Group 1 - The price of cup rubber is 51.00 THB/kg, while latex is at 54.70 THB/kg, indicating slight fluctuations in the market [1] - The price of natural rubber in China varies, with standard rubber from Vietnam and Hainan both priced at 15,600 CNY/ton, while other grades show slight variations [2] - The futures market for natural rubber closed at 15,780.00 CNY/ton on December 26, with a daily increase of 0.70% and a trading volume of 340,531 contracts [2] Group 2 - Thailand exported 4 million tons of natural rubber and mixed rubber in the first 11 months, a year-on-year increase of 4.6%, with exports to China reaching 2.518 million tons, up 24% [3] - As of mid-December, China's total social inventory of natural rubber reached 1.152 million tons, an increase of 2.9% month-on-month, with dark rubber inventory at 748,000 tons and light rubber at 404,000 tons [3] Group 3 - According to research from Shenwan Hongyuan Futures, overseas production areas are gradually increasing supply, while domestic inventories in Qingdao are rising, indicating ongoing supply pressure [4] - The domestic production areas are transitioning to a non-tapping season, which may reduce supply elasticity in the short term, while raw rubber prices remain relatively firm [4] - Demand for all-steel tires is stable, suggesting a strong outlook for rubber prices in the short term [4]
需求端支撑全钢胎开工平稳 预计短期胶价走势偏强
Jin Tou Wang·2025-12-26 08:46