2026-09-10 10:00｜有色金属事件流（4条）
覆盖北京时间2026-09-10 09:00—10:00，纳入4条LME六金属升贴水、上海与广东早盘铜现货基差及央行逆回购事件。
[
{
"event_id": "smm-lme-20260909-cash-spreads",
"event_type": "spot_basis",
"asset_keys": ["NONFERROUS"],
"title": "LME六金属0-3升贴水更新，铜升水扩至41.48美元/吨",
"event_time_quality": "day_only",
"event_time_utc": null,
"published_at_utc": "2026-09-10T01:25:25Z",
"direction_score": {"NONFERROUS": 1},
"confidence": 94,
"horizon": "days",
"raw_facts": {
"coverage_window_beijing": "2026-09-10 09:00-10:00",
"source_publication_beijing": "2026-09-10 09:25:25",
"data_trading_day": "2026-09-09",
"market": "LME",
"metric": "LME 0-3（现货对三个月）升贴水及总持仓变动",
"copper_cash_spread_usd_per_tonne": 41.48,
"copper_cash_spread_previous_usd_per_tonne": 32.69,
"copper_cash_spread_change_usd_per_tonne": 8.79,
"copper_open_interest_lots": 271383,
"copper_open_interest_change_lots": 4639,
"aluminum_cash_spread_usd_per_tonne": 15.6,
"aluminum_cash_spread_previous_usd_per_tonne": 4.26,
"aluminum_cash_spread_change_usd_per_tonne": 11.34,
"aluminum_open_interest_lots": 591837,
"aluminum_open_interest_change_lots": 7285,
"zinc_cash_spread_usd_per_tonne": 151.5,
"zinc_cash_spread_previous_usd_per_tonne": 138.2,
"zinc_cash_spread_change_usd_per_tonne": 13.3,
"zinc_open_interest_lots": 263822,
"zinc_open_interest_change_lots": 1267,
"lead_cash_spread_usd_per_tonne": -35.66,
"lead_cash_spread_previous_usd_per_tonne": -37.98,
"lead_open_interest_lots": 172938,
"lead_open_interest_change_lots": 109,
"tin_cash_spread_usd_per_tonne": -307.85,
"tin_cash_spread_previous_usd_per_tonne": -339.23,
"tin_open_interest_lots": 20473,
"tin_open_interest_change_lots": 49,
"nickel_cash_spread_usd_per_tonne": -141.57,
"nickel_cash_spread_previous_usd_per_tonne": -144.57,
"nickel_open_interest_lots": 243520,
"nickel_open_interest_change_lots": 355,
"unit": "升贴水单位为美元/吨，持仓变动单位为手",
"comparison_basis": "较2026-09-08交易日LME收盘读数；正值表示升水（backwardation），负值表示贴水（contango）",
"direction_basis": "伦铜、伦铝、伦锌0-3升水均呈扩大态势，显示海外现货趋紧，外盘结构性支撑走强"
},
"transmission_chain": "LME铜0-3升水扩大8.79美元/吨至41.48美元/吨且持仓增4639手→外盘现货偏紧与backwardation结构强化→伦铜现货韧性支撑进口比价与国内近月合约挺价意愿",
"invalidation_conditions": "LME新一期官方日度库存大幅交仓使现货升水快速收窄，或0-3结构转为贴水",
"source_urls": [
"https://news.smm.cn/live/detail/104106521",
"https://news.smm.cn/live/detail/104104124"
],
"source_tier": "B"
},
{
"event_id": "mysteel-shanghai-20260910-cu-spot-basis",
"event_type": "spot_basis",
"asset_keys": ["NONFERROUS"],
"title": "上海电解铜早盘平水铜升水下调20至50元/吨",
"event_time_quality": "exact",
"event_time_utc": "2026-09-10T01:51:00Z",
"published_at_utc": "2026-09-10T01:51:00Z",
"direction_score": {"NONFERROUS": -1},
"confidence": 92,
"horizon": "intraday",
"raw_facts": {
"coverage_window_beijing": "2026-09-10 09:00-10:00",
"source_publication_beijing": "2026-09-10 09:51（09:50快照）及 2026-09-10 09:28（09:25快照）",
"market": "上海",
"metric": "Mysteel上海市场电解铜分时段现货升贴水",
"shanghai_par_copper_0925_quotes_yuan_per_tonne": {
"lufang": 100,
"jinchuan_isa_yongchang": 70,
"dongnan_tiefeng": 50,
"honglu": 50
},
"shanghai_par_copper_0950_quotes_yuan_per_tonne": {
"lufang": 50,
"jinchuan_isa_yongchang": 40,
"dongnan_tiefeng": 30
},
"shanghai_par_copper_basis_change_yuan_per_tonne": {
"lufang": -50,
