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[Futures Hot Topics] The soybean-palm oil price spread continues to widen! India cuts hundreds of thousands of tons of soybean oil orders and shifts them to palm oil; will India's March palm oil imports reach a new high?

2026-03-05

[Futures Hot Topics] The soybean-palm oil price spread continues to widen! India cuts hundreds of thousands of tons of soybean oil orders and shifts them to palm oil; will India's March palm oil imports reach a new high?

Other News
2026-03-05

European stocks reversed course, with the Stoxx Europe 600 index rising 0.5% after falling as much as 0.5% earlier.

European stocks reversed course, with the Stoxx Europe 600 index rising 0.5% after falling as much as 0.5% earlier.
2026-03-05

International 1. Mitsubishi UFJ Bank: Dollar rebound momentum may dry up in Q2. 2. Tradeu: Escalating tensions in the Middle East drive oil prices higher, $100 oil price becomes possible. 3. ING: Middle East conflict may cause Italian economic slo

International 1. Mitsubishi UFJ Bank: Dollar rebound momentum may dry up in Q2. 2. Tradeu: Escalating tensions in the Middle East drive oil prices higher, $100 oil price becomes possible. 3. ING: Middle East conflict may cause Italian economic slowdown. 4. TD Securities: Rising oil prices may complicate Fed rate cuts. 5. UBS: Upgrades South Korean stock market rating, optimistic about semiconductor earnings prospects. 6. Danske Bank: US-Iran conflict will not lead to inflationary shocks. Domestic 1. CITIC Securities: Impact of AI big data models on software sentiment spreads, software application sector undergoes overall adjustment. 2. CITIC Securities: Domestic automobile sales are expected to improve significantly month-on-month, while export performance will continue to be strong. 3. CITIC Securities: Top-level design for green fuels has been set, investment focus is on wind power companies with transformation capabilities. 4. CITIC Securities: Incremental growth logic continues to strengthen, highly optimistic about the AI PCB sector. 5. CITIC Securities: We recommend focusing on companies with advantages in large-scale models, enterprise-level agent software, vertical agent software, and AI infrastructure. 6. Huatai Securities: Wind power demand in 2025 exceeded expectations, and the high prosperity is expected to continue in 2026.
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