2025/4/14 09:51 【国富期货早间看点】SEA 3 11.3% 167 PAN 89.09% 20250414 【国富期货早间看点】SEA印度3月植物油库存下降11.3%至167万 吨 PAN巴西大豆收割进度达89.09% 20250414 2025年04月14日 07:20 上海 01 隔夜行情 | | 收盘价 | 上日涨跌幅(%) | 隔夜涨跌幅(%) | | --- | --- | --- | --- | | 马棕油06(BMD) | 4214. 00 | 0. 31 | 1 | | 布伦特06(ICE) | 64. 59 | 1.88 | 1.97 | | 美原油05 (NYMEX) | 61. 48 | 2.08 | 2. 30 | | 美豆05 (CBOT) | 1043. 75 | 1.53 | 0. 36 | | 美豆粕05(CBOT) | 299. 10 | 0. 50 | -0. 20 | | 美豆油05 (CBOT) | 47.28 | 2. 38 | 0.94 | | | 最新价 | 涨跌幅(%) 十日涨跌幅 | | --- | --- | --- | | 美元指数 | 9 ...

2025/4/14 09:53 【国富⾖系研究周报】美国暂缓部分国家关税政策，⾖系内盘弱于外盘 20250414 【国富豆系研究周报】美国暂缓部分国家关税政策，豆系内盘弱于外 | í 行情回顾 | | --- | | 1. 大豆 | | 2. 豆粕 ………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………………… 3 | | 3. 豆油 | | 二、产区天气 | | 1. 美国大豆产区天气 | | 2. 阿根廷大豆产区天气 . | | 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 . | | 1. 豆油供需 …………………………………………………………………………………………………………………………………………………………………………………………………………………………… 25 | | 2. 豆粕供需 | | 五、 国内外油脂期现价格、价差情况 . | | 1. 基差、月差、品种差情况 . ...

2025/4/11 13:40 【国富期货早间看点】MPOB 3 156.3 USDA 24/25 3.75 20250411 【国富期货早间看点】MPOB马棕3月库存增至156.3万吨 USDA美 豆24/25年度库存料降至3.75亿蒲 20250411 2025年04月11日 07:35 上海 01 隔夜行情 | | 收盘价 | 上日涨跌幅(%) | 隔夜涨跌幅(%) | | --- | --- | --- | --- | | 马棕油06(BMD) | 4219.00 | 1. 33 | 0. 43 | | 布伦特06(ICE) | 63. 40 | -3.53 | 1.54 | | 美原油05(NYMEX) | 60. 23 | -3.95 | 1. 84 | | 美豆05 (CBOT) | 1028.00 | 1.53 | 0. 46 | | 美豆粕05(CBOT) | 297. 60 | 1. 19 | 0. 10 | | 美豆油05 (CBOT) | 46. 18 | 0. 02 | -0. 35 | | | 最新价 | 涨跌幅(%) 十日涨跌幅 | | --- | --- | --- | | 美 ...

2025/4/10 15:31 【国富期货早间看点】印尼棕榈油⾏业敦促政府降低棕榈油出⼝成本 Anec 4 1330 20250410 【国富期货早间看点】印尼棕榈油行业敦促政府降低棕榈油出口成本 Anec巴西4月大豆预计出口1330万吨 20250410 2025年04月10日 07:28 上海 01 隔夜行情 | | 收盘价 | 上日涨跌幅(%) | 隔夜涨跌幅(%) | | --- | --- | --- | --- | | 马棕油06(BMD) | 4158. 00 | -0.98 | 0. 29 | | 布伦特06(ICE) | 65. 72 | 6. 65 | 10. 71 | | 美原油05 (NYMEX) | 62. 71 | 7. 69 | 11. 76 | | 美豆05(CBOT) | 1012. 50 | 2. 02 | 2. 04 | | 美豆粕05(CBOT) | 294. 10 | 1. 38 | 0. 27 | | 美豆油05 (CBOT) | 46. 17 | 2. 62 | 3. 40 | | | 最新价 | 涨跌幅(%) 十日涨跌幅 | | --- | --- | --- ...

| | 收盘价 | 上日涨跌幅(%) | 隔夜涨跌幅(%) | | --- | --- | --- | --- | | 马棕油06(BMD) | 4518. 00 | 2. 22 | 0. 00 | | 布伦特06(ICE) | 73. 37 | -1.53 | -1.56 | | 美原油05 (NYMEX) | 70. 73 | -0. 58 | -0.92 | | 美豆05 (CBOT) | 1029. 25 | -0. 34 | 0. 17 | | 美豆粕05 (CBOT) | 287. 30 | -1. 51 | -0. 52 | | 美豆油05(CBOT) | 48. 47 | 2. 21 | 1. 70 | | | 最新价 | 涨跌幅(%) 十日涨跌幅 | | --- | --- | --- | | 美元指数 | 103. 620 | -0. 57 | | 人民币(CNY/USD) | 7. 1793 | 0. 03 | | 马来林吉特(MYR/USD) | 4. 4278 | -0. 02 | | 印尼卢比(IDR/USD) | 16354 | -0. 20 | | 巴西里亚尔(BRL/USD) ...

