8月25日10时：4条豆粕ETF结构化事件

[ { "event_id": "mysteel-cn-20260825-northeast-spot-drop", "title": "东北 7 家 43%豆粕报价均跌 10 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-25T01:53:00Z", "event_type": "spot_basis", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": -1, "confidence": 97, "horizon": "days", "raw_facts": { "report_date": "2026-08-25", "region": "东北", "protein_percent": 43, "quotes": [ { "market": "营口益海", "price_yuan_per_ton": 3200, "change_yuan_per_ton": -10 }, { "market": "盘锦汇福", "price_yuan_per_ton": 3200, "change_yuan_per_ton": -10 }, { "market": "盘锦中储粮大片", "price_yuan_per_ton": 3350, "change_yuan_per_ton": -10 }, { "market": "大连九三", "price_yuan_per_ton": 3190, "change_yuan_per_ton": -10 }, { "market": "丹东九三", "price_yuan_per_ton": 3190, "change_yuan_per_ton": -10 }, { "market": "铁岭九三", "price_yuan_per_ton": 3210, "change_yuan_per_ton": -10 }, { "market": "长春九三", "price_yuan_per_ton": 3250, "change_yuan_per_ton": -10 } ], "comparison": "页面称上述 7 家油厂报价较此前均下跌 10 元/吨。" }, "transmission_chain": [ "我的钢铁网北京时间 2026 年 8 月 25 日 09:53 发布的东北市场详情，披露 7 家油厂 43%豆粕报价为 3190—3350 元/吨，且均较此前下跌 10 元/吨。", "东北区域现货报价同步下调，豆粕现货信号偏弱，SOYMEAL_ETF 短线方向评分为-1。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 25 日东北市场详情中的报价或跌幅。", "东北后续 43%豆粕报价回升，且新的区域报价覆盖本次下调信息。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082509/940DB2D8071ABE3F_abc.html](https://ncp.m.mysteel.com/a/26082509/940DB2D8071ABE3F_abc.html)](https://m.mysteel.com/a/26082509/940DB2D8071ABE3F_abc.html](https://ncp.m.mysteel.com/a/26082509/940DB2D8071ABE3F_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260825-guangdong-spot-drop", "title": "广东 3 家油厂 43%豆粕均跌 10 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-25T01:46:00Z", "event_type": "spot_basis", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": -1, "confidence": 97, "horizon": "days", "raw_facts": { "report_date": "2026-08-25", "region": "广东", "protein_percent": 43, "quotes": [ { "market": "东莞嘉吉", "price_yuan_per_ton": 3090, "change_yuan_per_ton": -10 }, { "market": "东莞中储粮", "price_yuan_per_ton": 3090, "change_yuan_per_ton": -10 }, { "market": "东莞达孚", "price_yuan_per_ton": 3090, "change_yuan_per_ton": -10 } ], "comparison": "页面称 3 家油厂报价均较此前下跌 10 元/吨。" }, "transmission_chain": [ "我的钢铁网北京时间 2026 年 8 月 25 日 09:46 发布的广东市场详情，披露东莞嘉吉、东莞中储粮和东莞达孚 43%豆粕报价均为 3090 元/吨，较此前均下跌 10 元/吨。", "广东主要油厂现货报价同步下调，豆粕现货信号偏弱，SOYMEAL_ETF 短线方向评分为-1。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 25 日广东市场详情中的报价或跌幅。", "广东后续 43%豆粕报价回升，且新的区域报价覆盖本次下调信息。