2026-08-26 13:00｜午间有色现货与镍价事件流（8条）

[ { "event_id": "smm-ferrochrome-20260826-low-carbon-tender", "title": "江苏永钢低碳铬铁招标价较 7 月 14 日涨 210 元", "event_type": "spot_basis", "event_time_quality": "exact", "event_time_utc": "2026-08-26T03:14:04Z", "published_at_utc": "2026-08-26T03:14:04Z", "asset_keys": [ "NONFERROUS" ], "direction_score": { "NONFERROUS": 0 }, "confidence": 95, "horizon": "days", "raw_facts": { "publisher": "SMM", "company": "江苏永钢", "product": "低碳铬铁 FeCr55C0.25", "price": "13250 元/60 基吨", "comparison": "较 2026 年 7 月 14 日上涨 210 元", "quantity": "500 吨", "trade_terms": "加工块、承兑、含税到厂", "published_time_beijing": "2026-08-26 11:14:04" }, "transmission_chain": "江苏永钢低碳铬铁招标价较 7 月 14 日上涨 210 元且采购 500 吨→铬铁现货成本与采购需求信号偏强→铬铁相关现货价格短线偏强。", "invalidation_conditions": "SMM 或江苏永钢更正招标价、环比变动、采购数量或交易条款。", "source_urls": [ "https://news.smm.cn/live/detail/104079904" ], "source_tier": "B" }, { "event_id": "mysteel-copper-shanghai-20260826-spot-basis", "title": "上海 1#电解铜均价涨 795 元至 109425 元/吨", "event_type": "spot_basis", "event_time_quality": "exact", "event_time_utc": "2026-08-26T03:16:04Z", "published_at_utc": "2026-08-26T03:16:04Z", "asset_keys": [ "NONFERROUS" ], "direction_score": { "NONFERROUS": 1 }, "confidence": 96, "horizon": "intraday", "raw_facts": { "publisher": "Mysteel", "market": "上海", "product": "1#电解铜", "unit": "元/吨", "spot_average": { "current": "109425 元/吨", "day_on_day_change": "+795 元/吨", "week_same_period": "107115 元/吨", "year_on_year_change": "+2310 元/吨" }, "spot_basis_average": { "contract": "2609", "current": "升水 300 元/吨", "day_on_day_change": "+65 元/吨", "week_same_period": "升水 375 元/吨", "year_on_year_change": "-75 元/吨" }, "published_time_beijing": "2026-08-26 11:16:04" }, "transmission_chain": "上海 1#电解铜均价较上日上涨 795 元/吨、对 2609 合约升水扩大 65 元/吨→现货价格与近月基差同步偏强→铜价短线获得现货端支撑。", "invalidation_conditions": "Mysteel 更正上海电解铜均价、2609 合约升贴水、日变动或比较基准。", "source_urls": [ "[https://dianjietong.[mysteel.com/m/26082611/E7E4F900C638FE8E.html](https://dianjietong.mysteel.com/m/26082611/E7E4F900C638FE8E.html)](https://mysteel.com/m/26082611/E7E4F900C638FE8E.html](https://dianjietong.mysteel.com/m/26082611/E7E4F900C638FE8E.html))" ], "source_tier": "B" }, { "event_id": "smm-zinc-tianjin-20260826-spot-basis", "title": "天津 0#锌成交价 26060—26300 元/吨", "event_type": "spot_basis", "event_time_quality": "exact", "event_time_utc": "2026-08-26T03:47:00Z", "published_at_utc": "2026-08-26T03:47:00Z", "asset_keys": [ "NONFERROUS" ], "direction_score": { "NONFERROUS": 0 }, "confidence": 