豆粕、棕榈油：美豆种植降，马棕8月上旬出口增23.67%

Group 1 - The USDA unexpectedly reduced U.S. soybean planting area by 2.5 million acres, leading to a short-term bullish sentiment for CBOT soybeans, despite record-high yields limiting price increases [1] - Domestic soybean meal market shows stable basis with good demand, while soybean crushing is expected to increase from 2.1775 million tons last week to 2.3695 million tons this week [1] - The palm oil market in Malaysia saw an increase in exports by 23.67% for the first ten days of August, with production and inventory levels showing growth, but still below expectations [1] Group 2 - The U.S. soybean market is currently undervalued with a supply surplus, lacking clear directional drivers, and may test previous low levels [1] - The Indonesian government plans to implement a B50 biodiesel blending policy by 2026, which may face delays due to testing requirements [1] - Domestic palm oil prices are supported by stable demand and low inventory levels in Southeast Asia, with expectations of strong price fluctuations in the fourth quarter due to the B50 policy [1]