Jin Tou Wang·2025-06-27 07:03Group 1 - The main contract for 20 rubber futures experienced a rapid increase, reaching a peak of 12,275.00 yuan, with a current price of 12,235.00 yuan, reflecting a rise of 2.13% [1] - Guosen Futures predicts that rubber prices will maintain a fluctuating trend in the short term due to reduced rainfall in Thailand, which still affects tapping operations, and a strong market expectation for supply [2] - Demand from downstream product enterprises is currently in the off-season, with new orders falling short compared to the same period last year, leading to slow inventory depletion of finished tires [2] Group 2 - Ruida Futures forecasts that the NR2508 contract will fluctuate between 11,800 and 12,300 yuan, influenced by increased rainfall in Hainan, which disrupts tapping operations and tightens raw material supply [3] - The total inventory at Qingdao Port has increased more than expected, with general trade inventories showing significant accumulation, while downstream enterprises maintain low procurement levels [3] - Domestic tire enterprises' capacity utilization rates are mixed, with some semi-steel tire companies facing production halts, while full-steel tire operations remain stable, leading to a slight overall increase in capacity utilization [3]