三大油脂持续反弹，菜油最强劲，棕榈油次之，豆油较弱，销售方面，豆油已经恢复到历史水平，局部地区高于往年水平，主要是豆菜差价较大，豆油替代，菜油现货成交较少，但库存较往年低一半，加上进口较小，中加关系预期以及现货价格过硬基差又处于高位所以菜油持续反弹，棕榈油马来产量库存双双减少，印度恢复马来棕油进口进一步刺激马棕价格，印尼B30的政策推动加快棕榈油消费恢复，国内棕榈油成交较好，库存偏低，所以棕榈油上涨态势将延续，现在市场交易逻辑就是疫情后经济情况的恢复，市场逻辑没有转变之前的上涨行情将继续。
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