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永安合成橡胶早报-20250819
Yong An Qi Huo·2025-08-19 03:43

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core Viewpoints No information provided. 3. Summary by Relevant Catalogs BR (Butadiene Rubber) - Contract Data: The closing price of the main contract on August 18 was 11,800, a daily decrease of 15 and a weekly increase of 15; the position volume was 17,454, a daily decrease of 2,902 and a weekly decrease of 10,634; the trading volume was 57,039, a daily decrease of 6,226 and a weekly decrease of 81,276; the warrant quantity remained unchanged at 10,470; the virtual - real ratio was 8.34, a daily decrease of 1 and a weekly decrease of 5 [4]. - Basis and Spread: The butadiene - styrene basis was 550 on August 18, a daily increase of 165 and a weekly increase of 185; the 8 - 9 month spread was 125, a daily increase of 60 and a weekly increase of 115; the 9 - 10 month spread was - 5, with no daily change and a weekly decrease of 5 [4]. - Market Prices: The Shandong market price was 11,750 on August 18, a daily increase of 50 and a weekly increase of 50; the Chuanhua market price was 11,700, a daily increase of 100 and no weekly change; the Qilu ex - factory price was 11,900, a daily increase of 100 and a weekly increase of 200 [4]. - Processing and Import - Export: The spot processing profit was - 79 on August 18, a daily decrease of 42 and a weekly increase of 111; the disk processing profit was - 29, a daily decrease of 107 and a weekly increase of 76; the import profit was - 85,265, a daily decrease of 690 and a weekly decrease of 1,418; the export profit was - 469, a daily decrease of 51 and a weekly decrease of 60 [4]. BD (Butadiene) - Market Prices: The Shandong market price on August 18 was 9,440, a daily increase of 90 and a weekly decrease of 60; the Jiangsu market price was 9,400, a daily increase of 100 and no weekly change; the Yangzi ex - factory price remained unchanged at 9,400; the CFR China price was 1,080, a daily increase of 10 and a weekly increase of 10 [4]. - Processing and Import - Export: The carbon - four extraction profit data on August 18 was N/A; the butene oxidative dehydrogenation profit was 306, a daily increase of 100 and no weekly change; the import profit was 491; the export profit was - 1,151, a daily decrease of 92 and a weekly increase of 132 [4]. - Downstream Profits: The butadiene - styrene production profit was 938 on August 18, a daily increase of 100 and a weekly increase of 188; the ABS production profit data was N/A; the SBS production profit (791 - H) was 1,145, with no daily change and a weekly increase of 185 [4]. Variety Spreads - Inter - Variety Spreads: On August 18, the RU - BR spread was - 1,634, a daily increase of 2,817 and a weekly increase of 10,699; the NR - BR spread was - 4,804, a daily increase of 2,842 and a weekly increase of 10,664; the Thai mixed - butadiene spread was 2,850, a daily decrease of 100 and a weekly decrease of 30; the 3L - butadiene - styrene spread was 2,500, a daily decrease of 150 and a weekly decrease of 200 [4]. - Intra - Variety Spreads: The butadiene standard - non - standard price spread was 150 on August 18, a daily decrease of 50 and no weekly change; the butadiene - styrene 1502 - 1712 spread was 1,100, a daily increase of 100 and a weekly increase of 150 [4].