产能利用率恢复性提升 合成橡胶期货急速上涨

Core Viewpoint - Synthetic rubber futures experienced a rapid increase, with the main contract reaching a peak of 10,675.0 yuan, closing at 10,670.0 yuan, reflecting a rise of 3.84% [1] Group 1: Market Analysis - According to Ruida Futures, the BR2601 contract is expected to fluctuate in the range of 10,000 to 10,600 yuan in the short term [2] - Southwest Futures anticipates a wide range of price consolidation for styrene-butadiene rubber in the upcoming period, with limited downside potential [3] Group 2: Supply and Demand Dynamics - The domestic production of styrene-butadiene rubber is recovering as many previously shut down facilities are restarting, leading to an increase in supply [2] - The demand side shows a decrease in the operating rate of tire companies, with an increase in inventory turnover days, indicating a lack of strong terminal demand [3] - As of November 19, the social inventory of styrene-butadiene rubber stood at 31,500 tons, reflecting a week-on-week increase of 2.24% [3]