Core Viewpoint - Natural rubber futures experienced a sharp decline, with the main contract dropping to a low of 15,470.00 yuan, closing at 15,575.00 yuan, down 1.92% [1] Group 1: Market Analysis - New Lake Futures recommends holding long positions in natural rubber, citing pressure on inventory but a limited import volume from July to October, leading to a gradual reduction in stocks [2] - New Century Futures expects natural rubber prices to maintain a strong upward trend in the short term, driven by increased purchasing activity from downstream tire manufacturers and a decrease in overall port inventory [3] - Green Dahan Futures anticipates a medium to long-term bullish outlook for natural rubber, despite recent price declines attributed to concerns over demand performance [4] Group 2: Supply and Demand Dynamics - The current market shows a supply surplus, but the gap between supply and demand is narrowing, with expectations of tighter raw material supply due to increased rainfall in major production areas [3] - Domestic inventory is expected to continue its downward trend, supported by stable demand and favorable supply-side conditions [3][4]
下半年宏观面将偏暖 中长期预计天胶存看涨空间
Jin Tou Wang·2025-08-20 06:03