Ruida Futures(SZ:002961) Jin Tou Wang·2025-05-26 07:04Core Viewpoints - Natural rubber futures experienced a sharp decline, with the main contract dropping to a low of 14,275.00 yuan, closing at 14,395.00 yuan, reflecting a decrease of 2.27% [1] Group 1: Market Analysis - Shenyin Wanguo Futures predicts a weak oscillation in natural rubber prices due to favorable weather conditions in domestic production areas and increasing inventory levels in Qingdao [1] - Ru2509 contract is expected to fluctuate between 14,200 and 14,800 yuan, influenced by varying weather conditions affecting production in different regions [2] - COFCO Futures anticipates a second round of decline in Shanghai rubber prices, as the market focus shifts away from supply despite strong raw material prices in Thailand [3] Group 2: Supply and Demand Dynamics - Global natural rubber production areas are gradually opening for tapping, but recent weather conditions in Yunnan have delayed production increases [2] - Domestic tire manufacturers are gradually stabilizing production rates, although some companies are reducing output to manage inventory levels [2] - The overall capacity utilization rate of tire manufacturers is recovering, leading to increased warehouse withdrawals in Qingdao, with the outflow rate significantly exceeding the inflow rate [2]