AmSpec：马来西亚11月1-20日棕榈油出口量为828680吨，较上月同期出口的965066吨减少14.1%。 来源：市场资讯 （来源：南京玛合雅） 一、【市场关注】 1、中国海关总署11月18日公布的数据显示，中国10月食用棕榈油进口量为22万吨，同比下滑11.7%。1- 10月棕榈油进口量为196万吨，同比下滑15.3%。中国10月豆油进口量为2万吨，同比增加38.2%，1-10月 豆油进口量为29吨，同比增加7.3%。中国10月菜子油及芥子油进口量为14万吨，同比下滑10.1%;1-10月 菜子油及芥子油进口量为174万吨，同比增加18.7%。 2、NOPA发布的月度报告显示，该协会成员企业上月压榨大豆2.27647亿蒲式耳，较9月的1.97863亿蒲 式耳增长15.1%，较2024年10月的1.99943亿蒲式耳增长13.9%。该数据同时刷新了2024年12月创下的 2.06604亿蒲式耳月度压榨量纪录。 3、AmSpec：马来西亚11月1-15日棕榈油出口量为702692吨，较上月同期出口的781006吨减少10%。 生物柴油题材带来的支撑仅是昙花一现，今日马盘棕榈油大幅回调至4150一线。国内 ...

Core Viewpoint - The report by Zhiyan Consulting highlights the competitive landscape and development trends of the edible oil industry in China from 2025 to 2031, with a focus on the import statistics of rapeseed oil and mustard oil. Group 1: Import Statistics - In August 2025, China's imports of rapeseed oil and mustard oil reached 140,000 tons, representing a year-on-year increase of 18.7% [1] - The import value for the same period was $15.1 million, showing a year-on-year growth of 31.7% [1] Group 2: Industry Insights - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research reports, business plans, feasibility studies, and customized services [1] - The firm emphasizes its commitment to providing comprehensive industry solutions to empower investment decisions through professional insights and market acumen [1]

Core Insights - The report by Zhiyan Consulting analyzes the competitive landscape and development trends of the edible oil industry in China from 2025 to 2031 [1] Import Data Summary - In April 2025, China imported 180,000 tons of rapeseed oil and mustard oil, representing a year-on-year increase of 18.4% [1] - The import value for the same period reached $18.9 million, marking a year-on-year growth of 26.2% [1]

Core Insights - The report by Zhiyan Consulting analyzes the competitive landscape and development trends of the edible oil industry in China from 2025 to 2031 [1] Import Data Summary - In July 2025, China's imports of rapeseed oil and mustard oil reached 130,000 tons, representing a year-on-year increase of 16.9% [1] - The import value for the same period was $14.6 million, showing a year-on-year growth of 31.1% [1] Company Profile - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research reports, business plans, feasibility studies, and customized services [1] - The company emphasizes its professional approach, quality services, and keen market insights to provide comprehensive industry solutions that empower investment decisions [1]

Report Industry Investment Rating - Not provided Core Viewpoints - Conab anticipates Brazil's 2025/26 soybean production to rise by 3.6% to 177.67 million tons, with the planting area expanding by 3.7% to 49.08 million hectares; corn production is expected to be 138.28 million tons, and the planting area is estimated at 22,630 tons [1]. - Conab predicts Brazil's 2025/26 soybean exports to reach a record 112.12 million tons, mainly driven by exports to China; corn exports are expected to be 4.65 million tons [1]. - The USDA reports that for the week ending September 11, US 2025/26 market - year soybean export sales net increased by 92.30 million tons, meeting expectations; exports loaded were 83.71 million tons, up 31% from the previous week and 70% from the four - week average [1]. - China's customs data shows that in August, palm oil imports were 340,000 tons (up 16.5% year - on - year), soybean oil imports were 100,000 tons (up 113.9% year - on - year), and rapeseed and mustard oil imports were 140,000 tons (up 18.7% year - on - year) [1]. Summary by Related Catalogs Overnight Market Information - Conab's first forecast for the 2025/2026 crop year shows an increase in Brazil's soybean production and planting area, and a slight decrease in corn production; soybean and corn exports are expected to rise [1]. - The USDA's export sales report indicates the situation of US soybean export sales and shipments for the week ending September 11 [1]. - China's customs data reveals the import volume and year - on - year changes of palm oil, soybean oil, and rapeseed and mustard oil in August and from January to August [1]. Spot Prices - The spot prices of soybean meal in Jiangsu, rapeseed meal in Guangdong, soybean oil in Jiangsu, palm oil in Guangzhou, and rapeseed oil in Jiangsu from September 12 to September 18, 2025, are presented, showing price fluctuations [2]. Protein Meal Basis and Oil Basis - Not provided with specific content Oilseed and Oil Futures Price Spreads - Not provided with specific content

