9月4日09:00｜SHFE仓单、LME价库与美国数据
覆盖北京时间2026年9月3日15:00至9月4日09:00的23条有色金属库存、期限结构与美国官方数据事件，字段可直接供量化系统消费。
[
{
"event_id": "shfe-cu-20260903-warrant-inventory",
"event_type": "inventory",
"asset_keys": ["NONFERROUS"],
"title": "SHFE铜仓单27558吨，日减1959吨",
"event_time_quality": "day_only",
"event_time_utc": null,
"published_at_utc": "2026-09-03T07:06:10Z",
"direction_score": 1,
"confidence": 98,
"horizon": "days",
"raw_facts": {
"report": "SHFE Vol.2026-163",
"data_date": "2026-09-03",
"commodity": "Copper",
"unit": "吨",
"on_warrant_tonnes": 27558,
"change_tonnes": -1959,
"last_modified_gmt": "2026-09-03 07:06:10 GMT"
},
"transmission_chain": "SHFE铜仓单日减1959吨→可交割库存边际收紧→铜及有色金属价格短线获得支撑。",
"invalidation_conditions": "后续SHFE铜仓单连续回升或铜现货升水转弱时失效。",
"source_urls": [
"https://www.shfe.com.cn/data/tradedata/future/stockdata/dailystock_20260903/EN/shfe/all.html?params=1",
"https://www.shfe.com.cn/data/tradedata/future/dailydata/stock_cu_20260903.dat"
],
"source_tier": "A"
},
{
"event_id": "shfe-al-20260903-warrant-inventory",
"event_type": "inventory",
"asset_keys": ["NONFERROUS"],
"title": "SHFE铝仓单228144吨，日减6045吨",
"event_time_quality": "day_only",
"event_time_utc": null,
"published_at_utc": "2026-09-03T07:06:10Z",
"direction_score": 1,
"confidence": 98,
"horizon": "days",
"raw_facts": {
"report": "SHFE Vol.2026-163",
"data_date": "2026-09-03",
"commodity": "Aluminium",
"unit": "吨",
"on_warrant_tonnes": 228144,
"change_tonnes": -6045,
"last_modified_gmt": "2026-09-03 07:06:10 GMT"
},
"transmission_chain": "SHFE铝仓单日减6045吨→可交割铝库存边际收紧→铝价短线获得支撑。",
"invalidation_conditions": "后续SHFE铝仓单连续回升或铝现货升水转弱时失效。",
"source_urls": [
"https://www.shfe.com.cn/data/tradedata/future/stockdata/dailystock_20260903/EN/shfe/all.html?params=1",
"https://www.shfe.com.cn/data/tradedata/future/dailydata/stock_al_20260903.dat"
],
"source_tier": "A"
},
{
"event_id": "shfe-zn-20260903-warrant-inventory",
"event_type": "inventory",
"asset_keys": ["NONFERROUS"],
"title": "SHFE锌仓单95992吨，日增248吨",
"event_time_quality": "day_only",
"event_time_utc": null,
"published_at_utc": "2026-09-03T07:06:10Z",
"direction_score": -1,
"confidence": 98,
"horizon": "days",
"raw_facts": {
"report": "SHFE Vol.2026-163",
"data_date": "2026-09-03",
"commodity": "Zinc",
"unit": "吨",
"on_warrant_tonnes": 95992,
"change_tonnes": 248,
"last_modified_gmt": "2026-09-03 07:06:10 GMT"
},
"transmission_chain": "SHFE锌仓单日增248吨→可交割锌库存边际宽松→锌价短线承压。",
"invalidation_conditions": "后续SHFE锌仓单转为连续下降或锌现货升水重新扩大时失效。",
"source_urls": [
"https://www.shfe.com.cn/data/tradedata/future/stockdata/dailystock_20260903/EN/shfe/all.html?params=1",
