市场快讯：金融属性上升，棕榈油多单继续持有

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core View of the Report - The overall report data is neutral, but in the context of the hot sentiment in the overall commodity market, with the settlement of uncertain factors, the U.S. takeover of Venezuelan oil exports, the rapid recovery of international crude oil prices, the resurgence of the biodiesel concept, and hot money flowing quickly into low - priced palm oil. Technically, the palm oil 2605 contract on the daily line level breaks through the downward channel. Macro - level factors drive the financial attributes to stand out, and long positions in palm oil should continue to be held [1]. 3. Summary by Relevant Catalogs Malaysia Palm Oil Production - In December 2026, Malaysia's palm oil production was 1,829,761 tons, a month - on - month decrease of 5.46%, higher than the market expectation. The previous value was 1,936,000 tons, and the predicted value was 1,760,000 tons [2]. Malaysia Palm Oil Exports - In December 2026, Malaysia's palm oil exports were 1,316,522 tons, a month - on - month increase of 8.52%, higher than the market expectation. The previous value was 1,213,000 tons, and the predicted value was 1,250,000 tons [1][2][3]. Malaysia Palm Oil Imports - In December 2026, Malaysia's palm oil imports were 33,292 tons, a month - on - month increase of 43.64%, in line with expectations. The previous value was 23,000 tons, and the predicted value was 30,000 tons [2]. Malaysia Palm Oil Inventory - In December 2026, Malaysia's palm oil inventory was 3,050,598 tons, a month - on - month increase of 7.58%, higher than the market expectation. The previous value was 2,835,000 tons, and the predicted value was 2,970,000 tons [2][3].