
8月27日11时:东北江西豆粕现货普涨70—80元
北京时间10:00至11:00,江西、东北豆粕现货普涨70—80元/吨,上海东辰上调报价,华东邦基基差持稳,共4条可回源事件。
[
{
"event_id": "mysteel-cn-20260827-jiangxi-spot-up",
"title": "江西 43%豆粕上调,九江中粮 3220 涨 80",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-27T02:11:00Z",
"event_type": "spot_basis",
"asset_keys": ["SOYMEAL_ETF"],
"direction_score": 2,
"confidence": 96,
"horizon": "days",
"raw_facts": {
"report_date": "2026-08-27",
"region": "江西",
"spot_price_yuan_per_ton": {
"protein_percent": 43,
"markets": [
{"market": "九江中粮", "range": [3220, 3220], "change": 80},
{"market": "九江一德", "range": [3180, 3180], "change": 70}
]
},
"spot_direction": "大幅上调",
"comparison": "页面披露 2026 年 8 月 27 日江西市场 43%豆粕现货上调:九江中粮 3220 元/吨涨 80 元,九江一德 3180 元/吨涨 70 元。"
},
"transmission_chain": [
"我的钢铁网北京时间 8 月 27 日 10:11 发布江西市场豆粕现货价格,九江中粮与九江一德 43%豆粕分别上调 80 元与 70 元/吨。",
"长江中游现货单日大幅上调抬升国内豆粕现货重心,对 SOYMEAL_ETF 形成短线偏多传导,方向评分为+2。"
],
"invalidation_conditions": [
"我的钢铁网修订 2026 年 8 月 27 日江西市场各厂报价或涨跌金额。",
"江西后续现货报价回落并覆盖本次 70—80 元涨幅。"
],
"source_urls": [
"[https://ncp.[m.mysteel.com/a/26082710/2270D7F7397A1DBD_abc.html](https://ncp.m.mysteel.com/a/26082710/2270D7F7397A1DBD_abc.html)](https://m.mysteel.com/a/26082710/2270D7F7397A1DBD_abc.html](https://ncp.m.mysteel.com/a/26082710/2270D7F7397A1DBD_abc.html))"
],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260827-eastchina-bangji-basis-stable",
"title": "华东邦基基差持稳,9 月 M2701-40",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-27T02:29:00Z",
"event_type": "spot_basis",
"asset_keys": ["SOYMEAL_ETF"],
"direction_score": 0,
"confidence": 95,
"horizon": "days",
"raw_facts": {
"report_date": "2026-08-27",
"region": "华东",
"mill": "华东邦基",
"basis_yuan_per_ton": [
{"delivery_window": "2026 年 9 月", "contract": "M2701", "basis": -40},
{"delivery_window": "2026 年 10 月至 2027 年 1 月", "contract": "M2701", "basis": 30},
{"delivery_window": "2027 年 5 月至 7 月", "contract": "M2705", "basis": 20}
],
"basis_direction": "持稳",
"comparison": "页面披露 2026 年 8 月 27 日华东邦基油厂豆粕基差报价保持稳定:9 月合约 M2701-40 元/吨;10 月至次年 1 月合约 M2701+30 元/吨;2027 年 5 月至 7 月合约 M2705+20 元/吨。"
},
"transmission_chain": [
"我的钢铁网北京时间 8 月 27 日 10:29 发布华东邦基油厂豆粕基差,三条合约基差均表述为保持稳定。",
"基差持稳意味着近端升贴水未再收紧或放宽,对 SOYMEAL_ETF 方向评分为 0(中性)。"
],
"invalidation_conditions": [
"我的钢铁网修订 2026 年 8 月 27 日华东邦基各合约基差数值。",
"华东邦基后续基差报价较本次披露出现明确上调或下调。"
],
"source_urls": [
"[https://ncp.[m.mysteel.com/a/26082710/6A4E482ABD40FD7D_abc.html](https://ncp.m.mysteel.com/a/26082710/6A4E482ABD40FD7D_abc.html)](https://m.mysteel.com/a/26082710/6A4E482ABD40FD7D_abc.html](https://ncp.m.mysteel.com/a/26082710/6A4E482ABD40FD7D_abc.html))"
],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260827-shanghai-dongchen-spot-up",
"title": "上海东辰 43%豆粕上调,70 公斤包 3180—3210",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-27T02:30:00Z",
"event_type": "spot_basis",