"https://www.shfe.com.cn/data/tradedata/future/dailydata/stock_zn_20260903.dat"
],
"source_tier": "A"
},
{
"event_id": "shfe-pb-20260903-warrant-inventory",
"event_type": "inventory",
"asset_keys": ["NONFERROUS"],
"title": "SHFE铅仓单57793吨，日变动0吨",
"event_time_quality": "day_only",
"event_time_utc": null,
"published_at_utc": "2026-09-03T07:06:10Z",
"direction_score": 0,
"confidence": 98,
"horizon": "days",
"raw_facts": {
"report": "SHFE Vol.2026-163",
"data_date": "2026-09-03",
"commodity": "Lead",
"unit": "吨",
"on_warrant_tonnes": 57793,
"change_tonnes": 0,
"last_modified_gmt": "2026-09-03 07:06:10 GMT"
},
"transmission_chain": "SHFE铅仓单日变动为0→可交割铅库存信号中性→铅价方向主要由现货与需求数据决定。",
"invalidation_conditions": "后续SHFE铅仓单出现持续单边变化或铅现货升贴水明显变动时失效。",
"source_urls": [
"https://www.shfe.com.cn/data/tradedata/future/stockdata/dailystock_20260903/EN/shfe/all.html?params=1",
"https://www.shfe.com.cn/data/tradedata/future/dailydata/stock_pb_20260903.dat"
],
"source_tier": "A"
},
{
"event_id": "shfe-ni-20260903-warrant-inventory",
"event_type": "inventory",
"asset_keys": ["NONFERROUS"],
"title": "SHFE镍仓单99597吨，日减338吨",
"event_time_quality": "day_only",
"event_time_utc": null,
"published_at_utc": "2026-09-03T07:06:10Z",
"direction_score": 1,
"confidence": 98,
"horizon": "days",
"raw_facts": {
"report": "SHFE Vol.2026-163",
"data_date": "2026-09-03",
"commodity": "Nickel",
"unit": "吨",
"on_warrant_tonnes": 99597,
"change_tonnes": -338,
"last_modified_gmt": "2026-09-03 07:06:10 GMT"
},
"transmission_chain": "SHFE镍仓单日减338吨→可交割镍库存边际收紧→镍价短线获得支撑。",
"invalidation_conditions": "后续SHFE镍仓单连续回升或镍现货升水转弱时失效。",
"source_urls": [
"https://www.shfe.com.cn/data/tradedata/future/stockdata/dailystock_20260903/EN/shfe/all.html?params=1",
"https://www.shfe.com.cn/data/tradedata/future/dailydata/stock_ni_20260903.dat"
],
"source_tier": "A"
},
{
"event_id": "shfe-sn-20260903-warrant-inventory",
"event_type": "inventory",
"asset_keys": ["NONFERROUS"],
"title": "SHFE锡仓单4665吨，日减267吨",
"event_time_quality": "day_only",
"event_time_utc": null,
"published_at_utc": "2026-09-03T07:06:10Z",
"direction_score": 1,
"confidence": 98,
"horizon": "days",
"raw_facts": {
"report": "SHFE Vol.2026-163",
"data_date": "2026-09-03",
"commodity": "Tin",
"unit": "吨",
"on_warrant_tonnes": 4665,
"change_tonnes": -267,
"last_modified_gmt": "2026-09-03 07:06:10 GMT"
},
"transmission_chain": "SHFE锡仓单日减267吨→可交割锡库存边际收紧→锡价短线获得支撑。",
"invalidation_conditions": "后续SHFE锡仓单连续回升或锡现货升水转弱时失效。",
"source_urls": [
"https://www.shfe.com.cn/data/tradedata/future/stockdata/dailystock_20260903/EN/shfe/all.html?params=1",
