2025/8/25 11:25 【国富期货早间看点】MPOA⻢棕8⽉前20⽇产量增3.03% 25/26年度美⾖单产料为53蒲/英亩 20250825 【国富期货早间看点】MPOA马棕8月前20日产量增3.03% 25/26年 度美豆单产料为53蒲/英亩 20250825 国富研究 国富研究 2025年08月25日 07:20 上海 01 隔夜行情 | | 收盘价 | 上日 流跌幅(%) | 隔夜流跌幅(%) | | --- | --- | --- | --- | | 马棕油11(BMD) | 4531.00 | 1.55 | | | 布伦特11(ICE) | 67.26 | 0.22 | -0. 03 | | 美原油10(NYMEX) | 63.77 | 0. 46 | 0.06 | | 美豆11(CBOT) | 1058. 25 | 0. 31 | 0. 12 | | 美豆箱12(CBOT) | 291.00 | -0.95 | -2. 12 | | 美豆油12(CBOT) | 55. 20 | 2.66 | 4. 41 | | | 最新价 | 流跌幅(%) 十日漆跌幅 | | --- | --- | - ...

1. Report Industry Investment Rating No relevant content provided. 2. Core View of the Report The report presents a comprehensive overview of the agricultural and energy futures markets, including overnight and spot market conditions, important fundamental information, macro - economic news, and capital flow data. It also provides insights into international and domestic supply - demand dynamics for various commodities such as palm oil, soybeans, and grains. 3. Summary by Directory 3.1 Overnight Market Conditions - Overnight closing prices and price changes of various futures contracts are provided, including BMD palm oil, ICE Brent crude, NYMEX WTI crude, CBOT soybeans, soybean meal, and soybean oil. For example, BMD palm oil 11 closed at 4529.00 with a previous - day decline of 0.51% and an overnight increase of 0.71% [1]. - Exchange rate data for major currencies are also presented, such as the US dollar index, CNY/USD, MYR/USD, etc. For instance, the US dollar index was at 98.22 with a decline of 0.05% [1]. 3.2 Spot Market Conditions - Spot prices, basis, and basis changes for DCE palm oil, DCE soybean oil, and DCE soybean meal in different regions are given. For example, DCE palm oil 2601 in North China had a spot price of 9820 with a basis of 100 and no change in basis from the previous day [2]. - CNF quotes and CNF premium changes for imported soybeans from different origins are also included, with Brazilian soybeans having a CNF premium of 307 cents per bushel and a CNF quote of 495 dollars per ton [2]. 3.3 Important Fundamental Information 3.3.1 Production Area Weather - The future weather outlook for US soybean - producing states from August 25 - 29 indicates that temperatures will be below normal and precipitation will mostly be near to below the median. Some parts of the US Midwest will experience rainfall and temperature drops [4][6]. 3.3.2 International Supply - Demand - Malaysian palm oil exports from August 1 - 20 increased by 17.5% according to AmSpec and 13.61% according to ITS compared to the same period last month [7]. - Indonesia plans to increase its crude palm oil production from 48.2 million tons in 2024 to 60 million tons by 2030 [8]. - Nebraska's soybean pod count is at a 22 - year high, while Indiana's is slightly lower than 2024 but higher than the three - year average [9]. 3.3.3 Domestic Supply - Demand - On August 20, the total trading volume of soybean oil and palm oil was 79,066 tons, a 152% increase from the previous day. The trading volume of soybean meal was 114,900 tons, an increase of 6,800 tons from the previous day [14]. - China's palm oil imports in July 2025 decreased by 47.22% month - on - month and 46.79% year - on - year. Soybean imports decreased by 4.86% month - on - month but increased by 18.39% year - on - year. Rapeseed imports decreased by 4.61% month - on - month and 56.63% year - on - year [14][15]. 3.4 Macro - economic News 3.4.1 International News - According to CME's "FedWatch", the probability of the Fed keeping interest rates unchanged in September is 18.1%, and the probability of a 25 - basis - point rate cut is 81.9% [16]. - The Eurozone's CPI annual rate in July was 2%, and the monthly rate was 0%. The Indonesian central bank cut interest rates by 25 basis points [17]. 3.4.2 Domestic News - On August 20, the US dollar/CNY exchange rate was 7.1384, up 25 points (CNY depreciation). The Chinese central bank conducted 616 billion yuan of 7 - day reverse repurchase operations, resulting in a net injection of 497.5 billion yuan [19]. 3.5 Capital Flow - On August 20, 2025, the futures market had a net capital inflow of 3.705 billion yuan. Commodity futures had a net capital outflow of 12.337 billion yuan, while stock index futures had a net capital inflow of 16.042 billion yuan [23]. 3.6 Arbitrage Tracking No relevant content provided.

