永安合成橡胶早报-20250721

Group 1: Report Information - Report Name: Yongan Synthetic Rubber Morning Report [2] - Research Team: Research Center's Energy and Chemicals Team [3] - Report Date: July 21, 2025 [3] Group 2: BR Contract Data - On July 18, the closing price of the main BR contract was 11720, with a daily increase of 150 and a weekly increase of 105 [4] - The position volume of the main contract was 17214, a daily decrease of 1197 and a weekly decrease of 9080 [4] - The trading volume of the main contract was 90362, a daily increase of 20978 and a weekly increase of 8066 [4] - The warehouse receipt quantity was 9700, with no daily change and a weekly increase of 1100 [4] - The virtual - real ratio was 8.87, a daily decrease of 1 and a weekly decrease of 6 [4] Group 3: BR Basis and Spread Data - The butadiene - styrene basis was 380, with no daily change and a weekly decrease of 105 [4] - The 8 - 9 month spread was 25, with no daily change and a weekly decrease of 5 [4] - The 9 - 10 month spread was 30, a daily increase of 15 and a weekly increase of 5 [4] Group 4: BR Spot Price Data - The Shandong market price was 11700, a daily increase of 100 and a weekly increase of 50 [4] - The Chuanhua market price was 11600, a daily increase of 100 and a weekly increase of 100 [4] - The Qilu ex - factory price was 11700, with no daily or weekly change [4] - CFR Northeast Asia was 1425, with no daily or weekly change [4] - CFR Southeast Asia was 1730, with no daily change and a weekly decrease of 20 [4] Group 5: BR Processing and Import - Export Data - The spot processing profit was - 139, a daily increase of 49 and a weekly decrease of 103 [4] - The disk processing profit was - 119, with a certain change compared to previous data and a weekly decrease of 48 [4] - The import profit was - 83785, a daily increase of 38 and a weekly decrease of 146 [4] - The export profit was - 202, a daily decrease of 81 and a weekly decrease of 23 [4] Group 6: BD Price and Profit Data - The Shandong market price was 9450, a daily increase of 50 and a weekly increase of 150 [4] - The Jiangsu market price was 9450, a daily increase of 50 and a weekly increase of 150 [4] - The Yangzi ex - factory price was 9400, with no daily change and a weekly increase of 200 [4] - CFR China was 1050, a daily decrease of 10 and no weekly change [4] - The carbon - four extraction profit was N/A, and the data for daily and weekly changes were not available [4] - The butene oxidative dehydrogenation profit was 496, a daily increase of 50 and a weekly increase of 430 [4] - The import profit was 777, a daily increase of 126 and a weekly increase of 132 [4] - The export profit was - 1331, a daily decrease of 39 and a weekly decrease of 259 [4] Group 7: Downstream Product Profit Data - The butadiene - styrene production profit was 575, with no daily change and a weekly decrease of 125 [4] - The SBS production profit (791 - H) was 670, with no daily change and a weekly increase of 90 [4] - The ABS production profit data for July 18 and daily change were N/A [4] Group 8: Inter - variety Spread Data - RU - BR was - 2404, a daily increase of 1342 and a weekly increase of 9530 [4] - NR - BR was - 5826, a daily increase of 1287 [4] - Thai mixed - butadiene was 2800, a daily decrease of 20 and a weekly increase of 300 [4] - 3L - butadiene - styrene was 2650, a daily increase of 50 and a weekly increase of 200 [4] Group 9: Intra - variety Spread Data - The butadiene standard - non - standard price difference was 200, with no daily change and a weekly increase of 50 [4] - The butadiene - styrene 1502 - 1712 was 1200, a daily increase of 50 and a weekly increase of 50 [4]