"https://www.shfe.com.cn/data/tradedata/future/dailydata/stock_sn_20260903.dat"
],
"source_tier": "A"
},
{
"event_id": "shfe-ao-20260903-warrant-inventory",
"event_type": "inventory",
"asset_keys": ["NONFERROUS"],
"title": "SHFE氧化铝仓单合计258882吨，日变动0吨",
"event_time_quality": "day_only",
"event_time_utc": null,
"published_at_utc": "2026-09-03T07:06:10Z",
"direction_score": 0,
"confidence": 98,
"horizon": "days",
"raw_facts": {
"report": "SHFE Vol.2026-163",
"data_date": "2026-09-03",
"commodity": "Alumina",
"unit": "吨",
"warehouse_warrant_tonnes": 249582,
"factory_warrant_tonnes": 9300,
"total_warrant_tonnes": 258882,
"change_tonnes": 0,
"last_modified_gmt": "2026-09-03 07:06:10 GMT"
},
"transmission_chain": "SHFE氧化铝仓单合计日变动为0→可交割氧化铝库存信号中性→氧化铝价格方向主要由产能与现货需求决定。",
"invalidation_conditions": "后续SHFE氧化铝仓单出现持续单边变化或氧化铝现货升贴水明显变动时失效。",
"source_urls": [
"https://www.shfe.com.cn/data/tradedata/future/stockdata/dailystock_20260903/EN/shfe/all.html?params=1",
"https://www.shfe.com.cn/data/tradedata/future/dailydata/stock_ao_20260903.dat"
],
"source_tier": "A"
},
{
"event_id": "shfe-alalloy-20260903-warrant-inventory",
"event_type": "inventory",
"asset_keys": ["NONFERROUS"],
"title": "SHFE铝合金仓单21923吨，日增364吨",
"event_time_quality": "day_only",
"event_time_utc": null,
"published_at_utc": "2026-09-03T07:06:10Z",
"direction_score": -1,
"confidence": 98,
"horizon": "days",
"raw_facts": {
"report": "SHFE Vol.2026-163",
"data_date": "2026-09-03",
"commodity": "Casting Aluminium Alloy",
"unit": "吨",
"on_warrant_tonnes": 21923,
"change_tonnes": 364,
"last_modified_gmt": "2026-09-03 07:06:10 GMT"
},
"transmission_chain": "SHFE铝合金仓单日增364吨→可交割铝合金库存边际宽松→铝合金近月价格短线承压。",
"invalidation_conditions": "后续SHFE铝合金仓单连续下降或铝合金现货升水扩大时失效。",
"source_urls": [
"https://www.shfe.com.cn/data/tradedata/future/stockdata/dailystock_20260903/EN/shfe/all.html?params=1"
],
"source_tier": "A"
},
{
"event_id": "lme-cu-20260901-stock-breakdown",
"event_type": "inventory",
"asset_keys": ["NONFERROUS"],
"title": "LME 9月1日铜库存233850吨，日净增350吨",
"event_time_quality": "day_only",
"event_time_utc": null,
"published_at_utc": "2026-09-03T08:00:00Z",
"direction_score": -1,
"confidence": 94,
"horizon": "days",
"raw_facts": {
"report_date": "2026-09-01",
"commodity": "Copper",
"unit": "metric tonnes",
"opening_stock": 233500,
"received": 1625,
"dispatched": 1275,
"closing_stock": 233850,
"cancelled_warrants": 119625,
"open_tonnage": 114225,
"net_change": 350,
"publication_basis": "LME stock breakdown report is published two days delayed; the official schedule lists the 09:00 UK warehouse stock release."
