截至2026年8月17日10时:2条豆粕ETF结构化事件

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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