合成橡胶早报-20250804

Group 1: Report Information - Report Name: Yongan Synthetic Rubber Morning Report [2] - Release Date: August 4, 2025 [3] - Research Team: Research Center's Energy and Chemicals Team [3] Group 2: BR Main Contract Overview - Closing Price of Main Contract: On August 1st, it was 11,455, a daily decrease of 40 and a monthly decrease of 960 compared to July 2nd [3] - Open Interest of Main Contract: On August 1st, it was 33,939, a daily decrease of 881 and a monthly decrease of 15,372 compared to July 2nd [3] - Trading Volume of Main Contract: On August 1st, it was 73,266, a daily decrease of 19,757 and a monthly decrease of 87,525 compared to July 2nd [3] - Warehouse Receipt Quantity: On August 1st, it was 10,340, with no daily change and an increase of 500 compared to July 2nd [3] - Virtual-to-Physical Ratio: On August 1st, it was 16.41, with no daily change and a decrease of 9 compared to July 2nd [3] Group 3: Basis and Spread - Butadiene Rubber Basis: On August 1st, the butadiene rubber basis was 145, a daily decrease of 60 and an increase of 360 compared to July 2nd [3] - Butadiene Rubber Basis (Two Oil Companies): On August 1st, it was 345, a daily increase of 40 and an increase of 360 compared to July 2nd [3] - Styrene-Butadiene Rubber Basis: On August 1st, it was 495, a daily decrease of 60 and an increase of 460 compared to July 2nd [3] - August - September Spread: On August 1st, it was -100, a daily decrease of 100 and an increase of 82 compared to July 2nd [3] - September - October Spread: On August 1st, it was 10, a daily decrease of 5 and a decrease of 5 compared to July 2nd [3] Group 4: Spot Price - Shandong Market Price: On August 1st, it was 11,600, a daily decrease of 100 and a decrease of 600 compared to July 2nd [3] - Chuanhua Market Price: On August 1st, it was 11,450, with no daily change and a decrease of 650 compared to July 2nd [3] - Qilu Factory Price: On August 1st, it was 11,800, with no daily change and a decrease of 600 compared to July 2nd [3] Group 5: Processing and Import/Export Profits - Spot Processing Profit: On August 1st, it was 16, a daily decrease of 151 and a decrease of 232 compared to July 2nd [3] - Futures Processing Profit: On August 1st, it was -129, a daily decrease of 91 and a decrease of 425 compared to July 2nd [3] - Import Profit: On August 1st, it was -84,921, a daily decrease of 96 and an increase of 3,829 compared to July 2nd [3] - Export Profit: On August 1st, it was -125, a daily increase of 87 and an increase of 746 compared to July 2nd [3] Group 6: Butadiene (BD) Information - Market Prices: Shandong market price on August 1st was 9,200, a daily increase of 50 and a decrease of 525 compared to July 2nd; Jiangsu market price was 9,200, with no daily change and a decrease of 550 compared to July 2nd; Yangzi factory price was 9,200, a daily decrease of 200 and a decrease of 500 compared to July 2nd [3] - CFR China: On August 1st, it was 1,080, a daily decrease of 10 and a decrease of 20 compared to July 2nd [3] - Processing Profits: Carbon tetrachloride extraction profit was not available on August 1st; butene oxidative dehydrogenation profit was 176, with no daily change and a decrease of 690 compared to July 2nd [3] - Import and Export Profits: Import profit on August 1st was 263, a daily increase of 82 and a decrease of 427 compared to July 2nd; export profit was -954, with no daily change and an increase of 582 compared to July 2nd [3] Group 7: Downstream Profits - Butadiene Rubber Production Profit: On August 1st, it was -129, a daily decrease of 91 and a decrease of 425 compared to July 2nd [3] - Styrene-Butadiene Rubber Production Profit: On August 1st, it was 900, a daily increase of 150 and no change compared to July 2nd [3] - ABS Production Profit: Data was not available on August 1st [3] - SBS Production Profit (791 - H): On August 1st, it was 1,100, a daily increase of 170 and an increase of 380 compared to July 2nd [3] Group 8: Inter - and Intra - Variety Spreads - RU - BR Spread: On August 1st, it was -19,629, a daily increase of 631 and an increase of 14,097 compared to July 2nd [3] - NR - BR Spread: On August 1st, it was -21,764, a daily increase of 781 and an increase of 14,227 compared to July 2nd [3] - Thai Mixed - Butadiene Rubber Spread: On August 1st, it was 2,450, a daily decrease of 100 and a decrease of 450 compared to July 2nd [3] - 3L - Styrene - Butadiene Rubber Spread: On August 1st, it was 2,500, a daily decrease of 100 and a decrease of 250 compared to July 2nd [3] - Butadiene Rubber Standard - Non - Standard Spread: On August 1st, it was 250, a daily decrease of 50 and no change compared to July 2nd [3] - Styrene - Butadiene Rubber 1502 - 1712 Spread: On August 1st, it was 1,150, with no daily change and no change compared to July 2nd [3]