国富期货早间看点：马来将把运输车辆生柴掺混比例提高至B2b0市场预期，美豆出口销售净增15-75万吨-20250530

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - The increase in Malaysia's biodiesel blending ratio in transport vehicles and the rainfall in the US soybean - growing areas may impact the market. The MPOB April report on Malaysian palm oil is bearish, while the USDA May report on US soybeans is bullish. [7][18] - Attention should be paid to the subsequent production and export changes of Malaysian palm oil and the impact on the inventory - building rhythm, as well as the impact of US weather on soybean production. [18] 3. Summary by Relevant Catalogs 01 Overnight Quotes - Overnight quotes for commodities such as Malaysian palm oil, Brent crude, US crude, US soybeans, and related products, as well as currency quotes including the US dollar index and various exchange rates, are presented, along with their price changes. For example, the closing price of Malaysian palm oil 08 (BMD) is 3903.00, with a previous day's decline of 0.87% and an overnight decline of - 0.76%. [1] 02 Spot Quotes - Spot prices, basis, and basis changes for futures contracts such as DCE palm oil 2505, DCE soybean oil 2509, and DCE soybean meal 2509 in different regions are provided. For instance, the spot price of DCE palm oil 2509 in East China is 8620, with a basis of 450 and a basis change of 0. [2] 03 Important Fundamental Information - Production Area Weather - The future weather outlook (June 3 - 7) for US soybean - producing states shows that temperature and precipitation are close to or higher than normal levels in most areas. The Midwest has more rainfall, which is beneficial for sown areas, but may affect sowing in some southern regions. [3][6] - Policy and Market News - Malaysia plans to increase the biodiesel blending ratio in transport vehicles from B10 to B20. Indonesia has implemented a B40 mandatory blending plan and is considering raising it to B50. [7] - An EU anti - deforestation law will impose new import restrictions. Four countries are classified as "high - risk" and major palm - oil producing countries are "standard - risk", with different compliance inspection rates. [8] - Export and Inventory Data - Market expectations for US soybean, soybean meal, and soybean oil export sales are given. Canadian rapeseed export volume decreased by 10.36% to 16.01 tons in the week ending May 25, but increased by 59.29% year - on - year from August 1, 2024, to May 25, 2025. As of May 25, the commercial inventory was 91.99 tons. [8][9] - Domestic Supply and Demand - On May 29, the total trading volume of soybean oil and palm oil increased by 1026% compared to the previous day. The trading volume of soybean meal in major oil mills increased, and the overall oil mill startup rate was 63.44%, up 0.75% from the previous day. [11] 04 Macro - economic News - International News - The probability of the Fed maintaining interest rates in June is 96.2%, and the probability of a 25 - basis - point cut is 3.8%. US economic data such as initial jobless claims, GDP, and the existing home sales index are released. [13] - There are developments regarding US tariffs and trade agreements, including a federal court's suspension of a tariff - related ruling. [14] - Domestic News - The central bank conducted 2660 billion yuan of 7 - day reverse repurchase operations on May 29, with a net investment of 1115 billion yuan. [16] 05 Supply - Demand Reports - The MPOB April report on Malaysian palm oil shows a significant increase in production and inventory, which is bearish. The USDA May report on US soybeans shows an increase in exports and a decrease in ending stocks, which is bullish. [18] 06 Capital Flows - On May 29, 2025, the futures market had a net capital inflow of 197.96 billion yuan. Commodity futures had a net outflow of 22.39 billion yuan, while stock index futures had a net inflow of 220.35 billion yuan. [22] 07 Arbitrage Tracking No relevant content provided.