Group 1 - The synthetic rubber futures market is experiencing a downward trend, with the main contract opening at 11,250.0 CNY/ton and a decline of 2.57% observed [1] - Demand for synthetic rubber is weak, particularly in the semi-steel tire sector, leading to difficulties in inventory reduction [1] - The supply of butadiene is expected to continue to decline, with a significant gap between butadiene and downstream capacity, which may lead to price volatility due to low circulation [1] Group 2 - Recent weak performance in the raw material market and ongoing selling pressure have led to cautious market sentiment, with a slight decrease in overall inventory for domestic butadiene rubber producers [2] - Tire manufacturers are experiencing a decrease in capacity utilization rates, with some companies undergoing maintenance, which negatively impacts overall production [2] - As maintenance periods conclude, production is expected to recover, potentially boosting overall capacity utilization for tire manufacturers [2] Group 3 - Supply pressure has slightly eased, but demand improvement remains limited, with cost factors expected to support a stabilization and potential rebound in the market [3]
需求端边际改善有限 合成橡胶盘中低位震荡运行