全文可编辑内容-中国棕榈油期货行业市场前景及投资研究报告：研究框架.pptxVIP

ChinaPalmOilFuturesResearchFramework中国棕榈油期货研究框架2025/08/26MoreEnglishReportson【CITICFuturesInternationalServicePlatform】

CONTENTOverviewSupplyDemand010203概述供给需求RelatedReports相关报ChinaPalmoilFuturesCross-BorderArbitrageFramework中国豆类期货跨境套利框架【中信期货国际化CITICFutureChinaRapeseedMealResearchFramework中国菜粕研究框架【中信期货国际化CITICFuturesU.S.CornResearchFramework美国玉米研究框架【中信期货国际化CITICFuturesChinaLiveHogFuturesFramework中国生猪期货研究框架【中信期货国际化CITICFutures】*Clickonthehyperlinkofreporttitlestoreadhistoricalreports

Summary摘要Chinaspalmoilsupplyisentirelydependentonimports,primarilysourcedfromIndonesia(72%)andMalaysia(28%).Themainimportedvarietiesarepalmoleinandpalmstearin.Importvolumesarelargelyinfluencedbyimportprofitability,withshipmentstypicallyhigherinthesecondhalfoftheyearcomparedtothefirsthalf,followingtheseasonalsupplypatternsoftheproducingregions.Globally,palmoilisprimarilyusedinthreesectors:foodindustry(63%),dailychemicalindustry(11%),andbiofuel(23%).Inrecentyears,theuseofpalmoilforbiodieselproductioninproducingregionshasseenthemostsignificantgrowth.InChina,palmoilconsumptionismainlydrivenbythefoodanddailychemicalindustries,withimportvolumesdecliningoverthepasttwoyears.Intermsofinventory,itprimarilyconsistsofportreserveandoilrefinerystorage.中国棕榈油供应完全依赖进口，主要从印度尼西亚（72%）和马来西亚（28%）进口，主要进口种类是棕榈液油和棕榈硬脂。进口规模主要受到进口利润影响，进口量跟随产区供应淡旺季通常下半年高于上半年。全球棕榈油消费最主要的用途有食品工业（63%），日化工业（11%）和生物燃料（23%）。近几年，棕榈油产地的生物柴油生产用油量增幅最为突出；中国棕榈油消费主要是食品工业和日化工业为主，近2年进口量有所下降。库存方面，主要为港口库存，油厂库存。Risks:Weather,TradePolicies,Etc.风险提示：天气、贸易政策等Thisreportisnotaserviceunderthefuturestradingconsultingbusiness.Theopinionsandinformationprovidedareforreferenceonlyanddonotconstituteinvestmentadvicetoanyone.CITICFuturesdonotconsiderrelevantpersonnelasclientduetotheattention,receip