2026-08-25 13:00｜有色金属事件流（8条）
覆盖北京时间2026-08-25 11:00—13:00，交付电解铜、锌、ADC12、电解镍、铜杆与氧化铝供应链的八条可核验增量事件。
[
{
"event_id": "mysteel-copper-20260825-spot-1100",
"title": "上海1#电解铜均价涨至108630元/吨",
"event_type": "spot_basis",
"event_time_quality": "exact",
"event_time_utc": "2026-08-25T03:03:00Z",
"published_at_utc": "2026-08-25T03:03:00Z",
"asset_keys": ["NONFERROUS"],
"direction_score": {"NONFERROUS": 1},
"confidence": 88,
"horizon": "intraday",
"raw_facts": {
"published_time_beijing": "2026-08-25 11:03",
"contract_basis_as_published": "2609合约（原文未明确交易所与年份）",
"comparison": "较上一交易日",
"unit": "元/吨",
"regions": {
"上海": {"1#电解铜": "108440—108820，均价108630，涨665", "升水铜": "108660，涨645", "平水铜": "108575，涨665", "湿法铜": "108520，涨650"},
"广东": {"1#电解铜": "108570，涨705", "升水铜": "108620，涨720", "平水铜": "108520，涨690", "湿法铜": "108440，涨690"},
"天津": {"1#电解铜": "108460，涨610"},
"重庆": {"1#电解铜": "108530，涨620"},
"山东": {"1#电解铜": "108290，涨470"}
}
},
"transmission_chain": "上海1#电解铜均价108630元/吨较上一交易日上涨665元/吨，广东、天津、重庆、山东1#电解铜分别上涨705、610、620、470元/吨→主要地区现货报价普遍上行→电解铜短线现货方向偏强。",
"invalidation_conditions": "我的有色更正2026-08-25 11:03条目中的地区价格或涨跌数字，或撤回该条目。",
"source_urls": ["https://youse.mysteel.com/a/26082511/0612F2C115AA4DD3.html"],
"source_tier": "B"
},
{
"event_id": "smm-zinc-20260825-guangdong-spot-basis",
"title": "广东0#锌成交25900—26005元/吨",
"event_type": "spot_basis",
"event_time_quality": "exact",
"event_time_utc": "2026-08-25T03:42:00Z",
"published_at_utc": "2026-08-25T03:42:00Z",
"asset_keys": ["NONFERROUS"],
"direction_score": {"NONFERROUS": 0},
"confidence": 86,
"horizon": "intraday",
"raw_facts": {
"region": "广东",
"product": "0#锌",
"main_deal": "25900~26005元/吨",
"contract_basis_as_published": "2610合约（原文未明确交易所与年份）",
"basis_to_2610_contract_original": "贴水120~60元/吨",
"basis_to_2610_contract_normalized": "贴水60—120元/吨",
"basis_to_shanghai_spot": "升水10元/吨"
},
"transmission_chain": "广东0#锌成交区间为25900~26005元/吨；来源将其相对未明确交易所与年份的2610合约报价记为贴水60—120元/吨、相对上海现货记为升水10元/吨→保留该来源的区域现货与基差观测→本事件的盘中方向评分为0。",
"invalidation_conditions": "SMM更正2026-08-25 11:42条目中的广东0#锌成交区间、2610合约基差或上海现货基差，或撤回该条目。",
"source_urls": ["https://hq.smm.cn/zinc/content/104077847"],
"source_tier": "B"
},
{
"event_id": "mysteel-copper-20260825-yangshan-premium",
"title": "洋山火法铜仓单溢价降至92美元/吨",
"event_type": "spot_basis",
"event_time_quality": "exact",
"event_time_utc": "2026-08-25T03:47:00Z",
"published_at_utc": "2026-08-25T03:47:00Z",
"asset_keys": ["NONFERROUS"],
"direction_score": {"NONFERROUS": -1},
"confidence": 82,
"horizon": "intraday",
"raw_facts": {
"market": "上海洋山",
"product": "火法铜仓单",
"unit": "美元/吨",
"comparison": "较上一交易日",
"midpoint": "92美元/吨",
"change": "下跌2美元/吨",
"range_as_reported_in_table": "82—102美元/吨",
