Group 1 - The core viewpoint is that multiple factors, including rising expectations for Federal Reserve interest rate cuts, tight supply, increasing demand, and raw material price hikes, are driving strong performance in natural rubber prices [1][2][3] Group 2 - Natural rubber prices experienced fluctuations but remained resilient due to strong raw material prices, with the international market price for cup rubber at 49.5 THB/kg, a weekly decrease of 0.3 THB/kg [1] - Domestic natural rubber inventory has decreased, with a total of 21.3 million tons as of August 22, down 519 tons week-on-week, marking a year-on-year decline of 16.27% [2] - The automotive and tire export sectors are performing well, with China's vehicle exports reaching 4.16 million units from January to July, a year-on-year increase of 19.2%, and tire exports also showing growth [3]
多重利多共振 天胶有望维持强势
Qi Huo Ri Bao·2025-08-26 23:27