宝城期货橡胶早报-20250619

Report Overview - Report Industry Investment Rating: Not provided - Core View: Both Shanghai rubber and synthetic rubber are expected to run in a relatively strong pattern, with short - term and intraday trends being oscillating and strong, and medium - term trends being oscillating [1][5][7] Shanghai Rubber (RU) - Short - term View: Oscillating and strong [1] - Medium - term View: Oscillating [1][5] - Intraday View: Oscillating and strong [1][5] - Reference View: Running in a strong pattern [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 products. The resonance factor supports the Shanghai rubber futures to maintain a strong pattern. The weak supply - demand structure of the rubber market is covered by the bullish atmosphere. On Wednesday night, the 2509 contract of domestic Shanghai rubber futures showed an oscillating and consolidating trend, with the price slightly down 0.11% to 13,985 yuan/ton. It is expected to maintain an oscillating and strong trend on Thursday [5] Synthetic Rubber (BR) - Short - term View: Oscillating and strong [1] - Medium - term View: Oscillating [1][7] - Intraday View: Oscillating and strong [1][7] - Reference View: Running in a strong pattern [1][7] - 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 products. The cost factor and resonance factor support the synthetic rubber futures to maintain a strong pattern. The weak supply - demand structure of synthetic rubber is covered by the bullish atmosphere. On Wednesday night, the 2508 contract of synthetic rubber futures showed an oscillating and strong trend, with the price slightly up 0.35% to 11,555 yuan/ton. It is expected that the 2509 contract of domestic Shanghai rubber futures will maintain an oscillating and strong trend on Thursday [7]