88, "horizon": "intraday", "raw_facts": { "publisher": "SMM", "market": "天津", "product": "0#锌锭", "basis": "紫金对沪锌 2609 合约升水 30—50 元/吨附近；0#锌锭对 2609 合约贴水 40—120 元/吨附近", "regional_basis": "天津市场（原文“津市”）较沪市贴水 50 元/吨附近", "published_time_beijing": "2026-08-26 11:47", "main_transaction_range": "26060—26300 元/吨", "zijin_transaction_range": "26210—26390 元/吨", "grade_1_transaction_range": "26060—26230 元/吨附近" }, "transmission_chain": "天津 0#锌成交区间与对沪锌 2609 合约的升贴水同时分化→区域现货流向和交割品溢价信号变化→锌价短线方向由区域基差与成交持续性共同确认。", "invalidation_conditions": "SMM 更正天津锌成交区间、品牌升贴水、合约月份或津沪区域价差。", "source_urls": [ "https://hq.smm.cn/zinc/content/104080335" ], "source_tier": "B" }, { "event_id": "smm-zinc-guangdong-20260826-spot-basis", "title": "广东 0#锌对沪锌 2610 贴水 55—85 元/吨", "event_type": "spot_basis", "event_time_quality": "exact", "event_time_utc": "2026-08-26T03:58:00Z", "published_at_utc": "2026-08-26T03:58:00Z", "asset_keys": [ "NONFERROUS" ], "direction_score": { "NONFERROUS": 0 }, "confidence": 87, "horizon": "intraday", "raw_facts": { "publisher": "SMM", "market": "广东", "product": "0#锌锭", "main 成交": "26180—26315 元/吨", "basis_to_shfe_2610": { "source_text": "主流品牌对沪锌 2610 合约报价贴水 85~55 元/吨", "normalized_range": "贴水 55—85 元/吨" }, "basis_to_shanghai_spot": "对上海现货升水 15 元/吨", "regional_change": "沪粤价差扩大", "published_time_beijing": "2026-08-26 11:58", "contract_note": "广东详情页对比沪锌 2610 合约；天津详情页对比沪锌 2609 合约，按各详情页原文保留。" }, "transmission_chain": "广东 0#锌对沪锌 2610 合约维持贴水、对上海现货升水 15 元/吨且沪粤价差扩大→广东现货相对期货与上海现货的基差信号分化→锌现货基差短线方向保持中性。", "invalidation_conditions": "SMM 更正广东锌成交区间、沪锌 2610 贴水、对上海现货升水或沪粤价差变化。", "source_urls": [ "https://hq.smm.cn/zinc/content/104080367" ], "source_tier": "B" }, { "event_id": "smm-copper-guangdong-20260826-spot-basis", "title": "广东电解铜均价较上日涨 700—705 元/吨", "event_type": "spot_basis", "event_time_quality": "exact", "event_time_utc": "2026-08-26T04:08:00Z", "published_at_utc": "2026-08-26T04:08:00Z", "asset_keys": [ "NONFERROUS" ], "direction_score": { "NONFERROUS": 1 }, "confidence": 96, "horizon": "intraday", "raw_facts": { "publisher": "SMM", "market": "广东", "product": "1#电解铜", "basis_to_current_month_contract": "好铜升水 250 元/吨，持平上一交易日；平水铜升水 160 元/吨，较上一交易日上涨 10 元/吨；湿法铜升水 100 元/吨，较上一交易日上涨 10 元/吨", "spot_average": "1#电解铜均价 109205 元/吨，较上一交易日上涨 700 元/吨；湿法铜均价 109100 元/吨，较上一交易日上涨 705 元/吨", "published_time_beijing": "2026-08-26 12:08" }, "transmission_chain": "广东电解铜均价较上日上涨 700—705 元/吨且平水铜、湿法铜升水各扩大 10 元/吨→现货价格与近月基差同步偏强→铜价短线支撑增强。", "invalidation_conditions": "SMM 更正广东电解铜均价、品类升水、日变动、伦铜盘中价格或历史高点比较值。", "source_urls": [ "https://news.smm.cn/news/104080360" ], "source_tier": "B" }, { "event_id": "smm-nickel-20260826-ore-cif", "title": "印尼三档镍矿 CIF 均价较前次持平", "event_type": "spot_basis", "event_time_quality": "exact", "event_time_utc": "2026-08-26T04:37:11Z", "published_at_utc": "2026-08-26T04:37:11Z", "asset_keys": [ "NONFERROUS" ], "direction_score": { "NONFERROUS": 0 }, "confidence": 86, "horizon": "days", "raw_facts": { "publisher": "SMM", "market": "印尼", "product": "镍矿 CIF", "unit": "美元/湿吨", "prices": { "1.4%Ni": "53.3，较前次持平", "1.5%Ni": "60.8，较前次持平", "1.6%Ni": "65.8，较前次持平" }, "published_time_beijing": "2026-08-26 12:37:11", "comparison": "较前次报价持平；原文未给出前次报价日期" }, "transmission_chain": "印尼 1.4%、1.5%和 1.6%品位镍矿 CIF 均价较前次持平→镍矿进口成本暂未改变→镍产业链现货价格获得中性成本信号。", "invalidation_conditions": "SMM 更正三档镍矿品位、CIF 价格、比较基准或价格更新时间。", "source_urls": [ "https://news.smm.cn/live/detail/104080617" ], "source_tier": "B" }, { "event_id": "smm-nickel-20260826-mhp-npi-fob", "title": "印尼 MHP 镍 FOB 涨 8 美元、高冰镍涨 7 美元", "event_type": "spot_basis", "event_time_quality": "exact", "event_time_utc": "2026-08-26T04:43:34Z", "published_at_utc": "2026-08-26T04:43:34Z", "asset_keys": [ "NONFERROUS" ], "direction_score": { "NONFERROUS": 1 }, "confidence": 94, "horizon": "intraday", "raw_facts": { "publisher": "SMM", "market": "印尼", "basis": "FOB", "comparison": "较昨日", "prices": { "MHP 镍": "上涨 8 美元/镍金属吨", "MHP 钴": "下跌 1080 美元/钴金属吨", "高冰镍": "上涨 7 美元/镍金属吨" }, "published_time_beijing": "2026-08-26 12:43:34", "direction_scope": "方向评分按镍相关价格变动计算；同页另报 MHP 钴 FOB 较昨日下跌 1080 美元/钴金属吨，作为相关金属背景保留。" }, "transmission_chain": "印尼 MHP 镍和高冰镍 FOB 分别上涨 8 美元和 7 美元→镍中间品成本信号偏强→镍相关短线价格获得支撑。", "invalidation_conditions": "SMM 更正 MHP 镍、MHP 钴或高冰镍的 FOB 日变动、金属吨单位或比较日。", "source_urls": [ "https://news.smm.cn/live/detail/104080620" ], "source_tier": "B" }, { "event_id": "smm-nickel-20260826-battery-sulfate", "title": "电池级硫酸镍均价较昨日跌 60 元/吨", "event_type": "spot_basis", "event_time_quality": "exact", "event_time_utc": "2026-08-26T04:44:17Z", "published_at_utc": "2026-08-26T04:44:17Z", "asset_keys": [ "NONFERROUS" ], "direction_score": { "NONFERROUS": -1 }, "confidence": 90, "horizon": "intraday", "raw_facts": { "publisher": "SMM", "product": "电池级硫酸镍", "comparison": "较 2026 年 8 月 25 日", "change": "均价下跌 60 元/吨", "absolute_price": "原文未公开绝对均价", "published_time_beijing": "2026-08-26 12:44:17" }, "transmission_chain": "电池级硫酸镍均价较昨日下跌 60 元/吨→硫酸镍现货成本与电池材料链条的镍价信号走弱→镍相关短线价格承压。", "invalidation_conditions": "SMM 补充或更正电池级硫酸镍日变动、比较日期或产品口径。", "source_urls": [ "https://news.smm.cn/live/detail/104080622" ], "source_tier": "B" } ]