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Malaysia reinstated a 5% crude palm oil export tax for May after a four-month suspension, applying to prices above RM2,250 per tonne. Analysts expect the tax and rising supply to weigh on CPO prices in the coming months, with the July contract trading near RM2,345.
A higher export tax discourages Malaysian exports and adds to stock build-up, which is bearish for palm oil prices and supportive of competing vegetable oil substitutes.
在过去 400 次看跌的政策事件之后,棕榈油 在 5 个交易日内中位数变动 -0.0%(49% 上涨;中间一半区间为 -1.3% 至 +1.1%),20 个交易日内为 +0.2%。
在过去 196 次中性的政策事件之后,豆油 在 5 个交易日内中位数变动 +0.1%(52% 上涨;中间一半区间为 -1.6% 至 +2.0%),20 个交易日内为 -0.5%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件;仅描述已发生的情况,不代表未来走势。不构成投资建议。