2026-08-28 13:00｜有色金属事件流（6条）
覆盖北京时间11:00—13:00新增的华北铜、中原铝、三地锌现货基差及进口铜精矿TC；SHFE当日仓单尚未发布，未用窗口外数据替代。
[
{
"event_id": "smm-northchina-20260828-copper-basis",
"title": "华北铜现货升水均价涨20至190元",
"event_type": "spot_basis",
"event_time_quality": "exact",
"event_time_utc": "2026-08-28T03:32:00Z",
"published_at_utc": "2026-08-28T03:32:00Z",
"asset_keys": [
"NONFERROUS"
],
"direction_score": {
"NONFERROUS": 1
},
"confidence": 95,
"horizon": "intraday",
"raw_facts": {
"publisher": "SMM",
"detail_id": "104085375",
"data_date": "2026-08-28",
"published_time_beijing": "2026-08-28 11:32",
"market": "华北",
"product": "1#电解铜",
"contract": "当月合约（原文未明确月份）",
"unit": "元/吨",
"spot_basis_range": "对当月合约升水80—300元/吨",
"spot_basis_average": "升水190元/吨，较上一交易日+20元/吨",
"spot_price_average": "成交价格均价109250元/吨，较上一交易日+160元/吨",
"source_comment": "SMM称外区价差形成支撑，原文未进一步定义外区所指市场",
"direction_score_basis": "基于升水较上一交易日扩大20元/吨；成交均价上涨160元/吨仅作价格背景，不用于推导基差方向",
"direction_score_scope": "仅对本条事件的NONFERROUS影响评分，不与其他事件分数相加"
},
"transmission_chain": "华北1#电解铜对当月合约升水均价较上一交易日增加20元/吨至190元/吨→现货相对当月合约走强→铜现货基差支撑增强。",
"invalidation_conditions": "SMM更正华北现货升贴水区间、均价、成交价格均价、日变动、数据日期或单位。",
"source_urls": [
"https://hq.smm.cn/copper/content/104085375"
],
"source_tier": "B"
},
{
"event_id": "smm-centralchina-20260828-aluminium-basis",
"title": "中原铝对沪铝09贴水加深至100—140元",
"event_type": "spot_basis",
"event_time_quality": "exact",
"event_time_utc": "2026-08-28T03:37:41Z",
"published_at_utc": "2026-08-28T03:37:41Z",
"asset_keys": [
"NONFERROUS"
],
"direction_score": {
"NONFERROUS": -1
},
"confidence": 97,
"horizon": "intraday",
"raw_facts": {
"publisher": "SMM",
"detail_id": "104085147",
"data_date": "2026-08-28",
"published_time_beijing": "2026-08-28 11:37:41",
"market": "中原",
"product": "铝现货",
"contract": "沪铝09合约",
"unit": "元/吨",
"spot_basis": "贴水100—140元/吨",
"comparison": "2026-08-27为贴水80—120元/吨",
"basis_change": "贴水区间整体加深20元/吨，区间宽度仍为40元/吨",
"market_note": "期铝盘面震荡上行，周末前备货情绪不高，持货商踩踏式出货，交投清淡",
"direction_score_basis": "依据对沪铝09合约贴水较前一日加深20元/吨",
"direction_score_scope": "仅对本条事件的NONFERROUS影响评分，不与其他事件分数相加"
},
"transmission_chain": "中原铝对沪铝09合约贴水区间由前一日80—120元/吨整体加深至100—140元/吨→中原现货相对该合约走弱→沪铝现货支撑减弱。",
"invalidation_conditions": "SMM更正中原铝贴水区间、前一日对比、合约、市场、数据日期或单位。",
"source_urls": [
"https://news.smm.cn/live/detail/104085147"
],
"source_tier": "B"
},
{
"event_id": "smm-tianjin-20260828-zinc-basis",
"title": "天津0#锌对2609贴水40—70元",
"event_type": "spot_basis",
"event_time_quality": "exact",
"event_time_utc": "2026-08-28T03:45:00Z",
"published_at_utc": "2026-08-28T03:45:00Z",
"asset_keys": [
"NONFERROUS"
],
"direction_score": {
"NONFERROUS": 0
},
"confidence": 94,
"horizon": "intraday",
"raw_facts": {
"publisher": "SMM",
"detail_id": "104085272",
"data_date": "2026-08-28",
"published_time_beijing": "2026-08-28 11:45",
"market": "天津",
"product": "0#锌锭",
"unit": "元/吨",
"spot_price_range": "主流成交26070—26360元/吨",
"zijin_price_range": "紫金26190—26440元/吨",
"zijin_basis_to_2609": "升水50元/吨",
"spot_basis_to_2609": "贴水40—70元/吨",
"basis_to_shanghai": "津市较沪市贴水60元/吨",
"other_quote": "葫锌27560元/吨（原文单列，未说明与主流0#口径关系）",
"quotation_scope": "紫金为品牌报价；0#锌锭贴水为主流0#整体报价，非同一报价对象",
"basis_reference": "仅为2026-08-28当日对2609合约及跨市场水平，原文未提供上一交易日数值对比",
"market_note": "锌价高位震荡，市场交投冷清",
"direction_score_basis": "没有上一交易日数值环比锚点；仅凭当日贴水水平不能推出日内转空，因此评分为0",
"direction_score_scope": "仅对本条事件的NONFERROUS影响评分，不与其他事件分数相加"
},
"transmission_chain": "天津0#锌对2609合约贴水40—70元/吨、津市较沪市贴水60元/吨→当日天津现货相对合约和上海现货处于贴水位置→沪锌区域现货支撑相对偏弱，但不代表日内价格方向。",
"invalidation_conditions": "SMM更正天津0#锌价格区间、紫金报价、对2609合约贴水、津沪价差、数据日期或单位。",
"source_urls": [
