
9月8日14时:西南现货上调,全国基差分化
截至北京时间9月8日14:00,新增青岛远期合同、四川与重庆现货、上海报价及全国豆粕01合约基差五组可核验事件。
[
{
"event_id": "mysteel-cn-20260908-qingdao-october-contract-stable",
"title": "青岛渤海 10 月豆粕合同报价 3330 元持平",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-09-08T02:24:00Z",
"event_type": "spot_basis",
"asset_keys": ["SOYMEAL_ETF"],
"direction_score": 0,
"confidence": 86,
"horizon": "weeks",
"raw_facts": {
"publisher": "我的钢铁网(Mysteel)",
"report_date_beijing": "2026-09-08",
"publication_time_beijing": "2026-09-08 10:24",
"market": "青岛",
"plant": "青岛渤海油厂",
"protein": "43%",
"spot_status": "现货已售完",
"delivery_period_beijing": "2026-10-01 至 2026-10-31",
"contract_price_cny_per_ton": 3330,
"change_cny_per_ton": 0,
"protein_46_premium_cny_per_ton": 150
},
"transmission_chain": [
"青岛渤海 43%豆粕现货已售完,10 月 1 日至 31 日提货合同报价为 3330 元/吨且较前值持平",
"现货可售量收紧但远期合同价格未上调,短线对 SOYMEAL_ETF 同时形成供应偏紧与价格未强化的中性信号"
],
"invalidation_conditions": [
"青岛渤海现货恢复供应或 10 月合同报价被下调",
"后续区域基差和成交数据否定现货供应偏紧信号"
],
"source_urls": ["[https://ncp.[m.mysteel.com/a/26090810/2126EB272351CE68_abc.html](https://ncp.m.mysteel.com/a/26090810/2126EB272351CE68_abc.html)](https://m.mysteel.com/a/26090810/2126EB272351CE68_abc.html](https://ncp.m.mysteel.com/a/26090810/2126EB272351CE68_abc.html))"],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260908-sichuan-spot-up",
"title": "四川三家 43%豆粕报价均涨 20 元至 3430 元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-09-08T03:56:00Z",
"event_type": "spot_basis",
"asset_keys": ["SOYMEAL_ETF"],
"direction_score": 2,
"confidence": 89,
"horizon": "intraday",
"raw_facts": {
"publisher": "我的钢铁网(Mysteel)",
"report_date_beijing": "2026-09-08",
"publication_time_beijing": "2026-09-08 11:56",
"market": "四川",
"protein": "43%",
"quotes": [
{"plants": ["成都中储粮", "广汉益海", "彭山中粮"], "price_cny_per_ton": 3430, "change_cny_per_ton": 20}
]
},
"transmission_chain": [
"四川三家 43%豆粕现货报价均为 3430 元/吨,较前值均上涨 20 元/吨",
"区域报价同步上调提高西南现货定价支撑,短线对 SOYMEAL_ETF 形成偏多信号"
],
"invalidation_conditions": [
"四川报价回落或 20 元涨幅被修正",
"西南其他市场报价转弱并覆盖三家同步上调信号"
],
"source_urls": ["[https://ncp.[m.mysteel.com/a/26090811/18E55146CE4DA6DD_abc.html](https://ncp.m.mysteel.com/a/26090811/18E55146CE4DA6DD_abc.html)](https://m.mysteel.com/a/26090811/18E55146CE4DA6DD_abc.html](https://ncp.m.mysteel.com/a/26090811/18E55146CE4DA6DD_abc.html))"],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260908-chongqing-spot-up",
"title": "重庆两家 43%豆粕报价均涨 20 元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-09-08T03:57:00Z",
"event_type": "spot_basis",
"asset_keys": ["SOYMEAL_ETF"],
"direction_score": 2,
"confidence": 90,
"horizon": "intraday",
"raw_facts": {
"publisher": "我的钢铁网(Mysteel)",
"report_date_beijing": "2026-09-08",
"publication_time_beijing": "2026-09-08 11:57",
"market": "重庆",
"protein": "43%",
"quotes": [
{"plant": "江津益海", "price_cny_per_ton": 3380, "change_cny_per_ton": 20},
{"plant": "重庆一德", "price_cny_per_ton": 3350, "change_cny_per_ton": 20}
]
},
"transmission_chain": [
