【棕榈油产地挺价,国内硬脂酸利润明显受挤压】金十期货12月6日讯,11月底以来,在东南亚暴雨、印尼上调棕榈油出口税费、马棕11月降库预期的影响下,棕榈油产地挺价意向强,市场突破前期高点。截至12月5日,CFR中国工棕市场收于1285美元/吨,较前期高点即11月12日的1260美元/吨上涨1.98%。硬脂酸成本压力高企,但国内产业链成本自上向下传导乏力,下游对高价接受度低,买卖双方较为僵持,硬脂酸跟涨受限。截至12月5日,华东国产一级硬脂酸市场商谈在10800-10900元/吨,理论利润-719元/吨为近两年最低。后期,原料棕榈油市场虽然存在利多消化后的回调预期,但硬脂酸市场近期利润明显受挤压,预计后市下方空间较为有限。
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