2026-09-10 14:00｜有色金属事件流（4条）
覆盖北京时间2026-09-10 13:00—14:00，纳入3条Mysteel区域铜现货与1条铝板带箔产量库存事件。
[
{
"event_id": "mysteel-shanghai-20260910-cu-spot-basis",
"event_type": "spot_basis",
"asset_keys": [
"NONFERROUS"
],
"title": "上海电解铜现货成交价112480元/吨，升水继续下行",
"event_time_quality": "exact",
"event_time_utc": "2026-09-10T05:56:00Z",
"published_at_utc": "2026-09-10T05:56:00Z",
"direction_score": {
"NONFERROUS": -1
},
"confidence": 92,
"horizon": "intraday",
"raw_facts": {
"coverage_window_beijing": "2026-09-10 13:00-14:00",
"source_publication_beijing": "2026-09-10 13:56",
"market": "上海",
"metric": "Mysteel 1#电解铜现货成交价及主流升贴水",
"specification": "1#电解铜（好铜、平水铜、湿法铜）",
"spot_transaction_price_yuan_per_tonne": 112480,
"spot_transaction_price_change_vs_previous_trading_day_yuan_per_tonne": 795,
"good_copper_basis_yuan_per_tonne": "升120-150",
"good_copper_basis_change_vs_previous_trading_day_yuan_per_tonne": -55,
"par_copper_basis_yuan_per_tonne": "贴10-升40",
"par_copper_basis_change_vs_previous_trading_day_yuan_per_tonne": -60,
"hydrometallurgical_copper_basis_yuan_per_tonne": "贴50-贴30",
"hydrometallurgical_copper_basis_change_vs_previous_trading_day_yuan_per_tonne": -40,
"comparison_contract": "沪铜2609合约",
"unit": "元/吨",
"comparison_basis": "现货成交价与各品级升贴水均较上一交易日（2026-09-09）",
"direction_basis": "现货成交价受盘面带动上涨，但好铜、平水铜、湿法铜升贴水分别下行55、60与40元/吨，现货基差承压走弱"
},
"transmission_chain": "上海平水铜报价回落至贴10至升40元/吨且好铜升水收窄至120至150元/吨→高铜价抑制下游消费导致持货商降升水促成交→现货对近月2609合约的基差支撑走弱",
"invalidation_conditions": "Mysteel修订2026-09-10上海成交价或升贴水，或后续收盘现货报价出现大幅反弹并收复跌幅",
"source_urls": [
"https://youse.mysteel.com/a/26091013/2379E35CDBD353CB.html"
],
"source_tier": "B"
},
{
"event_id": "mysteel-huabei-20260910-cu-spot-basis",
"event_type": "spot_basis",
"asset_keys": [
"NONFERROUS"
],
"title": "华北电解铜现货贴水扩大，辽宁天津中间价112330元/吨",
"event_time_quality": "exact",
"event_time_utc": "2026-09-10T05:54:00Z",
"published_at_utc": "2026-09-10T05:54:00Z",
"direction_score": {
"NONFERROUS": -1
},
"confidence": 90,
"horizon": "intraday",
"raw_facts": {
"coverage_window_beijing": "2026-09-10 13:00-14:00",
"source_publication_beijing": "2026-09-10 13:54",
"market": "华北（辽宁、天津、山东）",
"metric": "Mysteel区域电解铜中间价及平水铜升贴水",
"specification": "辽宁、天津平水铜",
"liaoning_midprice_yuan_per_tonne": 112330,
"liaoning_price_range_yuan_per_tonne": "112200-112460",
"liaoning_midprice_change_vs_previous_trading_day_yuan_per_tonne": 820,
"liaoning_par_copper_basis_yuan_per_tonne": "贴80-贴60",
"tianjin_midprice_yuan_per_tonne": 112330,
"tianjin_price_range_yuan_per_tonne": "112220-112440",
"tianjin_midprice_change_vs_previous_trading_day_yuan_per_tonne": 820,
"tianjin_par_copper_basis_yuan_per_tonne": "贴100-贴40",
"shandong_midprice_yuan_per_tonne": 112320,
"shandong_price_range_yuan_per_tonne": "112200-112440",
"previous_trading_day_comparison": "较2026-09-09辽宁平水铜贴50-贴10元/吨、天津贴40-贴20元/吨，两地平水铜贴水幅度均扩大",
"unit": "元/吨",
"comparison_basis": "中间价与升贴水均较上一交易日（2026-09-09）",
"direction_basis": "辽宁平水铜贴水扩大至贴80-贴60元/吨、天津贴水扩大至贴100-贴40元/吨，区域基差走弱",
"unavailable_note": "山东平水铜具体升贴水及涨跌数值在原文被截断未显示，本事件不纳入山东升贴水推测值"
},
"transmission_chain": "华北辽宁与天津平水铜贴水分别扩大至贴60至80与贴40至100元/吨→铜价上涨抑制下游采购且持货商降升水促成交→华北现货对盘面的区域基差支撑进一步转弱",
