新华社记者杨守勇、王志 新华社济南5月14日电 题："把芝麻点大的事做到极致"——一家93年老字号企业的强信心样本观察 "慢工出细活。石磨磨制的最大好处就是低温低压，这样香油中的主要芳香物质及功能性营养成分几乎 不受损失，而且越磨越香。"河南工业大学粮油食品学院二级教授刘玉兰说，传统工艺背后体现的是工 匠精神，而且水代法取油不添加任何化学溶剂，最大程度保留了芝麻的原香与营养，让小磨香油至今焕 发着独特魅力。 做食品就要用良心做。多年来，瑞福公司投资1000多万元建设检测中心，从精选、烘炒、研磨、取油， 到净化、灌装、入库等几十个环节，每一瓶产品的质量都可追溯。 传统工艺与现代化生产不断融合。近年来，瑞福公司不断加大科技研发投入，与河南工业大学、武汉轻 工大学、江南大学、西北农林科技大学等高校合作，在保持关键传统生产工艺不变的基础上，实现设备 的大型化、工业化、自动化，并优化生产工艺，使小磨香油中生理活性成分如芝麻木脂素和维生素E的 含量提高10%以上。 新时代，老字号如何焕发新生机？崔瑞福说，公司适应年轻群体便捷化、休闲化的消费需求，推出 了"芝食分子"黑芝麻丸、黑芝麻酱酸奶、黑芝麻酱冰激凌、复合调味酱、火锅 ...

消息面 据外媒报道，贸易机构消息显示，印度4月植物油进口量为891558吨，而3月为100万吨。其中，棕榈油 进口量为321446吨，而3月为424599吨。 5月14日马来西亚棕榈油离岸价为985美元，较上日涨17.5美元，进口到岸价为1015美元，较上日涨17.5 美元，进口成本价为8768.89元，较上日涨151.97元，触及两周新高。进口利润为负78.89元/吨，较上日 下跌41.97元/吨。 据外媒报道，联昌国际银行（CIMB）分析师表示，马棕油库存可能在5月环比增长15%，达到215万 吨，这将对毛棕榈油价格施加压力。预计5月份毛棕榈油价格将在每吨3700林吉特到4000林吉特之间波 动。 机构观点 铜冠金源期货： 宏观方面，美国通胀降温，关税的影响或仍待计价，美股继续上涨，美元指数震荡回落；油价继续收 涨。基本面上，4月MPOB报告发布，马来西亚棕榈油库存达到186.6万吨，环比增幅19.37%，累库幅度 超市场预期，盘中棕榈油大幅下挫；随着价格低位，需求或有增量，短期棕榈油或震荡运行。 宁证期货： 马来西亚MPOB月报利空，国内5月、6月船期较多、供应预计增加；国内方面，现货基差稳中有降，下 ...

油脂日报 | 2025-05-13 USDA发布月度报告，油脂震荡运行 油脂观点 市场分析 期货方面，昨日收盘棕榈油2509合约8024.00元/吨，环比变化+138元，幅度+1.75%；昨日收盘豆油2509合约7814.00 元/吨，环比变化+34.00元，幅度+0.44%；昨日收盘菜油2509合约9378.00元/吨，环比变化+23.00元，幅度+0.25%。 现货方面，广东地区棕榈油现货价8530.00元/吨，环比变化+10.00元，幅度+0.12%，现货基差P09+506.00，环比变 化-128.00元；天津地区一级豆油现货价格8110.00元/吨，环比变化-30.00元/吨，幅度-0.37%，现货基差Y09+296.00， 环比变化-64.00元；江苏地区四级菜油现货价格9530.00元/吨，环比变化+20.00元，幅度+0.21%，现货基差 OI09+152.00，环比变化-3.00元。 近期市场咨询汇总：据船运调查机构SGS公布数据显示，预计马来西亚5月1-10日棕榈油出口量为215228吨，较上 月同期出口的211252吨增加1.9%。据美国农业部，5月美国2025/2026年度大豆产量预期 ...

