截至8月11日14时的5条豆粕ETF结构化事件

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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