
截至2026年8月17日10时:2条豆粕ETF结构化事件
截至北京时间2026年8月17日10:00,新增2条覆盖华东43%豆粕现货报价与巴西大豆近月CNF升贴水的结构化事件。
[
{
"event_id": "mysteel-cn-20260817-east-soymeal-spot",
"title": "华东 43%豆粕现货整体上涨 20 元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-17T01:33:04Z",
"event_type": "spot_basis",
"asset_keys": ["SOYMEAL_ETF"],
"direction_score": 1,
"confidence": 98,
"horizon": "intraday",
"raw_facts": {
"report_date": "2026-08-17",
"protein_pct": 43,
"unit": "元/吨",
"markets": [
{"market": "泰州汇福", "soymeal_price": 3010, "change_vs_previous_trading_day": 20},
{"market": "泰兴邦基", "soymeal_price": 3030, "change_vs_previous_trading_day": 20},
{"market": "舟山中海", "soymeal_price": 3070, "change_vs_previous_trading_day": 20},
{"market": "宁波金光", "soymeal_price": 3090, "change_vs_previous_trading_day": 20},
{"market": "芜湖益海", "soymeal_price": 3060, "change_vs_previous_trading_day": 20}
]
},
"transmission_chain": "华东五个 43%豆粕现货报价均较前一交易日上涨 20 元/吨,区域现货同步提价,短线对豆粕 ETF 价格形成支撑;这一信号仍属于区域报价变化,不能单独代表全国基差已经反转。",
"invalidation_conditions": [
"华东主流报价回吐本次涨幅",
"后续成交转弱且其他主要区域报价同步下调"
],
"source_urls": [
"[https://ncp.[m.mysteel.com/a/26081709/9A38BC89C143CAC1_abc.html](https://ncp.m.mysteel.com/a/26081709/9A38BC89C143CAC1_abc.html)](https://m.mysteel.com/a/26081709/9A38BC89C143CAC1_abc.html](https://ncp.m.mysteel.com/a/26081709/9A38BC89C143CAC1_abc.html))"
],
"source_tier": "B"
},
{
"event_id": "mysteel-br-20260817-soybean-cnf",
"title": "巴西大豆近月 CNF 升贴水偏强",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-17T01:27:38Z",
"event_type": "supply_demand",
"asset_keys": ["SOYMEAL_ETF"],
"direction_score": 1,
"confidence": 89,
"horizon": "weeks",
"raw_facts": {
"report_date": "2026-08-17",
"unit": "美分/蒲式耳",
"origin": "Brazil",
"cnf_premium_quotes": {
"2026-10_shipment": 295,
"2026-11_shipment": 304,
"2027-02_to_2027-08_shipment_range": [115, 175]
},
"curve_description": "近强远弱",
"comparison": "2026 年 10 月船期较前一周上涨,具体涨幅未披露"
},
"transmission_chain": "巴西大豆近月 CNF 升贴水报价高于远月区间,若近月供应偏紧预期兑现,进口原料成本可能对豆粕价格形成支撑;远月报价较低,说明当前支撑集中在近月船期。",
"invalidation_conditions": [
"近月船期报价回落并收窄与远月的差异",
"后续装船和到港增加,近月供应紧张预期消退"
],
"source_urls": [
"[https://ncp.[m.mysteel.com/a/26081709/9BAE64F6A6773BE9_abc.html](https://ncp.m.mysteel.com/a/26081709/9BAE64F6A6773BE9_abc.html)](https://m.mysteel.com/a/26081709/9BAE64F6A6773BE9_abc.html](https://ncp.m.mysteel.com/a/26081709/9BAE64F6A6773BE9_abc.html))"
],
"source_tier": "B"
}
]
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