菜油-供应压力增加，而需求仍处于传统淡季，菜油自身基本面支撑偏弱

市场资讯03-26

热点栏目自选股数据中心行情中心资金流向模拟交易客户端　　洲际交易所（ICE）油菜籽期货周一收高，受空头回补及豆油升势带动。隔夜菜油2405合约收涨0.81%。加拿大农业部（AAFC）发布的供需报告显示，2024/25年度（8月至7月）加拿大油菜籽期末库存可能更为紧张。基于加拿大统计局的种植面积预期值，AAFC将2024/25年度加拿大油菜籽产量调低到1810万吨，低于2月份...

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weak","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ICE":1},"content_text":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　洲际交易所（ICE）油菜籽期货周一收高，受空头回补及豆油升势带动。隔夜菜油2405合约收涨0.81%。加拿大农业部（AAFC）发布的供需报告显示，2024/25年度（8月至7月）加拿大油菜籽期末库存可能更为紧张。基于加拿大统计局的种植面积预期值，AAFC将2024/25年度加拿大油菜籽产量调低到1810万吨，低于2月份预测的1836.5万吨，也低于2023/24年度的1，832.8万吨。对加籽市场价格有所支撑。其它油籽方面，巴西收割上市，阶段性供应压力增加，且挤占美豆出口需求，牵制美豆价格。马来西亚南部棕果厂商公会（SPPOMA）数据显示，3月1-20日马来西亚棕榈油产量环比增加22.4%。不过，马棕出口量也同步大增，继续支撑马棕价格走势。国内方面，3、4月菜籽进口到港预估提升，供应压力仍存，且节后油厂开机率明显回升，菜油供应压力增加，而需求仍处于传统淡季，菜油自身基本面支撑偏弱。不过，由于马棕基本面良好，棕榈油进口成本持续上升，叠加国内库存连续下滑，棕榈油期价表现强劲。且三大油脂总体库存持续下滑，支撑现货市场价格。菜油期价反弹基本受棕榈油偏强提振。盘面来看，受棕榈强势带动，隔夜菜油继续收涨，谨防技术性回调。\n　　研究员：蔡跃辉\n　　期货从业资格号： F0251444\n　　期货投资咨询从业证书号： 20013101\n　　助理研究员：李秋荣\n　　期货从业资格号： F03101823\n　　免责声明\n　　本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任何保证，据此投资，责任自负本报告不构成个人投资建议，客户应考虑本报告中的任何意见或建议是否符合其特定状况。本报告版权仅为我公司所有，未经书面许可，任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发，需注明出处为瑞达期货股份有限公司研究院，且不得对本报告进行有悖原意的引用、删节和修改。\n\n新浪合作平台瑞达期货开户 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