上海：隔夜行情

Report Industry Investment Rating No relevant content provided. Core Viewpoints The report provides a comprehensive overview of the overnight and spot market conditions of various commodities, including palm oil, soybeans, and crude oil. It also presents important fundamental information, international and domestic supply - demand situations, macro - economic news, and details on fund flows and arbitrage tracking. Summary by Directory 01 Overnight行情 - Overnight, the closing prices and price changes of various commodities were reported. For example, the closing price of BMD's August palm oil was 4086.00, with a previous day's decline of 4.48% and an overnight decline of - 0.41%. Brent's August crude oil on ICE closed at 72.50, with a previous day's decline of - 3.56% and an overnight increase of 1.47% [1]. - The latest prices and price changes of several currency exchange rates were also given, such as the US dollar index at 98.12 with a change of 0.01% [1]. 02 现货行情 - Spot prices, basis, and basis changes of DCE palm oil 2509, DCE soybean oil 2509, and DCE soybean meal 2509 in different regions were presented. For instance, the spot price of DCE palm oil 2509 in North China was 8840, with a basis of 400 and a basis change of - 90 [2]. - CNF quotes and CNF premium changes of imported soybeans from different regions were also provided, like the CNF premium of Brazilian soybeans at 172 cents per bushel and a CNF quote of 456 dollars per ton [2]. 03 重要基本面信息 - The future weather outlook for US soybean - producing states from June 21 - 25 shows that temperatures will be higher than normal, and precipitation will be normal to above the median [3]. - In the US Midwest, there will be scattered showers, which are not conducive to field operations. The overall weather pattern may be similar to last week, increasing soil moisture in the west but hindering field work [5]. - International supply - demand information includes a 4% decrease in Malaysian palm oil production from June 1 - 15, an increase in palm oil exports, potential cost increases in Malaysia's oleochemical industry due to tax changes, and details on US soybean growth, export, and crushing data [7][8]. - Domestic supply - demand information shows an increase in the total trading volume of soybean oil and palm oil on June 16, changes in the trading volume and开机 rate of soybean meal, and changes in the commercial inventories of palm oil, soybean oil, and imported soybeans [13][14]. 04 宏观要闻 - International news includes the probability of the Fed maintaining or cutting interest rates in June and July, the US June New York Fed manufacturing index, and OPEC's monthly report on global crude oil demand and production [17]. - Domestic news includes the exchange rate of the US dollar against the RMB, the central bank's reverse - repurchase operation, unemployment rates, industrial added - value, social consumer goods retail sales, and real - estate development data [19]. 05 资金流向 On June 16, 2025, the futures market had a net capital outflow of 5.11 billion yuan. Commodity futures had a net capital inflow of 2.867 billion yuan, while stock - index futures had a net capital outflow of 7.977 billion yuan [22]. 06 套利跟踪 No relevant content provided.