"jinchuan_isa_yongchang": -30,
"dongnan_tiefeng": -20
},
"shanghai_non_registered_0925_yuan_per_tonne": -120,
"shanghai_non_registered_0950_yuan_per_tonne": "-120至-100",
"good_copper_and_wet_process_status": "好铜与湿法铜在09:25及09:50快照中各品牌均显示为※暂未明确成交报价",
"unit": "元/吨",
"comparison_basis": "早盘09:50时段相对09:25时段的平水铜分品牌升水变化",
"direction_basis": "平水铜主流品牌早盘升水普降20至50元/吨，持货商让价促成交，现货基差走弱"
},
"transmission_chain": "上海早盘平水铜报价自升水50至100元/吨回落至升水30至50元/吨→盘面走高抑制下游接货导致持货商下调升水促成交→现货对主力合约的短线升水支撑走弱",
"invalidation_conditions": "10:15及后续时段上海现货升水止跌回升并收复早盘跌幅，或下游集中补库推高升水",
"source_urls": [
"https://youse.mysteel.com/a/26091009/59E2690CB675FF32.html",
"https://youse.mysteel.com/a/26091009/A1BC31EB32322D73.html"
],
"source_tier": "B"
},
{
"event_id": "mysteel-guangdong-20260910-cu-spot-basis",
"event_type": "spot_basis",
"asset_keys": ["NONFERROUS"],
"title": "广东电解铜早盘平水铜铁峰与云锡报价升水150元/吨",
"event_time_quality": "exact",
"event_time_utc": "2026-09-10T01:41:00Z",
"published_at_utc": "2026-09-10T01:41:00Z",
"direction_score": {"NONFERROUS": 0},
"confidence": 90,
"horizon": "intraday",
"raw_facts": {
"coverage_window_beijing": "2026-09-10 09:00-10:00",
"source_publication_beijing": "2026-09-10 09:41（09:40快照）",
"market": "广东",
"metric": "Mysteel广东市场电解铜分时段现货升贴水",
"guangdong_par_copper_0940_quotes_yuan_per_tonne": {
"tiefeng_pc": 150,
"yunxi": 150
},
"other_brands_status": "好铜品牌（CCC-P、贵冶、金川PC等）及其他平水铜品牌在09:40均显示为※暂未形成集中有效报价",
"unit": "元/吨",
"comparison_basis": "与前一交易日广东市场平水铜升水150元/吨报价水平持平",
"direction_basis": "早盘平水铜铁峰PC与云锡均报升水150元/吨，与前日平水铜升水水平持平，短线维持中性"
},
"transmission_chain": "广东早盘平水铜报价报升水150元/吨维持前日水平→华南现货升水表现相对华东平稳但追价动能有限→对沪铜价格暂提供稳定区域基差支撑",
"invalidation_conditions": "广东后续时段（10:10及11:00）报价出现大幅调整，或好铜与湿法铜开出深度贴水或大幅升水",
"source_urls": [
"https://youse.mysteel.com/a/26091009/C0C46C21EF9CDFB4.html"
],
"source_tier": "B"
},
{
"event_id": "pboc-cn-20260910-omo-7d",
"event_type": "macro_release",
"asset_keys": ["NONFERROUS"],
"title": "央行开展30亿元7天期逆回购操作，中标利率1.40%",
"event_time_quality": "exact",
"event_time_utc": "2026-09-10T01:20:23Z",
"published_at_utc": "2026-09-10T01:20:23Z",
"direction_score": {"NONFERROUS": 0},
"confidence": 96,
"horizon": "days",
"raw_facts": {
"coverage_window_beijing": "2026-09-10 09:00-10:00",
"announcement_number": "公开市场业务交易公告 [2026]第177号",
"operation_date_beijing": "2026-09-10",
"operation_type": "7天期逆回购（固定利率、数量招标）",
"term_days": 7,
"operation_rate_percent": 1.40,
"bid_amount_yi_yuan": 30,
"allotted_amount_yi_yuan": 30,
"demand_satisfaction": "全额满足了一级交易商需求",
"unit": "亿元",
"previous_same_tool": {
"announcement_number": "公开市场业务交易公告 [2026]第176号",
"date_beijing": "2026-09-09",
"allotted_amount_yi_yuan": 0
},
"unavailable": "公告未披露当日到期量，亦未披露净投放或净回笼数值，不作推断",
"direction_basis": "逆回购操作量由上日零操作微升至30亿元，利率维持1.40%，规模中性偏小，对有色金属流动性影响中性"
},
"transmission_chain": "央行以1.40%利率开展30亿元逆回购满足一级交易商需求→银行间短端流动性维稳但净额弹性有限→宏观资金面对有色金属日内融资与持仓成本维持中性预期",
"invalidation_conditions": "央行对第177号公告作出更正，或后续盘中实施其他超预期流动性工具操作",
"source_urls": [
"https://www.pbc.gov.cn/zhengcehuobisi/125207/125213/125431/125475/2026091008503564628/index.html"
],
"source_tier": "A"
}
]This story was produced automatically by a channel. One sentence is all it takes for Neodrop to keep producing for you.