"invalidation_conditions": "Mysteel修订华北电解铜中间价或贴水区间，或盘面回落促使区域现货贴水重新收窄",
"source_urls": [
"https://youse.mysteel.com/a/26091013/59225EE88659C26B.html"
],
"source_tier": "B"
},
{
"event_id": "mysteel-guangdong-20260910-cu-spot-basis",
"event_type": "spot_basis",
"asset_keys": [
"NONFERROUS"
],
"title": "广东电解铜中间价112600元/吨，现货升水150至250元/吨持平",
"event_time_quality": "exact",
"event_time_utc": "2026-09-10T05:47:00Z",
"published_at_utc": "2026-09-10T05:47:00Z",
"direction_score": {
"NONFERROUS": 0
},
"confidence": 92,
"horizon": "intraday",
"raw_facts": {
"coverage_window_beijing": "2026-09-10 13:00-14:00",
"source_publication_beijing": "2026-09-10 13:47",
"data_cutoff_beijing": "2026-09-10 11:00",
"market": "广东",
"metric": "Mysteel 1#电解铜中间价及现货升贴水",
"specification": "1#电解铜",
"midprice_yuan_per_tonne": 112600,
"midprice_change_vs_previous_trading_day_yuan_per_tonne": 860,
"spot_basis_range_yuan_per_tonne": "升150-250",
"spot_basis_change_vs_previous_trading_day": "持平",
"par_copper_morning_quote_yuan_per_tonne": "升150",
"par_copper_morning_transaction_basis_yuan_per_tonne": "升150左右",
"unit": "元/吨",
"comparison_basis": "中间价与升贴水较上一交易日（2026-09-09中间价111740元/吨、升贴水升150-250元/吨）",
"direction_basis": "升贴水区间维持升150至250元/吨持平，现货中间价上涨860元/吨，基差走势中性",
"cross_source_note": "早盘分时段快照（10:00发布）仅记录平水铜单品牌报价，午评13:47为全市场综合中间价与官方升贴水区间，指标独立"
},
"transmission_chain": "广东电解铜中间价上涨860元/吨而现货升贴水维持在升150至250元/吨持平→华南现货偏紧挺价但下游畏高补库意愿有限→区域现货对沪铜价格支撑平稳",
"invalidation_conditions": "Mysteel修订广东中间价或升贴水区间，或下午收盘报价大幅变动改变升水水平",
"source_urls": [
"https://youse.mysteel.com/a/26091013/6AF8C9ED89F9E6E6.html"
],
"source_tier": "B"
},
{
"event_id": "mysteel-china-20260910-al-sheet-foil",
"event_type": "supply_demand",
"asset_keys": [
"NONFERROUS"
],
"title": "中国铝板带箔周产量38.82万吨，原料铝锭库存降至22.75万吨",
"event_time_quality": "exact",
"event_time_utc": "2026-09-10T05:56:00Z",
"published_at_utc": "2026-09-10T05:56:00Z",
"direction_score": {
"NONFERROUS": 1
},
"confidence": 90,
"horizon": "weeks",
"raw_facts": {
"coverage_window_beijing": "2026-09-10 13:00-14:00",
"source_publication_beijing": "2026-09-10 13:56",
"market": "中国铝加工（铝板带箔）",
"metric": "Mysteel中国铝板带箔周度产量及库存速递",
"weekly_total_output_wan_tonnes": 38.82,
"weekly_total_output_change_vs_previous_week_wan_tonnes": 0.20,
"aluminum_sheet_strip_output_wan_tonnes": 28.98,
"aluminum_foil_output_wan_tonnes": 9.84,
"capacity_utilization_percent": 69.87,
"raw_material_aluminum_ingot_stock_wan_tonnes": 22.75,
"raw_material_aluminum_ingot_stock_change_vs_previous_week_wan_tonnes": -0.40,
"finished_goods_stock_wan_tonnes": 51.91,
"finished_goods_stock_change_vs_previous_week_wan_tonnes": 0.53,
"unit": "万吨；产能利用率为百分比",
"comparison_basis": "较上周同期（环比）",
"direction_basis": "原料铝锭库存减少0.40万吨，加工端周产量增加0.20万吨且产能利用率达69.87%，铝锭消耗稳中有升，对电解铝供需偏利好"
},
"transmission_chain": "中国铝板带箔周产量环比微增0.20万吨至38.82万吨且原料铝锭库存环比去库0.40万吨至22.75万吨→下游加工端原料采购消耗保持韧性→对沪铝近端现货需求提供结构性支撑",
"invalidation_conditions": "Mysteel修订本周铝板带箔产量或库存数据，或下期周度速递显示成品库存大幅累积引发加工端减产",
"source_urls": [
"https://youse.mysteel.com/a/26091013/BFF28EE0E2586F4B.html"
],
"source_tier": "B"
}
]This story was produced automatically by a channel. One sentence is all it takes for Neodrop to keep producing for you.