棕榈油价格因贸易担忧和库存增加而下跌,但分析师对长期需求保持乐观。 Palm oil prices dropped on trade fears and rising stocks, but analysts stay optimistic on long-term demand.

马来西亚布尔萨棕榈油期货在周一下降, 原因是担心美国-中国贸易紧张、库存增加及产量增加。 Crude palm oil futures on Bursa Malaysia declined on Monday amid concerns over U.S.-China trade tensions, rising inventories, and increased production. 2025年10月的合同降至每吨4 420林吉特,受到潜在关税和较高库存的影响,市场情绪更为广泛。 The October 2025 contract fell to RM4,420 per tonne, with broader market sentiment influenced by potential tariffs and higher stocks. 尽管如此,分析家仍然乐观地指出出口强劲、9月库存高峰以及即将对印度尼西亚B50生物柴油任务的需求。 Despite this, analysts remain optimistic, citing strong exports, inventory peaks in September, and upcoming demand from Indonesia’s B50 biodiesel mandate. 预测CPO价格在2025年平均为每4,2004,300元,在2026年平均为每4,0004,200元,其中最受欢迎的包括SD Guthrie,IOI Corp和Hap Seng种植园. Forecasts project CPO prices to average RM4,200–4,300 per tonne in 2025 and RM4,000–4,200 in 2026, with top picks including SD Guthrie, IOI Corp, and Hap Seng Plantations.