
2026年8月13日13时:4条豆粕ETF结构化事件
截至北京时间13:00,11:00至13:00新增南昌、华北豆粕现货报价,以及华南两条基差报价事件,现货上调与基差走弱信号并存。
[
{
"event_id": "mysteel-cn-20260813-nanchang-yihai-soymeal-up",
"title": "南昌益海 43%豆粕现货上调至 3130 元/吨",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-13T03:11:04Z",
"event_type": "spot_basis",
"asset_keys": [
"SOYMEAL_ETF"
],
"direction_score": 1,
"confidence": 98,
"horizon": "intraday",
"raw_facts": [
{
"metric": "江西南昌益海 43%豆粕现货一口价",
"value": 3130,
"unit": "元/吨",
"period": "2026-08-13",
"comparison": "较前期上涨 30 元/吨"
}
],
"transmission_chain": [
"南昌益海现货报价上调→华中现货价格信号偏强→短线豆粕现货对 SOYMEAL_ETF 形成边际偏多支撑"
],
"invalidation_conditions": [
"南昌益海后续下调本次报价或报价未能成交",
"华中其他油厂报价不跟随且连粕盘面转弱"
],
"source_urls": [
"[https://ncp.[mysteel.com/a/26081311/80D94996E7EC97B1.html](https://ncp.mysteel.com/a/26081311/80D94996E7EC97B1.html)](https://mysteel.com/a/26081311/80D94996E7EC97B1.html](https://ncp.mysteel.com/a/26081311/80D94996E7EC97B1.html))"
],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260813-ldf-southchina-basis-down",
"title": "路易达孚华南豆粕基差下调至 M2609-80",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-13T03:35:54Z",
"event_type": "spot_basis",
"asset_keys": [
"SOYMEAL_ETF"
],
"direction_score": -1,
"confidence": 98,
"horizon": "days",
"raw_facts": [
{
"metric": "路易达孚华南油厂 8 月 20 日前豆粕基差出厂价",
"value": "M2609-80",
"unit": "元/吨",
"period": "2026-08-13 至 2026-08-20",
"comparison": "页面标注为下调;限量供应"
},
{
"metric": "路易达孚华南油厂 8 月底前豆粕基差出厂价",
"value": "M2609-70",
"unit": "元/吨",
"period": "2026-08-13 至 2026-08-31",
"comparison": "页面标注为下调;限量供应"
},
{
"metric": "路易达孚华南油厂 9 月及 2027 年 5 月至 7 月豆粕基差出厂价",
"value": "M2609+0 或 M2705+0",
"unit": "元/吨",
"period": "2026-09 至 2027-07",
"comparison": "页面标注为下调;提货地点为富凌库"
}
],
"transmission_chain": [
"华南油厂基差报价下调→现货相对期货的升水支撑减弱→短线豆粕现货对 SOYMEAL_ETF 形成边际偏空信号"
],
"invalidation_conditions": [
"后续基差报价重新上调或限量报价快速成交",
"华南现货价格上行并带动其他区域基差转强"
],
"source_urls": [
"[https://ncp.[mysteel.com/a/26081311/162185551DDDAF16.html](https://ncp.mysteel.com/a/26081311/162185551DDDAF16.html)](https://mysteel.com/a/26081311/162185551DDDAF16.html](https://ncp.mysteel.com/a/26081311/162185551DDDAF16.html))"
],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260813-guangzhou-zhizhiyuan-basis",
"title": "广州植之元公布 9 月合约 01-40 报价",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-13T03:36:45Z",
"event_type": "spot_basis",
"asset_keys": [
"SOYMEAL_ETF"
],
"direction_score": 0,
"confidence": 92,
"horizon": "days",
"raw_facts": [
{
"metric": "广州东凌粮油/植之元 9 月合约豆粕报价",
"value": "01-40",
"unit": "元/吨",
"period": "2026-08-13",
"comparison": "页面原文报价;未披露前值"
}
],
"transmission_chain": [
"广州油厂公布远月合约报价→华南远月现货定价信息增加→在缺少前值和绝对价格的情况下,对 SOYMEAL_ETF 方向信号保持中性"
],
"invalidation_conditions": [
"后续页面补充前值并确认报价方向",
"华南同期限基差出现连续上调或下调"
],
"source_urls": [
"[https://ncp.[mysteel.com/a/26081311/7D4C0083B88D23DA.html](https://ncp.mysteel.com/a/26081311/7D4C0083B88D23DA.html)](https://mysteel.com/a/26081311/7D4C0083B88D23DA.html](https://ncp.mysteel.com/a/26081311/7D4C0083B88D23DA.html))"
],
"source_tier": "B"
},
{
"event_id": "mysteel-cn-20260813-northchina-soymeal-up",
"title": "华北三家油厂 43%豆粕现货上涨 10 至 20 元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-08-13T03:49:07Z",
"event_type": "spot_basis",
"asset_keys": [
"SOYMEAL_ETF"
],
"direction_score": 1,
"confidence": 98,
"horizon": "intraday",
"raw_facts": [
{
"metric": "天津九三 43%豆粕现货报价",
"value": 3060,
"unit": "元/吨",
"period": "2026-08-13",
"comparison": "上涨 20 元/吨"
},
{
"metric": "北京汇福 43%豆粕现货报价",
"value": 3060,
"unit": "元/吨",
"period": "2026-08-13",
"comparison": "上涨 20 元/吨"
},
{
"metric": "黄骅嘉好 43%豆粕现货报价",
"value": 3050,
"unit": "元/吨",
"period": "2026-08-13",
"comparison": "上涨 10 元/吨"
}
],
"transmission_chain": [
"华北多家油厂现货报价同步上调→区域现货价格信号偏强→短线豆粕现货对 SOYMEAL_ETF 形成边际偏多支撑"
],
"invalidation_conditions": [
"华北报价回落或上涨报价缺乏成交确认",
"其他主产销区现货报价转弱且连粕盘面下行"
],
"source_urls": [
"[https://ncp.[mysteel.com/a/26081311/2395DB19FE9C4030.html](https://ncp.mysteel.com/a/26081311/2395DB19FE9C4030.html)](https://mysteel.com/a/26081311/2395DB19FE9C4030.html](https://ncp.mysteel.com/a/26081311/2395DB19FE9C4030.html))"
],
"source_tier": "B"
}
]
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