Group 1: Report's Industry Investment Rating - No relevant content provided Group 2: Report's Core View - For both沪胶 and合成胶, the short - term and medium - term views are "oscillate", and the intraday view is "oscillate weakly", with a reference view of "weak operation" [1][5][7] Group 3: Summary by Related Content 沪胶 (RU) - The market has returned to a situation dominated by a weak supply - demand structure as the previous macro - driving force has weakened. Southeast Asian rubber - producing areas are in the peak tapping season, and domestic producing areas are also releasing new rubber output, resulting in high supply pressure. However, the August domestic heavy - truck sales data and new - car production and sales data are better than market expectations, showing a significant year - on - year increase. After the rubber price strengthened to absorb the positive factors, the night session of the domestic沪胶 futures 2601 contract on Thursday maintained an oscillating and weakly downward trend, with the futures price slightly down 0.92% to 15,650 yuan/ton. It is expected that the沪胶 futures 2601 contract may maintain an oscillating and weakly downward trend on Friday [5] 合成胶 (BR) - The market has returned to a situation dominated by a weak supply - demand structure as the previous macro - driving force has weakened. The domestic synthetic rubber plant load is stable, and the supply pressure remains. The August domestic heavy - truck sales data and new - car production and sales data are better than market expectations, showing a significant year - on - year increase. After the rubber price strengthened to absorb the positive factors, the night session of the domestic synthetic rubber futures 2510 contract on Thursday maintained an oscillating and weakly downward trend, with the futures price slightly down 1.10% to 11,650 yuan/ton. It is expected that the synthetic rubber futures 2510 contract may maintain an oscillating and weakly downward trend on Friday [7]
宝城期货橡胶早报-20250815
Bao Cheng Qi Huo·2025-08-15 02:20