"asset_keys": ["SOYMEAL_ETF"],
"direction_score": 1,
"confidence": 92,
"horizon": "days",
"raw_facts": {
"report_date": "2026-08-27",
"region": "上海",
"mill": "上海东辰",
"spot_price_yuan_per_ton": {
"protein_percent": "43±0.5",
"package_70kg": {"range": [3180, 3210]},
"package_50kg": {"range": [3190, 3220]}
},
"delivery_window": "2026-08-31 至 2026-09-13",
"quote_valid_until_local": "当日 14:50 前",
"spot_direction": "上调",
"change_amount": null,
"comparison": "页面披露 2026 年 8 月 27 日上海东辰油厂上调豆粕现货报价:43±0.5%蛋白 70 公斤定量包出厂价 3180—3210 元/吨,50 公斤定量包 3190—3220 元/吨;提货期 8 月 31 日至 9 月 13 日,需均衡提完;报价当日 14:50 前有效,限量销售、随盘调价。页面未披露具体涨跌金额。"
},
"transmission_chain": [
"我的钢铁网北京时间 8 月 27 日 10:30 发布上海东辰油厂豆粕现货报价上调,给出 70 公斤与 50 公斤包绝对价区间,但未披露涨跌金额。",
"华东港口厂提绝对价上移与同日周边现货普涨一致,对 SOYMEAL_ETF 短线方向评分为+1。"
],
"invalidation_conditions": [
"我的钢铁网修订 2026 年 8 月 27 日上海东辰 70 公斤或 50 公斤包报价区间。",
"上海东辰后续报价回落并低于本次 3180—3220 元/吨区间。"
],
"source_urls": [
"[https://ncp.[m.mysteel.com/a/26082710/A9734295A6B43F55_abc.html](https://ncp.m.mysteel.com/a/26082710/A9734295A6B43F55_abc.html)](https://m.mysteel.com/a/26082710/A9734295A6B43F55_abc.html](https://ncp.m.mysteel.com/a/26082710/A9734295A6B43F55_abc.html))"
],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260827-northeast-spot-up",
"title": "东北 43%豆粕普涨 70 元,营口益海 3290",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-27T02:41:00Z",
"event_type": "spot_basis",
"asset_keys": ["SOYMEAL_ETF"],
"direction_score": 2,
"confidence": 96,
"horizon": "days",
"raw_facts": {
"report_date": "2026-08-27",
"region": "东北",
"spot_price_yuan_per_ton": {
"protein_percent": 43,
"markets": [
{"market": "营口益海", "range": [3290, 3290], "change": 70},
{"market": "盘锦汇福", "range": [3290, 3290], "change": 70},
{"market": "大连九三", "range": [3280, 3280], "change": 70},
{"market": "丹东九三", "range": [3280, 3280], "change": 70},
{"market": "铁岭九三", "range": [3300, 3300], "change": 70},
{"market": "长春九三", "range": [3340, 3340], "change": 70},
{"market": "盘锦中储粮大片", "range": [3450, 3450], "change": 80}
]
},
"spot_direction": "持续上调",
"comparison": "页面披露 2026 年 8 月 27 日东北市场 43%豆粕现货持续上调:营口益海与盘锦汇福均报 3290 元/吨各涨 70 元;大连九三与丹东九三均报 3280 元/吨各涨 70 元;铁岭九三 3300 元/吨涨 70 元;长春九三 3340 元/吨涨 70 元;盘锦中储粮大片 3450 元/吨涨 80 元。"
},
"transmission_chain": [
"我的钢铁网北京时间 8 月 27 日 10:41 发布东北市场豆粕现货价格,七家主流厂 43%豆粕普遍上调 70—80 元/吨。",
"东北产区现货单日普涨抬升国内豆粕现货重心,对 SOYMEAL_ETF 形成短线偏多传导,方向评分为+2。"
],
"invalidation_conditions": [
"我的钢铁网修订 2026 年 8 月 27 日东北市场各厂报价或涨跌金额。",
"东北后续现货报价回落并覆盖本次 70—80 元涨幅。"
],
"source_urls": [
"[https://ncp.[m.mysteel.com/a/26082710/5DD2FBF875C9369B_abc.html](https://ncp.m.mysteel.com/a/26082710/5DD2FBF875C9369B_abc.html)](https://m.mysteel.com/a/26082710/5DD2FBF875C9369B_abc.html](https://ncp.m.mysteel.com/a/26082710/5DD2FBF875C9369B_abc.html))"
],
"source_tier": "B"
}
]
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