合成橡胶早报-20250807

Report Overview - Report Name: Yong'an Synthetic Rubber Morning Report - Date: August 7, 2025 - Research Team: Research Center Energy and Chemical Team - Data Sources: Mysteel, Wind [7][17] 1. Report Industry Investment Rating - Not provided in the given content. 2. Report's Core View - Not explicitly stated in the given content. The report mainly presents a comprehensive set of data on the synthetic rubber market, including price, volume, profit, and spread information for BR (butadiene rubber) and BD (butadiene), which can be used by investors to analyze market trends and make investment decisions. 3. Summary by Relevant Catalogs BR (Butadiene Rubber) a. Futures Market - 主力合约收盘价: On August 6, it was 11,505, with a daily change of -10 and a weekly change of -270 compared to July 7 [3][13]. - 主力合约持仓量: On August 6, it was 28,087, with a daily change of -2,345 and a weekly change of -11,603 [3][13]. - 主力合约成交量: On August 6, it was 51,579, with a daily change of -2,366 and a weekly change of -48,813 [3][13]. - 仓单数量: On August 6, it was 10,310 (13.62), with a daily change of -230 (-1) and a weekly change of 120 (-6) [3][13]. b. Basis and Spread - 顺丁基差: On August 6, it was 82 (the value on July 7 was 450), with a daily change of 10 and a weekly change of 70 [3][13]. - 顺丁基差(两油): On August 6, it was -5 (the value on July 7 was 400), with a daily change of 10 and a weekly change of -330 [3][13]. - 丁苯基差: On August 6, it was 495 (the value on July 7 was 700), with a daily change of 10 and a weekly change of 70 [3][13]. - 8 - 9月差: On August 6, it was 85 (the value on July 7 was 70), with a daily change of 105 [3][13]. - 9 - 10月差: On August 6, it was 5 (the value on July 7 was 40), with a daily change of 10 and a weekly change of -20 [3][13]. c. Spot Market - 山东市场价: On August 6, it was 11,600, with no daily change and a weekly change of -200 [3][13]. - 传化市场价: On August 6, it was 11,500, with no daily change and a weekly change of -300 [3][13]. - 齐鲁出厂价: On August 6, it was 11,500, with no daily change and a weekly change of -600 [3][13]. - CFR东北亚: On August 6, it was 1,450, with no daily change and a weekly change of -25 [3][13]. - CFR东南亚: On August 6, it was 1,750, with no daily change and no weekly change [3][13]. d. Processing and Import - Export - 现货加工利润: On August 6, it was -163 (the value on July 7 was 223), with a daily change of -102 and a weekly change of -328 [3][13]. - 盘面加工利润: On August 6, it was -258 (the value on July 7 was -227), with a daily change of -112 and a weekly change of -398 [3][13]. - 进口利润: On August 6, it was -82,267 (the value on July 7 was -81,486), with no daily change and a weekly change of 4,809 [3][13]. - 出口利润: On August 6, it was -328 (the value on July 7 was -210), with no daily change and a weekly change of -20 [3][13]. BD (Butadiene) a. Price - 山东市场价: On August 6, it was 9,375, with a daily change of 100 and a weekly change of 125 [3][13]. - 江苏市场价: On August 6, it was 9,350, with a daily change of 100 and a weekly change of 50 [3][13]. - 扬子出厂价: On August 6, it was 9,400, with a daily change of 200 and no weekly change [3][13]. - CFR中国: On August 6, it was 1,080, with no daily change and a weekly change of -10 [3][13]. b. Processing and Import - Export - 碳四抽提利润: Data for August 6 was N/A (the value on July 7 was 1,765) [3][13]. - 丁烯氧化脱氢利润: On August 6, it was 326 (the value on July 7 was -454), with a daily change of 100 and a weekly change of 50 [3][13]. - 进口利润: On August 6, it was 433 (the value on July 7 was 106), with a daily change of 100 and a weekly change of 144 [3][13]. - 出口利润: On August 6, it was -1,100 (the value on July 7 was -746), with a daily change of -87 and a weekly change of 18 [3][13]. c. Downstream Profits - 顺丁生产利润: On August 6, it was -258 (the value on July 7 was -227), with a daily change of -112 and a weekly change of -398 [3][13]. - 丁苯生产利润: On August 6, it was 550 (the value on July 7 was 638), with a daily change of -175 and a weekly change of -375 [3][13]. - ABS生产利润: On August 6, it was 225 (the value on July 7 was 396), with a daily change of -54 and a weekly change of -7 [3][13]. - SBS生产利润(791 - H): On August 6, it was 960 (the value on July 7 was 805), with a daily change of -170 and a weekly change of 30 [3][13]. d. Spreads - RU - BR: On August 6, it was -12,592 (the value on July 7 was -16,306), with a daily change of 3,295 and a weekly change of 12,153 [3][13]. - NR - BR: On August 6, it was -15,767 (the value on July 7 was -18,236), with a daily change of 2,365 and a weekly change of 11,348 [3][13]. - 泰混 - 顺丁: On August 6, it was 2,720 (the value on July 7 was 2,400), with no daily change and a weekly change of -30 [3][13]. - 3L - 丁苯: On August 6, it was 2,650 (the value on July 7 was 2,750), with no daily change and a weekly change of -50 [3][13]. - 顺丁标品 - 非标价差: On August 6, it was 250 (the value on July 7 was 400), with no daily change and no weekly change [3][13]. - 丁苯1502 - 1712: On August 6, it was 1,150 (the value on July 7 was 1,100), with no daily change and a weekly change of 50 [3][13].