01 隔夜行情 | | 收盘价 | 上日涨跌幅(%) | 隔夜涨跌幅(%) | | --- | --- | --- | --- | | 马棕油06(BMD) | 4420. 00 | 2. 48 | | | 布伦特06(ICE) | 72. 54 | -1. 10 | -0. 33 | | 美原油05 (NYMEX) | 69.04 | -1.24 | -0. 56 | | 美豆05 (CBOT) | 1022. 25 | 0. 64 | 1. 01 | | 美豆粕05(CBOT) | 293. 10 | -0. 31 | 0.55 | | 美豆油05(CBOT) | 45. 20 | 2. 12 | 2. 12 | 2025/3/31 09:50 【国富期货早间看点】PAN巴西大豆收割进度达81.31% 阿根廷农户大豆销售进度预计达17.3%-18.1% 20250331 【国富期货早间看点】PAN巴西大豆收割进度达81.31% 阿根廷农户 大豆销售进度预计达17.3%-18.1% 20250331 国富研究 国富研究 2025年03月31日 07:20 上海 | | 最新价 | 涨跌幅(%) 十日涨跌幅 ...

2025/3/31 09:51 【国富棕榈油研究周报】美生柴政策牵动，棕榈油价格先抑后扬 20250331 【国富棕榈油研究周报】美生柴政策牵动，棕榈油价格先抑后扬 20250331 国富研究 国富研究 2025年03月31日 07:20 上海 https://mp.weixin.qq.com/s/rH0QNZ5XMzS3NH9GxOEAJw 1/17 2025/3/31 09:51 【国富棕榈油研究周报】美生柴政策牵动，棕榈油价格先抑后扬 20250331 | í | 行情回顾 | | --- | --- | | 1. | BMD 马棕 | | 2. | DCE 棕榈油 | | í i | 产区天气 | | | 1. 棕榈油产区天气 | | =、 | 国际供需 | | 1. | GAPKI 2025年1月报告 | | 2. | 马棕3月预测 | | 3. | 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 | | 1. | 基差、月差、品种差情况 | | 2. | 棕榈油仓单数量 ...

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints - The MPOA data shows a 9.48% increase in Malaysian palm oil production from March 1 - 20, while export data from multiple agencies indicates a decline in exports from March 1 - 25. The USDA quarterly inventory report is expected to show high soybean and wheat inventories in the US in Q1 2025 [1][5]. - The MPOB February data shows a decrease in Malaysian palm oil inventory, with production, exports, and imports down, and consumption up. The USDA March report has little impact on the soybean market [15][16]. - The futures market had a net capital inflow of 1.917 billion yuan on March 25, 2025, with commodity futures having a net outflow and stock - index futures having a net inflow [19]. 3. Summary by Directory 01 Overnight Quotes - The closing prices and daily/overnight percentage changes of various futures such as Malaysian palm oil, Brent crude, and US soybean are presented. The exchange rates of multiple currencies against the US dollar and their percentage changes are also provided [1]. 02 Spot Quotes - Spot prices, basis, and basis daily changes of DCE palm oil, DCE soybean oil, and DCE soybean meal in different regions are given. CNF premiums and quotes for soybean crushing in different regions are also included [2]. 03 Important Fundamental Information - Production Area Weather - Brazil is expected to have rain this week, but the rainfall may be less than expected. Argentina's soybean - producing areas are expected to receive beneficial rainfall [4]. - International Supply and Demand - Malaysian palm oil production increased by 9.48% from March 1 - 20, and exports decreased from March 1 - 25 according to different agencies. The USDA quarterly inventory report is expected to show specific inventory levels for US grains. The soybean crushing profit in Mato Grosso decreased. EU's imports of soybeans, rapeseed, and palm oil have different trends. The Baltic Dry Index decreased slightly [5][6][7]. - Domestic Supply and Demand - On March 25, the total trading volume of soybean oil and palm oil decreased. The trading volume of soybean meal increased, and the oil - mill operating rate rose. The soybean oil port inventory decreased. The agricultural product wholesale price index increased slightly, and the pork price decreased [8]. 04 Macroeconomic News - International News - The probability of the Fed maintaining or cutting interest rates in May and June is estimated. US economic data such as the manufacturing index, new - home sales, and consumer confidence are reported. India plans to cut tariffs on US - imported goods [11][12]. - Domestic News - On March 25, the US dollar/Chinese yuan exchange rate was adjusted upwards, and the Chinese central bank conducted reverse - repurchase operations, resulting in a net capital injection [14]. 05 Key Information Analysis - The MPOB February palm oil data shows a decrease in inventory, with production, exports, and imports down and consumption up, having a slightly bearish impact. The USDA March report on soybeans has a neutral impact [15][16]. 06 Capital Flows - On March 25, 2025, the futures market had a net capital inflow of 1.917 billion yuan, with commodity futures having a net outflow of 199 million yuan and stock - index futures having a net inflow of 2.116 billion yuan. The capital flows of major futures varieties are also presented [18][19]. 07 Arbitrage Tracking No relevant content provided.