宝城期货橡胶早报-20250814

Group 1: Report Industry Investment Rating - No information provided Group 2: Report's Core View - Both Shanghai rubber futures 2601 contract and synthetic rubber futures 2510 contract are expected to run strongly with a short - term and intraday view of oscillating strongly and a medium - term view of oscillating [1][5][7] Group 3: Summary by Related Catalogs Shanghai Rubber (RU) - Market Situation: With the weakening of the previous macro - driving force, the rubber market has returned to a market dominated by a weak supply - demand structure. The supply pressure is high as Southeast Asian and domestic rubber - producing areas are in the peak cutting season. However, the August domestic heavy - truck sales data and new - car production and sales data released recently are better than market expectations, showing a significant year - on - year increase. On Wednesday night, the 2601 contract of domestic Shanghai rubber futures maintained an oscillating and stable trend, with the futures price slightly rising 0.06% to 15,875 yuan/ton. It is expected to maintain an oscillating and strong trend on Thursday [5] Synthetic Rubber (BR) - Market Situation: With the weakening of the previous macro - driving force, synthetic rubber has returned to a market dominated by a weak supply - demand structure. The domestic synthetic rubber plant load is stable, and the supply pressure remains. But the August domestic heavy - truck sales data and new - car production and sales data are better than expected, showing a significant year - on - year increase. On Wednesday night, the 2510 contract of domestic synthetic rubber futures maintained an oscillating and stable trend, with the futures price slightly falling 0.34% to 11,815 yuan/ton. It is expected to maintain an oscillating and strong trend on Thursday [7]