Group 1 - The core viewpoint indicates that the arrival of typhoon season is affecting supply, with Typhoon Jianyu bringing rainfall disturbances to Hainan Province and northern Thailand, leading to relatively firm raw material prices [1] - Demand side analysis shows a significant increase in exports of all-steel and semi-steel tires in July compared to previous years, supported by tariff deadlines, which provides strong demand support [1] - The overall market fundamentals are considered strong, with short-term rubber prices expected to experience strong fluctuations due to favorable demand conditions [1] Group 2 - The main contracts showed mixed performance in early trading on August 26, with 20 rubber, synthetic rubber, and焦煤 rising over 1%, while shipping indices and aluminum oxide fell over 1% [3]
期货午评：主力合约涨跌互现，20号胶、橡胶、合成橡胶、焦煤涨超1%；集运欧线跌超2%，氧化铝跌超1%
Sou Hu Cai Jing·2025-08-26 03:57