2026年8月13日13时:4条豆粕ETF结构化事件

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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