化工板块涨跌不一 甲醇、合成橡胶主力跌逾2%

Core Insights - The domestic chemical futures market showed mixed performance on November 3, with methanol and synthetic rubber futures dropping over 2% while caustic soda futures increased by 1.38% [1] Price Movements - Caustic soda futures rose to 2352.00 CNY/ton, up 1.38% - Synthetic rubber futures fell to 10440.00 CNY/ton, down 2.25% - Methanol futures decreased to 2147.00 CNY/ton, down 2.50% - Paraxylene futures increased to 6660.00 CNY/ton, up 0.82% [1] Futures Market Data - The opening and closing prices for various contracts on November 3 were as follows: - Synthetic rubber: Opened at 10590.00 CNY, closed at 10585.00 CNY - Methanol: Opened at 2182.00 CNY, closed at 2180.00 CNY - Caustic soda: Opened at 2312.00 CNY, closed at 2310.00 CNY [2] Warehouse Inventory Changes - As of October 31, warehouse receipts for various commodities showed the following changes: - Natural rubber: 120900 tons, down 770 tons - 20 rubber: 44655 tons, down 202 tons - Pulp: 218559 tons, down 383 tons - PTA: 67579 contracts, up 806 contracts - Methanol: 11837 contracts, down 160 contracts [3][4] Basis Data - The basis data indicated that several commodities experienced a "backwardation" situation, where spot prices were higher than futures prices, including: - Pulp, butadiene rubber, glass, and several others [4] - The basis and basis rates for selected commodities were as follows: - Caustic soda: Basis of 298 CNY, basis rate of 11.38% - Pulp: Basis of 284 CNY, basis rate of 5.15% - Butadiene rubber: Basis of 510 CNY, basis rate of 4.57% [5]