棕榈油：美豆油获得支撑，棕榈低多为主 2025 年 9 月 15 日 品 研 究 豆油：美豆收涨，关注中美谈判结果 | | | 【基本面跟踪】 油脂基本面数据 | | | 单 位 | 收盘价 (日盘） | 涨跌幅 | 收盘价 （夜盘） | 涨跌幅 | | --- | --- | --- | --- | --- | --- | --- | | | 棕榈油主力 | 元/吨 | 9,296 | -0.36% | 9,336 | 0.43% | | | 豆油主力 | 元/吨 | 8,322 | -0.17% | 8,356 | 0.41% | | | 菜油主力 | 元/吨 | 9,857 | -0.36% | 9,894 | 0.38% | | | 马棕主力 | 林吉特/吨 | 4,445 | -0.20% | | | | 期 货 | CBOT豆油主力 | 美分/磅 | 52.12 | 1.01% | | | | | | 单 位 | 昨日成交 | 成交变动 | 昨日持仓 | 持仓变动 | | | 棕榈油主力 | 手 | 765,320 | 46006 | 428,331 | -10,366 | | | 豆油主力 | ...

Core Viewpoint - Indonesia plans to increase the mandatory blending ratio of palm oil in biodiesel to 50% (B50 plan) starting next year, up from the current 40% (B40 plan) to reduce reliance on imported fossil fuels [1] Group 1: Policy Changes - The Indonesian government will conduct multiple tests for the new 50% blending ratio, with a testing period that may last up to eight months [1] - The current biodiesel blending ratio is 40%, and the country aims to enhance the use of palm oil in energy applications [1] Group 2: Market Implications - As the world's largest palm oil exporter, Indonesia's plans to expand palm oil energy applications raise market concerns about potential reductions in export volumes, which could impact global vegetable oil prices [1] - For the B40 plan, Indonesia allocated 15.6 million kiloliters of palm oil fuel this year, an increase from 13.2 million kiloliters in the previous year [1] - The biodiesel producers association APROBI estimates that the annual demand for palm oil fuel could reach 19 million kiloliters following the implementation of the B50 plan [1]