Report Industry Investment Rating No relevant information provided. Core Viewpoints The report presents a comprehensive overview of the futures market, including overnight and spot prices, important fundamental information, macro news, and fund flow. It also provides updates on crop conditions, international and domestic supply - demand situations, and regulatory developments. Summary by Directory 01 Overnight行情 - Overnight prices and percentage changes are provided for various futures including palm oil, crude oil, soybeans, and related products. Currency exchange rates and their changes are also given [1]. 02 Spot行情 - Spot prices, basis, and basis changes are presented for DCE palm oil, DCE豆油, and DCE豆粕 in different regions. CNF quotes and relevant information for imported soybeans are also included [2]. 03 Important Fundamental Information 产区天气 - US soybean - producing states will have below - normal temperatures and mostly near - to above - median precipitation from August 24th to 28th. Cool and dry weather is expected in the US Midwest in late August, with a 20 - 40 mm rain deficit in 10 - 15 days, and a possible warm and moderately rainy pattern in early September [3][5]. 国际供需 - Malaysian palm oil prices are expected to stay above 4300 ringgit. Pro Farmer estimates soybean pod numbers in Ohio and South Dakota. USDA reports soybean exports, and the 2025/26 Brazilian soybean planting area may increase by 1.2% - 2.9%. Brazilian 8 - month soybean and soybean meal exports are expected to rise. A Brazilian regulatory body plans to investigate the "Soybean Moratorium Plan". EU 2025/26 imports of palm oil, soybeans, soybean meal, and rapeseed are lower than last year. Australian rapeseed exports have declined, and the Baltic Dry Index has dropped [7][9][12]. 国内供需 - On August 19th, the total trading volume of soybean oil and palm oil increased by 170% compared to the previous day. The trading volume of soybean meal decreased, and the oil - mill startup rate dropped slightly. China's refined edible vegetable oil production in July increased by 4.0% year - on - year. National soybean oil port inventory increased. China's feed production in July decreased slightly from the previous month but increased by 5.95% year - on - year. Agricultural product prices showed some changes [13][14]. 04 Macro要闻 国际要闻 - US retail sales, new home construction, and API crude oil inventory data are reported. The euro - zone's current account balance increased. Malaysia's economic growth may slow due to US tariffs [15]. 国内要闻 - The US dollar/Chinese yuan exchange rate increased on August 19th. The Chinese central bank conducted a net injection of 4657 billion yuan through reverse repurchase operations. China's fiscal revenue from January to July increased slightly year - on - year, and securities transaction stamp duty increased significantly [17]. 05资金流向 - On August 19th, the futures market had a net capital outflow of 157.57 billion yuan, with 27.53 billion yuan from commodity futures and 130.04 billion yuan from stock - index futures. Agricultural product futures had a net inflow, while other sectors had net outflows [19][20]. 06套利跟踪 No relevant information provided.