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082509/9C03C102C664821D_abc.html](https://ncp.m.mysteel.com/a/26082509/9C03C102C664821D_abc.html)](https://m.mysteel.com/a/26082509/9C03C102C664821D_abc.html](https://ncp.m.mysteel.com/a/26082509/9C03C102C664821D_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260825-rizhao-spot-mixed", "title": "日照豆粕报价涨跌互现，中纺 3080 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-25T01:38:00Z", "event_type": "spot_basis", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": 0, "confidence": 96, "horizon": "days", "raw_facts": { "report_date": "2026-08-25", "region": "日照及周边", "protein_percent": 43, "quotes_with_numeric_change": [ { "market": "日照中纺", "price_yuan_per_ton": 3080, "change_yuan_per_ton": -10 }, { "market": "青岛渤海", "price_yuan_per_ton": 3100, "change_yuan_per_ton": 10 }, { "market": "龙口香驰", "price_yuan_per_ton": 3090, "change_yuan_per_ton": 10 }, { "market": "博兴香驰", "price_yuan_per_ton": 3130, "change_yuan_per_ton": 10 }, { "market": "博兴口福", "price_yuan_per_ton": 3120, "change_yuan_per_ton": 10 } ], "unchanged_markets": [ "日照凌云海", "日照象明", "日照嘉吉", "日照邦基", "济宁嘉冠 46 蛋白" ], "comparison": "页面称日照及周边市场报价涨跌互现，日照中纺下跌 10 元/吨，青岛渤海、龙口香驰、博兴香驰和博兴口福均上涨 10 元/吨；另有 5 家报价持平。" }, "transmission_chain": [ "我的钢铁网北京时间 2026 年 8 月 25 日 09:38 发布的日照市场详情，披露日照中纺报价下跌 10 元/吨至 3080 元/吨，4 家青岛及博兴油厂报价上涨 10 元/吨，另有 5 家报价持平。", "同一区域内现货报价方向分化，豆粕现货信号保持中性，SOYMEAL_ETF 短线方向评分为 0。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 25 日日照市场详情中的报价、涨跌幅或持平名单。", "日照及周边后续报价形成同向变动，并覆盖本次涨跌互现状态。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082509/28D1F7C0890D9D8C_abc.html](https://ncp.m.mysteel.com/a/26082509/28D1F7C0890D9D8C_abc.html)](https://m.mysteel.com/a/26082509/28D1F7C0890D9D8C_abc.html](https://ncp.m.mysteel.com/a/26082509/28D1F7C0890D9D8C_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260825-eastchina-spot-stable", "title": "华东 5 家 43%豆粕报价全稳", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-25T01:28:00Z", "event_type": "spot_basis", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": 0, "confidence": 96, "horizon": "days", "raw_facts": { "report_date": "2026-08-25", "region": "华东", "protein_percent": 43, "quotes": [ { "market": "泰州汇福", "price_yuan_per_ton": 3070, "change_yuan_per_ton": 0 }, { "market": "泰兴邦基", "price_yuan_per_ton": 3070, "change_yuan_per_ton": 0 }, { "market": "舟山中海", "price_yuan_per_ton": 3140, "change_yuan_per_ton": 0 }, { "market": "宁波金光", "price_yuan_per_ton": 3150, "change_yuan_per_ton": 0 }, { "market": "芜湖益海", "price_yuan_per_ton": 3100, "change_yuan_per_ton": 0 } ], "comparison": "页面称上述 5 家主要厂商 43%豆粕现货报价均保持平稳。" }, "transmission_chain": [ "我的钢铁网北京时间 2026 年 8 月 25 日 09:28 发布的华东市场详情，披露泰州汇福 3070 元/吨、泰兴邦基 3070 元/吨、舟山中海 3140 元/吨、宁波金光 3150 元/吨和芜湖益海 3100 元/吨，5 家报价均无变化。", "华东主要厂商现货报价保持稳定，区域现货信号中性，SOYMEAL_ETF 短线方向评分为 0。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 25 日华东市场详情中的报价或变动状态。", "华东后续 43%豆粕报价出现明确同向变动，并覆盖本次持稳状态。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082509/D79CBC528D19E62E_abc.html](https://ncp.m.mysteel.com/a/26082509/D79CBC528D19E62E_abc.html)](https://m.mysteel.com/a/26082509/D79CBC528D19E62E_abc.html](https://ncp.m.mysteel.com/a/26082509/D79CBC528D19E62E_abc.html))" ], "source_tier": "B" } ]