44度棕榈油

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国富棕榈油研究周报:生柴消息扰动,棕榈油价格上涨-20250721
Guo Fu Qi Huo· 2025-07-21 13:12
Group 1: Report Title and Date - The report is titled "Guofu Palm Oil Research Weekly Report: Biodiesel News Disturbs, Palm Oil Prices Rise" and is dated July 21, 2025 [1] Group 2: Report Outline - The report includes sections on market review (BMD and DGE palm oil),产区天气 (palm oil producing area weather), international supply - demand (Malaysian palm oil July forecast and other important news), domestic supply - demand (China's June palm oil imports, import profit, palm oil transactions, and palm oil inventory), and domestic and international palm oil futures - spot prices and spreads [4] Group 3: International Supply - Demand (Malaysian Palm Oil Export Forecast) AmSpec Data - Malaysian palm oil exports on July 15, 2025 were 574,121, a - 5.29% change from the previous month and a - 27.42% change from the same period last year. Among them, crude palm oil exports were 159,392, a 2.23% increase from the previous month and a - 33.11% decrease from last year; 24 - degree palm oil exports were 87,042, a - 22.77% change from the previous month and a - 53.10% change from last year [17] SGS Data - Malaysian palm oil exports on July 15, 2025 were 399,366, a - 22.18% change from the previous month and a - 49.24% change from the same period last year. Exports to China were 22,074, a - 59.27% change from the previous month and a - 69.88% change from last year; exports to the US were 33,750, a - 18.76% change from the previous month and a 170.00% change from last year; exports to India were 49,800, a - 15.99% change from the previous month and a - 58.46% change from last year [18]
国富棕榈油研究周报:马棕出口需求向好,棕榈油价格震荡偏强-20250609
Guo Fu Qi Huo· 2025-06-09 06:44
Report Title - "Guofu Palm Oil Research Weekly: Positive Export Demand for Malaysian Palm Oil, Palm Oil Prices Fluctuate Strongly" [1] Core View - The export demand for Malaysian palm oil is positive, and palm oil prices fluctuate strongly [1] Section Summaries 1. Market Review - The report likely reviews the BMD Malaysian palm oil and DCE palm oil markets, but specific content is not provided [4] 2. Production Area Weather - It focuses on the weather in palm oil production areas, yet details are absent [4] 3. International Supply and Demand 3.1 GAPKI 2025 March Report - Specific content of the report is not given [4] 3.2 Malaysian Palm Oil May Forecast - **Exports**: According to AmSpec, Malaysia's palm oil exports in May 2025 were 1,230,787 tons, a 13.21% increase from the previous month and a 12.38% decrease from the same period last year. ITS estimated exports at 1,320,914 tons, a 17.86% increase month - on - month and a 10.86% decrease year - on - year. SGS estimated 1,069,643 tons, a 29.61% increase month - on - month [20][21] - **Production**: SPPOMA data shows that as of June 5, 2025, palm oil production increased by 19.09% compared to May 31, 2025. MPOA estimated that Malaysia's palm oil production in May 2025 increased by 13.07% compared to the previous month [23] 3.3 Other Important News - No specific content is provided [4] 4. Domestic Supply and Demand 4.1 Import Profit - Specific content is not available [4] 4.2 Palm Oil Transactions - No details are given [4] 4.3 Palm Oil Inventory - Specific information is absent [4] 5. Domestic and International Oil Futures and Spot Prices, and Spreads 5.1 Basis, Monthly Spreads, and Variety Spreads - Specific content is not provided [4] 5.2 Palm Oil Warehouse Receipt Quantity and Futures Positions - No details are available [4] 5.3 FOR Quotations - Specific content is not given [4]