Group 1 - The Thai Rubber Authority (RAOT) has announced a one-month delay in the 2025 rubber tapping season, which is expected to impact production by approximately 200,000 tons [2] - The delay in the tapping season has led to a rebound in rubber prices, but there are concerns regarding the demand due to rising inventory levels in tire companies [2] - The average capacity utilization rates for semi-steel and all-steel tire manufacturers in China have decreased, indicating a potential slowdown in production [1] Group 2 - As of April 30, the capacity utilization rate for semi-steel tire manufacturers in China was 66.69%, down 5.67 percentage points month-on-month and 12.29 percentage points year-on-year [1] - The average inventory turnover days for semi-steel tires increased to 45.91 days, reflecting a rise in inventory pressure [1] - The expected price range for rubber is projected to be between 14,500 and 15,500 THB due to the conflicting supply and demand dynamics [2]
天然橡胶：泰国开割季延迟一个月 原料存支撑
Jin Tou Wang·2025-05-08 02:08