Report Industry Investment Rating No relevant content provided. Core Viewpoints The report presents a comprehensive overview of the overnight and spot market conditions of multiple commodities, including palm oil, soybeans, and related products, along with important fundamental information on weather, international and domestic supply - demand, macroeconomic news, and capital flows in the market. It details price changes, production, consumption, and trade data to assist in understanding the market trends of these commodities [1][2][8]. Summary by Directory 1. Overnight Market Conditions - Overnight closing prices and percentage changes of various commodities such as Malaysian palm oil, Brent crude, US crude, US soybeans, and related products are provided. Also, the latest prices and percentage changes of currency indices and exchange rates are given [1]. 2. Spot Market Conditions - Spot prices, basis, and basis changes of DCE palm oil, DCE soybean oil, and DCE soybean meal in different regions are presented. CNF quotes and changes of imported soybeans from different origins are also included [2]. 3. Important Fundamental Information 3.1产区Weather - US soybean - producing states' future weather (August 20 - 24) shows that most areas will have above - normal temperatures and half of the regions will have precipitation close to the median. The Midwest will experience temperature increases and varying precipitation patterns, which may impact crops differently [4][6]. 3.2 International Supply - Demand - Malaysian palm oil exports from August 1 - 15 increased significantly compared to the same period in July according to AmSpec and ITS. Indonesia will crack down on illegal palm plantation activities. CFTC持仓 reports show changes in positions of various agricultural products. North American field surveys on corn and soybeans will be conducted. NOPA data indicates US soybean crushing and soybean oil inventory in July. Canadian and Ukrainian agricultural production and harvest progress are also reported. The Baltic Dry Bulk Freight Index shows different trends for different types of ships [8][9][10]. 3.3 Domestic Supply - Demand - On August 15, the trading volume of soybean oil and palm oil decreased significantly compared to the previous day. The trading volume of soybean meal also changed, and the oil mill's开机 rate decreased slightly. The actual soybean crushing volume in the 33rd week was lower than expected. Pig - raising profits and agricultural product wholesale prices showed certain changes [14][15]. 4. Macroeconomic News 4.1 International News - US economic data such as inflation expectations, manufacturing index, consumer confidence index, retail sales, import prices, industrial output, and business inventory are reported [17]. 4.2 Domestic News - The RMB exchange rate, central bank's open - market operations, national economic data, monetary policy report, and a WTO lawsuit against Canada are presented [19]. 5. Capital Flows - The capital flow data of major futures varieties on August 15 are provided, including the net inflow and outflow of funds in different types of futures such as commodity futures and stock index futures [21][22]. 6. Arbitrage Tracking No relevant content provided.

2025/8/18 14:17 【国富棕榈油研究周报】⻢棕7⽉累库不及预期，棕榈油价格上涨 20250818 【国富棕榈油研究周报】马棕7月累库不及预期，棕榈油价格上涨 20250818 国富研究 国富研究 2025年08月18日 07:21 上海 https://mp.weixin.qq.com/s/TIoZbuV-vreSx8t1Peo4pg 1/19 2025/8/18 14:17 【国富棕榈油研究周报】⻢棕7⽉累库不及预期，棕榈油价格上涨 20250818 | í | 行情回顾 | | --- | --- | | 1. | BMD 马棕 | | 2. | DGE 棕榈油 | | ií | 产区天气 3 | | | 1. 棕榈油产区天气 | | = | 国际供需 | | 1. | MPOB 7月报告 5 | | 2. | 印度 SEA 7月报告 | | 3. | 马棕8月预测 | | 4. | 其他重要资讯 ... | | 四、 | 国内供需 | | 1. | 进口利润 | | 2. | 棕榈油成交 | | 3. | 棕榈油库存 | | 五、 | 国内外油脂期现价格、价差情况 13 | | 1. | 基 ...

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report The report comprehensively analyzes the futures market, including overnight and spot market conditions, important fundamental information (such as weather, international and domestic supply - demand), macro - news, and capital flows. It presents data on various commodities like palm oil, soybeans, and their related products, as well as currency exchange rates and shipping freight indices. 3. Summary by Directory 01 Overnight Market - Overnight closing prices, daily and overnight price changes of various futures contracts are presented, including palm oil, Brent crude, US crude, soybeans, soybean meal, and soybean oil. Currency exchange rates and their changes are also provided [1]. 02 Spot Market - Spot prices, basis, and basis changes of DCE palm oil, DCE soybean oil, and DCE soybean meal in different regions are given. CNF quotes and CNF premium changes for imported soybeans from different origins are also included [2]. 03 Important Fundamental Information -产区天气 - - US soybean - producing states are expected to have above - normal temperatures and mostly above - median precipitation from August 17th to 21st. The US Midwest will have more precipitation in the future, with moderate precipitation opportunities in the next 7 - 10 days, which can benefit crops but may also cause flooding problems [5][8]. -国际供需 - - Global 2025/26 palm oil production, exports are expected to be flat compared to last month's estimates, while ending stocks are slightly revised down. Malaysia's palm oil exports from August 1 - 10 increased by 65.25% compared to the same period last month. Analysts expect Malaysia's palm oil inventory to remain high. India's 2024/25 soybean oil imports are expected to soar by 60%, while palm oil imports may drop to a five - year low. USDA's estimates for US 2025/26 soybean harvest area, yield, production, and ending stocks are different from market expectations. Brazil's August soybean and soybean meal export volume forecasts are revised upwards. EU's 2025/26 imports of palm oil, soybeans, soybean meal, and rapeseed are lower than last year [10][12][14]. -国内供需 - - On August 12th, the total trading volume of soybean oil and palm oil increased by 8% compared to the previous trading day. The trading volume of soybean meal increased, and the oil - mill operating rate decreased slightly. The national soybean oil port inventory increased. The estimated 2024/25 edible vegetable oil imports are revised down, mainly due to the high price of palm oil [17]. 