截至2026年8月20日14时:2条豆粕ETF结构化事件

截至2026年8月20日14时:2条豆粕ETF结构化事件

截至北京时间2026年8月20日14:00,13:00至14:00新增北京三河汇福43%豆粕现货报价上涨30元/吨,以及山东豆粕单蛋白价差收窄至负8.6元。

[ { "event_id": "mysteel-cn-20260820-beijing-sanhe-spot-update", "title": "北京三河汇福 43%豆粕现货报价上涨 30 元/吨", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-20T05:52:30Z", "event_type": "spot_basis", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": 1, "confidence": 94, "horizon": "days", "raw_facts": { "report_date": "2026-08-20", "region": "北京三河", "producer": "三河汇福油厂", "product": "43%豆粕现货", "change_yuan_per_ton": 30, "unit": "元/吨", "comparison_basis": "较前一日上涨 30 元/吨;原始报道未披露本次绝对报价", "current_price_yuan_per_ton": null, "source_published_at_beijing": "2026-08-20 13:52" }, "transmission_chain": "北京三河汇福 43%豆粕现货报价较前一日上涨 30 元/吨,区域现货报价上移先改善豆粕 ETF 的短线现货支撑;后续成交价格若同步上移,信号才更稳固。", "invalidation_conditions": [ "北京三河汇福现货报价回吐本次 30 元/吨涨幅", "北京区域现货成交价格持续低于上调后的报价" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082013/36BA19304817003C_abc.html](https://ncp.m.mysteel.com/a/26082013/36BA19304817003C_abc.html)](https://m.mysteel.com/a/26082013/36BA19304817003C_abc.html](https://ncp.m.mysteel.com/a/26082013/36BA19304817003C_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260820-shandong-protein-gap-update", "title": "山东豆粕单蛋白价差收窄至负 8.6 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-20T05:58:36Z", "event_type": "spot_basis", "asset_keys": [ "SOYMEAL_ETF" ], "direction_score": 1, "confidence": 97, "horizon": "days", "raw_facts": { "report_date": "2026-08-20", "region": "山东", "comparison_products": { "corn_protein_60_percent_price_yuan_per_ton": 3840, "soymeal_43_percent_price_yuan_per_ton": 3120 }, "single_protein_price_gap_yuan_per_protein": -8.6, "price_ratio": 1.23, "unit": "元/吨;价差单位为元/蛋白", "comparison_basis": "较前一日玉米蛋白粉价格持稳,豆粕价格上涨 40 元/吨,单蛋白价差收窄,价格比值下降", "soymeal_change_yuan_per_ton": 40, "corn_protein_change_yuan_per_ton": 0, "source_published_at_beijing": "2026-08-20 13:58" }, "transmission_chain": "山东 43%豆粕价格较前一日上涨 40 元/吨至 3120 元/吨,而 60%玉米蛋白粉价格持稳于 3840 元/吨,单蛋白价差收窄至负 8.6 元;豆粕现货价格上行先对豆粕 ETF 形成短线支撑,替代蛋白的采购变化决定信号能否延续。", "invalidation_conditions": [ "山东 43%豆粕价格回吐本次 40 元/吨涨幅", "玉米蛋白粉价格上行并重新扩大单蛋白价差", "豆粕相对替代蛋白的采购需求转弱" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082013/8C3222058C550BA3_abc.html](https://ncp.m.mysteel.com/a/26082013/8C3222058C550BA3_abc.html)](https://m.mysteel.com/a/26082013/8C3222058C550BA3_abc.html](https://ncp.m.mysteel.com/a/26082013/8C3222058C550BA3_abc.html))" ], "source_tier": "B" } ]

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