},
"transmission_chain": "LME 9月1日报告铜库存由233500吨开至233850吨、日净增350吨→可交割库存边际宽松→铜价短线承压。",
"invalidation_conditions": "后续LME铜库存重新下降或现金对3月升水扩大时失效。",
"source_urls": [
"https://www.lme.com/market-data/reports-and-data/warehouse-and-stocks-reports/stock-breakdown-report",
"https://www.lme.com/Lme-api/ReportsListingSearchApi/Download?id=7785bb73-8775-48e4-a494-d3e2bb8f07ce",
"https://www.lme.com/market-data/reports-and-data/publication-schedule"
],
"source_tier": "A"
},
{
"event_id": "lme-al-20260901-stock-breakdown",
"event_type": "inventory",
"asset_keys": ["NONFERROUS"],
"title": "LME 9月1日原铝库存246225吨，日净减500吨",
"event_time_quality": "day_only",
"event_time_utc": null,
"published_at_utc": "2026-09-03T08:00:00Z",
"direction_score": 1,
"confidence": 94,
"horizon": "days",
"raw_facts": {
"report_date": "2026-09-01",
"commodity": "Primary Aluminium",
"unit": "metric tonnes",
"opening_stock": 246725,
"received": 0,
"dispatched": 500,
"closing_stock": 246225,
"cancelled_warrants": 4025,
"open_tonnage": 242200,
"net_change": -500,
"publication_basis": "LME stock breakdown report is published two days delayed; the official schedule lists the 09:00 UK warehouse stock release."
},
"transmission_chain": "LME 9月1日报告原铝库存由246725吨开至246225吨、日净减500吨→可交割库存边际收紧→铝价短线获得支撑。",
"invalidation_conditions": "后续LME原铝库存重新增加或现金对3月结构转弱时失效。",
"source_urls": [
"https://www.lme.com/market-data/reports-and-data/warehouse-and-stocks-reports/stock-breakdown-report",
"https://www.lme.com/Lme-api/ReportsListingSearchApi/Download?id=7785bb73-8775-48e4-a494-d3e2bb8f07ce",
"https://www.lme.com/market-data/reports-and-data/publication-schedule"
],
"source_tier": "A"
},
{
"event_id": "lme-zn-20260901-stock-breakdown",
"event_type": "inventory",
"asset_keys": ["NONFERROUS"],
"title": "LME 9月1日锌库存100525吨，日净增1400吨",
"event_time_quality": "day_only",
"event_time_utc": null,
"published_at_utc": "2026-09-03T08:00:00Z",
"direction_score": -1,
"confidence": 94,
"horizon": "days",
"raw_facts": {
"report_date": "2026-09-01",
"commodity": "Special High Grade Zinc",
"unit": "metric tonnes",
"opening_stock": 99125,
"received": 2200,
"dispatched": 800,
"closing_stock": 100525,
"cancelled_warrants": 30175,
"open_tonnage": 70350,
"net_change": 1400,
"publication_basis": "LME stock breakdown report is published two days delayed; the official schedule lists the 09:00 UK warehouse stock release."
},
"transmission_chain": "LME 9月1日报告锌库存由99125吨开至100525吨、日净增1400吨→可交割库存边际宽松→锌价短线承压。",
"invalidation_conditions": "后续LME锌库存下降或现金对3月升水重新扩大时失效。",
"source_urls": [
"https://www.lme.com/market-data/reports-and-data/warehouse-and-stocks-reports/stock-breakdown-report",
"https://www.lme.com/Lme-api/ReportsListingSearchApi/Download?id=7785bb73-8775-48e4-a494-d3e2bb8f07ce",
"https://www.lme.com/market-data/reports-and-data/publication-schedule"
],
"source_tier": "A"
},
{
"event_id": "lme-pb-20260901-stock-breakdown",
"event_type": "inventory",
"asset_keys": ["NONFERROUS"],
"title": "LME 9月1日铅库存399600吨，日净减5075吨",
"event_time_quality": "day_only",
"event_time_utc": null,
"published_at_utc": "2026-09-03T08:00:00Z",
"direction_score": 1,
"confidence": 94,
"horizon": "days",
"raw_facts": {
"report_date": "2026-09-01",
"commodity": "Lead",
"unit": "metric tonnes",
"opening_stock": 404675,
"received": 0,
"dispatched": 5075,
"closing_stock": 399600,
"cancelled_warrants": 44500,
"open_tonnage": 355100,
"net_change": -5075,
"publication_basis": "LME stock breakdown report is published two days delayed; the official schedule lists the 09:00 UK warehouse stock release."