"other_reported_quotes": {
"湿法铜仓单": "80—94美元/吨，中间价87美元/吨，下跌2美元/吨",
"火法铜提单": "81—97美元/吨，中间价89美元/吨，下跌2美元/吨",
"湿法铜提单": "80—94美元/吨，中间价87美元/吨，下跌2美元/吨"
},
"source_note": "正文另写火法铜仓单区间81—102美元/吨；本事件只采用正文和表格共同明确的中间价92美元/吨及下跌2美元/吨，不采用有分歧的区间下限。"
},
"transmission_chain": "火法铜仓单溢价中间价较上一交易日下跌2美元/吨至92美元/吨→进口铜货源相对报价下移→该口径的进口铜现货溢价信号偏弱。",
"invalidation_conditions": "我的有色更正2026-08-25 11:47条目中的火法铜仓单中间价92美元/吨或下跌2美元/吨，或撤回该条目。",
"source_urls": ["https://youse.mysteel.com/a/26082511/815A265BC89097EA.html"],
"source_tier": "B"
},
{
"event_id": "smm-aluminum-20260825-adc12-spot",
"title": "SMM ADC12价格持稳23900元/吨",
"event_type": "spot_basis",
"event_time_quality": "exact",
"event_time_utc": "2026-08-25T03:50:06Z",
"published_at_utc": "2026-08-25T03:50:06Z",
"asset_keys": ["NONFERROUS"],
"direction_score": {"NONFERROUS": 0},
"confidence": 91,
"horizon": "intraday",
"raw_facts": {
"product": "SMM ADC12",
"spot_price": "23900元/吨",
"comparison": "较前一交易日持稳",
"related_futures_quote_as_published": "铝合金2610合约开盘23195元/吨，早盘高点23200元/吨，午间收报23050元/吨，跌幅0.63%",
"related_futures_change_basis": "原文未明确跌幅0.63%的比较基准"
},
"transmission_chain": "SMM ADC12报价较前一交易日持稳于23900元/吨→现货价格日变动为0→铝合金现货短线方向评分为0。",
"invalidation_conditions": "SMM更正2026-08-25 11:50条目中的23900元/吨或「较前一交易日持稳」口径，或撤回该条目。",
"source_urls": ["https://news.smm.cn/live/detail/104077858"],
"source_tier": "B"
},
{
"event_id": "mysteel-copper-20260825-regional-basis",
"title": "电解铜区域升水多数较前日上行",
"event_type": "spot_basis",
"event_time_quality": "exact",
"event_time_utc": "2026-08-25T03:52:00Z",
"published_at_utc": "2026-08-25T03:52:00Z",
"asset_keys": ["NONFERROUS"],
"direction_score": {"NONFERROUS": 1},
"confidence": 94,
"horizon": "intraday",
"raw_facts": {
"comparison_date": "2026-08-24",
"contract_basis_as_published": "2609合约（原文未明确交易所与年份）",
"unit": "元/吨",
"regions": {
"上海": "升170—升300，均值升235，较前日涨25",
"江苏": "升180—升300，均值升240，较前日涨40",
"山东": "升80—升100，均值升90，较前日涨20",
"江西": "升200—升290，均值升245，较前日涨45",
"天津": "升70—升110，均值升90，较前日跌10",
"广东": "升150—升250，均值升200，较前日涨85",
"湖北": "升250，均值升250，较前日涨50",
"安徽": "升220—升300，均值升260，较前日涨55",
"河南": "升80—升120，均值升100，较前日涨20",
"重庆": "升0—升200，均值升100，较前日跌10",
"辽宁": "升100—升120，均值升110，较前日涨30"
},
"regional_count": "11个区域中9个升水均值上涨、2个下跌"
},
"transmission_chain": "11个区域中9个升水均值较前日上涨、2个下跌；来源将这些升贴水标注为相对未明确交易所与年份的2609合约口径，上海均值升235元/吨并上涨25元/吨→该来源报告的区域现货升水整体上移→电解铜短线现货方向偏强。",
"invalidation_conditions": "我的有色更正2026-08-25 11:52条目中的任一区域升水、均值或日变动，或撤回该条目。",
"source_urls": ["https://youse.mysteel.com/a/26082511/B94D830E0185D062.html"],
"source_tier": "B"
},
{
"event_id": "smm-nickel-20260825-electrolytic-spot",
"title": "SMM1#电解镍均价降至129800元/吨",
"event_type": "spot_basis",
"event_time_quality": "exact",
"event_time_utc": "2026-08-25T03:53:44Z",
