8月26日10时：广东、华东、日照豆粕现货上调

[ { "event_id": "mysteel-cn-20260826-guangdong-spot-up", "title": "广东东莞三家 43%豆粕报 3110 元，涨 10 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-26T01:38:00Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 1, "confidence": 96, "horizon": "days", "raw_facts": { "report_date": "2026-08-26", "region": "广东", "protein_percent": 43, "plants": [ {"plant": "东莞嘉吉", "price_yuan_per_ton": 3110, "change_yuan_per_ton": 10}, {"plant": "东莞中储粮", "price_yuan_per_ton": 3110, "change_yuan_per_ton": 10}, {"plant": "东莞达孚", "price_yuan_per_ton": 3110, "change_yuan_per_ton": 10} ], "comparison": "页面披露 2026 年 8 月 26 日广东市场 43%豆粕现货小幅上调，东莞嘉吉、东莞中储粮及东莞达孚均报 3110 元/吨，较前一交易日均上涨 10 元/吨。" }, "transmission_chain": [ "我的钢铁网北京时间 8 月 26 日 09:38 发布广东豆粕现货详情，东莞三家主流油厂 43%豆粕统一报 3110 元/吨并上涨 10 元/吨。", "华南现货报价同步上调抬升区域现货成本锚，短线对 SOYMEAL_ETF 形成偏多现货信号。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 26 日广东东莞三家油厂报价或涨跌值。", "广东后续现货报价回落并抹去本次 10 元/吨涨幅。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082609/A4B86E59CFD2AE41_abc.html](https://ncp.m.mysteel.com/a/26082609/A4B86E59CFD2AE41_abc.html)](https://m.mysteel.com/a/26082609/A4B86E59CFD2AE41_abc.html](https://ncp.m.mysteel.com/a/26082609/A4B86E59CFD2AE41_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260826-eastchina-spot-up", "title": "华东五家 43%豆粕 3100—3160 元，涨 10—20 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-26T01:50:00Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 1, "confidence": 96, "horizon": "days", "raw_facts": { "report_date": "2026-08-26", "region": "华东", "protein_percent": 43, "plants": [ {"plant": "泰州汇福", "price_yuan_per_ton": 3100, "change_yuan_per_ton": 20}, {"plant": "泰兴邦基", "price_yuan_per_ton": 3100, "change_yuan_per_ton": 20}, {"plant": "舟山中海", "price_yuan_per_ton": 3150, "change_yuan_per_ton": 10}, {"plant": "宁波金光", "price_yuan_per_ton": 3160, "change_yuan_per_ton": 10}, {"plant": "芜湖益海", "price_yuan_per_ton": 3120, "change_yuan_per_ton": 10} ], "price_range_yuan_per_ton": [3100, 3160], "change_range_yuan_per_ton": [10, 20], "comparison": "页面披露 2026 年 8 月 26 日华东市场 43%豆粕现货小幅上涨：泰州汇福与泰兴邦基均为 3100 元/吨、各涨 20 元；舟山中海 3150 元/吨、宁波金光 3160 元/吨、芜湖益海 3120 元/吨，三者均涨 10 元/吨；区域涨幅在 10 至 20 元/吨。" }, "transmission_chain": [ "我的钢铁网北京时间 8 月 26 日 09:50 发布华东豆粕现货详情，五家主流油厂 43%豆粕报价升至 3100—3160 元/吨，涨幅 10—20 元/吨。", "华东现货同步上调强化沿海成本支撑，短线对 SOYMEAL_ETF 形成偏多现货信号。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 26 日华东五家油厂报价或涨跌值。", "华东后续现货报价回落并抹去本次 10—20 元/吨涨幅。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082609/894137A6E4D88E9D_abc.html](https://ncp.m.mysteel.com/a/26082609/894137A6E4D88E9D_abc.html)](https://m.mysteel.com/a/26082609/894137A6E4D88E9D_abc.html](https://ncp.m.mysteel.com/a/26082609/894137A6E4D88E9D_abc.html))" ], "source_tier": "B" }, { "event_id": "mysteel-cn-20260826-rizhao-spot-up", "title": "日照周边 43%豆粕 3100—3150 元，涨 10—20 元", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-26T01:57:00Z", "event_type": "spot_basis", "asset_keys": ["SOYMEAL_ETF"], "direction_score": 1, "confidence": 95, "horizon": "days", "raw_facts": { "report_date": "2026-08-26", "region": "日照及周边", "protein_percent": 43, "spot_samples": [ { "group": "日照凌云海、象明、嘉吉、中纺及龙口香驰、博兴香驰、博兴口福", "price_range_yuan_per_ton": [3100, 3150], "change_range_yuan_per_ton": [10, 20] }, { "plant": "青岛渤海", "protein_percent": 43, "price_yuan_per_ton": 3110, "change_yuan_per_ton": 10 }, { "plant": "济宁嘉冠", "protein_percent": 46, "price_yuan_per_ton": 3270, "change_yuan_per_ton": 20 } ], "comparison": "页面披露 2026 年 8 月 26 日日照市场 43%豆粕现货上调：日照凌云海、象明、嘉吉、中纺及龙口香驰、博兴香驰、博兴口福等品牌报 3100—3150 元/吨，涨幅 10—20 元/吨；青岛渤海报 3110 元/吨，涨 10 元/吨；济宁嘉冠 46%蛋白豆粕报 3270 元/吨，涨 20 元/吨。" }, "transmission_chain": [ "我的钢铁网北京时间 8 月 26 日 09:57 发布日照豆粕现货详情，周边主流品牌 43%豆粕报 3100—3150 元/吨并上涨 10—20 元/吨，青岛渤海与济宁嘉冠同步上调。", "山东沿海现货报价回升抬升区域现货成本，短线对 SOYMEAL_ETF 形成偏多现货信号。" ], "invalidation_conditions": [ "我的钢铁网修订 2026 年 8 月 26 日日照及周边报价区间或涨跌值。", "日照及周边后续现货报价回落并抹去本次 10—20 元/吨涨幅。" ], "source_urls": [ "[https://ncp.[m.mysteel.com/a/26082609/10D2E29BC94B38BA_abc.html](https://ncp.m.mysteel.com/a/26082609/10D2E29BC94B38BA_abc.html)](https://m.mysteel.com/a/26082609/10D2E29BC94B38BA_abc.html](https://ncp.m.mysteel.com/a/26082609/10D2E29BC94B38BA_abc.html))" ], "source_tier": "B" } ]