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亚细安推广生物柴油助推棕榈油价格上涨,新交所上市公司能否从中受益?
分析师指出:粗棕榈油价格上涨虽能支持上游种植园的盈利,但对综合性运营商而言可能是一把双刃剑。
Published Mon, May 4, 2026 · 08:30 PM
本文由AI辅助翻译
[新加坡] 霍尔木兹海峡的长期关闭导致原油供应短缺,这加速了东南亚地区的生物柴油强制规定,从而推高了粗棕榈油(CPO)价格,并提振了在新加坡交易所上市的种植园股。
生物柴油是一种通过植物油或动物脂肪与酒精反应生产的石油基柴油燃料替代品,其成本竞争力正日益增强。
美伊战争后,粗棕榈油对瓦斯油的保费已从过去一年的平均约271美元/吨收窄至约14美元/吨。
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