Report Summary 1. Investment Rating No investment rating for the industry is provided in the report. 2. Core View - Both Shanghai rubber (RU) and synthetic rubber (BR) are expected to run in a relatively strong pattern. Shanghai rubber 2509 and synthetic rubber 2508 are expected to maintain a volatile and relatively strong trend on Wednesday, June 19, 2025 [1][5][7]. 3. Summary by Related Content Shanghai Rubber (RU) - Short - term, Medium - term, and Intraday Views: Short - term: volatile; Medium - term: volatile; Intraday: volatile and relatively strong; Overall view: relatively strong operation [1][5]. - Core Logic: Since this week, the conflict between Iran and Israel has continued to escalate, with missile attacks on energy facilities, increasing the premium of energy - chemical commodities. The resonance factor in the strong energy - chemical sector supports the Shanghai rubber futures to maintain a relatively strong pattern. The negative impact of the weak supply - demand structure in the rubber market is covered by the bullish atmosphere. On Tuesday night, the 2509 contract of domestic Shanghai rubber futures rose slightly, with the futures price up 1.37% to 14,045 yuan/ton [5]. Synthetic Rubber (BR) - Short - term, Medium - term, and Intraday Views: Short - term: volatile; Medium - term: volatile; Intraday: volatile and relatively strong; Overall view: relatively strong operation [1][7]. - Core Logic: Since this week, due to the escalating conflict between Iran and Israel and attacks on energy facilities, the premium of energy - chemical commodities has increased. The cost factor and resonance factor in the strong performance of crude oil futures and energy - chemical commodities support the synthetic rubber futures to maintain a relatively strong pattern. The negative impact of the weak supply - demand structure of synthetic rubber is covered by the bullish atmosphere. On Tuesday night, the 2508 contract of synthetic rubber futures rose slightly, with the futures price up 1.33% to 11,470 yuan/ton [7].
宝城期货橡胶早报-20250618
Bao Cheng Qi Huo·2025-06-18 02:19