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宝城期货橡胶早报-20250623
Bao Cheng Qi Huo·2025-06-23 01:40

Report Summary 1. Report Industry Investment Rating No relevant content provided. 2. Report's Core View - Both Shanghai rubber (RU) and synthetic rubber (BR) are expected to run in a relatively strong pattern. The short - term and intraday views are "oscillating strongly", while the medium - term view is "oscillating" [1][5][7]. 3. Summary by Related Catalogs Shanghai Rubber (RU) - Price and Change: On the night of last Friday, the 2509 contract of domestic Shanghai rubber futures showed an oscillating and weakening trend, with the futures price slightly closing down 0.65% to 13,860 yuan/ton [5]. - Core Logic: The bombing of Iranian nuclear facilities by the US over the weekend and Iran's vow to attack US military bases in the Middle East increased geopolitical risks, leading to a rise in the premium of energy - chemical commodities. The resonance factor supported the Shanghai rubber futures to maintain a relatively strong pattern. The unfavorable impact of the weak supply - demand structure of the rubber market itself was covered by the bullish atmosphere. It is expected that the 2509 contract of domestic Shanghai rubber futures may maintain an oscillating and strong trend on Monday [5]. Synthetic Rubber (BR) - Price and Change: On the night of last Friday, the 2508 contract of synthetic rubber futures showed an oscillating and weakening trend, with the futures price slightly closing down 1.12% to 11,460 yuan/ton [7]. - Core Logic: The bombing of Iranian nuclear facilities by the US over the weekend and Iran's vow to attack US military bases in the Middle East increased geopolitical risks, leading to a rise in the premium of energy - chemical commodities. The cost factor and resonance factor supported the synthetic rubber futures to maintain a relatively strong pattern. The unfavorable impact of the weak supply - demand structure of synthetic rubber itself was covered by the bullish atmosphere. It is expected that the 2508 contract of domestic synthetic rubber futures may maintain an oscillating and strong trend on Monday [7].