},
"transmission_chain": "LME 9月1日报告铅库存由404675吨开至399600吨、日净减5075吨→可交割库存边际收紧→铅价短线获得支撑。",
"invalidation_conditions": "后续LME铅库存重新增加或现金对3月贴水扩大时失效。",
"source_urls": [
"https://www.lme.com/market-data/reports-and-data/warehouse-and-stocks-reports/stock-breakdown-report",
"https://www.lme.com/Lme-api/ReportsListingSearchApi/Download?id=7785bb73-8775-48e4-a494-d3e2bb8f07ce",
"https://www.lme.com/market-data/reports-and-data/publication-schedule"
],
"source_tier": "A"
},
{
"event_id": "lme-ni-20260901-stock-breakdown",
"event_type": "inventory",
"asset_keys": ["NONFERROUS"],
"title": "LME 9月1日镍库存268848吨，日净增312吨",
"event_time_quality": "day_only",
"event_time_utc": null,
"published_at_utc": "2026-09-03T08:00:00Z",
"direction_score": -1,
"confidence": 94,
"horizon": "days",
"raw_facts": {
"report_date": "2026-09-01",
"commodity": "Nickel",
"unit": "metric tonnes",
"opening_stock": 268536,
"received": 312,
"dispatched": 0,
"closing_stock": 268848,
"cancelled_warrants": 10080,
"open_tonnage": 258768,
"net_change": 312,
"publication_basis": "LME stock breakdown report is published two days delayed; the official schedule lists the 09:00 UK warehouse stock release."
},
"transmission_chain": "LME 9月1日报告镍库存由268536吨开至268848吨、日净增312吨→可交割库存边际宽松→镍价短线承压。",
"invalidation_conditions": "后续LME镍库存下降或现金对3月贴水收窄时失效。",
"source_urls": [
"https://www.lme.com/market-data/reports-and-data/warehouse-and-stocks-reports/stock-breakdown-report",
"https://www.lme.com/Lme-api/ReportsListingSearchApi/Download?id=7785bb73-8775-48e4-a494-d3e2bb8f07ce",
"https://www.lme.com/market-data/reports-and-data/publication-schedule"
],
"source_tier": "A"
},
{
"event_id": "lme-sn-20260901-stock-breakdown",
"event_type": "inventory",
"asset_keys": ["NONFERROUS"],
"title": "LME 9月1日锡库存5500吨，日净减25吨",
"event_time_quality": "day_only",
"event_time_utc": null,
"published_at_utc": "2026-09-03T08:00:00Z",
"direction_score": 1,
"confidence": 94,
"horizon": "days",
"raw_facts": {
"report_date": "2026-09-01",
"commodity": "Tin",
"unit": "metric tonnes",
"opening_stock": 5525,
"received": 0,
"dispatched": 25,
"closing_stock": 5500,
"cancelled_warrants": 725,
"open_tonnage": 4775,
"net_change": -25,
"publication_basis": "LME stock breakdown report is published two days delayed; the official schedule lists the 09:00 UK warehouse stock release."
