永安合成橡胶早报-20250807

1. Report Industry Investment Rating - No information provided in the content 2. Core Viewpoints of the Report - No clear core viewpoints presented in the given text. The report mainly provides data on the synthetic rubber market. 3. Summary of Relevant Catalogs 3.1 BR (Butadiene Rubber) - Contract Data: On August 6, the closing price of the BR main contract was 11,505, a daily decrease of 10 and a monthly decrease of 270; the position was 28,087, a daily decrease of 2,345 and a monthly decrease of 11,603; the trading volume was 51,579, a daily decrease of 2,366 and a monthly decrease of 48,813; the warrant quantity was 10,310, a daily decrease of 230 and a monthly increase of 120; the long - short ratio was 13.62, with no daily data provided and a monthly decrease of 6 [3]. - Basis and Spread: The butadiene - styrene basis was 495, a daily increase of 10 and a monthly increase of 70; the 8 - 9 spread was 55, a daily increase of 55 and a monthly increase of 105; the 9 - 10 spread was 5, a daily increase of 10 and a monthly decrease of 20 [3]. - Spot Price: The Shandong market price was 11,600, with no daily change and a monthly decrease of 200; the Transfar market price was 11,600, with no daily change and a monthly decrease of 300; the Qilu ex - factory price was 11,500, with no daily change and a monthly decrease of 600; CFR Northeast Asia was 1,450, with no daily change and a monthly decrease of 25; CFR Southeast Asia was 1750, with no daily or monthly change [3]. - Processing and Import - Export: The spot processing profit was - 163, a daily decrease of 102 and a monthly decrease of 328; the import profit was - 82,267, with no daily change and a monthly increase of 4,809; the export profit was - 328, with no daily change and a monthly decrease of 20 [3]. 3.2 BD (Butadiene) - Price: The Jiangsu market price was 9,350, a daily increase of 100 and a monthly increase of 50; the Yangzi ex - factory price was 9,400, a daily increase of 200 and no monthly change; CFR China was 1,080, with no daily or monthly change [3]. - Processing and Import - Export: The carbon - four extraction profit was not available; the butene oxidation dehydrogenation profit was 326, a daily increase of 100 and a monthly increase of 50; the import profit was 433, a daily increase of 100 and a monthly increase of 144; the export profit was - 1,100, a daily decrease of 87 and a monthly decrease of 18 [3]. 3.3 Downstream Profits - The butadiene - styrene production profit was 550, a daily decrease of 175 and a monthly decrease of 375; the ABS production profit was 225, a daily decrease of 54 and a monthly decrease of 7; the SBS (791 - H) production profit was 960, a daily decrease of 170 and a monthly increase of 30 [3]. 3.4 Variety Spreads - Inter - Variety Spreads: RU - BR was - 12,592, a daily increase of 3,295 and a monthly increase of 12,153; NR - BR was - 15,767, a daily increase of 2,365 and a monthly increase of 11,348; Thai mixed - butadiene was 2720, with no daily change and a monthly decrease of 30; 3L - butadiene - styrene was 2650, with no daily change and a monthly decrease of 50; the difference between standard and non - standard butadiene was 250, with no daily or monthly change [3]. - Intra - Variety Spreads: The difference between butadiene - styrene 1502 and 1712 was 1,150, with no daily change and a monthly increase of 50 [3].