Ruida Futures(SZ:002961) Jin Tou Wang·2025-09-30 08:00Core Viewpoint - The domestic futures market for natural rubber is experiencing a decline, with the main contract closing at 15,030.00 CNY/ton, reflecting a drop of 2.02% [1] Supply Analysis - Global natural rubber producing regions are currently in the tapping season, with improved weather in Yunnan leading to normal latex production and stable raw material purchasing prices. However, the Hainan region is facing supply constraints due to increased rainfall from Typhoon "Bolaoi," limiting the actual procurement volume for local rubber processing plants [1] Demand Analysis - Tire manufacturing operations are undergoing slight adjustments, with most companies maintaining previous operational levels to build inventory for the post-holiday period. Some smaller semi-steel tire manufacturers are entering maintenance periods early due to insufficient orders, which slightly impacts their capacity utilization rates [1] Market Outlook - The overall capacity utilization rate is expected to fluctuate slightly. Major producing areas are affected by rainfall and typhoons, which may suppress raw material prices due to anticipated increases in supply. Natural rubber prices are likely to exhibit wide fluctuations in the future [1]