Core Insights - The report by Zhiyan Consulting analyzes the competitive landscape and development trends of the edible oil industry in China from 2025 to 2031 [1] Import Data - In June 2025, China's imports of rapeseed oil and mustard oil reached 150,000 tons, representing a year-on-year increase of 23.7% [1] - The import value for the same period was $160 million, showing a year-on-year growth of 40.5% [1] Company Profile - Zhiyan Consulting is recognized as a leading industry consulting firm in China, specializing in in-depth industry research reports, business plans, feasibility studies, and customized services [1] - The company has over a decade of experience in the industry research field, providing comprehensive industry solutions to empower investment decisions [1]

Group 1 - The core viewpoint indicates a significant decline in China's imports of rapeseed oil and mustard oil in May 2025, with a total import volume of 110,000 tons, representing a year-on-year decrease of 20.3% [1] - The import value for the same period is reported at $11.7 million, which reflects a year-on-year decline of 13.1% [1] - The data is sourced from Chinese customs and organized by Zhiyan Consulting, highlighting the importance of reliable data in industry analysis [3]

Group 1: Agricultural Products - Soybean imports in April reached 608,000 tons, with a cumulative total of 2,319,000 tons for the first four months, reflecting a year-on-year decrease of 29.1% and 14.6% respectively [1] - Edible vegetable oil imports totaled 480,000 tons in April, with a cumulative total of 2,203,000 tons, showing a decline of 2.5% in April and 11.8% year-on-year [1] - Cotton imports were 60,000 tons in April, with a cumulative total of 400,000 tons, indicating a significant drop of 82.2% in April and 71.1% year-on-year [1] Group 2: Minerals and Metals - Iron ore and its concentrates imports reached 10,314,000 tons in April, with a cumulative total of 38,836,000 tons, showing a slight increase of 1.5% in April but a decrease of 5.5% year-on-year [2] - Copper ore and its concentrates imports were 292,000 tons in April, with a cumulative total of 1,003,000 tons, reflecting a year-on-year increase of 25.6% and 7.8% respectively [2] - Aluminum ore and its concentrates imports totaled 2,068,000 tons in April, with a cumulative total of 6,770,000 tons, indicating a year-on-year increase of 45.4% and 34.2% respectively [2] Group 3: Energy and Chemicals - Crude oil imports reached 4,806,000 tons in April, with a cumulative total of 18,303,000 tons, showing a year-on-year increase of 7.5% and a slight increase of 0.5% in April [2] - Finished oil imports were 357,000 tons in April, with a cumulative total of 1,292,000 tons, reflecting a significant decline of 32.9% in April and 25.6% year-on-year [2] - Natural gas imports totaled 1,096,000 tons in April, with a cumulative total of 6,683,000 tons, indicating a decrease of 5.6% in April and 9.2% year-on-year [2]

Report Summary 1) Report Industry Investment Rating No information provided. 2) Core Viewpoints - As of the week ending April 15, large speculators switched to holding a net long position of 7,942 contracts in CBOT soybean futures and options [1] - Malaysia's palm oil product exports from April 1 - 20 were 704,568 tons, a 11.9% increase from the same period in March [1] - China's palm oil imports in March were 170,000 tons, a 3.5% year - on - year increase; imports from January - March were 380,000 tons, a 30.6% year - on - year decrease [1] - China's soybean oil imports from January - March were 20,000 tons, a 67.4% year - on - year decrease [1] - China's rapeseed oil and mustard oil imports from January - March were 730,000 tons, a 40.7% year - on - year increase [1] 3) Summary by Related Catalogs Overnight Market Information - Large speculators reduced net short positions in CBOT corn futures and options last week and switched to net long in CBOT soybean futures and options [1] - ITS data showed Malaysia's palm oil export growth from April 1 - 20 [1] - Chinese customs data revealed palm oil, soybean oil, and rapeseed oil import volume changes in March and January - March [1] Spot Prices - Spot prices of soybean meal in Jiangsu, rapeseed meal in Guangdong, soybean oil in Jiangsu, palm oil in Guangzhou, and rapeseed oil in Jiangsu from April 14 - 18, 2025 were presented in a table [2] Other Information - Information on main producing country precipitation, imported soybean crushing profit, and grease import profit was mentioned [1] - Information on grease basis, grease and oilseed price spreads, and protein meal basis was mentioned [6][9][12]