"published_at_utc": "2026-08-25T03:53:44Z",
"asset_keys": ["NONFERROUS"],
"direction_score": {"NONFERROUS": -1},
"confidence": 94,
"horizon": "intraday",
"raw_facts": {
"product": "SMM1#电解镍",
"average_price": "129800元/吨",
"change_from_previous_trading_day": "下跌1650元/吨",
"spot_basis_label_as_published": "现货升贴水",
"Jinchuan_1_quote": "均值1550元/吨，较上一交易日持平",
"mainstream_electrodeposited_nickel_quote": "国内主流品牌电积镍区间0—500元/吨（原文未标示升水或贴水方向）"
},
"transmission_chain": "SMM1#电解镍均价较上一交易日下跌1650元/吨至129800元/吨→电解镍现货均价下行→镍价短线方向偏弱；两个升贴水报价作为横截面信息保留。",
"invalidation_conditions": "SMM更正2026-08-25 11:53条目中的129800元/吨、1650元/吨或升贴水报价，或撤回该条目。",
"source_urls": ["https://news.smm.cn/live/detail/104077907"],
"source_tier": "B"
},
{
"event_id": "mysteel-copper-20260825-recycled-rod",
"title": "江西低氧铜杆均价涨至107600元/吨",
"event_type": "spot_basis",
"event_time_quality": "exact",
"event_time_utc": "2026-08-25T04:03:19Z",
"published_at_utc": "2026-08-25T04:03:19Z",
"asset_keys": ["NONFERROUS"],
"direction_score": {"NONFERROUS": 1},
"confidence": 92,
"horizon": "intraday",
"raw_facts": {
"market": "江西",
"product_specification": "低氧铜杆，保阻8.0",
"quote_basis": "现款含税、自提",
"unit": "元/吨",
"average_price": "107600元/吨",
"day_on_day_change": "较上日上涨300元/吨",
"week_on_week_reference": "上周同期107200元/吨",
"year_on_year_change_as_published": "同比上涨400元/吨（原文未标明对比年份）"
},
"transmission_chain": "江西低氧铜杆保阻8.0、现款含税自提均价较上日上涨300元/吨至107600元/吨→该规格再生铜杆短线报价上行→该规格现货方向偏强。",
"invalidation_conditions": "我的有色更正2026-08-25 12:03条目中的规格、报价口径、107600元/吨或日涨跌数字，或撤回该条目。",
"source_urls": ["https://tonggan.mysteel.com/m/26082512/77328FC67675657C.html"],
"source_tier": "B"
},
{
"event_id": "smm-alumina-20260825-friguia-rail",
"title": "俄铝Friguia氧化铝出口暂停",
"event_type": "supply_demand",
"event_time_quality": "day_only",
"event_time_utc": null,
"published_at_utc": "2026-08-25T04:19:53Z",
"asset_keys": ["NONFERROUS"],
"direction_score": {"NONFERROUS": 1},
"confidence": 87,
"horizon": "days",
"raw_facts": {
"underlying_event_date": "2026-08-22晚（具体时刻未披露）",
"location": "几内亚杜布雷卡省Kagbelen附近",
"operator_and_asset": "Rusal运营的Friguia氧化铝厂铁路供应链",
"incident": "氧化铝运输列车脱轨，4人受伤",
"logistics_status": "通往Friguia的铁路运输中断，氧化铝出口暂时停止；来源正文称出口处于停滞状态",
"production_status": "氧化铝生产仍在继续，但已降至较低水平，具体影响尚待评估",
"capacity": "设计产能约60万吨/年，实际年产量约45万吨",
"input_supply": "燃料和烧碱等关键生产投入品的铁路供应同时中断"
},
"transmission_chain": "Friguia铁路脱轨导致氧化铝出口暂时停止，燃料和烧碱铁路供应中断，工厂生产降至较低水平，影响幅度尚待评估→该厂短期可供外运的氧化铝受到限制→该资产供应端风险偏紧。",
"invalidation_conditions": "SMM更正2026-08-25 12:19条目中的事故、铁路中断或出口暂停事实，或Rusal/Friguia确认该事故未造成出口中断。",
"source_urls": ["https://news.smm.cn/live/detail/104078236"],
"source_tier": "B"
}
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