成本端支撑有所提升 合成橡胶期货盘面积极走预期

Group 1 - The synthetic rubber futures market is showing a strong upward trend, with the main contract opening at 10,910.0 yuan/ton and reaching a high of 11,210.0 yuan, reflecting an increase of approximately 2.44% [1] - According to Zhonghui Futures, the resumption of operations at Yulong Petrochemical and the expected restart of Maoming Petrochemical in mid-January will stabilize upstream butadiene prices, supporting the cost of synthetic rubber [2] - Newhu Futures reports that the recent export of 2,000 tons of butadiene indicates a low price environment, which may strengthen the market fundamentals and support prices in the short to medium term [2] Group 2 - Ruida Futures notes that the resumption of production at various synthetic rubber facilities has led to a recovery in domestic output, although inventory levels remain under pressure due to slow sales from downstream buyers [3] - The overall production capacity utilization rate among tire manufacturers has increased, but the seasonal slowdown in demand is causing some companies to adopt flexible production strategies, potentially leading to further inventory increases [3] - The BR2602 contract is expected to fluctuate within the range of 10,600 to 11,000 yuan in the short term [3]