棕榈油研究周报：产地供增需减，棕榈油价格震荡下跌-20250728

Report Title - The report is titled "Guofu Palm Oil Research Weekly: Supply Increase and Demand Decrease in Origin, Palm Oil Prices Oscillate and Decline" [1] Core View - The palm oil market is characterized by an increase in supply and a decrease in demand in the origin, leading to an oscillating and declining price trend [1] Section Summaries 1.行情回顾 (Market Review) - This section likely covers the performance of BMD Malaysian palm oil and DCE palm oil, but specific details are not provided in the given content 2.产区天气 (Weather in Producing Areas) - It focuses on the weather conditions in palm oil - producing areas, yet no specific information is available 3.国际供需 (International Supply and Demand) 3.1 GAPKI 5 - month report - No content related to this report is provided 3.2 Indian SEA 6 - month report - No content related to this report is provided 3.3 Malaysian palm oil July forecast - Export data: According to AmSpec on July 25, 2025, Malaysian palm oil exports were 896,484 tons, a 15.22% month - on - month decrease and a 23.59% year - on - year decrease. Exports of different types of palm oil also declined. For example, 24 - degree palm oil exports decreased by 30.02% month - on - month and 55.52% year - on - year [25]. According to SGS on July 20, 2025, Malaysian palm oil exports were 486,404 tons, a 35.99% month - on - month decrease and a 50.29% year - on - year decrease [26] - Production data: According to SPPOMA on July 20, 2025, the production increased by 16.19% compared to July 15, 2025. FFB yield increased by 7.03%. According to MPOA on July 20, 2025, Malaysian palm oil production increased by 11.24% compared to the previous month [27][28] 3.4 Other important information - No additional significant information is provided 4.国内供需 (Domestic Supply and Demand) 4.1 Import profit - No content related to import profit is provided 4.2 Palm oil transactions - No content related to palm oil transactions is provided 4.3 Palm oil inventory - No content related to palm oil inventory is provided 5.国内外油脂期现价格、价差情况 (Domestic and International Futures and Spot Prices and Price Differences of Oils and Fats) 5.1 Basis, monthly spread, and variety spread - No content related to basis, monthly spread, and variety spread is provided 5.2 Palm oil warehouse receipts and futures positions - No content related to palm oil warehouse receipts and futures positions is provided 5.3 FOB quotes - No content related to FOB quotes is provided