"重庆江津益海报价 3380 元/吨、重庆一德报价 3350 元/吨,较前值均上涨 20 元/吨",
"重庆两家报价同步上行强化西南现货支撑,短线对 SOYMEAL_ETF 形成偏多信号"
],
"invalidation_conditions": [
"重庆两家报价回落或涨幅被修正",
"四川及其他西南市场现货转弱并覆盖重庆报价上行信号"
],
"source_urls": ["[https://ncp.[m.mysteel.com/a/26090811/3E9B27A4C5C658AE_abc.html](https://ncp.m.mysteel.com/a/26090811/3E9B27A4C5C658AE_abc.html)](https://m.mysteel.com/a/26090811/3E9B27A4C5C658AE_abc.html](https://ncp.m.mysteel.com/a/26090811/3E9B27A4C5C658AE_abc.html))"],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260908-shanghai-spot-firm",
"title": "上海东辰 43%豆粕报价区间 3290 至 3320 元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-09-08T04:00:00Z",
"event_type": "spot_basis",
"asset_keys": ["SOYMEAL_ETF"],
"direction_score": 1,
"confidence": 84,
"horizon": "days",
"raw_facts": {
"publisher": "我的钢铁网(Mysteel)",
"report_date_beijing": "2026-09-08",
"publication_time_beijing": "2026-09-08 12:00",
"market": "上海",
"plant": "上海东辰油厂",
"protein": "43%±0.5%",
"package_quotes_cny_per_ton": {
"70kg": {"high": 3320, "low": 3290},
"50kg": {"high": 3330, "low": 3300}
},
"delivery_period_beijing": "2026-09-09 至 2026-09-23",
"quote_status": "随盘坚挺"
},
"transmission_chain": [
"上海东辰 43%±0.5%蛋白 70 公斤包报价 3320 至 3290 元/吨,50 公斤包报价 3330 至 3300 元/吨,提货期为 9 月 9 日至 23 日",
"报价随盘坚挺显示华东现货暂有支撑,短线对 SOYMEAL_ETF 形成轻度偏多信号"
],
"invalidation_conditions": [
"上海东辰报价转弱或提货期价格下调",
"华东多数油厂报价同步下行并覆盖单厂坚挺信号"
],
"source_urls": ["[https://ncp.[m.mysteel.com/a/26090812/E770461E9433BFE4_abc.html](https://ncp.m.mysteel.com/a/26090812/E770461E9433BFE4_abc.html)](https://m.mysteel.com/a/26090812/E770461E9433BFE4_abc.html](https://ncp.m.mysteel.com/a/26090812/E770461E9433BFE4_abc.html))"],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260908-national-basis-distribution",
"title": "全国豆粕 01 合约基差长春 30 成都 10 元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-09-08T04:18:00Z",
"event_type": "spot_basis",
"asset_keys": ["SOYMEAL_ETF"],
"direction_score": -1,
"confidence": 76,
"horizon": "days",
"raw_facts": {
"publisher": "我的钢铁网(Mysteel)",
"report_date_beijing": "2026-09-08",
"publication_time_beijing": "2026-09-08 12:18",
"basis_contract": "豆粕 01 合约",
"basis_cny_per_ton": {
"长春": 30,
"成都": 10,
"西安": "持平",
"广西防城港": -170,
"山东日照": -160,
"江苏南通": -150
},
"coverage_note": "AI 摘要公开列示的点位,完整区域明细需登录",
"previous_period_comparison": "来源摘要未提供上述点位的逐项前值"
},
"transmission_chain": [
"全国主要市场豆粕基差以 01 合约计价,公开摘要列示长春 30 元/吨、成都 10 元/吨、西安持平,广西防城港最低为-170 元/吨、山东日照-160 元/吨、江苏南通-150 元/吨",
"基差在区域间分化且沿海点位为负,现货对远月合约的支撑不均,短线对 SOYMEAL_ETF 形成轻度偏空信号"
],
"invalidation_conditions": [
"后续全国基差转为普遍上行或沿海负基差明显收窄",
"现货成交、库存或区域报价出现足以覆盖基差偏弱信号的变化"
],
"source_urls": ["[https://ncp.[m.mysteel.com/a/26090812/07D26EF533DF81E2_abc.html](https://ncp.m.mysteel.com/a/26090812/07D26EF533DF81E2_abc.html)](https://m.mysteel.com/a/26090812/07D26EF533DF81E2_abc.html](https://ncp.m.mysteel.com/a/26090812/07D26EF533DF81E2_abc.html))"],
"source_tier": "B"
}
]
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