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CBOT大豆、BMD毛棕榈油等:价格有变动,棕油基本面利好
Sou Hu Cai Jing· 2025-06-19 09:25
Group 1 - CBOT soybean increased by 0.5 cents to 1068.25 cents per bushel, while CBOT soybean oil rose by 0.04 cents to 55.4 cents per pound, and BMD crude palm oil increased by 35 ringgit to 4101 ringgit [1] - Malaysia's palm oil exports from June 1 to 15 were reported at 513,213 tons, a 14.3% increase compared to the previous period, with exports to China rising by 4,700 tons to 54,200 tons [1] - Indonesia's palm oil exports in May reached 1.983 million tons, a 43.3% increase from April, with a notable rise in exports to China [1] Group 2 - Malaysia's palm oil production from June 1 to 15 decreased by 4% month-on-month, with both fresh fruit bunch yield and oil extraction rate declining [1] - The price difference between Indonesian and Malaysian crude palm oil was reported at $65, an increase of $1 from the previous day, while the price difference between Argentine crude soybean oil and Malaysian 24-degree palm oil decreased by $18 to $39 [1] - The market is currently focused on the Middle East situation and U.S. biodiesel policies, with CBOT soybean oil and NYMEX crude oil prices rising, positively impacting BMD palm oil [1] Group 3 - Domestic palm oil prices lack competitiveness, with limited demand and port inventories close to the five-year average, heavily influenced by international markets [1] - Domestic soybean oil inventory pressure is manageable, but there is a high possibility of future accumulation [1] - Short-term trading is expected to show a strong upward trend, with main reference prices for soybean oil at 7900 - 8200, palm oil at 8400 - 8700, and rapeseed oil at 9500 - 9800 [1]
油脂油料早报-2025-04-02
Yong An Qi Huo· 2025-04-02 07:11
Group 1: Industry Investment Rating - No relevant information provided Group 2: Core Viewpoints - As of March 29, 2025, Brazil's 2024/25 soybean harvest rate reached 81.4%, 5 percentage points higher than the previous week and ahead of last year's 71.0% [1] - StoneX lowered Brazil's 2024/25 soybean and corn production estimates due to poor weather in Rio Grande do Sul [1] - In February 2025, the U.S. soybean crush volume was 567,000 short tons, with毛豆油 production down 11% from January and 2% from February 2024 [1] Group 3: Summary by Related Catalogs Overnight Market Information - As of March 29, 2025, Brazil's 2024/25 soybean harvest rate was 81.4%, the first - season corn harvest rate was 53.3%, and the second - season corn planting rate was 97.9% [1] - StoneX estimated Brazil's 2024/25 soybean output at 167.54 million tons, first - season corn output at 2.59 million tons, and second - season corn output at 101.62 million tons [1] - In February 2025, the U.S. soybean crush volume was 567,000 short tons, 1.89 billion bushels;毛豆油 production was 2.24 billion pounds [1] Main Producer Precipitation - No relevant information provided Imported Soybean Disk Crushing Profit - No relevant information provided Oil Import Profit - No relevant information provided Spot Prices - Spot prices of various products in different regions from March 26 to April 1, 2025 are provided, including prices of soybean meal in Jiangsu, rapeseed meal in Guangdong, soybean oil in Jiangsu, palm oil in Guangzhou, and rapeseed oil in Jiangsu [1] Protein Meal Basis - No relevant information provided Oil Basis - No relevant information provided Oil and Oilseed Disk Spreads - No relevant information provided