CBOT大豆、BMD毛棕榈油等：价格有变动，棕油基本面利好

Group 1 - CBOT soybean increased by 0.5 cents to 1068.25 cents per bushel, while CBOT soybean oil rose by 0.04 cents to 55.4 cents per pound, and BMD crude palm oil increased by 35 ringgit to 4101 ringgit [1] - Malaysia's palm oil exports from June 1 to 15 were reported at 513,213 tons, a 14.3% increase compared to the previous period, with exports to China rising by 4,700 tons to 54,200 tons [1] - Indonesia's palm oil exports in May reached 1.983 million tons, a 43.3% increase from April, with a notable rise in exports to China [1] Group 2 - Malaysia's palm oil production from June 1 to 15 decreased by 4% month-on-month, with both fresh fruit bunch yield and oil extraction rate declining [1] - The price difference between Indonesian and Malaysian crude palm oil was reported at $65, an increase of $1 from the previous day, while the price difference between Argentine crude soybean oil and Malaysian 24-degree palm oil decreased by $18 to $39 [1] - The market is currently focused on the Middle East situation and U.S. biodiesel policies, with CBOT soybean oil and NYMEX crude oil prices rising, positively impacting BMD palm oil [1] Group 3 - Domestic palm oil prices lack competitiveness, with limited demand and port inventories close to the five-year average, heavily influenced by international markets [1] - Domestic soybean oil inventory pressure is manageable, but there is a high possibility of future accumulation [1] - Short-term trading is expected to show a strong upward trend, with main reference prices for soybean oil at 7900 - 8200, palm oil at 8400 - 8700, and rapeseed oil at 9500 - 9800 [1]