},
"transmission_chain": "LME 9月1日报告锡库存由5525吨开至5500吨、日净减25吨→可交割库存边际收紧→锡价短线获得支撑。",
"invalidation_conditions": "后续LME锡库存重新增加或现金对3月贴水扩大时失效。",
"source_urls": [
"https://www.lme.com/market-data/reports-and-data/warehouse-and-stocks-reports/stock-breakdown-report",
"https://www.lme.com/Lme-api/ReportsListingSearchApi/Download?id=7785bb73-8775-48e4-a494-d3e2bb8f07ce",
"https://www.lme.com/market-data/reports-and-data/publication-schedule"
],
"source_tier": "A"
},
{
"event_id": "lme-cu-20260903-spot-basis",
"event_type": "spot_basis",
"asset_keys": ["NONFERROUS"],
"title": "LME铜现金Bid较3M Bid升水88美元/吨",
"event_time_quality": "day_only",
"event_time_utc": null,
"published_at_utc": "2026-09-03T12:25:00Z",
"direction_score": 1,
"confidence": 98,
"horizon": "intraday",
"raw_facts": {
"valid_date": "2026-09-03",
"unit": "USD per metric tonne",
"cash_bid": 14358,
"cash_ask": 14359,
"three_month_bid": 14270,
"three_month_ask": 14275,
"cash_minus_3m_bid": 88,
"cash_minus_3m_ask": 84,
"publication_window_uk": "12:20-13:25"
},
"transmission_chain": "LME铜Cash Bid较3M Bid升水88美元/吨→近月现货紧张度偏高→铜价短线获得支撑。",
"invalidation_conditions": "后续LME铜Cash Bid较3M Bid升水快速收窄或转为贴水时失效。",
"source_urls": [
"https://www.lme.com/market-data/reports-and-data/lme-official-prices",
"https://www.lme.com/market-data/reports-and-data/publication-schedule"
],
"source_tier": "A"
},
{
"event_id": "lme-al-20260903-spot-basis",
"event_type": "spot_basis",
"asset_keys": ["NONFERROUS"],
"title": "LME铝现金Bid较3M Bid贴水1美元/吨",
"event_time_quality": "day_only",
"event_time_utc": null,
"published_at_utc": "2026-09-03T12:25:00Z",
"direction_score": 0,
"confidence": 98,
"horizon": "intraday",
"raw_facts": {
"valid_date": "2026-09-03",
"unit": "USD per metric tonne",
"cash_bid": 3302,
"cash_ask": 3303,
"three_month_bid": 3303,
"three_month_ask": 3303.5,
"cash_minus_3m_bid": -1,
"cash_minus_3m_ask": -0.5,
"publication_window_uk": "12:20-13:25"
},
"transmission_chain": "LME铝Cash Bid较3M Bid贴水1美元/吨且接近平水→期限结构信号中性→铝价方向主要由其他因素决定。",
"invalidation_conditions": "后续LME铝Cash Bid较3M Bid出现明显升水或扩大贴水时失效。",
"source_urls": [
"https://www.lme.com/market-data/reports-and-data/lme-official-prices",
"https://www.lme.com/market-data/reports-and-data/publication-schedule"
],
"source_tier": "A"
},
{
"event_id": "lme-zn-20260903-spot-basis",
"event_type": "spot_basis",
"asset_keys": ["NONFERROUS"],
"title": "LME锌现金Bid较3M Bid升水128美元/吨",
"event_time_quality": "day_only",
"event_time_utc": null,
"published_at_utc": "2026-09-03T12:25:00Z",
"direction_score": 1,
"confidence": 98,
"horizon": "intraday",
"raw_facts": {
"valid_date": "2026-09-03",
"unit": "USD per metric tonne",
"cash_bid": 3995,
"cash_ask": 3995.5,
"three_month_bid": 3867,
"three_month_ask": 3868,
"cash_minus_3m_bid": 128,
"cash_minus_3m_ask": 127.5,
"publication_window_uk": "12:20-13:25"
},
"transmission_chain": "LME锌Cash Bid较3M Bid升水128美元/吨→近月现货紧张度偏高→锌价短线获得支撑。",
"invalidation_conditions": "后续LME锌Cash Bid较3M Bid升水快速收窄或转为贴水时失效。",
"source_urls": [
"https://www.lme.com/market-data/reports-and-data/lme-official-prices",