Report Industry Investment Rating No relevant content provided. Core Viewpoints of the Report - Last week, the prices of various oils showed different trends. BMD Malaysian palm oil and domestic palm oil futures prices declined, while ICE canola futures prices rose. The price of domestic rapeseed oil futures also increased, and the price of domestic soybean oil futures slightly decreased [4][7]. - After the holiday, palm oil was weak due to the arrival of the production - increasing season in the producing areas, a significant increase in production, limited support from export demand, and expected increases in domestic and foreign inventories. Canola prices continued to strengthen due to increased crushing demand and low domestic inventories. Domestic rapeseed oil was relatively strong because of expected import tightening. US soybean oil prices declined as the US biodiesel policy was not authorized and the budget might be cut [4][7]. - Macro - economically, the China - US economic and trade negotiations reached an important consensus, and the US stock market continued a small - scale rebound. The US dollar index might stabilize at a low level, and crude oil prices might stop falling and enter a volatile phase. Fundamentally, in the production - increasing cycle, production increased significantly, export demand improvement was limited, and domestic inventories were expected to rise. Palm oil might operate in a weak and volatile manner [4][11]. Summary by Relevant Catalogs Market Data - The price changes of various oil contracts from April 30 to May 9 are as follows: CBOT soybean oil main contract decreased by 0.33 cents/lb to 48.64 cents/lb, a decline of 0.67%; BMD Malaysian palm oil main contract decreased by 95 ringgit/ton to 3815 ringgit/ton, a decline of 2.43%; DCE palm oil decreased by 262 yuan/ton to 7886 yuan/ton, a decline of 3.22%; DCE soybean oil decreased by 52 yuan/ton to 7780 yuan/ton, a decline of 0.66%; CZCE rapeseed oil increased by 58 yuan/ton to 9355 yuan/ton, an increase of 0.62%. The futures price difference between soybean oil and palm oil increased by 210 yuan/ton to - 106 yuan/ton, and the futures price difference between rapeseed oil and soybean oil increased by 110 yuan/ton to 1575 yuan/ton. Spot prices also showed corresponding changes [5]. Market Analysis and Outlook - **Price Trends**: After the holiday, palm oil was weak, canola strengthened, domestic rapeseed oil was relatively strong, and US soybean oil declined [4][7]. - **Production and Inventory Forecasts**: According to Reuters, Malaysia's palm oil inventory in April 2025 was expected to be 1.79 million tons, a 14.8% increase from March; production was expected to be 1.62 million tons, a 16.9% increase from March; and exports were expected to be 1.1 million tons, a 9.7% increase from March. As of May 2, the total inventory of the three major oils in key domestic areas was 1.7788 million tons, an increase of 0.0169 million tons from the previous week and 0.0998 million tons from the same period last year [8][10]. - **Macro and Fundamental Analysis**: Macro - economically, the China - US economic and trade negotiations improved the market sentiment. Fundamentally, in the production - increasing cycle, production increased significantly, export demand improvement was limited, and domestic inventories were expected to rise. Palm oil might operate in a weak and volatile manner [4][11]. Industry News - **Indonesia's Biodiesel**: As of April 24, Indonesia's biodiesel consumption this year was 4.44 million liters, and the mandatory palm oil blending ratio in biodiesel this year was 40%, higher than last year's 35% [12]. - **India's Oil Imports**: In April, India's palm oil imports decreased by 24% month - on - month to 322,000 tons, while soybean oil imports increased by 2% to 363,000 tons, and sunflower oil imports decreased by nearly 6% to 180,000 tons. The total edible oil imports in April decreased by 11% month - on - month to 865,000 tons [12][13]. - **Myanmar's Palm Oil Market**: The wholesale reference price of palm oil in Yangon decreased from 6,735 kyats per viss (about 1.5 kg) last week to 6,700 kyats per viss. Myanmar imports about 700,000 tons of palm oil annually to meet domestic demand [13]. - **Malaysia's Palm Oil Production**: Malaysia's palm oil production in the 2024/25 season was expected to be 19 million tons, with a less - than - 1% upward revision from the previous forecast. The production in both the Malaysian Peninsula and East Malaysia increased seasonally [14]. - **Indonesia's Palm Oil Production**: Indonesia's palm oil production in the 2024/25 season was expected to be 48.8 million tons, unchanged from the previous forecast. Although some areas faced local floods in April, it was not expected to hinder the overall crop recovery [15]. Relevant Charts - The report provides multiple charts showing the price trends, price differences, import profits, and inventory changes of palm oil, soybean oil, rapeseed oil, and related products in Malaysia and Indonesia [16][17][18]

张家瑞认为，随着共建"一带一路"倡议和中国-东盟自由贸易区的推进与发展，将推动更多的泰国企业 和产品走进湖南，促进两地友好交流与合作，实现互利共赢。 深耕油脂产业14年，建成省级技术研发中心及数字化生产车间，获专利数量17项……始创于2011年的芷 江华兴油业有限公司现已建立标准化种植基地15万亩，形成覆盖原料种植、精深加工、科技研发、市场 终端的全产业链布局，生产的茶籽油、菜籽油等多品类产品销售中国各地，并拓展至越南、老挝、泰国 等地，2024年总产值突破5.1亿元人民币。 2022年8月，芷江发出首趟中越东盟班列，价值1500万元人民币的本地农产品销往越南。如今，依托怀 化国际陆港搭建的东盟专线，包括华兴油业在内的多家企业与东盟的进出口贸易不断延伸。 "怀化国际陆港的开通给我们带来了极大便利，产品可以从怀化发车直达越南河内，能节约大量时间和 运输成本，让我们更有信心把产品推出国门。"芷江华兴油业负责人刘丽君说。 中新网怀化5月10日电(向一鹏)"公司年进口泰国高品质白砂糖预拌粉3.6万吨，通过分离、混拌、溶解成 为天然蔗糖和糖浆等甜味剂产品。"湖南舒尕泰糖科技有限公司董事长张家瑞介绍，公司今年计划通过 怀 ...