04 Macro - News -国际要闻 - - The probability of the Fed keeping interest rates unchanged in September is 6.6%, with a 93.4% chance of a 25 - basis - point cut. US economic data such as CPI, NFIB small - business confidence index, and retail sales are reported. The US Treasury Secretary suggests a 50 - basis - point rate cut in September. OPEC adjusts its 2026 global crude oil demand growth forecast. The Eurozone's ZEW economic sentiment and current situation indices change [20][21]. -国内要闻 - - On August 12th, the US dollar/Chinese yuan exchange rate increased (yuan depreciated). The central bank conducted 7 - day reverse repurchase operations with a net withdrawal of funds. China initiates anti - dumping measures on Canadian rapeseed imports. A personal consumer loan fiscal subsidy policy is introduced [23]. 05 Capital Flows - On August 12, 2025, the futures market had a net capital outflow of 9.826 billion yuan. Commodity futures had a net inflow of 1.858 billion yuan, while stock - index futures had a net outflow of 11.684 billion yuan. Capital flows for various futures varieties are presented [25][26].

1. Report Industry Investment Rating No relevant information provided. 2. Core Viewpoints of the Report The report provides a comprehensive overview of the futures market, including overnight and spot prices, important fundamental information, macro news, and capital flows. Key events include Malaysia's increase in the September export tax on crude palm oil, expected low sunflower seed production in Ukraine, and potential impacts of weather on US crops. [1][9][12] 3. Summary by Relevant Catalogs Overnight Market Quotes - The closing prices and percentage changes of various futures, including Malaysian palm oil, Brent crude, US crude oil, US soybeans, and others, are presented. Currency exchange rates such as the US dollar index and several other currencies against the US dollar are also provided. [1] Spot Market Quotes - Spot prices, basis, and basis changes for DCE palm oil, DCE soybean oil, and DCE soybean meal in different regions are given. CNF premiums and quotes for imported soybeans from different origins are also included. [2] Important Fundamental Information Weather in Production Areas - US soybean - producing states are expected to have higher - than - normal temperatures and mostly median precipitation from August 18th to 22nd. A slow - moving front in the US Midwest will bring rain and temperature changes, which may benefit some crops but also cause flooding in some areas. [5][8] International Supply - related News - Malaysia has raised the reference price and export tax of crude palm oil for September. Indonesia has saved at least $3.68 billion in foreign exchange through the use of palm - based biodiesel. Forecasts for US soybean, soybean meal, and soybean oil export sales are provided. Brazil's soybean, soybean meal, and corn export volumes for a specific period are predicted. Argentina's soybean sales data is released. Ukraine's rapeseed and sunflower seed production is expected to decline. The Baltic Dry Index has risen. [9][10][11][12] Domestic Supply and Demand - On August 13th, the total trading volume of soybean oil and palm oil increased, while the trading volume of soybean meal decreased. The national oil mill operating rate declined. Price changes of various agricultural products and livestock products are reported. [14][15][16] Macro News International News - Market expectations for the Fed's interest rate cuts in September and October are high. The US Treasury Secretary believes the Fed should cut rates. US mortgage application and oil reserve data are provided. The IEA has lowered global oil demand growth forecasts. UAE's refined oil inventory has decreased. [18][19] Domestic News - The US dollar/renminbi exchange rate has decreased (renminbi appreciation). The central bank has conducted reverse repurchase operations and achieved a net withdrawal of funds. China's July financial statistics show the growth of M2, M1, and M0. [20] Capital Flows - On August 13th, the futures market had a net capital inflow of 27.391 billion yuan, with 5.129 billion yuan in commodity futures (including inflows in agricultural and chemical futures and outflows in black - series futures) and 22.262 billion yuan in stock index futures. [24]

2025/8/11 10:04 【国富⾖系研究周报】远期⼤⾖进⼝或偏紧，⾖系盘⾯内强外弱 20250811 2025/8/11 10:04 【国富⾖系研究周报】远期⼤⾖进⼝或偏紧，⾖系盘⾯内强外弱 20250811 | 行情回顾 í | | --- | | 1. 大豆. | | 2. 豆粕 | | 3. 豆油 | | 二、产区天气 | | 1. 美国大豆产区天气 | | ii 国际供需 . | | 1. 美国大豆 | | 2. 巴西大豆 | | 3. 阿根廷大豆 . | | 四、 国内供需 ………………………………………………………… 18 | | 1. 豆油供需 | | 2. 豆粕供需 | | 国内外油脂期现价格、价差情况………………………………………………………………………………………………… 26 五、 | | 1. 基差、月差、品种差情况 . | | 2. CFTC 持仓情况 . | 【国富豆系研究周报】远期大豆进口或偏紧，豆系盘面内强外弱 20250811 国富研究 国富研究 2025年08月11日 07:20 上海 https://mp.weixin.qq.com/s/l4EkuYnWOVgcn9 ...

