市场快讯：马来西亚7月供需报告偏多，棕榈油拉涨

Group 1: Report Summary - The July supply and demand report of the Malaysian Palm Oil Board (MPOB) is bullish, leading to a rise in palm oil prices [1][9] - The report shows that palm oil exports were 1,309,059 tons, a month - on - month increase of 3.82%; production was 1,812,417 tons, a month - on - month increase of 7.09%; imports were 61,039 tons, a month - on - month decrease of 12.82%; and inventory was 2,113,278 tons, a month - on - month increase of 4.02% [9] - The production volume and increase were lower than the forecasts of Bloomberg and Reuters, while the export increase was higher than their forecasts, causing the domestic Dalian palm oil 2601 contract to rise rapidly after the opening, with a gain of over 1.88% at the time of reporting [9] Group 2: Forecast and Actual Data Comparison - Reuters expected production to be 183 (an 8% increase), imports to be 6 (a 14.3% decrease), exports to be 130 (a 3.2% increase), and the ending inventory to be 225 (a 10.8% increase) [2] - Bloomberg expected production to be 183 (an 8% increase), imports to be 5 (a 28.6% decrease), exports to be 130 (a 3.2% increase), and the ending inventory to be 223 (a 9.9% increase) [2] - The actual data in July 2025 showed production of 181 (a 7.09% increase), imports of 6.1 (a 12.82% decrease), exports of 131 (a 3.82% increase), and ending inventory of 211 (a 4.02% increase) [2] Group 3: Palm Oil 2601 Contract Data - The latest price of the palm oil 2601 contract was 9208, with a gain of 2.02% [7] - The total volume was 230,717, and the open interest was 287,073 [7] - The target volume was 27,615, and the settlement price was 0 [7] - The ratio of the outer market was 51.6%, and the inner market was 111,656 [7] - The FFA ratio was 48.4%, the daily limit up was 9656, and the daily limit down was 8396 [7]