"https://www.lme.com/market-data/reports-and-data/publication-schedule"
],
"source_tier": "A"
},
{
"event_id": "lme-pb-20260903-spot-basis",
"event_type": "spot_basis",
"asset_keys": ["NONFERROUS"],
"title": "LME铅现金Bid较3M Bid贴水35.5美元/吨",
"event_time_quality": "day_only",
"event_time_utc": null,
"published_at_utc": "2026-09-03T12:25:00Z",
"direction_score": -1,
"confidence": 98,
"horizon": "intraday",
"raw_facts": {
"valid_date": "2026-09-03",
"unit": "USD per metric tonne",
"cash_bid": 1869,
"cash_ask": 1870,
"three_month_bid": 1904.5,
"three_month_ask": 1905,
"cash_minus_3m_bid": -35.5,
"cash_minus_3m_ask": -35,
"publication_window_uk": "12:20-13:25"
},
"transmission_chain": "LME铅Cash Bid较3M Bid贴水35.5美元/吨→近月现货紧张度偏低→铅价短线承压。",
"invalidation_conditions": "后续LME铅Cash Bid较3M Bid贴水收窄或转为升水时失效。",
"source_urls": [
"https://www.lme.com/market-data/reports-and-data/lme-official-prices",
"https://www.lme.com/market-data/reports-and-data/publication-schedule"
],
"source_tier": "A"
},
{
"event_id": "lme-ni-20260903-spot-basis",
"event_type": "spot_basis",
"asset_keys": ["NONFERROUS"],
"title": "LME镍现金Bid较3M Bid贴水130美元/吨",
"event_time_quality": "day_only",
"event_time_utc": null,
"published_at_utc": "2026-09-03T12:25:00Z",
"direction_score": -1,
"confidence": 98,
"horizon": "intraday",
"raw_facts": {
"valid_date": "2026-09-03",
"unit": "USD per metric tonne",
"cash_bid": 16610,
"cash_ask": 16615,
"three_month_bid": 16740,
"three_month_ask": 16760,
"cash_minus_3m_bid": -130,
"cash_minus_3m_ask": -145,
"publication_window_uk": "12:20-13:25"
},
"transmission_chain": "LME镍Cash Bid较3M Bid贴水130美元/吨→近月现货紧张度偏低→镍价短线承压。",
"invalidation_conditions": "后续LME镍Cash Bid较3M Bid贴水收窄或转为升水时失效。",
"source_urls": [
"https://www.lme.com/market-data/reports-and-data/lme-official-prices",
"https://www.lme.com/market-data/reports-and-data/publication-schedule"
],
"source_tier": "A"
},
{
"event_id": "lme-sn-20260903-spot-basis",
"event_type": "spot_basis",
"asset_keys": ["NONFERROUS"],
"title": "LME锡现金Bid较3M Bid贴水265美元/吨",
"event_time_quality": "day_only",
"event_time_utc": null,
"published_at_utc": "2026-09-03T12:25:00Z",
"direction_score": -1,
"confidence": 98,
"horizon": "intraday",
"raw_facts": {
"valid_date": "2026-09-03",
"unit": "USD per metric tonne",
"cash_bid": 54400,
"cash_ask": 54450,
"three_month_bid": 54665,
"three_month_ask": 54685,
"cash_minus_3m_bid": -265,
"cash_minus_3m_ask": -235,
"publication_window_uk": "12:20-13:25"
},
"transmission_chain": "LME锡Cash Bid较3M Bid贴水265美元/吨→近月现货紧张度偏低→锡价短线承压。",
"invalidation_conditions": "后续LME锡Cash Bid较3M Bid贴水收窄或转为升水时失效。",
"source_urls": [
"https://www.lme.com/market-data/reports-and-data/lme-official-prices",
"https://www.lme.com/market-data/reports-and-data/publication-schedule"
],
"source_tier": "A"
},
{
"event_id": "bls-us-20260903-productivity-costs",
"event_type": "macro_release",
"asset_keys": ["NONFERROUS"],
"title": "美国制造业二季度生产率按年率环比增2.4%",
"event_time_quality": "exact",
"event_time_utc": "2026-09-03T12:30:00Z",
"published_at_utc": "2026-09-03T12:30:00Z",
