
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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