【分析师预计棕榈油产量放缓将推高价格】金十期货1月14日讯,据外媒报道,马来西亚一家研究机构周一表示,由于产量放缓,毛棕榈油价格短期内仍保持高位。MIDF Research在一份报告中表示,1. 由于库存水平偏低,马来西亚产量的复苏预计会放缓,预计毛棕榈油平均价将稳定在每吨4815林吉特。报告中称:“值得注意的是,马来西亚和印尼棕榈油产量增长放缓,加上拉尼娜现象和生物树林修养可能带来的棕榈油出口禁令,可能对2025年第一季度至第二季度的棕榈油供应构成风险。”这可能给棕榈油价格创造一个有利的轨迹,可能在第二季度将其从每吨4500推升至近5000林吉特。2. 后市方面,MIDF认为,生物树林修养以及产量恢复速度低于预期将持续下去,预计2025年产量将同比仅增长1%,至1950万吨。报告中称,拉尼娜现象和东北季风(11月-3月)等不利的天气事件的持续,可能会进一步影响农作物产量。
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