主产国进入减产期 棕榈油主力触及三周新高

Group 1 - The domestic futures market for oilseeds showed mixed results, with palm oil futures reaching a three-week high, up nearly 4% to 9452.00 CNY/ton [1] - Indonesia plans to implement a mandatory B50 biodiesel policy by 2026 to reduce gasoline imports, currently enforcing a B40 biodiesel plan [1] - Malaysia's palm oil production for September is estimated to decrease by 2.35%, with total production expected to be 1.81 million tons [1] Group 2 - The Malaysian Palm Oil Association reported a potential 2.5% decrease in palm oil inventory for September compared to August, estimated at 2.15 million tons [1] - Positive factors for palm oil prices include reduced production in major producing countries and the rectification of illegal plantations in Indonesia, while domestic consumption recovery and India's lower-than-expected stockpiling may suppress price rebounds [2] - Short-term expectations indicate a strong fluctuation in palm oil prices, with attention on the upcoming supply and demand data from the Malaysian Palm Oil Board [2]