"https://hq.smm.cn/zinc/content/104085272"
],
"source_tier": "B"
},
{
"event_id": "smm-ningbo-20260828-zinc-basis",
"title": "宁波0#锌对2610贴水60元",
"event_type": "spot_basis",
"event_time_quality": "exact",
"event_time_utc": "2026-08-28T03:55:00Z",
"published_at_utc": "2026-08-28T03:55:00Z",
"asset_keys": [
"NONFERROUS"
],
"direction_score": {
"NONFERROUS": 0
},
"confidence": 94,
"horizon": "intraday",
"raw_facts": {
"publisher": "SMM",
"detail_id": "104085421",
"data_date": "2026-08-28",
"market": "宁波",
"product": "主流品牌0#锌锭",
"unit": "元/吨",
"spot_price_range": "26130—26380元/吨",
"contract": "沪锌2610合约",
"spot_basis_to_2610": "常规品牌贴水60元/吨",
"basis_to_shanghai": "对上海现货升水50元/吨",
"comparison": "原文未提供与上一交易日的数值对比",
"basis_reference": "对2610合约和上海现货均为2026-08-28当日水平",
"market_note": "下游畏高持续观望，市场几无现货成交",
"direction_score_basis": "对2610贴水与对上海现货升水方向相反，按当日横截面评估为中性，不代表日变动",
"direction_score_scope": "仅对本条事件的NONFERROUS影响评分，不与其他事件分数相加"
},
"transmission_chain": "宁波0#锌对2610合约贴水60元/吨（相对远月合约偏弱），但对上海现货升水50元/吨（区域相对偏强）→两个基准方向分化→沪锌短线现货基差信号中性。",
"invalidation_conditions": "SMM更正宁波0#锌价格区间、对2610合约贴水、沪甬现货价差、数据日期或单位。",
"source_urls": [
"https://hq.smm.cn/zinc/content/104085421"
],
"source_tier": "B"
},
{
"event_id": "smm-imported-copper-concentrate-20260828-tc",
"title": "进口铜精矿TC周均价跌17.70美元/干吨",
"event_type": "spot_basis",
"event_time_quality": "exact",
"event_time_utc": "2026-08-28T03:56:00Z",
"published_at_utc": "2026-08-28T03:56:00Z",
"asset_keys": [
"NONFERROUS"
],
"direction_score": {
"NONFERROUS": 1
},
"confidence": 92,
"horizon": "weeks",
"raw_facts": {
"publisher": "SMM",
"detail_id": "104085418",
"data_date": "2026-08-28",
"published_time_beijing": "2026-08-28 11:56",
"indicator_class": "tc_change（进口铜精矿加工费）",
"product": "进口铜精矿指数（周）TC",
"unit": "美元/干吨",
"comparison_date": "2026-08-21",
"tc_change": "指数均价较上个更新日下跌17.70美元/干吨",
"level_status": "指数均价绝对值本轮未取得，页面表格受登录限制",
"direction_score_basis": "基于周均价较2026-08-21下跌17.70美元/干吨；绝对TC水平未取得",
"direction_score_scope": "仅对本条事件的NONFERROUS影响评分，不与其他事件分数相加"
},
"transmission_chain": "进口铜精矿TC周均价较2026-08-21下跌17.70美元/干吨→冶炼端加工费报价走弱、原料供应议价偏紧的信号增强→铜价原料端支撑信号偏强。",
"invalidation_conditions": "数据核验条件：SMM更正进口铜精矿TC周度变动、比较日期、单位或页面可见范围；信号时效条件：若下一周更新TC回升，上一期下跌信号不再延续。",
"source_urls": [
"https://hq.smm.cn/copper/content/104085418"
],
"source_tier": "B"
},
{
"event_id": "smm-shanghai-20260828-zinc-basis",
"title": "上海锌下月票对SMM均价升水50元",
"event_type": "spot_basis",
"event_time_quality": "exact",
"event_time_utc": "2026-08-28T03:57:00Z",
"published_at_utc": "2026-08-28T03:57:00Z",
"asset_keys": [
"NONFERROUS"
],
"direction_score": {
"NONFERROUS": 0
},
"confidence": 94,
"horizon": "intraday",
"raw_facts": {
"publisher": "SMM",
"detail_id": "104085431",
"data_date": "2026-08-28",
"published_time_beijing": "2026-08-28 11:57",
"market": "上海",
"product": "0#、1#锌锭",
"unit": "元/吨",
"spot_price_range_0_grade": "26130—26380元/吨",
"spot_price_range_1_grade": "26325—26625元/吨",
"next_month_ticket_basis": "早盘下月票对SMM均价升水50元/吨",
"ticket_scope_note": "原文仅称下月票，未进一步定义票据或合约细则",
"comparison": "原文未提供与上一交易日的数值对比",
"market_note": "贸易商佛系出货，市场成交氛围低迷",
"direction_score_basis": "下月票升水与成交低迷方向相反，按当日横截面评估为中性，不代表日变动",
"direction_score_scope": "仅对本条事件的NONFERROUS影响评分，不与其他事件分数相加"
},
"transmission_chain": "上海锌下月票对SMM均价升水50元/吨，但市场成交氛围低迷→报价相对SMM均价偏强、成交弱限制现货支撑强度→沪锌短线现货信号中性。",
"invalidation_conditions": "SMM更正上海0#或1#锌价格区间、下月票升水、数据日期或单位。",
"source_urls": [
"https://hq.smm.cn/zinc/content/104085431"
],
"source_tier": "B"
}
]This story was produced automatically by a channel. One sentence is all it takes for Neodrop to keep producing for you.