Group 1 - The domestic futures market for synthetic rubber is showing a strong upward trend, with the main contract opening at 11,720.0 CNY/ton and reaching a high of 12,050.0 CNY, reflecting a 2.48% increase [1] - New Lake Futures indicates that the fundamentals for synthetic rubber are not significantly problematic, with a short-term increase in the supply of butadiene and a large production capacity coming online from Jilin Petrochemical [1] - Southwest Futures notes that the expansion of losses and reduced supply, along with favorable macro sentiment, suggests a stabilization in the market, highlighting potential rebound opportunities [1] Group 2 - Ruida Futures reports that the domestic production of styrene-butadiene rubber is recovering due to the restart of previously shut down facilities, leading to an increase in supply, while downstream purchasing pressure is affecting sales performance [2] - The tire production capacity utilization rate has increased week-on-week, but there are concerns about a potential slight decrease in utilization due to high temperatures and limited overall order growth [2] - The BR2510 contract is expected to fluctuate within the range of 11,850 to 12,300 CNY in the short term [2]
宏观情绪偏好 合成橡胶期货具备相当的上涨潜力