油脂日报 | 2025-05-09 昨日三大油脂价格震荡，外盘棕榈油、豆油价格走强，对内盘形成一定支撑，但整体基本面依然利多支撑不足， 价格难有大幅起色。 策略 谨慎看空 风险 政策变化 美豆油价格走强，国内油脂震荡 油脂观点 市场分析 期货方面，昨日收盘棕榈油2509合约7908.00元/吨，环比变化-6元，幅度-0.08%；昨日收盘豆油2509合约7760.00元 /吨，环比变化-26.00元，幅度-0.33%；昨日收盘菜油2509合约9372.00元/吨，环比变化+37.00元，幅度+0.40%。现 货方面，广东地区棕榈油现货价8490.00元/吨，环比变化-40.00元，幅度-0.47%，现货基差P09+582.00，环比变化-34.00 元；天津地区一级豆油现货价格8110.00元/吨，环比变化-10.00元/吨，幅度-0.12%，现货基差Y09+350.00，环比变 化+16.00元；江苏地区四级菜油现货价格9520.00元/吨，环比变化+30.00元，幅度+0.32%，现货基差OI09+148.00， 环比变化-7.00元。 近期市场咨询汇总：USDA最新干旱报告显示，截至5月6日当周，约15% ...

MPOB 4月月报前瞻 随着行业逐渐接近生产旺季，预计今年下半年将带来显著的产量增长，马来西亚4月棕榈油库存预计上升，且为连续第二个月增 加。 | | | | 5月13日马来西亚棕榈油局(MPOB)4月供需报告前瞻 | | | | --- | --- | --- | --- | --- | --- | | | | | (单位: 万吨) | | | | 会十郎员 | 臣十一 | 进口量 | 出口景 | 国内消费 | 期末库存 | | 路透预期 | 162 (16.9%) | 三十期货 | 110 (9.7%) | 第十期货 | 179 (14.8%) | | 2025年4月数据 | | S | ? | | | | 2025年3月数据 | 138.72 | 3-12.19 | 100.55 | | 156.26 | | 2024年4月数据 | 150.19 | 3.48 | 123.42 | 六 三十郎六 | 174.45 只 | 相关链接 ...

油脂日报 | 2025-05-08 利空因素叠加，油脂易跌难涨 油脂观点 市场分析 期货方面，昨日收盘棕榈油2509合约7914.00元/吨，环比变化-60元，幅度-0.75%；昨日收盘豆油2509合约7786.00 元/吨，环比变化+26.00元，幅度+0.34%；昨日收盘菜油2509合约9335.00元/吨，环比变化+119.00元，幅度+1.29%。 现货方面，广东地区棕榈油现货价8530.00元/吨，环比变化-120.00元，幅度-1.39%，现货基差P09+616.00，环比变 化-60.00元；天津地区一级豆油现货价格8120.00元/吨，环比变化+10.00元/吨，幅度+0.12%，现货基差Y09+334.00， 环比变化-16.00元；江苏地区四级菜油现货价格9490.00元/吨，环比变化+120.00元，幅度+1.28%，现货基差 OI09+155.00，环比变化+1.00元。 近期市场咨询汇总：BMD马来西亚棕榈油期货7月合约收盘下跌65林吉特，跌幅1.71%，报3,727林吉特/吨（约合 880.05美元/吨）。阿根廷豆油(5月船期)C&F价格1028美元/吨，与上个交易日相比下调52美 ...

油脂板块震荡收涨 棕榈油或震荡偏强 核心观点及策略 ⚫ 上周，BMD马棕油主连涨61收于4036林吉特/吨，涨幅 1.53%；棕榈油09合约涨244收于8376元/吨，涨幅3%；豆 油09合约涨230收于7934元/吨，涨幅2.99%；菜油09合约 涨285收于9506元/吨，涨幅3.09%；CBOT美豆油主连涨1.38 收于49.7美分/磅，涨幅2.86%；ICE油菜籽活跃合约涨21.4 收于697.4加元/吨，涨幅3.17%。 投资咨询业务资格 沪证监许可【2015】84 号 棕榈油周报 李婷 021-68555105 li.t@jyqh.com.cn 从业资格号：F0297587 投资咨询号：Z0011509 黄蕾 huang.lei@jyqh.com.cn 从业资格号：F0307990 投资咨询号：Z0011692 高慧 gao.h@jyqh.com.cn 从业资格号：F03099478 投资咨询号：Z0017785 王工建 wang.gj@jyqh.com.cn 从业资格号：F3084165 投资咨询号：Z0016301 赵凯熙 zhao.kx@jyqh.com.cn 从业资格号：F03112296 ...