"direction_score": 1,
"confidence": 98,
"horizon": "days",
"raw_facts": {
"release": "USDL 26-1434 Productivity and Costs, Revised",
"release_time_et": "2026-09-03 08:30 EDT",
"reference_period": "2026 Q2",
"sector": "Manufacturing",
"unit": "percent, seasonally adjusted annual rate unless stated",
"labor_productivity_qoq": "+2.4%",
"labor_productivity_yoy": "+1.1%",
"output_qoq": "+5.4%",
"hours_qoq": "+2.9%",
"unit_labor_cost_qoq": "-0.3%",
"prior_labor_productivity_qoq": "+1.9%",
"prior_output_qoq": "+4.6%",
"prior_hours_qoq": "+2.6%",
"prior_unit_labor_cost_qoq": "0.0%"
},
"transmission_chain": "美国制造业二季度按年率环比产出由4.6%上修至5.4%、生产率由1.9%上修至2.4%→工业活动预期改善→有色金属需求预期获得支撑。",
"invalidation_conditions": "后续美国工业产出、制造业订单或就业数据明显走弱时失效。",
"source_urls": [
"https://www.bls.gov/news.release/archives/prod2_09032026.htm"
],
"source_tier": "A"
},
{
"event_id": "dol-us-20260903-initial-claims",
"event_type": "macro_release",
"asset_keys": ["NONFERROUS"],
"title": "美国初请失业金人数升至20.6万人",
"event_time_quality": "exact",
"event_time_utc": "2026-09-03T12:30:00Z",
"published_at_utc": "2026-09-03T12:30:00Z",
"direction_score": -1,
"confidence": 97,
"horizon": "days",
"raw_facts": {
"release": "Unemployment Insurance Weekly Claims",
"release_time_et": "2026-09-03 08:30 EDT",
"week_ending": "2026-08-29",
"unit": "seasonally adjusted claims",
"initial_claims": 206000,
"previous_week_revised": 204000,
"weekly_change": 2000,
"previous_week_original": 203000,
"four_week_average": 207250,
"insured_unemployment_week_ending": "2026-08-22",
"insured_unemployment": 1779000,
"insured_unemployment_change": 8000
},
"transmission_chain": "美国初请失业金较前周修订值增加2000人、但仍低于四周均值207250人→就业市场出现有限的边际走弱信号→工业需求预期轻微承压。",
"invalidation_conditions": "后续非农就业、工业产出或初请四周均值重新改善时失效。",
"source_urls": [
"https://www.dol.gov/ui/data.pdf",
"https://web.archive.org/web/20260903220744/https://www.dol.gov/ui/data.pdf"
],
"source_tier": "A"
},
{
"event_id": "bea-us-20260903-trade-deficit",
"event_type": "macro_release",
"asset_keys": ["NONFERROUS"],
"title": "美国7月贸易逆差扩大至886亿美元",
"event_time_quality": "exact",
"event_time_utc": "2026-09-03T12:30:00Z",
"published_at_utc": "2026-09-03T12:30:00Z",
"direction_score": 0,
"confidence": 98,
"horizon": "days",
"raw_facts": {
"release": "U.S. International Trade in Goods and Services, July 2026",
"release_time_et": "2026-09-03 08:30 EDT",
"reference_period": "2026-07",
"unit": "USD billion, seasonally adjusted",
"goods_and_services_deficit": 88.6,
"previous_month_revised_deficit": 71.2,
"monthly_change": 17.4,
"exports": 310.7,
"imports": 399.3,
"goods_deficit": 119.6,
"services_surplus": 31.0
},
"transmission_chain": "美国7月进口3993亿美元且贸易逆差较前月修订值扩大174亿美元→商品采购增加对金属需求有支撑、逆差对增长和美元方向的含义不确定→有色金属宏观定价波动加大。",
"invalidation_conditions": "后续美国贸易、工业活动或美元数据回到相反方向时失效。",
"source_urls": [
"https://www.bea.gov/news/2026/us-international-trade-goods-and-services-july-2026"
],
"source_tier": "A"
}
]This story was produced automatically by a channel. One sentence is all it takes for Neodrop to keep producing for you.