宝城期货橡胶早报-20250811

Report Summary 1. Report Industry Investment Rating No information provided. 2. Report's Core View - Both Shanghai rubber (RU) and synthetic rubber (BR) are expected to run strongly, with short - term and mid - term trends being oscillatory and the intraday trend being oscillatory and strong [1][5][7]. 3. Summary by Related Catalogs Shanghai Rubber (RU) - Price and Performance: On the night of last Friday, the 2601 contract of domestic Shanghai rubber futures showed an oscillatory and strong trend, with the futures price rising slightly by 1.10% to 15,670 yuan/ton. It is expected to maintain an oscillatory and strong trend on Monday [5]. - Core Logic: As the previous macro - driving force weakens, the rubber market returns to a market dominated by a weak supply - demand structure. Southeast Asian rubber - producing areas are in the peak tapping season, and domestic producing areas are also continuously releasing new rubber output, with high supply pressure. The domestic downstream auto market is in the off - season, and the demand - driving force is insufficient. After the previous sharp decline, the bearish sentiment in the rubber market has been released [5]. Synthetic Rubber (BR) - Price and Performance: On the night of last Friday, domestic synthetic rubber futures showed an oscillatory and strong trend, with the futures price of the 2509 contract rising slightly by 1.39% to 11,660 yuan/ton. It is expected to maintain an oscillatory and strong trend on Monday [7]. - Core Logic: As the previous macro - driving force weakens, the synthetic rubber market returns to a market dominated by a weak supply - demand structure. The operating load of domestic synthetic rubber plants is stable, and the supply pressure remains. The domestic downstream auto market is in the off - season, and the demand - driving force is insufficient. After the previous sharp decline, the bearish sentiment in the rubber market has been released [7].