永安合成橡胶早报-20250813

Group 1: Report Overview - Report Name: Yongan Synthetic Rubber Morning Report [2] - Research Team: Research Center Energy and Chemicals Team [3] - Report Date: August 13, 2025 [3] Group 2: BR (Butadiene Rubber) Data 1. Futures Contract Data - Main contract closing price on August 12 was 11,825, with a daily change of 40 and a weekly change of 310 [4] - Main contract open interest on August 12 was 26,687, with a daily change of -1,401 and a weekly change of -3,745 [4] - Main contract trading volume on August 12 was 60,045, with a daily change of -78,270 and a weekly change of 6,100 [4] 2. Warehouse Receipt and Ratio Data - Warehouse receipt quantity on August 12 was 0, with a daily change of -10,470 and a weekly change of -10,540 [4] - The virtual - real ratio on August 12 had a DIV/0! error [4] 3. Basis and Spread Data - Butadiene basis on August 12 was -75, with a daily change of 10 and a weekly change of -160 [4] - Butadiene basis (Two - oil) on August 12 was -125, with a daily change of -40 and a weekly change of -110 [4] - Styrene - butadiene basis on August 12 was 425, with a daily change of 60 and a weekly change of -60 [4] - 8 - 9 month spread on August 12 was -5, with a daily change of -15 and a weekly change of -5 [4] - 9 - 10 month spread on August 12 was 5, with a daily change of 5 and a weekly change of 10 [4] 4. Price and Profit Data - Shandong market price on August 12 was 11,750, with a daily change of 50 and a weekly change of 150 [4] - Chuanhua market price on August 12 was 11,700, with a daily change of 0 and a weekly change of 200 [4] - Qilu ex - factory price on August 12 was 11,700, with a daily change of 0 and a weekly change of 200 [4] - CFR Northeast Asia on August 12 was 1,450, with a daily change of 0 and a weekly change of 0 [4] - CFR Southeast Asia on August 12 was 1,735, with a daily change of -15 and a weekly change of -15 [4] - Spot processing profit on August 12 was -79, with a daily change of 111 and a weekly change of -18 [4] - Futures processing profit on August 12 was -4, with a daily change of 101 and a weekly change of 142 [4] - Import profit on August 12 was -83,803, with a daily change of 45 and a weekly change of -1,536 [4] - Export profit on August 12 was -452, with a daily change of -43 and a weekly change of -124 [4] Group 3: BD (Butadiene) Data 1. Price Data - Shandong market price on August 12 was 9,440, with a daily change of -60 and a weekly change of 140 [4] - Jiangsu market price on August 12 was 9,350, with a daily change of -50 and a weekly change of 100 [4] - Yangzi ex - factory price on August 12 was 9,400, with a daily change of 0 and a weekly change of 200 [4] - CFR China on August 12 was 1,070, with a daily change of 0 and a weekly change of -10 [4] 2. Profit Data - Carbon four extraction profit data for August 12 was N/A [4] - Butene oxidative dehydrogenation profit on August 12 was 256, with a daily change of -50 and a weekly change of 30 [4] - Import profit on August 12 was 508, with a daily change of -20 and a weekly change of 175 [4] - Export profit on August 12 was -1,096, with a daily change of 44 and a weekly change of 61 [4] 3. Downstream Profit Data - Butadiene rubber production profit on August 12 was -4, with a daily change of 101 and a weekly change of 142 [4] - Styrene - butadiene rubber production profit on August 12 was 750, with a daily change of 0 and a weekly change of 25 [4] - ABS production profit data for August 12 was N/A [4] - SBS (791 - H) production profit on August 12 was 1,160, with a daily change of 200 and a weekly change of 30 [4] Group 4: Spread Data 1. Inter - variety Spread - The difference between Thai mixed rubber and butadiene rubber on August 12 was 2,870, with a daily change of -10 and a weekly change of 150 [4] - The difference between 3L rubber and styrene - butadiene rubber on August 12 was 2,600, with a daily change of -100 and a weekly change of -50 [4] - The difference between RU and BR on August 12 was -10,827, with a daily change of 1,200 and a weekly change of 5,060 [4] - The difference between NR and BR on August 12 was -14,022, with a daily change of 1,446 and a weekly change of 4,110 [4] 2. Intra - variety Spread - The difference between standard and non - standard butadiene rubber on August 12 was 200, with a daily change of 50 and a weekly change of -50 [4] - The difference between styrene - butadiene 1502 and 1712 on August 12 was 1,000, with a daily change of 50 and a weekly change of -150 [4]