智通财经APP获悉，随着印尼加快推进其生物燃料计划，棕榈油即将迎来一轮牛市行情，原因在于印尼这一举措预计将减少全球最大生产国的出口供应，并 加剧全球棕榈油供应紧张。 据悉，作为全球生物燃料领域领导者的印尼如今计划将更多棕榈油库存用于国内，计划于明年下半年将生物柴油强制掺混率从40%提高至50%。这项所谓的 B50计划是印尼一举降低高昂燃料进口费用和温室气体排放的努力之一。 不过，这一举措叠加全球主要生产国棕榈油产量增长停滞的趋势，可能推高全球价格、扰动植物油流向，甚至在买家被迫转向更昂贵替代品时助长食品通 胀。棕榈油广泛用于巧克力、化妆品等日常用品。过去几个月来，其价格在库存上升与需求不确定之间波动，今年迄今累计下跌6%，目前为每吨4,145林吉 特(约999.61美元)。 BMI高级大宗商品分析师Matthew Biggin指出，随着印尼大幅削减棕榈油出口以实现更高的国内生物柴油掺混比例，全球买家可能被迫寻找新的供应来源。 他表示："这将需要政府有意进行干预，将国内生物柴油生产置于出口之上，这很可能影响到传统进口市场。" B50计划的推出时机将对市场走势至关重要，并将在本周由Gapki主导的会议上受到密切关 ...

Group 1: Report Industry Investment Rating - The investment strategy for the oil and fat industry is neutral [4] Group 2: Core View of the Report - The palm oil market has certain expectations for the long - term B50 plan, and the good export data from Malaysia provide some support for palm oil. However, the market is waiting for further guidance from the upcoming USDA monthly supply - demand report [3] Group 3: Market Analysis Summary Futures - The closing price of the palm oil 2509 contract was 9218.00 yuan/ton, with a daily increase of 238 yuan or 2.65% - The closing price of the soybean oil 2509 contract was 8440.00 yuan/ton, with a daily increase of 52.00 yuan or 0.62% - The closing price of the rapeseed oil 2509 contract was 9588.00 yuan/ton, with a daily increase of 14.00 yuan or 0.15% [1] Spot - In the Guangdong region, the spot price of palm oil was 9000.00 yuan/ton, with a daily decrease of 50.00 yuan or 0.55%, and the spot basis was P09 + - 218.00, with a daily decrease of 288.00 yuan - In the Tianjin region, the spot price of first - grade soybean oil was 8550.00 yuan/ton, with a daily increase of 10.00 yuan or 0.12%, and the spot basis was Y09 + 110.00, with a daily decrease of 42.00 yuan - In the Jiangsu region, the spot price of fourth - grade rapeseed oil was 9700.00 yuan/ton, with a daily increase of 20.00 yuan or 0.21%, and the spot basis was OI09 + 112.00, with a daily increase of 6.00 yuan [1] Market News - From August 1 - 10, Malaysia's palm oil exports were 453,230 tons, a 23.67% increase compared to the same period last month - The C&F price of US Gulf soybeans (September shipment) was 443 dollars/ton, unchanged from the previous trading day; the C&F price of US West soybeans (September shipment) was 437 dollars/ton, unchanged from the previous trading day; the C&F price of Brazilian soybeans (October shipment) was 481 dollars/ton, a decrease of 4 dollars/ton from the previous trading day - The import soybean premium quotes: the Mexican Gulf (September shipment) was 212 cents/bushel, a decrease of 3 cents/bushel from the previous trading day; the US West Coast (September shipment) was 186 cents/bushel, a decrease of 2 cents/bushel from the previous trading day; the Brazilian port (October shipment) was 325 cents/bushel, a decrease of 2 cents/bushel from the previous trading day - The C&F price of Argentine soybean oil (September shipment) was 1149 dollars/ton, an increase of 8 dollars/ton from the previous trading day; the C&F price of Argentine soybean oil (November shipment) was 1130 dollars/ton, an increase of 10 dollars/ton from the previous trading day - The C&F quote of imported rapeseed oil: Canadian rapeseed oil (September shipment) was 1035 dollars/ton, unchanged from the previous trading day; Canadian rapeseed oil (November shipment) was 1015 dollars/ton, unchanged from the previous trading day - The C&F price of Canadian rapeseeds (October shipment) was 562 dollars/ton, an increase of 6 dollars/ton from the previous trading day; the C&F price of Canadian rapeseeds (December shipment) was 552 dollars/ton, an increase of 6 dollars/ton from the previous trading day [2]