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints The report provides a comprehensive analysis of the overnight and spot market conditions of various commodities, including palm oil, soybeans, and grains. It also covers important fundamental information such as weather conditions in the US and their impact on crops, international and domestic supply - demand dynamics, macroeconomic news, and capital flows in the futures market. The information is useful for investors to understand the current situation and potential trends in the commodities market [1][2][3]. 3. Summary by Directory 3.1 Overnight Market Conditions - The closing price of BMD palm oil 10 was 4254.00, with a previous - day increase of 0.31%. Brent 10 on ICE closed at 66.32, down 0.14% previously and up 0.15% overnight. NYMEX crude oil 09 closed at 63.35, down 0.74% previously and 0.31% overnight. CBOT soybeans 11 closed at 986.50, down 0.80% previously and 0.65% overnight [1]. - The latest value of the US dollar index was 98.25, up 0.19% in ten days. The CNY/USD exchange rate was 7.1382, up 0.05%. The MYR/USD exchange rate was 4.2218, up 0.11%. The IDR/USD exchange rate was 16186, down 0.40%. The BRL/USD exchange rate was 5.3808, down 0.73%. The ARS/USD exchange rate was 1325.000, down 0.08%. The SGD/USD exchange rate was 1.2812, down 0.14% [1]. 3.2 Spot Market Conditions - For DCE palm oil 2509, the spot price in North China was 9170 with a basis of 120 and no daily change; in East China, it was 9030 with a basis of - 20 and no change; in South China, it was 9030 with a basis of - 20 and no change [2]. - For DCE soybean oil 2509, in Shandong, the spot price was 8500 with a basis of 84, down 26; in Jiangsu, it was 8600 with a basis of 184, down 96; in Guangdong, it was 8620 with a basis of 204, up 24; in Tianjin, it was 8520 with a basis of 104, down 36 [2]. - For DCE soybean meal 2509, in Shandong, the spot price was 2910 with a basis of - 125, up 2; in Jiangsu, it was 2920 with a basis of - 115, down 8; in Guangdong, it was 2910 with a basis of - 125, down 18; in Tianjin, it was 3000 with a basis of - 35, up 12 [2]. - The CNF quote for imported Brazilian soybeans was 481 dollars/ton with a CNF premium of 315 cents/bushel [2]. 3.3 Important Fundamental Information 3.3.1 Production Area Weather - From August 13 - 17, temperatures and precipitation in major US soybean - producing states are generally high. The western part of the US Midwest has active rainfall, while the eastern part is relatively dry. Rainfall is beneficial for corn and soybean crops in the northern Great Plains and Midwest [3][5][6]. - In the past week, US temperatures were 1 - 8°F lower than normal, and rainfall in the northwest, northern Great Plains, and southeast was 10 - 85 mm higher than normal. In the next 15 days, US temperatures will be 2 - 6°F higher than normal, and the northern Great Plains and Midwest are expected to have 20 - 75 mm more rainfall than normal [6]. 3.3.2 International Supply - Demand - ITS data shows that Malaysia's palm oil exports from August 1 - 10 are estimated at 482,576 tons, a 23.3% increase from the same period last month [8]. - As of the week ending August 5, CBOT soybean long positions decreased by 5999 to 156793, and short positions increased by 22377 to 195953. Similar changes occurred in other related contracts [8]. - The barge freight rate in the middle of the Mississippi River decreased by 5% week - on - week. A section of the Mississippi River was closed, which may delay the transportation of grains from Midwest farms to the US Gulf [8]. - Canada's rapeseed exports in the week ending July 31 decreased by 52.1% to 26,400 tons. From August 1, 2024, to July 31, 2025, exports were 9.5186 million tons, a 38.8% increase from the previous year. As of July 31, the commercial inventory was 1.1432 million tons [9]. - France raised its rapeseed production forecast for this year from 4.2 million tons to 4.5 million tons. Russia is expected to produce 5 million tons of rapeseed this year [9]. - The Baltic Dry Index rose for three consecutive days, with the Capesize and Supramax indices driving the increase [10]. 