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豆类油脂库存去化加速，需求回暖支撑市场

2026-03-26

近期国内豆类及油脂市场整体呈现供应宽松、需求回暖的特点。

大豆港口库存虽持续下降，但仍处同比高位，油厂开机率与压榨量维持较高水平，豆粕提货量连续回升，节后补库需求释放，库存压力有限。三大油脂库存总体回落，豆油与棕榈油去库速度加快，菜油持稳，反映下游消费逐步改善。短期看，随着油厂检修增多，压榨节奏或趋缓，豆粕库存有望进一步去化；油脂在提货支撑下，库存压力亦将缓解。

未来需关注养殖及餐饮需求恢复力度，若持续向好，豆类及油脂价格或获支撑，市场稳中偏强运行。

上一篇：棕榈油冲击万元，谁在“添油加火”？ 下一篇：印度植物油买家暂缓采购，押注中东战争引发的高价终将回落
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