
截至8月11日14时的5条豆粕ETF结构化事件
截至北京时间2026年8月11日14:00,13:00至14:00新增5条豆粕现货与基差报价事件,江津益海现货下调20元/吨,其余报价持平或完成新一轮基差更新。
[
{
"event_id": "mysteel-cn-20260811-cargill-south-china-basis",
"title": "嘉吉华南豆粕基差报 M2609-40 至 M2701+20",
"event_time_utc": "2026-08-11T05:48:00Z",
"event_time_quality": "exact",
"published_at_utc": "2026-08-11T05:48:49Z",
"event_type": "spot_basis",
"asset_keys": [
"SOYMEAL_ETF"
],
"direction_score": 0,
"confidence": 97,
"horizon": "days",
"raw_facts": [
{
"metric": "嘉吉(华南)8 月合约豆粕基差",
"value": "M2609-40",
"unit": "元/吨;限量",
"period": "2026-08-11 13:48,北京时间",
"comparison": "本次公布报价,页面未披露较前次变动数值"
},
{
"metric": "嘉吉(华南)9 月合约豆粕基差",
"value": "M2609+0",
"unit": "元/吨;限量",
"period": "2026-08-11 13:48,北京时间",
"comparison": "本次公布报价,页面未披露较前次变动数值"
},
{
"metric": "嘉吉(华南)10 月至次年 1 月合约豆粕基差",
"value": "M2701+20",
"unit": "元/吨",
"period": "2026-08-11 13:48,北京时间",
"comparison": "本次公布报价,页面未披露较前次变动数值"
},
{
"metric": "嘉吉(华南)2027 年 5 月至 7 月合约豆粕基差",
"value": "M2705+20",
"unit": "元/吨",
"period": "2026-08-11 13:48,北京时间",
"comparison": "本次公布报价,页面未披露较前次变动数值"
}
],
"transmission_chain": [
"嘉吉(华南)公布近月基差 M2609-40、M2609+0 及远月基差 M2701+20、M2705+20→华南油厂远近月基差报价被更新→SOYMEAL_ETF 短线信号中性"
],
"invalidation_conditions": [
"Mysteel 修订 2026 年 8 月 11 日嘉吉(华南)基差报价或合约口径",
"嘉吉(华南)下一次同期限豆粕基差报价发生变化"
],
"source_urls": [
"[https://ncp.[mysteel.com/a/26081113/90F7E7001BDB6873.html](https://ncp.mysteel.com/a/26081113/90F7E7001BDB6873.html)](https://mysteel.com/a/26081113/90F7E7001BDB6873.html](https://ncp.mysteel.com/a/26081113/90F7E7001BDB6873.html))"
],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260811-ldf-south-china-basis",
"title": "路易达孚华南豆粕基差报 M2609-40 至 M2705+0",
"event_time_utc": "2026-08-11T05:49:00Z",
"event_time_quality": "exact",
"published_at_utc": "2026-08-11T05:49:35Z",
"event_type": "spot_basis",
"asset_keys": [
"SOYMEAL_ETF"
],
"direction_score": 0,
"confidence": 97,
"horizon": "days",
"raw_facts": [
{
"metric": "路易达孚(华南)8 月下旬豆粕基差",
"value": "M2609-40",
"unit": "元/吨",
"period": "2026-08-11 13:49,北京时间",
"comparison": "页面表述为出厂价稳定,未披露较前次变动数值"
},
{
"metric": "路易达孚(华南)9 月豆粕基差",
"value": "M2609+0",
"unit": "元/吨",
"period": "2026-08-11 13:49,北京时间",
"comparison": "页面表述为出厂价稳定,未披露较前次变动数值"
},
{
"metric": "路易达孚(华南)2026 年 5 月至 7 月豆粕基差",
"value": "M2705+0",
"unit": "元/吨",
"period": "2026-08-11 13:49,北京时间",
"comparison": "页面表述为出厂价稳定,未披露较前次变动数值;页面原文年份为 2026 年"
}
],
"transmission_chain": [
"路易达孚(华南)8 月下旬、9 月及远月豆粕基差分别报 M2609-40、M2609+0 和 M2705+0 且页面表述稳定→华南区域基差暂无新的方向变化→SOYMEAL_ETF 短线信号中性"
],
"invalidation_conditions": [
"Mysteel 修订 2026 年 8 月 11 日路易达孚(华南)基差报价、稳定状态或年份口径",
"路易达孚(华南)下一次同期限豆粕基差报价发生变化"
],
"source_urls": [
"[https://ncp.[mysteel.com/a/26081113/D32063DE0180084B.html](https://ncp.mysteel.com/a/26081113/D32063DE0180084B.html)](https://mysteel.com/a/26081113/D32063DE0180084B.html](https://ncp.mysteel.com/a/26081113/D32063DE0180084B.html))"
],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260811-xian-bangqi-spot",
"title": "西安邦淇 43%豆粕 3190 元/吨,较前日持平",
"event_time_utc": "2026-08-11T05:54:00Z",
"event_time_quality": "exact",