3.3.3 Domestic Supply - Demand - On August 8, the total trading volume of soybean oil and palm oil was 39,933 tons, a 227% increase from the previous trading day [11]. - On August 8, the trading volume of soybean meal in major domestic oil mills was 52,500 tons, a decrease of 53,100 tons from the previous day. The operating rate of domestic oil mills was 64.17%, up 1.56% from the previous day [11]. - From August 2 - 8, the actual soybean crushing volume of domestic oil mills was 2.1775 million tons, with an operating rate of 61.21%, 35,500 tons lower than expected [11]. - As of the week ending August 8, the profit of self - breeding and self - raising pigs was 45.13 yuan/head, and the loss of purchasing piglets for breeding was 134.14 yuan/head [12]. - In July 2025, the average monthly price of lean - type white - striped pork in 16 provinces was 19.14 yuan/kg, a 3.1% increase month - on - month and a 22.7% decrease year - on - year [12]. - On August 8, the "Agricultural Product Wholesale Price 200 Index" was 113.94, up 0.02 points from the previous day. The average price of pork in the national agricultural product wholesale market was 20.41 yuan/kg, down 0.2% from the previous day [13]. 3.4 Macroeconomic News 3.4.1 International News - Fed Governor Bowman believes that recent downward revisions to employment growth data highlight the need for the Fed to cut interest rates. She expects to support rate cuts in the remaining three meetings this year [15]. - St. Louis Fed President Mousalem said the Fed faces dual risks in achieving its inflation and employment goals [15]. - The WTO predicts that the global goods trade volume will grow by 0.9% in 2025, up from the previous forecast of - 0.2% [15]. 3.4.2 Domestic News - On August 8, the USD/CNY exchange rate was 7.1382, up 37 points (RMB depreciation) [17]. - On August 8, the People's Bank of China conducted 122 billion yuan of 7 - day reverse repurchase operations, with a net withdrawal of 4 billion yuan. For the week, there was a net withdrawal of 536.5 billion yuan [17]. - China's CPI in July was 0% year - on - year, better than the expected - 0.1% [17]. 3.5 Capital Flows - On August 8, 2025, the net capital outflow from the futures market was 8.126 billion yuan. Commodity futures had a net inflow of 1.801 billion yuan, including 1.151 billion yuan in agricultural products, 827 million yuan in chemicals, a net outflow of 777 million yuan in black - series commodities, and 601 million yuan in metals. Stock index futures had a net outflow of 9.927 billion yuan [20]. - Commodities with large capital inflows included lithium carbonate (1.3 billion yuan), gold (1.152 billion yuan), and crude oil (464 million yuan). Those with large outflows included CSI 500 stock index futures (- 2.388 billion yuan) and CSI 300 stock index futures (- 3.029 billion yuan) [19].

2025/8/11 10:03 【国富棕榈油研究周报】MPOB 报告发布在即，棕榈油价格震荡运⾏ 20250811 【国富棕榈油研究周报】MPOB 报告发布在即，棕榈油价格震荡运 行 20250811 国富研究 国富研究 2025年08月11日 07:20 上海 https://mp.weixin.qq.com/s/NZqtcFtsJkg78NTmOFBVcQ 1/15 | í | 行情回顾 | | --- | --- | | 1. | BMD 马棕 | | 2. | DCE 棕榈油 | | | 二、产区天气 | | | 1. 棕榈油产区天气 | | 三、 | 国际供需 . | | 1. | 马棕 7-8 月预测 | | 2. | 其他重要资讯 6 | | 四、 | 国内供需 | | | 1. 进口利润 | | 2. | 棕榈油成交 | | 3. | 棕榈油库存 | | 五、 | 国内外油脂期现价格、价差情况 | | 1. | 基差、月差、品种差情况 | | 2. | 棕榈油仓单数量和期货持仓量 | | | 3. FOB 报价 | https://mp.weixin.qq.com/s/NZqtcFtsJkg7 ...