国富期货早间看点：ITS马棕6月前15日出口增长26.3%，EPA提议2026年生产生物基柴油目标超预期-20250616

1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report The report presents a comprehensive overview of the futures market, including overnight and spot prices of various commodities, weather forecasts, supply - demand data, macroeconomic news, and fund flow information. It also provides updates on the position changes in the futures market and the impact of policies on the industry. 3. Summary by Related Catalogs 01 Overnight行情 - The closing price of BMD Malaysian palm oil 08 is 3927.00, with a previous day's increase of 2.27%. Brent 08 (ICE) closed at 75.18, up 6.88% the previous day and 2.73% overnight. NYMEX US crude oil 07 closed at 73.18, up 6.27% the previous day and 1.89% overnight [1] - The latest value of the US dollar index is 98.11, up 0.24%. The CNY/USD exchange rate is 7.1772, down 0.04% [1] 02 Spot行情 - For DCE palm oil 2509, the spot prices in North China, East China, and South China are 8670, 8540, and 8480 respectively, with corresponding basis of 490, 360, and 300, and no daily basis change [2] - For DCE soybean oil 2509, the spot prices in Shandong, Jiangsu, Guangdong, and Tianjin are 8020, 8080, 8070, and 8020 respectively, with corresponding basis of 212, 272, 262, and 212, and basis changes of - 32, - 2, 8, and - 2 [2] 03 - US soybean - producing states are expected to have rainfall above average and high temperatures from June 18 - 22 [3] - The Midwest of the US may still receive showers this week, which is beneficial for soil moisture improvement in the western region but not conducive to field operations [5] - From June 1 - 15, Malaysia's palm oil product exports were 662,580 tons, a 26.3% increase from the same period last month [6] - As of the week ending June 10, CBOT soybean long positions decreased by 1533 to 190383, and short positions decreased by 11982 to 119987 [7] - As of the week ending June 10, about 13% of US soybean - growing areas were affected by drought, compared to 16% the previous week and 1% last year [7] - The US EPA proposed a mandatory blending requirement of 5.61 billion gallons of biomass - based diesel (BBD) in 2026, a significant increase from 3.35 billion gallons in 2025 [7] 04 Macro News International News - The preliminary value of the US one - year inflation rate expectation in June is 5.1%, lower than the expected 6.4% and the previous value of 6.6% [16] - The Eurozone's seasonally - adjusted industrial output in April decreased by 2.4% month - on - month, and increased by 0.8% year - on - year [17] Domestic News - On June 13, the USD/CNY exchange rate was reported at 7.1772, down 31 points (appreciation of the RMB) [18] - As of May, M2 balance was 325.78 trillion yuan, a year - on - year increase of 7.9%, and M1 balance was 108.91 trillion yuan, a year - on - year increase of 2.3% [18] 05 Fund Flow - On June 13, 2025, the net inflow of funds in the futures market was 51.58 billion yuan, with a net outflow of 18.16 billion yuan in commodity futures and a net inflow of 69.73 billion yuan in stock index futures [21] - The funds flowing into CSI 300 stock index futures were 35.81 billion yuan, and those flowing into CSI 1000 stock index futures were 18.16 billion yuan [20] 06 Arbitrage Tracking No relevant content provided.