上海铜升贴水均价降至65元/吨",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-08-11T02:22:22Z",
    "asset_keys": [
      "NONFERROUS"
    ],
    "source_urls": [
      "http://mp.weixin.qq.com/s?__biz=MzkwMjMwMTQ3Ng==&mid=2247499547&idx=1&sn=fec5c9cbbf65fea8f5d6b1917998f784",
      "http://mp.weixin.qq.com/s?__biz=MzkwMjMwMTQ3Ng==&mid=2247499547&idx=4&sn=b5663c911d825221e2197c24197fdcd1"
    ],
    "source_tier": "B",
    "event_type": "spot_basis",
    "direction_score": {
      "NONFERROUS": -1
    },
    "confidence": 90,
    "horizon": "intraday",
    "raw_facts": [
      "2026年8月11日，上海1#铜价108190—108770元/吨，均价108480元/吨，较上一交易日上涨605元/吨",
      "上海1#铜升贴水为升10—升120元/吨，均价升65元/吨，较上一交易日下跌20元/吨",
      "早间少数差平品牌试探报升80元/吨，少量金川ISA成交于升40元/吨；第二交易时段差平品牌报升40—50元/吨，市场成交集中于升30—50元/吨"
    ],
    "transmission_chain": "铜价均价上涨605元/吨而升贴水均价回落20元/吨→高价下现货买盘承接偏弱→压制铜近月现货结构并对有色板块形成日内偏空信号",
    "invalidation_conditions": "Mysteel修正本次报价，或下一次上海1#铜升贴水均价高于65元/吨且较前值转为上升"
  },
  {
    "event_id": "mysteel-guangdong-20260811-copper-spot-basis",
    "title": "广东铜升贴水均价升至55元/吨",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-08-11T02:22:22Z",
    "asset_keys": [
      "NONFERROUS"
    ],
    "source_urls": [
      "http://mp.weixin.qq.com/s?__biz=MzkwMjMwMTQ3Ng==&mid=2247499547&idx=1&sn=fec5c9cbbf65fea8f5d6b1917998f784",
      "http://mp.weixin.qq.com/s?__biz=MzkwMjMwMTQ3Ng==&mid=2247499547&idx=4&sn=b5663c911d825221e2197c24197fdcd1"
    ],
    "source_tier": "B",
    "event_type": "spot_basis",
    "direction_score": {
      "NONFERROUS": 1
    },
    "confidence": 90,
    "horizon": "intraday",
    "raw_facts": [
      "2026年8月11日，广东1#铜价108190—108750元/吨，均价108470元/吨，较上一交易日上涨630元/吨",
      "广东1#铜升贴水为升10—升100元/吨，均价升55元/吨，较上一交易日上涨5元/吨",
      "早间平水铜升水报0元/吨，平水铜降至平水；下游维持刚需采购，实际成交持续收窄"
    ],
    "transmission_chain": "广东1#铜升贴水均价上涨5元/吨但平水铜早间报0元/吨、成交收窄→低库存支撑与高价抑制需求并存→对铜现货结构形成幅度有限的日内偏多信号",
    "invalidation_conditions": "Mysteel修正本次报价，或下一次广东1#铜升贴水均价低于55元/吨且较前值转为下降"
  }
]