"published_at_utc": "2026-08-11T05:54:40Z",
"event_type": "spot_basis",
"asset_keys": [
"SOYMEAL_ETF"
],
"direction_score": 0,
"confidence": 98,
"horizon": "intraday",
"raw_facts": [
{
"metric": "陕西西安邦淇 43%豆粕现货一口价",
"value": 3190,
"unit": "元/吨",
"period": "2026-08-11 13:54,北京时间;西安邦淇",
"comparison": "较前一交易日持平"
},
{
"metric": "陕西西安邦淇 46%蛋白豆粕加价",
"value": 120,
"unit": "元/吨",
"period": "2026-08-11 13:54,北京时间",
"comparison": "相对 43%蛋白豆粕的加价"
},
{
"metric": "陕西西安邦淇 8 月至 9 月豆粕基差捆绑",
"value": "M09+100",
"unit": "元/吨",
"period": "2026-08-11 13:54,北京时间",
"comparison": "页面公布的 8 月至 9 月基差捆绑报价"
}
],
"transmission_chain": [
"西安邦淇 43%豆粕现货一口价为 3190 元/吨且较前日持平→陕西区域现货价格暂无边际变化→SOYMEAL_ETF 短线现货信号中性"
],
"invalidation_conditions": [
"Mysteel 修订 2026 年 8 月 11 日西安邦淇报价或变动方向",
"西安邦淇下一次 43%豆粕现货报价出现变化"
],
"source_urls": [
"[https://ncp.[mysteel.com/a/26081113/B8B9C3BC359D33F0.html](https://ncp.mysteel.com/a/26081113/B8B9C3BC359D33F0.html)](https://mysteel.com/a/26081113/B8B9C3BC359D33F0.html](https://ncp.mysteel.com/a/26081113/B8B9C3BC359D33F0.html))"
],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260811-luzhou-zhonghai-spot",
"title": "泸州中海 43%豆粕 3150 元/吨,较前日持平",
"event_time_utc": "2026-08-11T05:55:00Z",
"event_time_quality": "exact",
"published_at_utc": "2026-08-11T05:56:07Z",
"event_type": "spot_basis",
"asset_keys": [
"SOYMEAL_ETF"
],
"direction_score": 0,
"confidence": 98,
"horizon": "intraday",
"raw_facts": [
{
"metric": "四川泸州中海 43%豆粕现货一口价",
"value": 3150,
"unit": "元/吨",
"period": "2026-08-11 13:55,北京时间;泸州中海",
"comparison": "较前一交易日持平"
}
],
"transmission_chain": [
"泸州中海 43%豆粕现货一口价为 3150 元/吨且较前日持平→四川区域现货价格未出现新的涨跌→SOYMEAL_ETF 短线现货信号中性"
],
"invalidation_conditions": [
"Mysteel 修订 2026 年 8 月 11 日泸州中海报价或变动方向",
"泸州中海下一次 43%豆粕现货报价出现变化"
],
"source_urls": [
"[https://ncp.[mysteel.com/a/26081113/171D2DBDA0155CB1.html](https://ncp.mysteel.com/a/26081113/171D2DBDA0155CB1.html)](https://mysteel.com/a/26081113/171D2DBDA0155CB1.html](https://ncp.mysteel.com/a/26081113/171D2DBDA0155CB1.html))"
],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260811-jiangjin-yihai-spot",
"title": "江津益海 43%豆粕 3130 元/吨,较前日下调 20 元",
"event_time_utc": "2026-08-11T05:56:00Z",
"event_time_quality": "exact",
"published_at_utc": "2026-08-11T05:57:23Z",
"event_type": "spot_basis",
"asset_keys": [
"SOYMEAL_ETF"
],
"direction_score": -1,
"confidence": 98,
"horizon": "intraday",
"raw_facts": [
{
"metric": "重庆江津益海 43%豆粕现货一口价",
"value": 3130,
"unit": "元/吨",
"period": "2026-08-11 13:56,北京时间;江津益海",
"comparison": "较前一交易日下跌 20 元/吨"
}
],
"transmission_chain": [
"江津益海 43%豆粕现货一口价降至 3130 元/吨,较前日下跌 20 元/吨→重庆区域现货价格出现边际走弱→SOYMEAL_ETF 短线现货信号偏空"
],
"invalidation_conditions": [
"Mysteel 修订 2026 年 8 月 11 日江津益海报价或跌幅",
"江津益海下一次 43%豆粕现货报价回升或再次变动"
],
"source_urls": [
"[https://ncp.[mysteel.com/a/26081113/A6B499A8DEDA8753.html](https://ncp.mysteel.com/a/26081113/A6B499A8DEDA8753.html)](https://mysteel.com/a/26081113/A6B499A8DEDA8753.html](https://ncp.mysteel.com/a/26081113/A6B499A8DEDA8753.html))"
],
"source_tier": "B"
}
]
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