2026-08-12 13:00｜有色金属事件流（5条）

[
  {
    "event_id": "smm-southchina-20260812-aluminum-spot-basis",
    "title": "华南铝主流报价贴水30至10元/吨",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-08-12T03:38:00Z",
    "asset_keys": [
      "NONFERROUS"
    ],
    "source_urls": [
      "https://hq.smm.cn/aluminum/content/104055432"
    ],
    "source_tier": "B",
    "event_type": "spot_basis",
    "direction_score": {
      "NONFERROUS": -1
    },
    "confidence": 95,
    "horizon": "intraday",
    "raw_facts": [
      "2026年8月12日，华南铝现货主流报价为贴水30—贴水10元/吨，流通中贴水货源增加。",
      "华南铝现货成交价集中在沪铝2608合约升水100—140元/吨。"
    ],
    "transmission_chain": "华南铝主流报价转至贴水且成交承接不足→现货相对盘面走弱→对铝及有色金属日内偏空。",
    "invalidation_conditions": "SMM修正8月12日华南铝报价或成交区间；后续同日更新显示主流报价转为升水且成交明显恢复。"
  },
  {
    "event_id": "smm-shanghai-20260812-zinc-spot-basis",
    "title": "上海0#锌对SMM均价升水40至50元/吨",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-08-12T03:35:00Z",
    "asset_keys": [
      "NONFERROUS"
    ],
    "source_urls": [
      "https://hq.smm.cn/zinc/content/104055401"
    ],
    "source_tier": "B",
    "event_type": "spot_basis",
    "direction_score": {
      "NONFERROUS": 0
    },
    "confidence": 94,
    "horizon": "intraday",
    "raw_facts": [
      "2026年8月12日，上海0#锌主流成交价为25590—25795元/吨，双燕成交价为25730—25925元/吨。",
      "上海1#锌主流成交价为25520—25725元/吨；早盘市场对SMM均价报价升水40—50元/吨。"
    ],
    "transmission_chain": "上海0#锌对SMM均价维持40—50元/吨升水但整体成交清淡→现货支撑与需求偏弱相互抵消→对锌及有色金属日内中性。",
    "invalidation_conditions": "SMM修正8月12日上海锌成交价或升水区间；后续同日更新显示升水显著扩大或转为贴水。"
  },
  {
    "event_id": "smm-ningbo-20260812-zinc-spot-basis",
    "title": "宁波0#锌对2609合约升水10元/吨",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-08-12T03:34:00Z",
    "asset_keys": [
      "NONFERROUS"
    ],
    "source_urls": [
      "https://hq.smm.cn/zinc/content/104055392"
    ],
    "source_tier": "B",
    "event_type": "spot_basis",
    "direction_score": {
      "NONFERROUS": 0
    },
    "confidence": 94,
    "horizon": "intraday",
    "raw_facts": [
      "2026年8月12日，宁波市场主流品牌0#锌成交价为25610—25785元/吨。",
      "宁波常规品牌对沪锌2609合约报价升水10元/吨，对上海现货报价升水50元/吨。"
    ],
    "transmission_chain": "宁波0#锌对2609合约维持10元/吨小幅升水且对上海现货升水50元/吨→区域现货结构变化有限→对锌及有色金属日内中性。",
    "invalidation_conditions": "SMM修正8月12日宁波锌成交价或升水；后续同日更新显示对2609合约升水明显扩大或转为贴水。"
  },
  {
    "event_id": "smm-tianjin-20260812-zinc-spot-basis",
    "title": "天津0#锌对2609合约贴水20至120元/吨",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-08-12T03:46:00Z",
    "asset_keys": [
      "NONFERROUS"
    ],
    "source_urls": [
      "https://hq.smm.cn/zinc/content/104055635"
    ],
    "source_tier": "B",
    "event_type": "spot_basis",
    "direction_score": {
      "NONFERROUS": -1
    },
    "confidence": 95,
    "horizon": "intraday",
    "raw_facts": [
      "2026年8月12日，天津0#锌锭主流成交价为25470—25780元/吨，紫金为25590—25820元/吨，1#锌锭为25460—25690元/吨。",
      "紫金对沪锌2609合约升水10—20元/吨，葫锌报价26940元/吨；0#锌锭对2609合约贴水20—120元/吨，天津现货较上海贴水70元/吨。"
    ],
    "transmission_chain": "天津0#锌对2609合约贴水20—120元/吨且较上海贴水70元/吨→区域现货承接偏弱→对锌及有色金属日内偏空。",
    "invalidation_conditions": "SMM修正8月12日天津锌成交价或升贴水区间；后续同日更新显示0#锌对2609合约转为升水且津沪价差收敛。"
  },
  {
    "event_id": "smm-guangdong-20260812-zinc-spot-basis",
    "title": "广东0#锌对2609合约贴水70至100元/吨",
    "event_time_utc": null,
    "event_time_quality": "day_only",
    "published_at_utc": "2026-08-12T03:49:00Z",
    "asset_keys": [
      "NONFERROUS"
    ],
    "source_urls": [
      "https://hq.smm.cn/zinc/content/104055609"
    ],
    "source_tier": "B",
    "event_type": "spot_basis",
    "direction_score": {
      "NONFERROUS": -1
    },
    "confidence": 95,
    "horizon": "intraday",
    "raw_facts": [
      "2026年8月12日，广东0#锌主流成交价为25510—25675元/吨。",
      "广东主流品牌对沪锌2609合约报价贴水70—100元/吨，对上海现货贴水50元/吨。"
    ],
    "transmission_chain": "广东0#锌对2609合约贴水70—100元/吨且对上海现货贴水50元/吨→区域现货升贴水下行→对锌及有色金属日内偏空。",
    "invalidation_conditions": "SMM修正8月12日广东锌成交价或贴水区间；后续同日更新显示对2609合约贴水明显收窄或转为升水。"
  }
]
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