市场快讯：马来西亚7月供需报告偏多棕桐油拉涨

Group 1: Report Core View - The July supply - demand report of the Malaysian Palm Oil Board (MPOB) is overall bullish. The actual production and inventory volume and their growth rates are lower than the forecasts of Bloomberg and Reuters, while the export growth rate is higher than their forecasts. After the opening, the domestic Dalian - traded palm oil 2601 contract quickly rose, with a gain of over 1.88% at the time of reporting [1][9] Group 2: Report Data Summary Production - Reuters expected production to be 183 (an increase of 8%), Bloomberg expected 183 (an increase of 8%), and the actual data in July 2025 was 181 (an increase of 7.09%) compared to the previous month [2] Import - Reuters expected imports to be 6 (a decrease of 14.3%), Bloomberg expected 5 (a decrease of 28.6%), and the actual data in July 2025 was 6.1 (a decrease of 12.82%) compared to the previous month [2] Export - Reuters and Bloomberg both expected exports to be 130 (an increase of 3.2%), and the actual data in July 2025 was 131 (an increase of 3.82%) compared to the previous month [2] Inventory - Reuters expected the ending inventory to be 225 (an increase of 10.8%), Bloomberg expected 223 (an increase of 9.9%), and the actual data in July 2025 was 211 (an increase of 4.02%) compared to the previous month [2] Palm Oil 2601 Contract Details - The latest price is 9208, with a change of 182/2.02%. The total volume is 230717, the open interest is 287073. The target volume is 27615. The outer - market volume is 119061, and the inner - market volume is 111656. The ratio of outer - market to total volume is 51.6%, and the ratio of inner - market to total volume is 48.4%. The opening price is 9000, the settlement price is 0, the previous day's price is 9026, the daily limit is 9656, and the lower limit is 8396 [7]