（文章来源：新华财经） 据马来西亚棕榈油协会（MPOA），马来西亚12月1日-20日棕榈油产量预估环比减少7.44%，其中马来 半岛减少11.66%，沙巴减少2.12%，沙捞越减少0.75%，婆罗洲减少1.73%。 ...

南部半岛棕榈油压榨商协会（SPPOMA）数据显示，2025年12月1-20日马来西亚棕榈油单产环比上月同 期减少6.26%，出油率环比上月同期减少0.17%，产量环比上月同期减少7.15%。 （文章来源：新华财经） ...

12月9日（周二），印尼能源和矿产资源部周三表示，该国已对在林区非法运营的矿产商处以罚款，这 是政府保护林区免受非法砍伐的努力的一部分。 （文华综合） 该部在一份声明中表示，被发现非法砍伐森林的镍矿产商将被处以每公顷65亿印尼盾的罚款；铝土矿产 商将处以每公顷17.6亿印尼盾的罚款；锡矿产商将被处于每公顷12.5亿印尼盾的罚款；煤矿运营商将被 处以每公顷3.54亿印尼盾的罚款。 由军事人员和执法官员组成的政府林业工作组将根据调查结果收取罚款。 本周早些时候，该工作组命令数十家棕榈油种植和采矿企业因在林区非法经营而支付总计38.62万亿印 尼盾的罚款。 ...

新华财经曼谷11月30日电（记者常天童）泰国橡胶管理局（RAOT）近日预测，泰国南部地区持续降雨 和洪水将对橡胶生产造成严重影响，预计产量损失超过4.3万吨。 泰国总理府发言人西里蓬29日说，泰国南部洪灾死亡人数总计为162人，其中宋卡府死亡人数达126人。 目前天气已出现好转，降雨正在减弱，灾区积水有望在3到5天内排干。 （文章来源：新华财经） 一旦情况恢复正常，泰国橡胶管理局将派遣官员调查受灾橡胶种植园的损失情况，并评估橡胶树的受损 程度，为橡胶种植户提供密切指导，帮助他们在洪水退去后恢复种植园，减少长期损失，并根据橡胶种 植户的福祉实施补救措施。 此外，泰国开泰研究中心28日发布报告，预计2025年泰国南部洪灾将影响橡胶和棕榈油的生产，一个月 内将造成66.98亿泰铢的损失。 报告称，橡胶和油棕的主要种植区位于泰国南部。其中橡胶种植面积占全国总种植面积的57%，主要产 区位于素叻他尼府、宋卡府和洛坤府；油棕种植面积占全国总种植面积的86%，主要产区位于素叻他尼 府、甲米府和春蓬府。洪灾造成的橡胶和棕榈油生产总损失估计为66.98亿泰铢。其中，橡胶减产8.3万 吨，价值44.56亿泰铢；棕榈油减产34万吨 ...

整合、油棕重植等支出，还需通过盈利支撑国家财政与后续再投资。未来，包括老树翻新、技术改造在 内的成本开支，最终或都将传导至棕榈油的定价机制中，其价格底部可能抬升。 最后，国有化进程也增强了政府对市场的调控能力。随着国有种植园占比的提升，棕榈油价格对出口 税、国内市场义务（DMO）等政策的敏感性将进一步增强。此外，国有化政策在保障国内原料供应方 面发挥了关键作用。国家通过直接掌控大量棕榈油原料产地，能够更有效地实施DMO等政策，优先满 足国内生物柴油生产的原料需求，从源头为生柴计划的推进提供稳定的原料保障。 同时，印尼油棕种植园的管理水平参差不齐，导致政府／国有种植园、大型私营种植园与小农户之间的 单产存在显著差异。一般而言，印尼政府及国有种植园的年单产最高，可达约4.5吨／公顷，而小农户 受限于资金与技术，单产普遍偏低，多维持在3.5吨／公顷以下。 尽管被没收的土地由国有企业统一管理后，单产存在提升潜力，但市场对印尼未来棕榈油产量仍存担 忧，主要基于以下几方面原因：首先，一部分被没收土地本身可能并不适宜继续种植，或将实施退耕还 林，这将直接导致有效种植面积的减少。在油棕种植总面积已触及政策"天花板"的背景下， ...

Core Insights - Malaysia's palm oil production is projected to increase by 3.24% for the period of November 1-20 according to the Malaysian Palm Oil Association (MPOA) [1] Group 1 - The Malaysian Palm Oil Association (MPOA) has released data indicating an increase in palm oil production [1]

Core Insights - Malaysian palm oil production is estimated to increase by 10.77% from October 1 to 20, with significant contributions from various regions [1] Group 1: Production Estimates - Production in Peninsular Malaysia is expected to rise by 4.54% [1] - Sabah's production is projected to increase by 21.99% [1] - Sarawak's output is anticipated to grow by 16.69% [1] - Borneo's production is estimated to increase by 20.45% [1]

Core Viewpoint - Indonesia plans to increase crude palm oil (CPO) production from 48.2 million tons in 2024 to 60 million tons by 2030 in response to rising demand in food, biofuels, and oleochemical sectors [1] Group 1: Production Goals and Challenges - The Indonesian Palm Oil Association (Gapki) indicates that due to aging plantations, CPO and palm kernel oil (PKO) production is expected to see a modest increase of 1.7% to 53.6 million tons by 2025 [1] - Aging palm oil plantations are causing stagnation in CPO production growth, which is gradually pushing prices higher [1] Group 2: Market Dynamics - Recent increases in palm oil prices have drawn market attention, with the Indonesian President announcing a crackdown on illegal resource extraction [1] - Government investigations have revealed the seizure of 3.1 million hectares of illegal palm oil plantations, contributing to supply tightening and concerns over export restrictions, which support the strengthening of international palm oil prices [1]

Group 1 - The core point of the article indicates that Malaysia's palm oil production metrics show a mixed performance for the period of August 1-15, 2025, with a decrease in yield per hectare but an increase in extraction rate and overall production compared to the previous month [1] Group 2 - Malaysia's palm oil yield per hectare decreased by 1.78% compared to the same period last month [1] - The extraction rate increased by 0.51% compared to the same period last month [1] - Overall production increased by 0.88% compared to the same period last month [1]

Group 1 - The core point of the article indicates that Malaysia's palm oil production is showing a positive trend in yield and overall production for the period of July 1-31, 2025, with a month-on-month increase of 7.07% in production [1] - The palm oil yield per hectare has increased by 7.19% compared to the same period last month, indicating improved agricultural efficiency [1] - However, the extraction rate has slightly decreased by 0.02% compared to the previous month, suggesting a minor decline in the efficiency of oil extraction from the palm fruit [1]