【B40补贴措施低于预期，棕榈油后市需关注哪些方面？】金十期货1月2日讯，截至14:41，棕榈油2505合约增仓9%，现报8480元/吨，跌幅2.24%。消息面，12月29日，印尼能源与矿产资源部（MEMR）发布文件显示，2025年1月印尼将开始执行B40。但基于出口LEVY的棕榈油种植园基金补贴机制将仅限于公共部门（PSO）生柴义务约755万千升，补贴仅限于PSO、补贴范围缩小，利空棕榈油。中辉期货分析师吴明近认为，棕榈油基本面变化不大，主要是消息面影响，棕榈油主力早盘先拉高后大跌，高位8824回落8460附近，大跌超360元/吨。短期大利空引发市场情绪化交易，9000大关下方反弹高空为主，下方关注8000大关支撑作用，不建议轻易抄底。棕榈油“成也萧何败也萧何”，关注印尼方面后续政策变化情况为主。
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